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
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4.67K
- 37.9%
$138.59 - $171.12 $648K - $800K
7.66K $1.08M
ZS
Zscaler, Inc.

Technology
-2.81K
- 56.59%
$267.68 - $316.5 $751K - $888K
2.15K $645K
STWD
Starwood Property Trust, Inc.

Real Estate
-43.9K
- 51.16%
$19.37 - $20.97 $851K - $921K
41.9K $812K
COST
Costco Wholesale Corp

Consumer Defensive
-421
- 5.22%
$915.95 - $994.57 $386K - $419K
7.65K $7.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-17.9K
- 34.64%
$55.15 - $58.11 $985K - $1.04M
33.7K $1.94M
PANW
Palo Alto Networks Inc

Technology
-4.24K
- 15.52%
$167.06 - $208.19 $709K - $884K
23.1K $4.7M
MSTR
Microstrategy Inc

Technology
-1.31K
- 23.12%
$300.7 - $455.9 $394K - $598K
4.36K $1.4M
CHWY
Chewy, Inc.

Consumer Cyclical
-19.4K
- 40.64%
$34.27 - $42.33 $663K - $819K
28.3K $1.14M
MSCI
Msci Inc.

Financial Services
-1.49K
- 40.05%
$526.48 - $588.0 $785K - $877K
2.23K $1.27M
SPOT
Spotify Technology S.A.

Communication Services
-1.03K
- 53.69%
$620.01 - $738.53 $636K - $758K
885 $617K
QCOM
Qualcomm Inc

Technology
-5.55K
- 37.66%
$145.84 - $173.55 $809K - $963K
9.18K $1.53M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-14.3K
- 32.93%
$62.54 - $68.42 $897K - $982K
29.2K $1.97M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.25K
- 17.97%
$412.46 - $514.1 $514K - $641K
5.69K $2.79M
DUOL
Duolingo, Inc.

Technology
-1.66K
- 70.79%
$271.18 - $403.06 $449K - $667K
683 $219K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-5.3K
- 10.01%
$48.34 - $67.22 $256K - $356K
47.6K $2.33M
DFAI
Dimensional ETF Tr

ETFs
-30.3K
- 13.85%
$34.05 - $36.55 $1.03M - $1.11M
188K $6.85M
ZG
Zillow Group, Inc.

Communication Services
-16.7K
- 18.33%
$68.95 - $86.76 $1.15M - $1.45M
74.5K $5.55M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.89K
- 18.6%
$117.65 - $120.08 $693K - $707K
25.8K $3.08M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-86K
- 89.05%
$6.12 - $7.9 $526K - $679K
10.6K $65K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-28K
- 6.51%
$23.29 - $23.38 $652K - $655K
403K $9.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20.6K
- 7.14%
$182.33 - $194.5 $3.76M - $4.01M
268K $52.1M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-29.7K
- 23.31%
$14.94 - $16.82 $444K - $500K
97.8K $1.46M
SHV
Ishares Tr

ETFs
-5.59K
- 15.53%
$110.06 - $110.49 $616K - $618K
30.4K $3.36M
AMAT
Applied Materials Inc

Technology
-5.74K
- 21.3%
$156.25 - $204.95 $897K - $1.18M
21.2K $4.34M
DE
Deere & CO

Industrials
-23
- 0.2%
$457.26 - $524.37 $10.5K - $12.1K
11.2K $5.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.42K
- 9.69%
$181.56 - $190.33 $984K - $1.03M
50.5K $9.58M
ABC
Amerisourcebergen Corp

Healthcare
-3.12K
- 51.14%
N/A
2.98K $551K
PODD
Insulet Corp

Healthcare
-1.77K
- 33.07%
$277.3 - $352.82 $490K - $623K
3.58K $1.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
-4.8K
- 39.03%
$163.62 - $210.2 $785K - $1.01M
7.5K $1.46M
CRM
Salesforce, Inc.

Technology
-369
- 2.94%
$231.66 - $273.65 $85.5K - $101K
12.2K $2.89M
PFF
Ishares Trust Ishares Pfd And

ETFs
-20.1K
- 18.32%
$30.67 - $32.13 $617K - $647K
89.8K $2.84M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-4.77K
- 34.07%
$95.32 - $123.91 $455K - $591K
9.24K $936K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-8.43K
- 11.87%
$59.81 - $60.11 $504K - $507K
62.6K $3.75M
DHI
Horton D R Inc

Consumer Cyclical
-6.09K
- 45.91%
$129.82 - $184.04 $790K - $1.12M
7.17K $1.22M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-14.1K
- 23.88%
$37.73 - $38.9 $532K - $548K
44.9K $1.75M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.7K
- 18.65%
$38.58 - $58.24 $143K - $215K
16.1K $631K
ADBE
Adobe Inc.

Technology
-583
- 7.63%
$333.65 - $392.1 $195K - $229K
7.06K $2.49M
ARCC
Ares Capital Corp

Financial Services
-11.8K
- 8.53%
$20.41 - $23.25 $240K - $273K
126K $2.57M
MMSI
Merit Medical Systems Inc

Healthcare
-3.24K
- 19.15%
$80.06 - $96.01 $260K - $311K
13.7K $1.14M
UTG
Reaves Utility Income Fund

Financial Services
-16.1K
- 28.12%
$35.81 - $39.62 $576K - $637K
41.1K $1.63M
ABT
Abbott Laboratories

Healthcare
-2.83K
- 10.52%
$120.51 - $136.62 $341K - $387K
24.1K $3.23M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.16K
- 27.74%
$404.94 - $499.99 $874K - $1.08M
5.62K $2.73M
FINX
Global X Fds Fintech ETF (De)

ETFs
-11.6K
- 23.85%
$32.53 - $35.28 $377K - $409K
37K $1.24M
PHM
Pultegroup Inc

Consumer Cyclical
-7.09K
- 36.28%
$108.0 - $141.42 $765K - $1M
12.4K $1.64M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-4.47K
- 30.35%
$96.83 - $101.71 $433K - $455K
10.3K $1.04M
NBIX
Neurocrine Biosciences Inc

Healthcare
-4.12K
- 34.52%
$123.98 - $146.67 $511K - $604K
7.82K $1.1M
HERO
Global X Fds Video Games & Esp

ETFs
-13.7K
- 23.85%
$31.09 - $34.46 $425K - $471K
43.7K $1.48M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-13.2K
- 33.98%
$35.42 - $38.65 $469K - $511K
25.7K $977K
MPWR
Monolithic Power Systems Inc

Technology
-1.11K
- 33.09%
$711.24 - $922.81 $788K - $1.02M
2.24K $2.06M
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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