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
VOT
Vanguard Mid Cap Growth Index

ETFs
232
+ 7.37%
$282.75 - $294.19 $65.6K - $68.3K
3.38K $993K
NSC
Norfolk Southern Corp

Industrials
58
+ 3.24%
$259.49 - $300.41 $15.1K - $17.4K
1.85K $554K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.45K
+ 2.89%
$40.94 - $42.85 $59.5K - $62.3K
51.8K $2.18M
EWJ
Ishares Msci Japan ETF

ETFs
927
+ 22.24%
$71.69 - $81.49 $66.5K - $75.5K
5.1K $408K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
967
+ 5.86%
$60.96 - $64.31 $58.9K - $62.2K
17.5K $1.11M
LDOS
Leidos Holdings, Inc.

Technology
89
+ 3.78%
$159.2 - $188.96 $14.2K - $16.8K
2.45K $462K
BAR
Granite Shares Gold Trust

ETFs
1.4K
+ 19.9%
$32.23 - $38.06 $45K - $53.2K
8.42K $320K
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.36K
+ 16.86%
$45.13 - $48.29 $61.4K - $65.7K
9.43K $455K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.3K
+ 1.62%
$39.58 - $40.74 $51.5K - $53K
81.4K $3.3M
GPN
Global Payments Inc

Industrials
954
+ 28.57%
$77.61 - $90.01 $74K - $85.9K
4.29K $356K
ENB
Enbridge Inc

Energy
810
+ 9.5%
$43.79 - $50.46 $35.5K - $40.9K
9.34K $471K
PFN
Pimco Income Strategy Fund Ii

Financial Services
11.1K
New
$7.37 - $7.67 $81.6K - $84.9K
11.1K $84K
HGER
Harbor ETF Tr All Weather Infl
2.12K
+ 11.31%
$24.26 - $25.91 $51.5K - $55K
20.9K $538K
D
Dominion Energy, Inc

Utilities
1.04K
+ 24.11%
$56.32 - $62.1 $58.3K - $64.3K
5.33K $325K
AZN
Astrazeneca PLC

Healthcare
579
+ 10.41%
$68.72 - $82.11 $39.8K - $47.5K
6.14K $471K
VPU
Vanguard Utilities ETF

ETFs
331
+ 22.64%
$175.25 - $189.41 $58K - $62.7K
1.79K $339K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.35K
+ 18.16%
$25.53 - $26.94 $59.9K - $63.2K
15.3K $410K
CLSK
Cleanspark, Inc.

Technology
1.68K
+ 11.04%
$9.08 - $14.87 $15.3K - $25K
16.9K $245K
AMCR
Amcor PLC

Consumer Cyclical
32.8K
+ 17.33%
$7.97 - $9.94 $261K - $326K
222K $1.82M
NI
Nisource Inc.

Utilities
1.32K
+ 20.84%
$39.0 - $43.33 $51.6K - $57.4K
7.68K $332K
AEE
Ameren Corp

Utilities
98
+ 1.33%
$95.0 - $104.38 $9.31K - $10.2K
7.45K $777K
IYF
Ishares Tr

ETFs
368
+ 9.54%
$119.89 - $127.16 $44.1K - $46.8K
4.23K $535K
PCG
Pg&E Corp

Utilities
3.47K
+ 26.7%
$13.0 - $15.73 $45.1K - $54.5K
16.4K $248K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
272
+ 3.94%
$136.48 - $142.97 $37.1K - $38.9K
7.18K $1.01M
FNDX
Schwab Fundamental U S Large C

ETFs
1.19K
+ 5.8%
$24.38 - $26.34 $29.1K - $31.4K
21.8K $572K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
257
+ 4.54%
$122.57 - $132.57 $31.5K - $34.1K
5.92K $768K
PJUN
Innovator U.S. Equity Power Bu

ETFs
586
+ 1.91%
$39.79 - $41.15 $23.3K - $24.1K
31.2K $1.29M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
351
+ 17.76%
$133.48 - $144.38 $46.9K - $50.7K
2.33K $331K
NGL
Ngl Energy Partners LP

Energy
5.87K
+ 33.17%
$4.0 - $6.96 $23.5K - $40.9K
23.6K $141K
ETN
Eaton Corp PLC

Industrials
40
+ 1.37%
$342.99 - $392.76 $13.7K - $15.7K
2.97K $1.11M
AGNC
Agnc Investment Corp.

Real Estate
5.62K
+ 39.88%
$9.2 - $10.37 $51.7K - $58.3K
19.7K $193K
DD
Du Pont De Nemours, Inc.

Basic Materials
313
+ 7.48%
$69.9 - $78.26 $21.9K - $24.5K
4.5K $350K
EPD
Enterprise Products Partners L.P.

Energy
1.75K
+ 4.75%
$30.74 - $32.14 $53.8K - $56.2K
38.6K $1.21M
ICF
Ishares Tr

ETFs
956
+ 9.9%
$59.57 - $62.89 $56.9K - $60.1K
10.6K $653K
ES
Eversource Energy

Utilities
483
+ 12.68%
$62.86 - $71.14 $30.4K - $34.4K
4.29K $305K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
90
+ 6.79%
$232.86 - $268.01 $21K - $24.1K
1.42K $367K
AUR
Aurora Innovation, Inc.

Technology
11.4K
New
$5.05 - $6.56 $57.4K - $74.6K
11.4K $61K
VXF
Vanguard Extended Market ETF

ETFs
108
+ 4.64%
$193.58 - $213.07 $20.9K - $23K
2.43K $509K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
141
+ 1.37%
$85.93 - $92.12 $12.1K - $13K
10.5K $952K
VDC
Vanguard Consumer Staples ETF

ETFs
403
+ 8.01%
$212.64 - $225.25 $85.7K - $90.8K
5.44K $1.16M
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.65%
$103.66 - $114.59 $3.63K - $4.01K
5.45K $623K
CW
Curtiss Wright Corp

Industrials
61
+ 12.6%
$472.43 - $542.94 $28.8K - $33.1K
545 $295K
VONV
Vanguard Russell 1000 Value Et

ETFs
260
+ 3.07%
$84.55 - $89.54 $22K - $23.3K
8.73K $780K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.16K
+ 11.07%
$48.31 - $48.93 $56K - $56.8K
11.6K $568K
SCHA
Schwab Strategic Tr Us Small C

ETFs
672
+ 4.54%
$25.29 - $28.33 $17K - $19K
15.5K $432K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
386
+ 2.82%
$70.77 - $73.59 $27.3K - $28.4K
14.1K $1.03M
NWL
Newell Brands Inc.

Consumer Defensive
10.4K
New
$4.76 - $6.39 $49.4K - $66.3K
10.4K $54K
CB
Chubb LTD

Financial Services
216
+ 24.91%
$265.99 - $289.59 $57.5K - $62.6K
1.08K $305K
DFIP
Dimensional ETF Tr Inflation P

ETFs
996
+ 4.32%
$41.6 - $42.66 $41.4K - $42.5K
24K $1.02M
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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