Creative One Wealth, LLC Incresed Positions in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITRI
Itron, Inc.

Technology
91
+ 4.23%
$117.47 - $138.42 $10.7K - $12.6K
2.24K $279K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
235
+ 2.93%
$42.56 - $49.08 $10K - $11.5K
8.26K $354K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
20
+ 1.2%
$259.44 - $278.65 $5.19K - $5.57K
1.69K $439K
AIG
American International Group, Inc.

Financial Services
395
+ 7.03%
$76.34 - $85.87 $30.2K - $33.9K
6.01K $472K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
194
+ 2.06%
$46.51 - $50.07 $9.02K - $9.71K
9.6K $450K
WTM
White Mountains Insurance Group LTD

Financial Services
2
+ 1.35%
$1671.52 - $1869.81 $3.34K - $3.74K
150 $250K
KMB
Kimberly Clark Corp

Consumer Defensive
514
+ 2.97%
$121.72 - $136.77 $62.6K - $70.3K
17.8K $2.22M
UGI
Ugi Corp

Utilities
15
+ 0.2%
$32.64 - $37.14 $490 - $557
7.7K $256K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
185
+ 1.49%
$25.83 - $30.45 $4.78K - $5.63K
12.6K $348K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 1.82%
$486.13 - $544.55 $8.26K - $9.26K
949 $466K
DIS
Walt Disney CO

Communication Services
1.07K
+ 6.25%
$112.25 - $124.0 $120K - $132K
18.1K $2.07M
DG
Dollar General Corp

Consumer Defensive
328
+ 3.74%
$101.86 - $116.32 $33.4K - $38.2K
9.1K $940K
OKE
Oneok Inc

Energy
1.31K
+ 6.9%
$71.36 - $83.47 $93.7K - $110K
20.3K $1.48M
ELV
Elevance Health, Inc.

Healthcare
66
+ 4.39%
$274.66 - $395.76 $18.1K - $26.1K
1.57K $506K
WSO
Watsco Inc

Industrials
28
+ 1.09%
$381.94 - $489.97 $10.7K - $13.7K
2.59K $1.05M
CRK
Comstock Resources Inc

Energy
500
+ 3.72%
$15.03 - $25.26 $7.52K - $12.6K
13.9K $276K
SBUX
Starbucks Corp

Consumer Cyclical
77
+ 0.53%
$81.9 - $96.86 $6.31K - $7.46K
14.7K $1.24M
CNC
Centene Corp

Healthcare
10.8K
+ 40.09%
$25.21 - $56.65 $273K - $612K
37.8K $1.35M
WHR
Whirlpool Corp

Consumer Cyclical
1.76K
+ 15.01%
$77.47 - $110.59 $136K - $194K
13.5K $1.06M
HRL
Hormel Foods Corp

Consumer Defensive
4.9K
+ 10.09%
$24.31 - $31.54 $119K - $155K
53.5K $1.32M
KO
Coca Cola CO

Consumer Defensive
204
+ 0.38%
$65.67 - $71.67 $13.4K - $14.6K
53.5K $3.55M
UPS
United Parcel Service Inc

Industrials
1.17K
+ 4.28%
$82.58 - $105.54 $96.9K - $124K
28.6K $2.39M
CHTR
Charter Communications, Inc.

Communication Services
354
+ 8.23%
$256.57 - $418.22 $90.8K - $148K
4.65K $1.28M
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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