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
UNP
Union Pacific Corp

Industrials
279
+ 1.62%
$214.91 - $237.16 $60K - $66.2K
17.5K $4.13M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.69K
+ 15.84%
$29.55 - $32.52 $109K - $120K
27K $865K
SJM
J M Smucker CO

Consumer Defensive
820
+ 10.16%
$102.24 - $113.2 $83.8K - $92.8K
8.89K $965K
TMUS
T Mobile Us, Inc.

Communication Services
694
+ 14.77%
$226.02 - $259.01 $157K - $180K
5.39K $1.29M
IXC
Ishares Tr Global Energy ETF

ETFs
2.7K
+ 12.24%
$39.45 - $42.95 $107K - $116K
24.8K $1.04M
DVYE
Ishares Emerging Markets Divid

ETFs
5.13K
+ 37.74%
$28.5 - $30.64 $146K - $157K
18.7K $555K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.76K
+ 11.69%
$52.31 - $56.47 $92.1K - $99.4K
16.8K $949K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.77K
+ 1.6%
$47.11 - $48.77 $83.4K - $86.4K
112K $5.45M
CAH
Cardinal Health Inc

Healthcare
1.47K
+ 21.52%
$146.04 - $167.63 $214K - $246K
8.28K $1.3M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
11.6K
+ 81.26%
$13.46 - $14.38 $157K - $167K
26K $351K
SPMD
Spdr Portfolio

ETFs
1.37K
+ 5.47%
$54.43 - $58.29 $74.8K - $80.1K
26.5K $1.52M
STLD
Steel Dynamics Inc

Basic Materials
1.52K
New
N/A
1.52K $148K
DUK
Duke Energy Corp

Utilities
589
+ 4.75%
$116.31 - $125.93 $68.5K - $74.2K
13K $1.61M
MELI
Mercadolibre Inc

Consumer Cyclical
85
+ 42.08%
$2292.04 - $2514.05 $195K - $214K
287 $670K
ORCC
Owl Rock Capital Corp

Financial Services
10.7K
New
N/A
10.7K $142K
SOXX
Ishares Semiconductor ETF

ETFs
274
+ 13.48%
$236.93 - $271.12 $64.9K - $74.3K
2.31K $625K
VV
Vanguard Large Cap ETF

ETFs
308
+ 15.42%
$285.05 - $309.14 $87.8K - $95.2K
2.31K $709K
BLOK
Amplify ETF Tr Trnsformational

ETFs
913
+ 11.57%
$56.05 - $67.13 $51.2K - $61.3K
8.8K $590K
DFAX
Dimensional ETF Tr
665
+ 1.14%
$29.25 - $31.56 $19.5K - $21K
59.1K $1.86M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.49K
+ 12.23%
$20.76 - $21.78 $114K - $120K
50.4K $1.09M
AIQ
Global X Funds Global X Artifi

ETFs
1.2K
+ 8.83%
$43.2 - $49.66 $51.7K - $59.4K
14.7K $728K
NOCT
Innovator Growth 100 Power Buf

ETFs
1.63K
+ 8.89%
$54.27 - $56.81 $88.5K - $92.7K
20K $1.14M
CLF
Cleveland Cliffs Inc.

Basic Materials
3.5K
+ 18.09%
$8.12 - $12.84 $28.4K - $44.9K
22.8K $278K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.55K
+ 31.13%
$50.09 - $50.73 $128K - $129K
10.7K $542K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.23K
+ 3.63%
$76.18 - $78.81 $93.5K - $96.8K
35.1K $2.75M
PAYX
Paychex Inc

Industrials
4.13K
+ 19.7%
$126.69 - $147.99 $524K - $612K
25.1K $3.18M
NKE
Nike, Inc.

Consumer Cyclical
2.46K
+ 8.03%
$69.24 - $79.24 $171K - $195K
33.1K $2.31M
TFC
Truist Financial Corp

Financial Services
2.17K
+ 18.91%
$42.83 - $47.07 $93K - $102K
13.7K $624K
IGRO
Ishares Tr International Divid

ETFs
1.15K
+ 2.28%
$75.97 - $80.24 $87.1K - $92K
51.5K $4.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.45K
+ 5.19%
$72.01 - $74.44 $105K - $108K
29.4K $2.16M
SAND
Sandstorm Gold LTD

Basic Materials
10.1K
New
$9.36 - $12.52 $94.2K - $126K
10.1K $125K
QTEC
First Trust Nasdaq 100 Technol

ETFs
307
+ 9.91%
$208.95 - $229.72 $64.1K - $70.5K
3.41K $782K
TYA
Simplify Exchange Traded Fds S

ETFs
9.73K
+ 70.19%
N/A
23.6K $299K
XLU
Utilities Sector Spdr

ETFs
33
+ 0.15%
$81.14 - $87.32 $2.68K - $2.88K
21.7K $1.89M
SCHW
Schwab Charles Corp

Financial Services
906
+ 10.99%
$91.03 - $98.69 $82.5K - $89.4K
9.15K $873K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.27K
+ 18.09%
$63.41 - $69.69 $80.4K - $88.4K
8.28K $566K
TLRY
Tilray Brands, Inc.

Healthcare
9.45K
+ 12.17%
$0.42 - $1.85 $3.97K - $17.5K
87.1K $150K
FIW
First Trust Water ETF

ETFs
852
+ 17.68%
$107.54 - $115.08 $91.6K - $98K
5.67K $637K
GIS
General Mills Inc

Consumer Defensive
3.55K
+ 7.95%
$48.44 - $53.83 $172K - $191K
48.2K $2.43M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.15K
+ 31.78%
$40.2 - $44.58 $86.5K - $95.9K
8.92K $391K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.71K
+ 44.28%
$23.54 - $23.97 $111K - $113K
15.3K $367K
VRIG
Invesco Actively Managed ETF F

ETFs
4.36K
+ 6.48%
$25.04 - $25.16 $109K - $110K
71.6K $1.8M
ALL
Allstate Corp

Financial Services
134
+ 2.13%
$192.0 - $214.65 $25.7K - $28.8K
6.44K $1.38M
TXN
Texas Instruments Inc

Technology
571
+ 4.41%
N/A
13.5K $2.63M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
677
+ 2.44%
$36.93 - $40.55 $25K - $27.5K
28.4K $1.14M
COF
Capital One Financial Corp

Financial Services
497
+ 7.6%
$207.29 - $229.74 $103K - $114K
7.03K $1.5M
AEP
American Electric Power CO Inc

Utilities
31
+ 0.28%
$103.26 - $115.0 $3.2K - $3.57K
11.2K $1.26M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.75K
+ 9.07%
$37.2 - $39.61 $65.1K - $69.3K
21K $833K
BA
Boeing CO

Industrials
241
+ 3.1%
$209.79 - $237.38 $50.6K - $57.2K
8.01K $1.73M
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email