CIK 1739728
CreativeOne Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
1,170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 330 | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 31K | $100K–$500K | SH |
| BBAG | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| AVES | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| HYS | PIMCO ETF TR | 3K | $100K–$500K | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 6K | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 12K | $100K–$500K | SH |
| SPEU | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| MCO | MOODYS CORP | 548 | $100K–$500K | SH |
| QUS | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 480 | $100K–$500K | SH |
| BUSE | FIRST BUSEY CORP | 12K | $100K–$500K | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 20K | $100K–$500K | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| RNST | RENASANT CORP | 8K | $100K–$500K | SH |
| FVAL | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| SPTL | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| ZDEK | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| VTEI | VANGUARD MUN BD FDS | 3K | $100K–$500K | SH |
| ZSEP | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC | 14K | $100K–$500K | SH |
| KIE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 822 | $100K–$500K | SH |
| NDEC | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| FCFS | FIRSTCASH HOLDINGS INC | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 322 | $100K–$500K | SH |
| WAB | WABTEC | 1K | $100K–$500K | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| XJAN | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| SIL | GLOBAL X FDS | 3K | $100K–$500K | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| ESUM | STRATEGY SHS | 10K | $100K–$500K | SH |
| FELC | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INC | 34K | $100K–$500K | SH |
| SGDM | SPROTT ETF TRUST | 4K | $100K–$500K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 2K | $100K–$500K | SH |
| TCAF | T ROWE PRICE ETF INC | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH TR | 3K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| QDEC | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| SPLB | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| KBDC | KAYNE ANDERSON BDC INC | 18K | $100K–$500K | SH |
| COWS | AMPLIFY ETF TR | 8K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 895 | $100K–$500K | SH |
| DJIA | GLOBAL X FDS | 12K | $100K–$500K | SH |
| AYI | ACUITY INC | 709 | $100K–$500K | SH |