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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
351
+ 17.76%
$133.48 - $144.38 $46.9K - $50.7K
2.33K $331K
ETN
Eaton Corp PLC

Industrials
40
+ 1.37%
$342.99 - $392.76 $13.7K - $15.7K
2.97K $1.11M
DD
Du Pont De Nemours, Inc.

Basic Materials
313
+ 7.48%
$69.9 - $78.26 $21.9K - $24.5K
4.5K $350K
AGNC
Agnc Investment Corp.

Real Estate
5.62K
+ 39.88%
$9.2 - $10.37 $51.7K - $58.3K
19.7K $193K
EPD
Enterprise Products Partners L.P.

Energy
1.75K
+ 4.75%
$30.74 - $32.14 $53.8K - $56.2K
38.6K $1.21M
ICF
Ishares Tr

ETFs
956
+ 9.9%
$59.57 - $62.89 $56.9K - $60.1K
10.6K $653K
ES
Eversource Energy

Utilities
483
+ 12.68%
$62.86 - $71.14 $30.4K - $34.4K
4.29K $305K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
90
+ 6.79%
$232.86 - $268.01 $21K - $24.1K
1.42K $367K
VXF
Vanguard Extended Market ETF

ETFs
108
+ 4.64%
$193.58 - $213.07 $20.9K - $23K
2.43K $509K
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.65%
$103.66 - $114.59 $3.63K - $4.01K
5.45K $623K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
141
+ 1.37%
$85.93 - $92.12 $12.1K - $13K
10.5K $952K
CW
Curtiss Wright Corp

Industrials
61
+ 12.6%
$472.43 - $542.94 $28.8K - $33.1K
545 $295K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.16K
+ 11.07%
$48.31 - $48.93 $56K - $56.8K
11.6K $568K
VONV
Vanguard Russell 1000 Value Et

ETFs
260
+ 3.07%
$84.55 - $89.54 $22K - $23.3K
8.73K $780K
SCHA
Schwab Strategic Tr Us Small C

ETFs
672
+ 4.54%
$25.29 - $28.33 $17K - $19K
15.5K $432K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
386
+ 2.82%
$70.77 - $73.59 $27.3K - $28.4K
14.1K $1.03M
CB
Chubb LTD

Financial Services
216
+ 24.91%
$265.99 - $289.59 $57.5K - $62.6K
1.08K $305K
DFIP
Dimensional ETF Tr Inflation P

ETFs
996
+ 4.32%
$41.6 - $42.66 $41.4K - $42.5K
24K $1.02M
CXDO
Crexendo, Inc.

Communication Services
7.23K
+ 51.61%
$5.3 - $6.99 $38.3K - $50.5K
21.2K $135K
PHO
Invesco Exchange Traded Fd Tr

ETFs
619
+ 21.37%
$69.62 - $73.99 $43.1K - $45.8K
3.52K $253K
DFAT
Dimensional ETF Tr U S Target

ETFs
245
+ 2.88%
$53.36 - $59.69 $13.1K - $14.6K
8.76K $509K
SGOL
Abrdn Gold ETF Trust

ETFs
78
+ 0.87%
$31.18 - $36.81 $2.43K - $2.87K
9.02K $332K
QLD
Proshares Ultra Qqq

ETFs
4
+ 0.16%
$115.66 - $138.31 $463 - $553
2.56K $351K
TPL
Texas Pacific Land Corp

Energy
80
+ 35.56%
$854.83 - $1075.97 $68.4K - $86.1K
305 $284K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
820
+ 18.19%
$47.07 - $50.11 $38.6K - $41.1K
5.33K $265K
ETR
Entergy Corp

Utilities
7
+ 0.15%
$80.93 - $93.55 $567 - $655
4.69K $436K
XCEM
Columbia ETF Tr Ii

ETFs
5
+ 0.02%
$33.85 - $36.86 $169 - $184
21.2K $768K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
690
+ 2.92%
$44.82 - $46.28 $30.9K - $31.9K
24.3K $1.12M
PPL
Ppl Corp

Utilities
298
+ 2.76%
$33.54 - $37.24 $9.99K - $11.1K
11.1K $411K
YUM
Yum Brands Inc

Consumer Cyclical
58
+ 0.62%
$139.5 - $153.94 $8.09K - $8.93K
9.4K $1.43M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
283
+ 5.41%
$58.56 - $63.63 $16.6K - $18K
5.52K $350K
VMI
Valmont Industries Inc

Industrials
1
+ 0.14%
$328.58 - $387.73 $329 - $388
693 $268K
EW
Edwards Lifesciences Corp

Healthcare
556
+ 20.65%
$73.75 - $81.83 $41K - $45.5K
3.25K $252K
EMHC
Spdr Bloomberg Emerging Market
1.12K
+ 4.78%
$24.31 - $25.33 $27.1K - $28.2K
24.4K $615K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
20
+ 0.76%
$148.97 - $165.88 $2.98K - $3.32K
2.65K $435K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
171
+ 0.84%
$38.1 - $40.7 $6.52K - $6.96K
20.5K $811K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
638
+ 3.5%
$37.98 - $39.81 $24.2K - $25.4K
18.8K $732K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.26K
+ 6.98%
$21.64 - $23.57 $27.3K - $29.8K
19.4K $425K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.67K
+ 4.23%
$19.01 - $19.39 $31.8K - $32.5K
41.3K $796K
VOX
Vanguard Communication Service

ETFs
60
+ 3.74%
$169.0 - $192.17 $10.1K - $11.5K
1.66K $312K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
84
+ 1.26%
$59.28 - $71.9 $4.98K - $6.04K
6.76K $446K
QAI
Iq Hedge Multi Strategy Compos

ETFs
297
+ 1.44%
$32.26 - $33.68 $9.58K - $10K
20.9K $701K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
1.57K
+ 13.42%
$21.34 - $21.93 $33.5K - $34.4K
13.3K $289K
VT
Vanguard Total World Stk Index

ETFs
102
+ 4.36%
$128.41 - $138.03 $13.1K - $14.1K
2.44K $336K
EXC
Exelon Corp

Utilities
485
+ 6.61%
$42.73 - $45.54 $20.7K - $22.1K
7.82K $351K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
2K
+ 5.36%
$10.18 - $10.96 $20.4K - $21.9K
39.3K $424K
FVD
First Tr Value Line Divid Inde

ETFs
45
+ 0.25%
$44.73 - $46.86 $2.01K - $2.11K
18.2K $841K
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.52K
+ 23.22%
$18.74 - $23.05 $47.2K - $58.1K
13.4K $263K
NVS
Novartis Ag

Healthcare
88
+ 3.58%
$113.5 - $129.73 $9.99K - $11.4K
2.55K $326K
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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