Creativeone Wealth, LLC
CIK Number: 0001739728
Main Sectors:
Top Industries:
Filing Date: May 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ... | 183.40 | +1.35% | 461.85K | +3.15% | 79.78M | 128.8 | 2.39% | Share |
| 2 | VEA | Vanguard Develo... | 59.60 | +1.68% | 1.49M | +2.54% | 75.53M | 45.91 | 2.26% | Share |
| 3 | AAPL | Apple Inc. | 228.44 | +1.57% | 336.32K | +13.33% | 74.71M | 198.69 | 2.23% | Share |
| 4 | BOND | PIMCO Active Bo... | 92.45 | +0.52% | 764.49K | +102.64% | 70.69M | 93.78 | 2.11% | Share |
| 5 | VUG | Vanguard Growth... | 459.44 | +1.83% | 184.56K | -1.43% | 68.44M | 225.15 | 2.05% | Share |
| 6 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 309.75K | +70.20% | 58.93M | 185.61 | 1.76% | Share |
| 7 | VEGA | AdvisorShares S... | 46.95 | +1.09% | 1.35M | -6.01% | 57.85M | 43.6 | 1.73% | Share |
| 8 | IUSB | iShares Core To... | 46.34 | +0.55% | 1.05M | -51.56% | 48.43M | 47.2 | 1.45% | Share |
| 9 | QUAL | iShares MSCI US... | 189.54 | +1.60% | 279.31K | +8.28% | 47.73M | 153.02 | 1.43% | Share |
| 10 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 83.8K | -3.94% | 46.88M | 509.69 | 1.40% | Share |
| 11 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 122.79K | +6.19% | 46.1M | 355.53 | 1.38% | Share |
| 12 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 423.62K | +12.12% | 45.91M | 94.56 | 1.37% | Share |
| 13 | IVW | iShares S&P 500... | 115.17 | +1.82% | 490.84K | -6.91% | 45.56M | 84.98 | 1.36% | Share |
| 14 | DYNF | BlackRock U.S. ... | 57.12 | +1.54% | 800.23K | -4.45% | 39.02M | 46.03 | 1.17% | Share |
| 15 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 74.32K | +15.29% | 34.85M | 407.62 | 1.04% | Share |
| 16 | IVE | iShares S&P 500... | 203.97 | +1.45% | 179.78K | +51.90% | 34.26M | 189.71 | 1.02% | Share |
| 17 | IVV | iShares Core S&... | 649.05 | +1.62% | 59.58K | +4.22% | 33.48M | 490.26 | 1.00% | Share |
| 18 | BNDX | Vanguard Total ... | 49.31 | +0.22% | 643.79K | +0.30% | 31.43M | 53.38 | 0.94% | Share |
| 19 | BSV | Vanguard Short-... | 78.81 | +0.32% | 392.02K | -3.4% | 30.69M | 80.33 | 0.92% | Share |
| 20 | SECT | Main Sector Rot... | 60.37 | +1.83% | 560.06K | +5.50% | 28.6M | 50.8 | 0.86% | Share |
| 21 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 51.95K | +11.85% | 27.67M | 462.11 | 0.83% | Share |
| 22 | MBB | iShares MBS ETF | 94.05 | +0.58% | 290.48K | -12.58% | 27.24M | 95.57 | 0.81% | Share |
| 23 | EFV | iShares MSCI EA... | 68.44 | +1.54% | 426.21K | -23.51% | 25.12M | 54.89 | 0.75% | Share |
| 24 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 44.16K | +82.88% | 22.7M | 476.49 | 0.68% | Share |
| 25 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 496.05K | +0.82% | 22.45M | 44.29 | 0.67% | Share |
| 26 | TLH | iShares 10-20 Y... | 101.09 | +0.88% | 212.43K | +987.37% | 22.04M | 104.24 | 0.66% | Share |
| 27 | JPME | JPMorgan Divers... | 108.59 | +2.30% | 219.07K | -3.27% | 22.03M | 85.43 | 0.66% | Share |
| 28 | VB | Vanguard Small ... | 253.03 | +3.26% | 98.16K | -4.44% | 21.77M | 220.77 | 0.65% | Share |
| 29 | SPLG | SPDR Portfolio ... | 75.98 | +1.62% | 324.77K | -37.91% | 21.36M | 51.89 | 0.64% | Share |
| 30 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 136.57K | +19.09% | 21.12M | 156.47 | 0.63% | Share |
| 31 | META | Meta Platforms,... | 755.79 | +2.26% | 35.1K | +16.97% | 20.23M | 488.44 | 0.60% | Share |
| 32 | BUFR | First Trust Cbo... | 32.80 | +0.97% | 650.18K | -29.44% | 19.3M | 28.96 | 0.58% | Share |
| 33 | BINC | Blackrock Etf T... | 53.02 | +0.35% | 359.65K | -2.22% | 18.84M | 52.83 | 0.56% | Share |
| 34 | IYW | iShares U.S. Te... | 182.21 | +2.02% | 134K | -0.84% | 18.82M | 124.03 | 0.56% | Share |
| 35 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 110.54K | +4.01% | 18.51M | 124.59 | 0.55% | Share |
| 36 | VIG | Vanguard Divide... | 211.80 | +1.33% | 94.87K | +0.35% | 18.4M | 160.39 | 0.55% | Share |
| 37 | EFG | iShares MSCI EA... | 112.97 | +1.70% | 178.56K | -50.01% | 17.86M | 100.61 | 0.53% | Share |
| 38 | BIV | Vanguard Interm... | 77.63 | +0.62% | 231.12K | +4.11% | 17.7M | 82.44 | 0.53% | Share |
| 39 | VNQ | Vanguard Real E... | 92.31 | +2.08% | 185.04K | -0.27% | 16.75M | 87.92 | 0.50% | Share |
| 40 | BLV | Vanguard Long-T... | 69.46 | +1.04% | 230.83K | -5.81% | 16.25M | 82.45 | 0.49% | Share |
| 41 | VMBS | Vanguard Mortga... | 46.51 | +0.60% | 343.78K | +3.28% | 15.92M | 50.06 | 0.48% | Share |
| 42 | IAU | iShares Gold Tr... | 63.63 | +1.16% | 263.26K | +75.10% | 15.52M | 52.15 | 0.46% | Share |
| 43 | UDIV | Franklin U.S. C... | 50.56 | +1.71% | 354.03K | +28.07% | 15.48M | 43.68 | 0.46% | Share |
| 44 | IBD | Inspire Corpora... | 24.14 | +0.29% | 616.21K | -1.98% | 14.63M | 25.63 | 0.44% | Share |
| 45 | PYLD | PIMCO ETF Trust... | 26.61 | +0.38% | 536.34K | +3.95% | 14.13M | 26.12 | 0.42% | Share |
| 46 | EMXC | iShares MSCI Em... | 64.64 | +1.48% | 251.77K | -28.06% | 13.87M | 57.45 | 0.41% | Share |
| 47 | VYM | Vanguard High D... | 139.28 | +1.52% | 106.82K | -4.46% | 13.78M | 115.49 | 0.41% | Share |
| 48 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 51.58K | +18.34% | 13.37M | 248.33 | 0.40% | Share |
| 49 | AVEM | Avantis Emergin... | 72.03 | +1.78% | 218.57K | +31.28% | 13.15M | 61.16 | 0.39% | Share |
| 50 | VTI | Vanguard Total ... | 318.50 | +1.84% | 47.45K | +6.87% | 13.04M | 229 | 0.39% | Share |
| 51 | HELO | JPMorgan Hedged... | 64.21 | +0.74% | 216.54K | +27.54% | 12.92M | 60.95 | 0.39% | Share |
| 52 | RSP | Invesco S&P 500... | 189.54 | +1.97% | 73.95K | +31.60% | 12.81M | 175.48 | 0.38% | Share |
| 53 | USMV | iShares MSCI US... | 94.67 | +0.37% | 128.13K | -4.07% | 12M | 70.55 | 0.36% | Share |
| 54 | MO | Altria Group, I... | 67.53 | -0.23% | 191.75K | +23.26% | 11.51M | 49.8 | 0.34% | Share |
| 55 | BBUS | JPMorgan BetaBu... | 116.95 | +1.64% | 112.95K | +2.53% | 11.4M | 88.17 | 0.34% | Share |
| 56 | MGC | Vanguard Mega C... | 235.13 | +1.60% | 56.05K | -12.13% | 11.29M | 124.14 | 0.34% | Share |
| 57 | SPMO | Invesco S&P 500... | 116.89 | +1.83% | 119.06K | -6.35% | 11.02M | 94.93 | 0.33% | Share |
| 58 | MSTB | LHA Market Stat... | 37.85 | 0.00% | 338.31K | -15.11% | 10.93M | 34.02 | 0.33% | Share |
| 59 | ZECP | Zacks Earnings ... | 32.96 | +1.17% | 362.4K | +69.09% | 10.9M | 30.11 | 0.33% | Share |
| 60 | JEPI | JPMorgan Equity... | 57.42 | +0.95% | 190.37K | -15.82% | 10.88M | 57.13 | 0.33% | Share |
| 61 | LLY | Eli Lilly and C... | 715.71 | +0.83% | 12.76K | +28.85% | 10.53M | 698.93 | 0.32% | Share |
| 62 | VZ | Verizon Communi... | 44.59 | -0.98% | 227.73K | +13.55% | 10.33M | 43.37 | 0.31% | Share |
| 63 | CORP | PIMCO Investmen... | 97.78 | +0.70% | 103.56K | -27.32% | 10.02M | 97.05 | 0.30% | Share |
| 64 | SMIZ | Zacks Trust | 36.39 | +2.83% | 327.63K | +105.79% | 9.91M | 31.09 | 0.30% | Share |
| 65 | SCHD | Schwab U.S. Div... | 27.93 | +1.49% | 349.87K | +283.38% | 9.78M | 26.98 | 0.29% | Share |
| 66 | IBTF | iShares iBonds ... | 23.35 | +0.02% | 416.16K | +12.98% | 9.73M | 23.32 | 0.29% | Share |
| 67 | SPTS | SPDR Portfolio ... | 29.28 | +0.18% | 331.66K | -7.38% | 9.7M | 29.56 | 0.29% | Share |
| 68 | EMB | iShares J.P. Mo... | 94.20 | +0.72% | 105.98K | -1.48% | 9.6M | 91.01 | 0.29% | Share |
| 69 | ICSH | iShares Ultra S... | 50.70 | +0.06% | 183.56K | +3.98% | 9.31M | 50.39 | 0.28% | Share |
| 70 | ZG | Zillow Group, I... | 82.73 | +6.21% | 136.14K | -27.73% | 9.1M | 55.94 | 0.27% | Share |
| 71 | NFLX | Netflix, Inc. | 1210.63 | +0.37% | 9.76K | +35.89% | 9.1M | 785.59 | 0.27% | Share |
| 72 | ITOT | iShares Core S&... | 141.49 | +1.84% | 73.21K | -3.48% | 8.93M | 108.82 | 0.27% | Share |
| 73 | FLOT | iShares Floatin... | 51.06 | +0.06% | 174.76K | -2.97% | 8.92M | 50.56 | 0.27% | Share |
| 74 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 42.22K | +4.23% | 8.85M | 171.68 | 0.26% | Share |
