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 601–650 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSR | INVESCO ACTIVELY MANAGED EXC | 2K | $100K–$500K | SH |
| PECO | PHILLIPS EDISON & CO INC | 5K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 14K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 13K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 492 | $100K–$500K | SH |
| IEI | ISHARES TR | 1K | $100K–$500K | SH |
| WHR | WHIRLPOOL CORP | 2K | $100K–$500K | SH |
| ONDS | ONDAS HLDGS INC | 16K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 276 | $100K–$500K | SH |
| IWD | ISHARES TR | 730 | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 15K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 982 | $100K–$500K | SH |
| ARDX | ARDELYX INC | 26K | $100K–$500K | SH |
| SYSB | ISHARES TR | 2K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 3K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 18K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 738 | $100K–$500K | SH |
| ICVT | ISHARES TR | 1K | $100K–$500K | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| SILA | SILA REALTY TRUST INC | 6K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ORC | ORCHID IS CAP INC | 19K | $100K–$500K | SH |
| IJH | ISHARES TR | 2K | $100K–$500K | SH |
| TMSL | T ROWE PRICE ETF INC | 4K | $100K–$500K | SH |
| MTUM | ISHARES TR | 548 | $100K–$500K | SH |
| DBMF | LITMAN GREGORY FDS TR | 5K | $100K–$500K | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 23K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 254 | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 650 | $100K–$500K | SH |
| BRO | BROWN & BROWN INC | 2K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 1K | $100K–$500K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 11K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 541 | $100K–$500K | SH |
| FINX | GLOBAL X FDS | 4K | $100K–$500K | SH |
| SIVR | ABRDN SILVER ETF TRUST | 2K | $100K–$500K | SH |
| BITO | PROSHARES TR | 10K | $100K–$500K | SH |
| EMXC | ISHARES INC | 2K | $100K–$500K | SH |
| TMAT | NORTHERN LTS FD TR IV | 5K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 3K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 10K | $100K–$500K | SH |
| IBD | NORTHERN LTS FD TR IV | 5K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 1K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 907 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |