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
MTZ
Mastec Inc

Industrials
1.1K
New
$168.23 - $212.81 $185K - $234K
1.1K $234K
WLDN
Willdan Group, Inc.

Industrials
2.41K
New
$63.73 - $120.35 $154K - $290K
2.41K $233K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
9.27K
New
$18.9 - $25.14 $175K - $233K
9.27K $232K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
8K
+ 35.61%
$23.5 - $24.94 $188K - $199K
30.4K $758K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.14K
+ 5.85%
$38.52 - $39.39 $198K - $202K
92.9K $3.65M
KMI
Kinder Morgan, Inc.

Energy
11.5K
+ 12.91%
$26.23 - $28.5 $301K - $327K
100K $2.84M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.2K
New
$101.12 - $106.18 $223K - $234K
2.2K $226K
IEF
Ishares Barclays

ETFs
2.15K
+ 8.76%
$93.91 - $97.26 $202K - $209K
26.7K $2.57M
NDAQ
Nasdaq, Inc.

Financial Services
2.6K
+ 32.89%
$86.73 - $96.94 $226K - $252K
10.5K $930K
ANIP
Ani Pharmaceuticals Inc

Healthcare
2.42K
New
$63.35 - $98.81 $153K - $239K
2.42K $221K
IQV
Iqvia Holdings Inc.

Healthcare
1.16K
New
$157.68 - $200.82 $183K - $233K
1.16K $219K
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.34K
New
$85.66 - $92.67 $200K - $216K
2.34K $215K
ITA
Ishares Tr

ETFs
668
+ 18.52%
$184.73 - $209.26 $123K - $140K
4.28K $894K
GBCI
Glacier Bancorp, Inc.

Financial Services
4.41K
New
$42.86 - $50.13 $189K - $221K
4.41K $214K
EBAY
Ebay Inc

Consumer Cyclical
547
+ 5.58%
$75.33 - $100.77 $41.2K - $55.1K
10.4K $941K
AGX
Argan Inc

Industrials
785
New
$202.53 - $271.07 $159K - $213K
785 $211K
CASY
Caseys General Stores Inc

Consumer Cyclical
218
+ 13.81%
$494.52 - $565.32 $108K - $123K
1.8K $1.02M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.28K
New
$30.13 - $33.37 $189K - $209K
6.28K $209K
CYBR
Cyber Ark Software Ltd.

Technology
433
New
$374.8 - $491.1 $162K - $213K
433 $209K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
540
+ 12.57%
$236.25 - $257.69 $128K - $139K
4.84K $1.24M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
4.4K
New
$46.82 - $47.39 $206K - $209K
4.4K $208K
SLB
Schlumberger Limited

Energy
6.04K
New
$32.37 - $37.31 $195K - $225K
6.04K $207K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
393
+ 44.21%
$393.18 - $439.39 $155K - $173K
1.28K $558K
AMGN
Amgen Inc

Healthcare
566
+ 3.69%
$271.18 - $309.22 $153K - $175K
15.9K $4.49M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.26K
New
$43.07 - $91.37 $97.4K - $207K
2.26K $206K
VTWG
Vanguard Russell 2000 Growth E

ETFs
879
New
$208.02 - $237.84 $183K - $209K
879 $205K
CFG
Citizens Financial Group Inc

Financial Services
3.87K
New
$46.1 - $53.65 $178K - $208K
3.87K $205K
TPR
Tapestry, Inc.

Consumer Cyclical
1.81K
New
$86.48 - $116.14 $156K - $210K
1.81K $204K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.54K
New
$96.73 - $137.09 $149K - $211K
1.54K $203K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.62K
+ 4.01%
$22.64 - $23.22 $173K - $177K
198K $4.57M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.11K
New
$24.11 - $24.94 $195K - $202K
8.11K $202K
BITF
Bitfarms LTD

Financial Services
70.4K
New
$0.84 - $3.2 $59.1K - $225K
70.4K $200K
COIN
Coinbase Global, Inc.

Technology
682
+ 28.91%
$297.99 - $419.78 $203K - $286K
3.04K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
717
New
$250.62 - $279.43 $180K - $200K
717 $200K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
15.8K
+ 154.9%
$11.27 - $12.14 $178K - $192K
26K $312K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
4.1K
+ 15.61%
$33.86 - $35.74 $139K - $146K
30.3K $1.08M
SOUN
Soundhound Ai, Inc.

Technology
3.13K
+ 11.64%
$10.11 - $18.05 $31.6K - $56.4K
30K $482K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.2K
New
$18.61 - $18.94 $189K - $192K
10.2K $191K
BGNE
Bei Gene, Ltd.

Healthcare
840
New
N/A
840 $190K
MGK
Vanguard Mega Cap Growth ETF

ETFs
323
+ 19.84%
$362.31 - $405.74 $117K - $131K
1.95K $785K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.01K
+ 76.01%
$47.36 - $47.65 $190K - $191K
9.28K $439K
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.49K
+ 6.11%
$47.03 - $47.97 $164K - $168K
60.6K $2.9M
MCD
Mcdonalds Corp

Consumer Cyclical
137
+ 1.1%
$291.67 - $316.99 $40K - $43.4K
12.6K $3.83M
VBK
Vanguard Small Cap Growth ETF

ETFs
499
+ 26.61%
$276.51 - $305.12 $138K - $152K
2.37K $706K
IEMG
Ishares Inc

ETFs
3.39K
+ 5.74%
N/A
62.3K $3.34M
HYD
Vaneck High Yield Muni ETF

ETFs
3.27K
+ 17.28%
$48.85 - $50.94 $159K - $166K
22.2K $1.13M
WPM
Wheaton Precious Metals Corp.

Basic Materials
968
+ 30.74%
$86.72 - $111.84 $83.9K - $108K
4.12K $460K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.35K
+ 4.65%
$55.81 - $60.32 $75.3K - $81.4K
30.4K $1.8M
CEG
Constellation Energy Corp

Utilities
483
+ 18.0%
$298.82 - $354.89 $144K - $171K
3.17K $1.04M
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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