| 75 | MMC | Marsh & McLenna... | 210.44 | -0.32% | 35.37K | +3.89% | 8.63M | 210.77 | 0.26% | Share |
| 76 | OEF | iShares S&P 100... | 319.84 | +1.61% | 31.71K | +470.84% | 8.59M | 263.21 | 0.26% | Share |
| 77 | HD | The Home Depot,... | 412.00 | +3.60% | 22.63K | -2.26% | 8.29M | 311.03 | 0.25% | Share |
| 78 | GLD | SPDR Gold Share... | 310.88 | +1.17% | 28.48K | +4.47% | 8.21M | 200.13 | 0.25% | Share |
| 79 | V | Visa Inc. | 349.67 | +1.74% | 22.95K | +13.58% | 8.04M | 242.18 | 0.24% | Share |
| 80 | PG | The Procter & G... | 158.55 | -0.11% | 47.1K | +20.18% | 8.03M | 161.4 | 0.24% | Share |
| 81 | FDEC | FT Cboe Vest U.... | 48.17 | +1.11% | 183.67K | +27.77% | 7.97M | 43.74 | 0.24% | Share |
| 82 | QUS | SPDR MSCI USA S... | 167.43 | +1.10% | 50.86K | -4.39% | 7.97M | 106.39 | 0.24% | Share |
| 83 | WMT | Walmart Inc. | 98.23 | +0.28% | 88.72K | +2.72% | 7.79M | 62.8 | 0.23% | Share |
| 84 | DBEF | Xtrackers MSCI ... | 46.28 | +0.58% | 173.3K | +2.46K% | 7.5M | 43.23 | 0.22% | Share |
| 85 | COST | Costco Wholesal... | 963.00 | -0.69% | 7.9K | +20.08% | 7.47M | 750.05 | 0.22% | Share |
| 86 | DFAC | Dimensional U.S... | 37.83 | +2.09% | 226.42K | +21.49% | 7.47M | 32.92 | 0.22% | Share |
| 87 | SMH | VanEck Semicond... | 295.69 | +2.86% | 35.11K | -3.09% | 7.42M | 231.65 | 0.22% | Share |
| 88 | PEP | PepsiCo, Inc. | 149.36 | +0.26% | 48.67K | +6.86% | 7.3M | 165.41 | 0.22% | Share |
| 89 | FAUG | FT Cboe Vest U.... | 50.83 | +1.02% | 160.42K | +2.46% | 7.3M | 45.74 | 0.22% | Share |
| 90 | FJUL | FT Cboe Vest U.... | 53.64 | +0.97% | 152.53K | -0.62% | 7.27M | 47.34 | 0.22% | Share |
| 91 | GE | GE Aerospace | 270.19 | +0.55% | 36.08K | +34.97% | 7.22M | 161.22 | 0.22% | Share |
| 92 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 29.3K | +18.26% | 7.19M | 184.74 | 0.21% | Share |
| 93 | IBM | International B... | 242.76 | +1.40% | 28.87K | +12.37% | 7.18M | 193.75 | 0.21% | Share |
| 94 | PLTR | Palantir Techno... | 162.97 | +4.34% | 84.38K | +79.92% | 7.12M | 63.92 | 0.21% | Share |
| 95 | DFAI | Dimensional Int... | 36.22 | +1.57% | 223.73K | -9.92% | 6.99M | 30.33 | 0.21% | Share |
| 96 | BUFD | FT Cboe Vest Fu... | 27.21 | +0.76% | 279.98K | -0.07% | 6.99M | 21.78 | 0.21% | Share |
| 97 | CVX | Chevron Corpora... | 157.40 | +1.19% | 41.64K | +4.72% | 6.97M | 139.13 | 0.21% | Share |
| 98 | OAIM | OneAscent Inter... | 39.78 | +1.40% | 207.99K | +265.88% | 6.95M | 33.06 | 0.21% | Share |
| 99 | SCHP | Schwab U.S. TIP... | 26.85 | +0.65% | 252.41K | +3.33% | 6.79M | 29.66 | 0.20% | Share |
| 100 | SPSB | SPDR Portfolio ... | 30.23 | +0.23% | 222.63K | -7.43% | 6.7M | 30.3 | 0.20% | Share |
