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
TFC
Truist Financial Corp

Financial Services
2.17K
+ 18.91%
$42.83 - $47.07 $93K - $102K
13.7K $624K
PAYX
Paychex Inc

Industrials
4.13K
+ 19.7%
$126.69 - $147.99 $524K - $612K
25.1K $3.18M
NKE
Nike, Inc.

Consumer Cyclical
2.46K
+ 8.03%
$69.24 - $79.24 $171K - $195K
33.1K $2.31M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.45K
+ 5.19%
$72.01 - $74.44 $105K - $108K
29.4K $2.16M
XLU
Utilities Sector Spdr

ETFs
33
+ 0.15%
$81.14 - $87.32 $2.68K - $2.88K
21.7K $1.89M
TYA
Simplify Exchange Traded Fds S

ETFs
9.73K
+ 70.19%
N/A
23.6K $299K
QTEC
First Trust Nasdaq 100 Technol

ETFs
307
+ 9.91%
$208.95 - $229.72 $64.1K - $70.5K
3.41K $782K
SCHW
Schwab Charles Corp

Financial Services
906
+ 10.99%
$91.03 - $98.69 $82.5K - $89.4K
9.15K $873K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.27K
+ 18.09%
$63.41 - $69.69 $80.4K - $88.4K
8.28K $566K
TLRY
Tilray Brands, Inc.

Healthcare
9.45K
+ 12.17%
$0.42 - $1.85 $3.97K - $17.5K
87.1K $150K
FIW
First Trust Water ETF

ETFs
852
+ 17.68%
$107.54 - $115.08 $91.6K - $98K
5.67K $637K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.15K
+ 31.78%
$40.2 - $44.58 $86.5K - $95.9K
8.92K $391K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.71K
+ 44.28%
$23.54 - $23.97 $111K - $113K
15.3K $367K
VRIG
Invesco Actively Managed ETF F

ETFs
4.36K
+ 6.48%
$25.04 - $25.16 $109K - $110K
71.6K $1.8M
ALL
Allstate Corp

Financial Services
134
+ 2.13%
$192.0 - $214.65 $25.7K - $28.8K
6.44K $1.38M
TXN
Texas Instruments Inc

Technology
571
+ 4.41%
N/A
13.5K $2.63M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
677
+ 2.44%
$36.93 - $40.55 $25K - $27.5K
28.4K $1.14M
COF
Capital One Financial Corp

Financial Services
497
+ 7.6%
$207.29 - $229.74 $103K - $114K
7.03K $1.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.75K
+ 9.07%
$37.2 - $39.61 $65.1K - $69.3K
21K $833K
AEP
American Electric Power CO Inc

Utilities
31
+ 0.28%
$103.26 - $115.0 $3.2K - $3.57K
11.2K $1.26M
BA
Boeing CO

Industrials
241
+ 3.1%
$209.79 - $237.38 $50.6K - $57.2K
8.01K $1.73M
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
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.36K
+ 16.86%
$45.13 - $48.29 $61.4K - $65.7K
9.43K $455K
BAR
Granite Shares Gold Trust

ETFs
1.4K
+ 19.9%
$32.23 - $38.06 $45K - $53.2K
8.42K $320K
LDOS
Leidos Holdings, Inc.

Technology
89
+ 3.78%
$159.2 - $188.96 $14.2K - $16.8K
2.45K $462K
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
VOE
Vanguard Mid Cap Value Index F

ETFs
312
+ 10.3%
$164.63 - $174.58 $51.4K - $54.5K
3.34K $583K
ENB
Enbridge Inc

Energy
810
+ 9.5%
$43.79 - $50.46 $35.5K - $40.9K
9.34K $471K
AZN
Astrazeneca PLC

Healthcare
579
+ 10.41%
$68.72 - $82.11 $39.8K - $47.5K
6.14K $471K
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
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.35K
+ 18.16%
$25.53 - $26.94 $59.9K - $63.2K
15.3K $410K
VPU
Vanguard Utilities ETF

ETFs
331
+ 22.64%
$175.25 - $189.41 $58K - $62.7K
1.79K $339K
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
FNDX
Schwab Fundamental U S Large C

ETFs
1.19K
+ 5.8%
$24.38 - $26.34 $29.1K - $31.4K
21.8K $572K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
272
+ 3.94%
$136.48 - $142.97 $37.1K - $38.9K
7.18K $1.01M
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
NGL
Ngl Energy Partners LP

Energy
5.87K
+ 33.17%
$4.0 - $6.96 $23.5K - $40.9K
23.6K $141K
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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