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
KMI
Kinder Morgan, Inc.

Energy
11.5K
+ 12.91%
$26.23 - $28.5 $301K - $327K
100K $2.84M
IEF
Ishares Barclays

ETFs
2.15K
+ 8.76%
$93.91 - $97.26 $202K - $209K
26.7K $2.57M
NDAQ
Nasdaq, Inc.

Financial Services
2.6K
+ 32.89%
$86.73 - $96.94 $226K - $252K
10.5K $930K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.54K
+ 54.95%
$23.82 - $25.84 $179K - $195K
21.2K $546K
ITA
Ishares Tr

ETFs
668
+ 18.52%
$184.73 - $209.26 $123K - $140K
4.28K $894K
EBAY
Ebay Inc

Consumer Cyclical
547
+ 5.58%
$75.33 - $100.77 $41.2K - $55.1K
10.4K $941K
CASY
Caseys General Stores Inc

Consumer Cyclical
218
+ 13.81%
$494.52 - $565.32 $108K - $123K
1.8K $1.02M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
540
+ 12.57%
$236.25 - $257.69 $128K - $139K
4.84K $1.24M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
393
+ 44.21%
$393.18 - $439.39 $155K - $173K
1.28K $558K
AMGN
Amgen Inc

Healthcare
566
+ 3.69%
$271.18 - $309.22 $153K - $175K
15.9K $4.49M
COIN
Coinbase Global, Inc.

Technology
682
+ 28.91%
$297.99 - $419.78 $203K - $286K
3.04K $1.03M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
15.8K
+ 154.9%
$11.27 - $12.14 $178K - $192K
26K $312K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
4.1K
+ 15.61%
$33.86 - $35.74 $139K - $146K
30.3K $1.08M
SOUN
Soundhound Ai, Inc.

Technology
3.13K
+ 11.64%
$10.11 - $18.05 $31.6K - $56.4K
30K $482K
MGK
Vanguard Mega Cap Growth ETF

ETFs
323
+ 19.84%
$362.31 - $405.74 $117K - $131K
1.95K $785K
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.49K
+ 6.11%
$47.03 - $47.97 $164K - $168K
60.6K $2.9M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.01K
+ 76.01%
$47.36 - $47.65 $190K - $191K
9.28K $439K
MCD
Mcdonalds Corp

Consumer Cyclical
137
+ 1.1%
$291.67 - $316.99 $40K - $43.4K
12.6K $3.83M
VBK
Vanguard Small Cap Growth ETF

ETFs
499
+ 26.61%
$276.51 - $305.12 $138K - $152K
2.37K $706K
IEMG
Ishares Inc

ETFs
3.39K
+ 5.74%
N/A
62.3K $3.34M
HYD
Vaneck High Yield Muni ETF

ETFs
3.27K
+ 17.28%
$48.85 - $50.94 $159K - $166K
22.2K $1.13M
WPM
Wheaton Precious Metals Corp.

Basic Materials
968
+ 30.74%
$86.72 - $111.84 $83.9K - $108K
4.12K $460K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.35K
+ 4.65%
$55.81 - $60.32 $75.3K - $81.4K
30.4K $1.8M
CEG
Constellation Energy Corp

Utilities
483
+ 18.0%
$298.82 - $354.89 $144K - $171K
3.17K $1.04M
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
CME
Cme Group Inc.

Financial Services
735
+ 8.24%
$258.83 - $287.1 $190K - $211K
9.66K $2.61M
SPMD
Spdr Portfolio

ETFs
1.37K
+ 5.47%
$54.43 - $58.29 $74.8K - $80.1K
26.5K $1.52M
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
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
SOXX
Ishares Semiconductor ETF

ETFs
274
+ 13.48%
$236.93 - $271.12 $64.9K - $74.3K
2.31K $625K
DFAX
Dimensional ETF Tr
665
+ 1.14%
$29.25 - $31.56 $19.5K - $21K
59.1K $1.86M
AIQ
Global X Funds Global X Artifi

ETFs
1.2K
+ 8.83%
$43.2 - $49.66 $51.7K - $59.4K
14.7K $728K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.49K
+ 12.23%
$20.76 - $21.78 $114K - $120K
50.4K $1.09M
NOCT
Innovator Growth 100 Power Buf

ETFs
1.63K
+ 8.89%
$54.27 - $56.81 $88.5K - $92.7K
20K $1.14M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.55K
+ 31.13%
$50.09 - $50.73 $128K - $129K
10.7K $542K
CLF
Cleveland Cliffs Inc.

Basic Materials
3.5K
+ 18.09%
$8.12 - $12.84 $28.4K - $44.9K
22.8K $278K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.23K
+ 3.63%
$76.18 - $78.81 $93.5K - $96.8K
35.1K $2.75M
IGRO
Ishares Tr International Divid

ETFs
1.15K
+ 2.28%
$75.97 - $80.24 $87.1K - $92K
51.5K $4.1M
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