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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.55K
+ 40.31%
$74.93 - $80.73 $566K - $610K
26.3K $2.12M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.7K
+ 3.52%
$54.9 - $59.81 $203K - $221K
109K $6.47M
UBER
Uber Technologies, Inc

Technology
5.35K
+ 14.83%
$86.91 - $99.57 $465K - $533K
41.4K $4.06M
PFE
Pfizer Inc

Healthcare
15.7K
+ 6.68%
$23.29 - $25.88 $366K - $407K
251K $6.4M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
16.7K
+ 118.87%
$38.8 - $40.1 $649K - $670K
30.8K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.1K
+ 5.15%
$55.61 - $57.37 $616K - $636K
226K $12.9M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
10.1K
+ 20.63%
$49.0 - $51.91 $495K - $525K
59.1K $3.07M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.34K
+ 12.6%
$243.93 - $275.62 $328K - $370K
12K $3.29M
DELL
Dell Technologies Inc.

Technology
3.97K
+ 83.55%
$120.96 - $141.77 $480K - $563K
8.72K $1.24M
INTC
Intel Corp

Technology
4.64K
+ 10.47%
$19.31 - $35.5 $89.6K - $165K
48.9K $1.64M
CMCSA
Comcast Corp

Communication Services
23.6K
+ 100.01%
$31.41 - $36.33 $743K - $859K
47.3K $1.49M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.81K
+ 7.8%
$89.29 - $100.17 $251K - $281K
38.8K $3.88M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.71K
+ 3.2%
$67.48 - $71.55 $386K - $409K
184K $13.1M
RTX
Raytheon Technologies Corp

Industrials
612
+ 2.43%
$144.19 - $167.33 $88.2K - $102K
25.8K $4.31M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15.5K
+ 10.53%
$37.14 - $37.85 $575K - $586K
162K $6.14M
VNQ
Vanguard Specialized Funds Van

ETFs
1.9K
+ 1.01%
$88.47 - $93.24 $168K - $177K
190K $17.4M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
6.34K
+ 26.49%
$95.22 - $96.21 $603K - $610K
30.3K $2.91M
VRT
Vertiv Holdings CO

Industrials
6.95K
+ 187.81%
N/A
10.6K $922K
YYY
Amplify ETF Tr High Income ETF

ETFs
49.2K
+ 109.59%
$11.61 - $11.92 $571K - $586K
94K $1.11M
RYLD
Global X Fds Russell 2000 Cove

ETFs
37.9K
+ 55.52%
$14.46 - $15.29 $548K - $579K
106K $1.6M
VGSH
Vanguard

ETFs
9.6K
+ 6.43%
$58.43 - $58.88 $561K - $565K
159K $9.36M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.71K
+ 51.43%
$82.96 - $95.7 $473K - $546K
16.8K $1.51M
ISMD
Northern Lts Fd Tr Iv

ETFs
480
+ 0.3%
$35.1 - $39.69 $16.8K - $19.1K
161K $6.26M
SHOP
Shopify Inc.

Technology
548
+ 3.92%
$112.11 - $157.12 $61.4K - $86.1K
14.5K $2.16M
CTA
Simplify Exch Traded Fds Simpl

ETFs
14.7K
+ 13.4%
$26.46 - $28.43 $389K - $418K
124K $3.48M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.96K
+ 20.47%
$91.44 - $91.77 $545K - $547K
35.1K $3.22M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
45.6K
+ 356.98%
$11.15 - $11.87 $508K - $541K
58.4K $676K
TQQQ
Proshares Ultrapro Qqq

ETFs
505
+ 2.15%
$80.89 - $104.72 $40.8K - $52.9K
24K $2.48M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
11K
+ 174.6%
$44.4 - $46.72 $488K - $514K
17.3K $808K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.86K
+ 44.73%
$82.29 - $90.77 $400K - $441K
15.7K $1.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.66K
+ 12.04%
$68.24 - $73.73 $318K - $344K
43.4K $3.19M
DFAU
Dimensional ETF Tr

ETFs
2.06K
+ 1.72%
$42.42 - $45.96 $87.3K - $94.6K
122K $5.58M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.68K
+ 38.69%
$82.22 - $96.68 $302K - $355K
13.2K $1.27M
O
Realty Income Corp

Real Estate
5.21K
+ 9.02%
$56.13 - $60.79 $292K - $316K
62.9K $3.82M
TROW
Price T Rowe Group Inc

Financial Services
1.28K
+ 2.25%
$98.67 - $111.52 $126K - $143K
58.3K $5.99M
CGDV
Capital Group Divid Value ETF

ETFs
11.1K
+ 216.68%
$39.59 - $42.21 $441K - $470K
16.3K $683K
SCHR
Schwab Intermediate Term Us Tr

ETFs
18K
+ 6.98%
$24.69 - $25.26 $445K - $455K
276K $6.94M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
496
+ 5.31%
$284.45 - $324.95 $141K - $161K
9.84K $3.15M
EME
Emcor Group, Inc.

Industrials
361
+ 17.14%
$530.88 - $655.83 $192K - $237K
2.47K $1.6M
SOFI
So Fi Technologies, Inc.

Financial Services
10.4K
+ 42.75%
$17.64 - $29.81 $183K - $309K
34.6K $913K
MGV
Vanguard Mega Cap Value

ETFs
2.63K
+ 15.89%
$129.46 - $137.85 $340K - $363K
19.2K $2.64M
RDVY
First Trust Rising Dividend Ac

ETFs
1.68K
+ 2.14%
$62.38 - $67.29 $105K - $113K
80.1K $5.39M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.91K
+ 8.61%
$42.75 - $43.37 $424K - $430K
125K $5.42M
NOW
Service Now, Inc.

Technology
733
+ 34.85%
$850.86 - $1044.69 $624K - $766K
2.84K $2.61M
OXY
Occidental Petroleum Corp

Energy
2.56K
+ 4.32%
$42.54 - $48.1 $109K - $123K
61.7K $2.92M
MUB
Ishares National Muni Bond ETF

ETFs
3.24K
+ 8.04%
$103.24 - $106.68 $335K - $346K
43.6K $4.64M
GLW
Corning Inc

Technology
763
+ 6.19%
$51.6 - $82.03 $39.4K - $62.6K
13.1K $1.07M
XOM
Exxon Mobil Corp

Energy
1.4K
+ 2.61%
$105.83 - $117.22 $148K - $164K
55.1K $6.22M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.18K
+ 5.7%
$41.8 - $43.15 $342K - $353K
152K $6.49M
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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