Creative One Wealth, LLC Reduced Holdings in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
-1.53K
- 13.25%
$73.82 - $82.37 $113K - $126K
10K $825K
RF
Regions Financial Corp

Financial Services
-8.64K
- 19.46%
$24.03 - $27.41 $208K - $237K
35.8K $943K
AWK
American Water Works Company, Inc.

Utilities
-725
- 30.9%
$135.05 - $147.0 $97.9K - $107K
1.62K $225K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.42K
- 27.28%
$45.06 - $46.5 $109K - $112K
6.44K $299K
IEFA
Ishares Tr

ETFs
-2.3K
- 8.55%
$81.7 - $87.53 $188K - $201K
24.6K $2.14M
CSGS
Csg Systems International Inc

Technology
-1.4K
- 17.26%
$60.77 - $67.01 $84.9K - $93.6K
6.7K $431K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-2.14K
- 17.89%
$45.92 - $47.76 $98.4K - $102K
9.83K $467K
SLQT
Select Quote, Inc.

Financial Services
-30K
- 40.72%
$1.74 - $2.69 $52.2K - $80.7K
43.7K $85K
NRG
Nrg Energy, Inc.

Utilities
-577
- 13.86%
$144.77 - $173.91 $83.5K - $100K
3.59K $580K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.15K
- 7.34%
$43.83 - $45.64 $182K - $189K
52.4K $2.39M
FCX
Freeport Mcmoran Inc

Basic Materials
-512
- 3.16%
$35.34 - $47.21 $18.1K - $24.2K
15.7K $615K
CDNS
Cadence Design Systems Inc

Technology
-992
- 16.28%
$309.46 - $373.37 $307K - $370K
5.1K $1.79M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.06K
- 32.5%
$17.81 - $18.39 $90K - $93K
10.5K $191K
ADSK
Autodesk, Inc.

Technology
-342
- 30.84%
N/A
767 $188K
FOXA
Fox Corp

Communication Services
-3.75K
- 17.05%
$53.87 - $63.06 $202K - $237K
18.3K $1.15M
DHR
Danaher Corp

Healthcare
-410
- 16.86%
$181.46 - $212.2 $74.4K - $87K
2.02K $400K
GTO
Invesco Actively Managed ETF T

ETFs
-1.74K
- 23.08%
$46.43 - $47.91 $80.9K - $83.5K
5.81K $275K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.47K
- 2.77%
$58.97 - $60.36 $86.6K - $88.7K
51.6K $3.1M
BRO
Brown & Brown, Inc.

Financial Services
-23
- 0.52%
$90.88 - $108.93 $2.09K - $2.51K
4.37K $409K
SONY
Sony Group Corp

Technology
-3.65K
- 33.52%
$23.92 - $30.07 $87.3K - $110K
7.23K $208K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-3.25K
- 13.65%
$33.07 - $34.84 $108K - $113K
20.6K $716K
KR
Kroger CO

Consumer Defensive
-458
- 4.52%
$64.52 - $74.35 $29.6K - $34.1K
9.69K $652K
OLED
Universal Display Corp Pa

Technology
-296
- 9.75%
$134.16 - $161.44 $39.7K - $47.8K
2.74K $393K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.02K
- 23.91%
$72.15 - $75.72 $73.3K - $76.9K
3.23K $237K
JPIE
J P Morgan Exchange Traded Fd
-1.65K
- 5.98%
$46.01 - $46.55 $75.8K - $76.7K
25.9K $1.2M
DVN
Devon Energy Corp

Energy
-5.32K
- 15.17%
$31.75 - $36.99 $169K - $197K
29.8K $1.04M
BBDC
Barings Bdc, Inc.

Financial Services
-6.56K
- 18.91%
$8.76 - $9.9 $57.5K - $65K
28.1K $246K
PDI
Pimco Dynamic Income Fund

Financial Services
-4.16K
- 27.83%
$18.85 - $20.07 $78.4K - $83.5K
10.8K $213K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1K
- 21.31%
$73.94 - $78.51 $74.1K - $78.7K
3.7K $287K
YLD
Principal Exchange Traded Fds

ETFs
-3.62K
- 11.72%
$19.14 - $19.46 $69.2K - $70.4K
27.2K $529K
RACE
Ferrari N.V.

Consumer Cyclical
-111
- 5.08%
$436.24 - $517.65 $48.4K - $57.5K
2.08K $1.01M
SO
Southern CO

Utilities
-1.46K
- 5.83%
$90.83 - $96.0 $133K - $140K
23.6K $2.23M
LOW
Lowes Companies Inc

Consumer Cyclical
-616
- 20.03%
$215.01 - $273.02 $132K - $168K
2.46K $617K
IEV
Ishares Tr Europe ETF

ETFs
-1.2K
- 18.64%
$61.37 - $65.49 $73.9K - $78.8K
5.25K $344K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.4K
- 6.71%
$49.78 - $50.75 $69.4K - $70.8K
19.4K $981K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-3.79K
- 17.17%
$14.49 - $14.86 $55K - $56.4K
18.3K $265K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-6.81K
- 3.64%
$16.46 - $17.1 $112K - $116K
180K $3.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-331
- 4.18%
$60.9 - $70.75 $20.2K - $23.4K
7.58K $473K
UPRO
Proshares Trust Proshares Ultr

ETFs
-1.5K
- 27.86%
$91.26 - $112.39 $136K - $168K
3.87K $431K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-439
- 1.25%
$86.07 - $90.74 $37.8K - $39.8K
34.6K $3.1M
CSWC
Capital Southwest Corp

Financial Services
-1.84K
- 1.86%
$21.86 - $23.33 $40.2K - $43K
97K $2.12M
CTVA
Corteva, Inc.

Basic Materials
-42
- 0.56%
$67.08 - $77.12 $2.82K - $3.24K
7.51K $507K
KKR
Kkr & Co. Inc.

Financial Services
-357
- 13.49%
$129.95 - $152.16 $46.4K - $54.3K
2.29K $297K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.77K
- 14.95%
$41.73 - $43.77 $73.7K - $77.3K
10.1K $439K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-6K
- 12.06%
$13.32 - $14.12 $79.9K - $84.7K
43.8K $617K
XLF
Financial Sector Spdr

ETFs
-2.9K
- 4.21%
$51.37 - $54.25 $149K - $157K
65.9K $3.55M
IR
Ingersoll Rand Inc.

Industrials
-607
- 12.12%
$74.98 - $89.02 $45.5K - $54K
4.4K $363K
HSBC
Hsbc Holdings PLC

Financial Services
-1.76K
- 24.62%
$60.27 - $70.98 $106K - $125K
5.38K $381K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-2.57K
- 19.66%
$20.24 - $21.27 $51.9K - $54.6K
10.5K $221K
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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