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
SPTL
Spdr Portfolio Long Term Treas

ETFs
-16K
- 12.34%
$25.67 - $27.21 $412K - $436K
114K $3.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.83K
- 3.04%
$76.16 - $78.59 $520K - $537K
218K $17M
TGT
Target Corp

Consumer Defensive
-3.28K
- 42.22%
$86.56 - $107.43 $284K - $353K
4.49K $402K
FLEX
Flex Ltd.

Technology
-13.4K
- 26.02%
$48.49 - $59.33 $650K - $795K
38.1K $2.21M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-7.37K
- 17.89%
$50.9 - $52.37 $375K - $386K
33.8K $1.77M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-7.91K
- 10.6%
$46.37 - $47.77 $367K - $378K
66.7K $3.17M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.02K
- 17.59%
$98.53 - $107.1 $494K - $537K
23.5K $2.47M
VPN
Global X Fds Data Ctr Reits &

ETFs
-20.6K
- 23.12%
N/A
68.6K $1.09M
EOG
Eog Resources Inc

Energy
-1.79K
- 10.85%
$112.12 - $126.1 $201K - $226K
14.7K $1.65M
LNG
Cheniere Energy, Inc.

Energy
-906
- 7.2%
$222.68 - $244.28 $202K - $221K
11.7K $2.74M
MILN
Global X Funds Global X Millen

ETFs
-6.7K
- 24.34%
$47.48 - $50.72 $318K - $340K
20.8K $1.03M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-18.8K
- 21.59%
$18.82 - $19.8 $354K - $372K
68.3K $1.33M
DASH
Door Dash, Inc.

Communication Services
-1.52K
- 37.05%
$234.5 - $272.5 $356K - $414K
2.58K $702K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-6.42K
- 26.61%
$53.62 - $55.95 $344K - $359K
17.7K $991K
THC
Tenet Healthcare Corp

Healthcare
-2.68K
- 29.58%
$148.38 - $203.04 $398K - $544K
6.38K $1.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.78K
- 25.73%
$192.76 - $203.86 $343K - $362K
5.13K $1.05M
BOTZ
Global X Fds

ETFs
-12.6K
- 22.97%
$32.14 - $35.96 $405K - $453K
42.3K $1.5M
PWR
Quanta Services, Inc.

Industrials
-940
- 34.61%
$372.29 - $421.68 $350K - $396K
1.78K $736K
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.83K
- 19.44%
$80.91 - $98.75 $229K - $280K
11.7K $1.05M
AME
Ametek Inc

Industrials
-1.54K
- 51.19%
$176.44 - $192.03 $272K - $296K
1.47K $276K
F
Ford Motor CO

Consumer Cyclical
-37.4K
- 22.77%
$10.82 - $12.09 $405K - $453K
127K $1.52M
ADP
Automatic Data Processing Inc

Industrials
-500
- 6.41%
$288.69 - $310.94 $144K - $155K
7.3K $2.14M
JCI
Johnson Controls International PLC

Industrials
-2.69K
- 32.86%
$103.24 - $111.73 $278K - $301K
5.5K $604K
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.28K
- 25.92%
$92.26 - $97.51 $302K - $319K
9.36K $903K
VST
Vistra Corp.

Utilities
-1.4K
- 17.33%
$182.0 - $217.92 $255K - $305K
6.68K $1.31M
MINO
Pimco ETF Tr Municipal Income

ETFs
-6.46K
- 19.63%
$43.6 - $45.33 $281K - $293K
26.4K $1.2M
EEM
Ishares Msci Emerging Markets

ETFs
-7.17K
- 28.81%
$48.07 - $53.4 $345K - $383K
17.7K $946K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-7.37K
- 21.0%
$37.65 - $38.64 $277K - $285K
27.7K $1.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.99K
- 19.71%
$50.47 - $50.74 $252K - $253K
20.3K $1.03M
ZM
Zoom Video Communications, Inc.

Technology
-4.06K
- 19.81%
$69.77 - $86.83 $283K - $353K
16.4K $1.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.59K
- 9.69%
$62.09 - $66.51 $472K - $505K
70.7K $4.62M
BR
Broadridge Financial Solutions, Inc.

Technology
-927
- 31.83%
$233.75 - $266.89 $217K - $247K
1.99K $472K
MCK
Mckesson Corp

Healthcare
-688
- 9.17%
$659.01 - $772.54 $453K - $532K
6.82K $5.27M
ONON
On Holding Ag

Consumer Cyclical
-2.19K
- 15.29%
$42.35 - $54.36 $92.8K - $119K
12.1K $513K
ASTS
Ast Space Mobile, Inc.

Communication Services
-5.24K
- 45.49%
$36.91 - $60.06 $193K - $315K
6.28K $308K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-4.62K
- 47.74%
$48.72 - $50.73 $225K - $234K
5.06K $249K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-898
- 13.73%
$301.44 - $365.84 $271K - $329K
5.64K $1.83M
SYK
Stryker Corp

Healthcare
-219
- 4.01%
$368.57 - $403.53 $80.7K - $88.4K
5.25K $1.94M
FISV
Fiserv Inc

Technology
-1.77K
- 20.56%
N/A
6.82K $853K
SKYY
First Trust Cloud Computing Et

ETFs
-2.66K
- 24.38%
$118.24 - $138.53 $315K - $369K
8.26K $1.11M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-10.4K
- 33.42%
$20.1 - $20.8 $208K - $215K
20.6K $418K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-10.5K
- 4.2%
$26.44 - $27.1 $277K - $284K
239K $6.45M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.2K
- 12.36%
$107.66 - $112.36 $237K - $247K
15.6K $1.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.99K
- 4.81%
$78.96 - $80.04 $236K - $239K
59.2K $4.73M
KLAC
Kla Corp

Technology
-634
- 24.55%
$843.9 - $1078.6 $535K - $684K
1.95K $2.1M
IRDM
Iridium Communications Inc.

Communication Services
-49
- 0.3%
$17.28 - $32.43 $847 - $1.59K
16.5K $287K
EMR
Emerson Electric CO

Industrials
-1.52K
- 31.75%
$128.6 - $149.63 $195K - $227K
3.26K $427K
GILD
Gilead Sciences, Inc.

Healthcare
-1.88K
- 5.93%
$108.22 - $120.47 $204K - $227K
29.9K $3.32M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-8
- 1.93%
$5364.25 - $5815.92 $42.9K - $46.5K
406 $2.19M
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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