| 101 | ELCV | Eventide High D... | 26.30 | +1.49% | 262.56K | +256.27% | 6.54M | 24.84 | 0.20% | Share |
| 102 | UNH | UnitedHealth Gr... | 306.68 | +1.10% | 12.48K | -5.83% | 6.53M | 438.42 | 0.20% | Share |
| 103 | SCHO | Schwab Short-Te... | 24.36 | +0.16% | 268.33K | +4.62% | 6.53M | 25.3 | 0.20% | Share |
| 104 | SOVF | Elevation Serie... | 31.38 | +2.99% | 218.13K | +207.25% | 6.48M | 29.48 | 0.19% | Share |
| 105 | FTHI | First Trust Buy... | 23.21 | +1.22% | 296.21K | +27.47% | 6.48M | 22.77 | 0.19% | Share |
| 106 | SCHG | Schwab U.S. Lar... | 30.58 | +1.89% | 258.29K | -13.78% | 6.47M | 26.88 | 0.19% | Share |
| 107 | JAAA | Janus Henderson... | 50.77 | +0.05% | 127.09K | -13.58% | 6.44M | 50.7 | 0.19% | Share |
| 108 | SCHR | Schwab Intermed... | 25.05 | +0.50% | 258.41K | +3.09% | 6.42M | 27.47 | 0.19% | Share |
| 109 | FFEB | FT Cboe Vest U.... | 54.02 | +1.08% | 131.59K | +367.10% | 6.42M | 48.32 | 0.19% | Share |
| 110 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 53.49K | -3.3% | 6.36M | 91.97 | 0.19% | Share |
| 111 | MBSD | FlexShares Disc... | 20.64 | +0.11% | 301.57K | +3.44% | 6.23M | 20.79 | 0.19% | Share |
| 112 | MA | Mastercard Inco... | 598.74 | +1.15% | 11.34K | +0.08% | 6.21M | 427.43 | 0.19% | Share |
| 113 | IDEV | iShares Core MS... | 79.52 | +1.61% | 87.77K | +3.87% | 6.05M | 58.39 | 0.18% | Share |
| 114 | SPDW | SPDR Portfolio ... | 42.35 | +1.73% | 165.9K | +59.75% | 6.04M | 35.01 | 0.18% | Share |
| 115 | INTU | Intuit Inc. | 661.20 | -5.24% | 9.69K | -4.66% | 5.95M | 506.52 | 0.18% | Share |
| 116 | MCK | McKesson Corpor... | 696.73 | -1.31% | 8.72K | -9.77% | 5.87M | 527.26 | 0.18% | Share |
| 117 | FJUN | FT Cboe Vest U.... | 55.10 | +0.94% | 117.18K | +2.29% | 5.85M | 43.55 | 0.17% | Share |
| 118 | FJAN | FT Cboe Vest U.... | 49.13 | +0.96% | 131.52K | +1.43K% | 5.83M | 44.17 | 0.17% | Share |
| 119 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 34.66K | +22.72% | 5.75M | 156.26 | 0.17% | Share |
| 120 | DJUN | FT Cboe Vest U.... | 45.92 | +0.62% | 136.53K | +1.71K% | 5.73M | 41.87 | 0.17% | Share |
| 121 | DFCF | Dimensional Cor... | 42.41 | +0.60% | 135.02K | +10.12% | 5.68M | 42.57 | 0.17% | Share |
| 122 | SRLN | SPDR Blackstone... | 41.52 | +0.18% | 136.34K | +10.17% | 5.61M | 42.87 | 0.17% | Share |
| 123 | PM | Philip Morris I... | 170.89 | -2.06% | 35.28K | +4.17% | 5.6M | 104.66 | 0.17% | Share |
| 124 | EFA | iShares MSCI EA... | 93.28 | +1.55% | 67.91K | +35.81% | 5.55M | 74.74 | 0.17% | Share |
| 125 | USFR | WisdomTree Floa... | 50.44 | +0.01% | 105.95K | +10.37% | 5.33M | 50.32 | 0.16% | Share |
