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
NVO
Novo Nordisk A S

Healthcare
6.31K
New
$45.38 - $71.7 $286K - $453K
6.31K $350K
MMM
3 M CO

Industrials
1.87K
+ 9.94%
$144.41 - $160.2 $270K - $299K
20.7K $3.21M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.7K
New
$87.07 - $93.06 $323K - $345K
3.7K $339K
FNDF
Schwab Fundamental Intl Large

ETFs
2.43K
+ 3.11%
$39.84 - $43.15 $96.8K - $105K
80.5K $3.46M
AVIG
American Centy ETF Tr Avantis

ETFs
7.52K
+ 60.31%
$41.02 - $42.32 $308K - $318K
20K $840K
CAG
Conagra Brands Inc.

Consumer Defensive
28.4K
+ 31.03%
$18.04 - $21.14 $512K - $599K
120K $2.19M
WRB
Berkley W R Corp

Financial Services
3.94K
+ 70.95%
$67.78 - $76.62 $267K - $302K
9.49K $727K
CCRD
Core Card Corp

Technology
11.7K
New
$26.02 - $29.49 $304K - $344K
11.7K $312K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
571
New
$473.44 - $553.71 $270K - $316K
571 $312K
IDV
Ishares Tr

ETFs
7.09K
+ 27.66%
$34.54 - $37.28 $245K - $264K
32.7K $1.2M
CVNA
Carvana Co.

Consumer Cyclical
802
New
$326.09 - $392.66 $262K - $315K
802 $302K
INCY
Incyte Corp

Healthcare
3.53K
New
$67.27 - $86.96 $237K - $307K
3.53K $299K
SUB
Ishares Short Term National Mu

ETFs
2.78K
New
$106.17 - $107.3 $295K - $298K
2.78K $296K
AZO
Autozone Inc

Consumer Cyclical
67
New
$3649.42 - $4354.54 $245K - $292K
67 $287K
HON
Honeywell International Inc

Industrials
2.02K
+ 32.62%
$207.7 - $240.4 $419K - $485K
8.2K $1.73M
BE
Bloom Energy Corp

Industrials
3.37K
New
$22.13 - $86.27 $74.7K - $291K
3.37K $285K
AVSC
American Centy ETF Tr Avantis
4.99K
New
$51.33 - $58.63 $256K - $293K
4.99K $285K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
146
+ 1.18%
$225.11 - $247.9 $32.9K - $36.2K
12.5K $3.08M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.55K
+ 45.8%
$49.05 - $49.99 $272K - $278K
17.7K $880K
NEM
Newmont Corp

Basic Materials
1.84K
+ 38.05%
$57.35 - $85.25 $106K - $157K
6.69K $564K
MRVL
Marvell Technology, Inc.

Technology
2.45K
+ 25.12%
$62.31 - $84.07 $153K - $206K
12.2K $1.03M
AVES
American Centy ETF Tr Avantis

ETFs
4.72K
New
$53.51 - $57.96 $253K - $274K
4.72K $270K
DOW
Dow Inc.

Basic Materials
24.7K
+ 29.51%
$20.87 - $30.37 $516K - $751K
109K $2.49M
WFC
Wells Fargo & Company

Financial Services
2.5K
+ 15.88%
$77.05 - $85.16 $193K - $213K
18.2K $1.53M
IBB
Ishares Biotechnology ETF

ETFs
1.84K
New
$127.63 - $144.37 $235K - $266K
1.84K $265K
DAL
Delta Air Lines, Inc.

Industrials
4.68K
New
$49.0 - $61.97 $229K - $290K
4.68K $265K
FTCS
First Trust Capital Strength E

ETFs
2.84K
New
$89.72 - $93.74 $254K - $266K
2.84K $265K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.2K
+ 11.47%
$108.08 - $121.73 $130K - $146K
11.7K $1.41M
AMBA
Ambarella Inc

Technology
3.17K
New
$62.49 - $88.81 $198K - $281K
3.17K $261K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.05K
New
$50.85 - $51.35 $257K - $259K
5.05K $258K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.19K
+ 11.84%
$67.21 - $72.65 $147K - $159K
20.6K $1.5M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
1.67K
New
$70.83 - $154.44 $118K - $258K
1.67K $257K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.82K
New
$46.69 - $59.27 $225K - $286K
4.82K $256K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
30K
+ 76.62%
$7.95 - $8.31 $238K - $249K
69.1K $571K
MLN
Vaneck Long Muni ETF

ETFs
13K
+ 29.05%
$16.52 - $17.5 $214K - $227K
57.7K $1.01M
LHX
L3 Harris Technologies, Inc.

Industrials
90
+ 2.18%
$252.18 - $305.41 $22.7K - $27.5K
4.21K $1.29M
BSX
Boston Scientific Corp

Healthcare
3.85K
+ 30.38%
$97.03 - $108.14 $373K - $416K
16.5K $1.61M
HBM
Hudbay Minerals Inc.

Basic Materials
16.3K
New
$9.06 - $15.21 $148K - $248K
16.3K $246K
IONQ
Ion Q, Inc.

Technology
3.99K
New
$36.79 - $75.14 $147K - $300K
3.99K $245K
EVRG
Evergy, Inc.

Utilities
849
+ 3.33%
$67.73 - $76.02 $57.5K - $64.5K
26.3K $2M
AYI
Acuity Brands Inc

Industrials
710
New
$287.07 - $344.52 $204K - $245K
710 $244K
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.99K
+ 10.42%
$37.32 - $38.38 $186K - $192K
52.9K $2.03M
AIVI
Kemiao Garment Holding Group

ETFs
4.9K
New
$47.8 - $51.29 $234K - $251K
4.9K $242K
VIG
Vanguard Dividend Appreciation

ETFs
1.31K
+ 1.38%
N/A
96.5K $17.6M
BJUL
Innovator U.S. Equity Buffer E

ETFs
4.45K
+ 59.66%
$47.14 - $49.66 $210K - $221K
11.9K $591K
CCJ
Cameco Corp

Energy
2.42K
+ 65.11%
$70.47 - $86.89 $171K - $210K
6.14K $514K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.26K
+ 66.54%
$59.29 - $62.87 $253K - $268K
10.7K $640K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.65K
New
N/A
2.65K $237K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.51K
+ 4.28%
$47.86 - $48.43 $216K - $218K
110K $5.29M
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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