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
JNJ
Johnson & Johnson

Healthcare
627
+ 1.83%
$155.17 - $185.42 $97.3K - $116K
34.8K $6.46M
ZECP
Zacks Tr Earnings Constant Por

ETFs
13.3K
+ 2.93%
$31.92 - $33.66 $425K - $449K
468K $15.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.61K
+ 3.61%
$98.52 - $103.93 $848K - $895K
247K $25.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.2K
+ 1.7%
$45.6 - $46.92 $739K - $760K
972K $45.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.5K
+ 18.67%
$97.75 - $100.75 $1.12M - $1.15M
72.9K $7.3M
XLE
Energy Sector Spdr

ETFs
11.3K
+ 28.58%
$84.25 - $91.99 $950K - $1.04M
50.7K $4.53M
AMZN
Amazon Com Inc

Consumer Cyclical
4.99K
+ 1.52%
$211.65 - $238.24 $1.06M - $1.19M
333K $73M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.91K
+ 3.64%
$72.65 - $78.68 $357K - $386K
140K $11M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
29.8K
+ 10.73%
$26.52 - $27.64 $791K - $824K
308K $8.51M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.5K
+ 19.19%
$42.67 - $46.91 $703K - $772K
102K $4.79M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
18.3K
+ 174.76%
$41.53 - $66.18 $762K - $1.21M
28.8K $1.64M
EMB
Ishares Tr

ETFs
8.85K
+ 8.69%
$91.52 - $95.59 $810K - $846K
111K $10.5M
NFLX
Netflix Inc

Communication Services
2.18K
+ 19.86%
$1147.87 - $1297.18 $2.51M - $2.83M
13.2K $15.8M
XLB
Select Sector Spdr Fd Material

ETFs
11.9K
+ 454.57%
$86.72 - $92.61 $1.03M - $1.1M
14.5K $1.3M
BX
Blackstone Inc.

Financial Services
3.02K
+ 11.68%
$152.77 - $188.68 $462K - $570K
28.9K $4.94M
JPM
Jpmorgan Chase & CO

Financial Services
794
+ 2.48%
$282.78 - $316.06 $225K - $251K
32.8K $10.3M
XLV
Select Sector Spdr Fund Health

ETFs
6.9K
+ 29.93%
$129.01 - $139.72 $890K - $964K
29.9K $4.17M
VGT
Vanguard Information Technolog

ETFs
455
+ 5.48%
$656.44 - $753.15 $299K - $343K
8.77K $6.54M
DFSV
Dimensional ETF Tr Dimensional

ETFs
31K
+ 224.7%
$29.2 - $32.74 $906K - $1.02M
44.8K $1.43M
SNOW
Snowflake Inc.

Technology
4.46K
+ 98.94%
$191.73 - $241.0 $856K - $1.08M
8.97K $2.02M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
48.4K
+ 93.75%
$20.0 - $20.97 $969K - $1.02M
100K $2.07M
MRSK
Toews Agility Shares Managed R

Technology
26.3K
+ 102.42%
$33.48 - $35.68 $881K - $938K
52K $1.85M
PEP
Pepsico Inc

Consumer Defensive
4.05K
+ 8.44%
$133.81 - $152.16 $541K - $615K
52K $7.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.43K
+ 34.68%
$100.16 - $100.7 $944K - $949K
36.6K $3.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.99K
+ 9.33%
$87.29 - $93.61 $610K - $654K
81.9K $7.64M
ITW
Illinois Tool Works Inc

Industrials
3.54K
+ 173.87%
$252.31 - $269.41 $893K - $954K
5.58K $1.45M
KHC
Kraft Heinz CO

Consumer Defensive
36.2K
+ 464.16%
$25.63 - $28.94 $929K - $1.05M
44.1K $1.15M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.73K
+ 10.75%
$102.4 - $103.88 $894K - $907K
89.9K $9.29M
IBM
International Business Machines Corp

Technology
4.53K
+ 16.64%
$234.77 - $292.47 $1.06M - $1.33M
31.8K $8.96M
VZ
Verizon Communications Inc

Communication Services
16.8K
+ 6.81%
$40.84 - $45.06 $685K - $756K
263K $11.6M
HOOD
Robinhood Markets, Inc.

Technology
2.65K
+ 25.94%
$91.27 - $143.18 $242K - $380K
12.9K $1.84M
FN
Fabrinet

Technology
2.22K
+ 202.28%
$277.04 - $389.47 $614K - $863K
3.31K $1.21M
PJAN
Innovator U.S. Equity Power Bu

ETFs
18K
+ 53.34%
$43.95 - $45.8 $791K - $824K
51.7K $2.37M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17K
+ 13.23%
$50.53 - $50.82 $860K - $865K
146K $7.4M
HEQT
Simplify Exchange Traded Fds H
27.2K
+ 337.5%
$30.02 - $31.27 $817K - $851K
35.3K $1.1M
PHYS
Sprott Physical Gold Trust

Financial Services
12.7K
+ 11.46%
$25.02 - $29.62 $317K - $375K
123K $3.65M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.46K
+ 2.42%
$78.11 - $79.07 $739K - $748K
401K $31.7M
SIVR
Abrdn Silver ETF Trust

ETFs
14.9K
+ 102.5%
$34.34 - $44.62 $513K - $666K
29.5K $1.31M
APH
Amphenol Corp

Technology
1.02K
+ 3.8%
$97.39 - $125.4 $99.6K - $128K
27.9K $3.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.85K
+ 13.38%
$85.01 - $90.35 $667K - $709K
66.5K $5.94M
WELL
Welltower Inc.

Real Estate
2.7K
+ 23.66%
$150.71 - $178.14 $407K - $482K
14.1K $2.52M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
876
+ 11.39%
$567.09 - $607.37 $497K - $532K
8.56K $5.1M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
11.2K
+ 24.9%
$51.7 - $54.73 $577K - $611K
56K $3.06M
MRK
Merck & Co., Inc.

Healthcare
6.48K
+ 15.76%
$77.6 - $87.37 $503K - $567K
47.6K $4M
PINS
Pinterest, Inc.

Communication Services
24.2K
+ 221.26%
$32.17 - $39.17 $779K - $949K
35.2K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
137
+ 1.94%
$696.56 - $806.32 $95.4K - $110K
7.2K $5.74M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.01K
+ 8.78%
$435.72 - $463.74 $439K - $467K
12.5K $5.79M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.04K
+ 7.41%
$86.92 - $99.32 $264K - $302K
44K $4.31M
EXEL
Exelixis, Inc.

Healthcare
18.5K
+ 135.92%
$36.22 - $46.25 $670K - $855K
32.1K $1.33M
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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