| 126 | ISMD | Inspire Small/M... | 37.81 | +1.04% | 152.77K | -45.35% | 5.21M | 32.97 | 0.16% | Share |
| 127 | DE | Deere & Company | 496.00 | +1.90% | 11.1K | +4.48% | 5.21M | 329.43 | 0.16% | Share |
| 128 | AGG | iShares Core U.... | 99.41 | +0.56% | 52.54K | +5.71% | 5.2M | 99.41 | 0.16% | Share |
| 129 | TLT | iShares 20+ Yea... | 87.24 | +0.96% | 56.16K | -71.37% | 5.11M | 94.89 | 0.15% | Share |
| 130 | TPSC | Timothy Plan US... | 41.79 | +3.63% | 136.61K | +267.86% | 5.06M | 37.58 | 0.15% | Share |
| 131 | XLSR | SPDR SSGA U.S. ... | 57.42 | +1.69% | 98.97K | +16.31% | 5.02M | 45.38 | 0.15% | Share |
| 132 | QLTA | iShares Aaa - A... | 48.08 | +0.68% | 104.92K | +53.66% | 4.99M | 47.3 | 0.15% | Share |
| 133 | IWP | iShares Russell... | 142.43 | +2.28% | 42.41K | +7.86% | 4.98M | 110.58 | 0.15% | Share |
| 134 | CSCO | Cisco Systems, ... | 67.59 | +0.86% | 79.42K | +21.52% | 4.9M | 51.95 | 0.15% | Share |
| 135 | ICVT | iShares Convert... | 93.84 | +1.60% | 58.21K | +4.67% | 4.87M | 82.73 | 0.15% | Share |
| 136 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 31.01K | +37.92% | 4.85M | 150.5 | 0.14% | Share |
| 137 | DFSD | Dimensional Sho... | 48.12 | +0.26% | 101.08K | +19.31% | 4.8M | 47.51 | 0.14% | Share |
| 138 | IEI | iShares 3-7 Yea... | 119.26 | +0.45% | 40.26K | -3.43% | 4.76M | 117.9 | 0.14% | Share |
| 139 | VGT | Vanguard Inform... | 697.06 | +2.20% | 8.64K | +1.38% | 4.69M | 518.49 | 0.14% | Share |
| 140 | DIA | SPDR Dow Jones ... | 456.55 | +1.92% | 11.1K | +22.74% | 4.66M | 393.9 | 0.14% | Share |
| 141 | COWZ | Pacer US Cash C... | 58.00 | +1.75% | 84.85K | -16.37% | 4.65M | 56.42 | 0.14% | Share |
| 142 | VCRB | Vanguard Core B... | 77.75 | +0.50% | 59.85K | +100.00% | 4.63M | 77.43 | 0.14% | Share |
| 143 | JGRO | Jpmorgan Active... | 89.28 | +1.77% | 62.24K | +23.91% | 4.59M | 66.59 | 0.14% | Share |
| 144 | AMGN | Amgen Inc. | 294.72 | -0.35% | 14.74K | +12.23% | 4.59M | 275.87 | 0.14% | Share |
| 145 | DFAU | Dimensional US ... | 44.49 | +1.89% | 119.31K | -9.97% | 4.59M | 39.69 | 0.14% | Share |
| 146 | IWF | iShares Russell... | 446.46 | +1.83% | 12.7K | -21.18% | 4.59M | 308.35 | 0.14% | Share |
| 147 | IGRO | iShares Interna... | 79.86 | +1.27% | 63.24K | +0.18% | 4.58M | 67.7 | 0.14% | Share |
| 148 | PFE | Pfizer Inc. | 25.86 | +0.47% | 178.51K | +31.68% | 4.52M | 29.17 | 0.14% | Share |
| 149 | SHYG | iShares 0-5 Yea... | 43.15 | +0.56% | 106.24K | -4.71% | 4.52M | 42.24 | 0.14% | Share |
| 150 | TROW | T. Rowe Price G... | 108.29 | +3.60% | 48.71K | +97.92% | 4.48M | 102.31 | 0.13% | Share |