Creative One Wealth, LLC Purchases in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JSML
Janus Detroit Str Tr Henderson

ETFs
6.76K
New
$67.04 - $77.09 $453K - $521K
6.76K $505K
DFAU
Dimensional ETF Tr

ETFs
2.06K
+ 1.72%
$42.42 - $45.96 $87.3K - $94.6K
122K $5.58M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.68K
+ 38.69%
$82.22 - $96.68 $302K - $355K
13.2K $1.27M
O
Realty Income Corp

Real Estate
5.21K
+ 9.02%
$56.13 - $60.79 $292K - $316K
62.9K $3.82M
ROKU
Roku, Inc

Communication Services
4.93K
New
$79.98 - $101.78 $394K - $502K
4.93K $493K
TROW
Price T Rowe Group Inc

Financial Services
1.28K
+ 2.25%
$98.67 - $111.52 $126K - $143K
58.3K $5.99M
CGDV
Capital Group Divid Value ETF

ETFs
11.1K
+ 216.68%
$39.59 - $42.21 $441K - $470K
16.3K $683K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
496
+ 5.31%
$284.45 - $324.95 $141K - $161K
9.84K $3.15M
SCHR
Schwab Intermediate Term Us Tr

ETFs
18K
+ 6.98%
$24.69 - $25.26 $445K - $455K
276K $6.94M
EME
Emcor Group, Inc.

Industrials
361
+ 17.14%
$530.88 - $655.83 $192K - $237K
2.47K $1.6M
MGV
Vanguard Mega Cap Value

ETFs
2.63K
+ 15.89%
$129.46 - $137.85 $340K - $363K
19.2K $2.64M
RDVY
First Trust Rising Dividend Ac

ETFs
1.68K
+ 2.14%
$62.38 - $67.29 $105K - $113K
80.1K $5.39M
AFRM
Affirm Holdings, Inc.

Technology
6.36K
New
$64.05 - $92.18 $407K - $586K
6.36K $464K
LINK
Interlink Electronics Inc

Technology
40.1K
New
$5.84 - $13.91 $234K - $558K
40.1K $455K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.91K
+ 8.61%
$42.75 - $43.37 $424K - $430K
125K $5.42M
NOW
Service Now, Inc.

Technology
733
+ 34.85%
$850.86 - $1044.69 $624K - $766K
2.84K $2.61M
OXY
Occidental Petroleum Corp

Energy
2.56K
+ 4.32%
$42.54 - $48.1 $109K - $123K
61.7K $2.92M
IESC
Ies Holdings, Inc.

Industrials
1.08K
New
$289.3 - $397.65 $313K - $431K
1.08K $430K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
82.5K
New
$3.18 - $5.32 $262K - $439K
82.5K $426K
MUB
Ishares National Muni Bond ETF

ETFs
3.24K
+ 8.04%
$103.24 - $106.68 $335K - $346K
43.6K $4.64M
GLW
Corning Inc

Technology
763
+ 6.19%
$51.6 - $82.03 $39.4K - $62.6K
13.1K $1.07M
XOM
Exxon Mobil Corp

Energy
1.4K
+ 2.61%
$105.83 - $117.22 $148K - $164K
55.1K $6.22M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.18K
+ 5.7%
$41.8 - $43.15 $342K - $353K
152K $6.49M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
7.04K
+ 11.91%
$48.06 - $50.98 $338K - $359K
66.1K $3.34M
XLP
Consumer Staples Sector Spdr

ETFs
5.47K
+ 14.98%
N/A
42K $3.19M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.89K
+ 8.7%
$46.97 - $48.89 $276K - $288K
73.5K $3.59M
VO
Vanguard Mid Cap ETF

ETFs
995
+ 11.83%
$279.83 - $293.74 $278K - $292K
9.41K $2.76M
IWN
Ishares Russell2000 Val ETF

ETFs
546
+ 3.32%
$157.1 - $178.94 $85.8K - $97.7K
17K $3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.35K
New
$87.69 - $96.0 $381K - $417K
4.35K $409K
NET
Cloudflare, Inc.

Technology
1.18K
+ 15.52%
$181.39 - $228.28 $214K - $269K
8.78K $1.88M
SRLN
Ssga Active Trust

ETFs
9.54K
+ 6.36%
$41.28 - $41.65 $394K - $397K
159K $6.63M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
448
+ 5.77%
$173.23 - $213.34 $77.6K - $95.6K
8.21K $1.74M
CCL
Carnival Corp

Consumer Cyclical
13K
+ 64.42%
$28.37 - $32.49 $368K - $422K
33.2K $958K
LLY
Eli Lilly & CO

Healthcare
812
+ 5.88%
$625.65 - $812.69 $508K - $660K
14.6K $11.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
442
+ 3.12%
$50.79 - $76.4 $22.4K - $33.8K
14.6K $1.12M
VBR
Vanguard Small Cap Value ETF

ETFs
569
+ 3.01%
$195.41 - $212.37 $111K - $121K
19.5K $4.06M
WMB
Williams Companies, Inc.

Energy
5.58K
+ 15.1%
$56.52 - $64.01 $315K - $357K
42.5K $2.69M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.51K
+ 29.18%
$40.45 - $42.49 $304K - $319K
33.3K $1.41M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
16.5K
+ 99.98%
$22.78 - $23.33 $375K - $384K
32.9K $754K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.64K
+ 76.79%
$100.37 - $100.74 $366K - $367K
8.39K $844K
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.66K
+ 5.28%
$48.04 - $50.89 $176K - $186K
73K $3.71M
PAAS
Pan American Silver Corp

Basic Materials
9.29K
New
$27.02 - $38.81 $251K - $361K
9.29K $359K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.76K
+ 33.85%
$50.32 - $54.01 $290K - $311K
22.8K $1.23M
CMCL
Caledonia Mining Corp PLC

Basic Materials
9.95K
New
$19.3 - $36.6 $192K - $364K
9.95K $357K
FANG
Diamondback Energy, Inc.

Energy
1.9K
+ 12.64%
$134.53 - $152.5 $256K - $290K
16.9K $2.42M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.9K
+ 0.82%
$45.72 - $47.27 $133K - $137K
358K $16.8M
IWS
Ishares Russell Midcap Value E

ETFs
2.55K
New
$132.83 - $140.61 $338K - $358K
2.55K $355K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.94K
+ 14.41%
$30.76 - $33.01 $244K - $262K
63K $2.07M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.1K
New
$116.14 - $168.56 $244K - $354K
2.1K $353K
Activity Summary
Buys All Purchases 598 New Holdings 124 Increased Positions 474 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
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