Creative One Wealth, LLC Sells in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
-1.14K
- 9.56%
$161.95 - $193.45 $184K - $220K
10.7K $2.01M
LEN
Lennar Corp

Consumer Cyclical
-249
- 5.34%
$107.73 - $142.4 $26.8K - $35.5K
4.41K $555K
XLI
Industrial Sector Spdr

ETFs
-411
- 2.5%
$147.94 - $154.99 $60.8K - $63.7K
16K $2.47M
OHI
Omega Healthcare Investors Inc

Real Estate
-92
- 1.0%
$36.29 - $43.34 $3.34K - $3.99K
9.12K $385K
PSX
Phillips 66

Energy
-149
- 3.58%
$118.37 - $139.46 $17.6K - $20.8K
4.01K $545K
FMF
First Trust Managed Futures St

ETFs
-1.4K
- 4.13%
$45.19 - $48.75 $63.4K - $68.3K
32.6K $1.59M
FAAR
First Trust Vii Alternative Ab

ETFs
-3.22K
- 5.86%
$27.66 - $30.9 $89.1K - $99.5K
51.7K $1.58M
BP
Bp PLC

Energy
-19
- 0.16%
$30.25 - $35.69 $575 - $678
12K $414K
PSLV
Sprott Physical Silver Trust

Financial Services
-11.2K
- 16.71%
$12.24 - $15.73 $137K - $176K
55.7K $875K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-2
- 0.02%
$67.1 - $74.29 $134 - $149
11K $808K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-105
- 0.25%
$37.99 - $39.69 $3.99K - $4.17K
41.7K $1.66M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-300
- 2.5%
$30.06 - $36.69 $9.02K - $11K
11.7K $428K
GD
General Dynamics Corp

Industrials
-296
- 8.48%
$293.92 - $341.0 $87K - $101K
3.19K $1.09M
WCC
Wesco International Inc

Industrials
-47
- 1.32%
$189.22 - $227.19 $8.89K - $10.7K
3.51K $743K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-336
- 1.83%
$70.51 - $77.82 $23.7K - $26.1K
18.1K $1.4M
FTHI
First Trust Exchange Traded Fd

ETFs
-6.98K
- 2.38%
$22.76 - $23.92 $159K - $167K
287K $6.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.16K
- 25.74%
$103.83 - $179.9 $121K - $209K
3.36K $599K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-884
- 2.88%
$39.06 - $43.42 $34.5K - $38.4K
29.8K $1.29M
NEE
Nextera Energy Inc

Utilities
-1.91K
- 4.89%
$69.77 - $77.54 $133K - $148K
37.1K $2.8M
XEL
Xcel Energy Inc

Utilities
-44
- 0.56%
$67.56 - $80.65 $2.97K - $3.55K
7.81K $629K
DGRO
Ishares Core Dividend Growth E

ETFs
-207
- 0.76%
$64.12 - $68.08 $13.3K - $14.1K
27.2K $1.85M
CMI
Cummins Inc

Industrials
-37
- 3.03%
$327.85 - $426.39 $12.1K - $15.8K
1.18K $499K
URI
United Rentals, Inc.

Industrials
-373
- 16.34%
$774.14 - $975.23 $289K - $364K
1.91K $1.82M
IXN
Ishares Global Information Tec

ETFs
-27
- 0.27%
$91.28 - $103.32 $2.46K - $2.79K
9.93K $1.02M
MDT
Medtronic PLC

Healthcare
-27
- 0.19%
$87.67 - $95.74 $2.37K - $2.58K
13.8K $1.32M
URA
Global X Uranium ETF

ETFs
-3.17K
- 10.57%
$36.45 - $50.4 $116K - $160K
26.8K $1.28M
GM
General Motors CO

Consumer Cyclical
-334
- 2.88%
$48.89 - $61.24 $16.3K - $20.5K
11.2K $685K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.01K
- 7.51%
$420.11 - $472.68 $424K - $477K
12.4K $5.82M
VLUE
Ishares Msci Usa Value Factor

ETFs
-37
- 0.34%
$111.55 - $125.05 $4.13K - $4.63K
10.8K $1.35M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.47K
- 4.49%
$90.37 - $102.12 $132K - $150K
31.2K $3.1M
BK
Bank Of New York Mellon Corp

Financial Services
-580
- 5.33%
$90.65 - $109.75 $52.6K - $63.7K
10.3K $1.12M
SSRM
Ssr Mining Inc.

Basic Materials
-928
- 7.02%
$11.8 - $24.58 $11K - $22.8K
12.3K $300K
JOBY
Joby Aviation, Inc.

Industrials
-1.32K
- 4.67%
$9.81 - $20.39 $12.9K - $26.9K
26.9K $434K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-922
- 3.5%
$134.94 - $145.86 $124K - $134K
25.4K $3.7M
POCT
Innovator U.S. Equity Power Bu

ETFs
-659
- 0.71%
$41.27 - $43.1 $27.2K - $28.4K
92.3K $3.98M
AVUS
American Centy ETF Tr Avantis

ETFs
-710
- 2.54%
$101.2 - $109.16 $71.9K - $77.5K
27.2K $2.96M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-2.76K
- 16.68%
$52.92 - $78.28 $146K - $216K
13.8K $1.01M
USMC
Principal ETF U S Mega Cap

ETFs
-1.07K
- 2.63%
$62.08 - $68.69 $66.4K - $73.4K
39.5K $2.69M
SRE
Sempra Energy

Utilities
-79
- 0.66%
$74.14 - $89.98 $5.86K - $7.11K
11.9K $1.07M
VLO
Valero Energy Corp

Energy
-322
- 5.17%
$131.77 - $175.63 $42.4K - $56.6K
5.91K $1.01M
PAVE
Global X Fds Us Infrastructure

ETFs
-189
- 0.42%
$44.02 - $47.63 $8.32K - $9K
44.4K $2.12M
XLC
Select Sector Spdr Tr Communic

ETFs
-224
- 1.03%
$105.99 - $119.41 $23.7K - $26.7K
21.4K $2.54M
C
Citigroup Inc

Financial Services
-860
- 4.87%
$85.57 - $103.49 $73.6K - $89K
16.8K $1.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2.03K
- 8.54%
$89.32 - $107.82 $181K - $219K
21.8K $2.35M
FIX
Comfort Systems Usa Inc

Industrials
-581
- 24.32%
$521.66 - $825.18 $303K - $479K
1.81K $1.49M
OUNZ
Van Eck Merk Gold Trust

ETFs
-858
- 1.73%
$31.49 - $37.19 $27K - $31.9K
48.7K $1.81M
TJX
Tjx Companies Inc

Consumer Cyclical
-35
- 0.31%
$121.35 - $144.54 $4.25K - $5.06K
11.4K $1.64M
IXUS
Ishares Tr

ETFs
-141
- 0.29%
$76.35 - $82.58 $10.8K - $11.6K
47.9K $3.95M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-34
- 0.05%
$23.02 - $28.09 $783 - $955
72.6K $1.97M
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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