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 751–800 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BUFD | FIRST TR EXCHNG TRADED FD VI | 2K | $15K–$50K | SH |
| IUSV | ISHARES TR | 463 | $15K–$50K | SH |
| SCHO | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| CFFN | CAPITOL FED FINL INC | 7K | $15K–$50K | SH |
| NEM | NEWMONT CORP | 468 | $15K–$50K | SH |
| ALTO | ALTO INGREDIENTS INC | 16K | $15K–$50K | SH |
| RR | RICHTECH ROBOTICS INC | 14K | $15K–$50K | SH |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 1K | $15K–$50K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 179 | $15K–$50K | SH |
| MBB | ISHARES TR | 475 | $15K–$50K | SH |
| JEMA | J P MORGAN EXCHANGE TRADED F | 924 | $15K–$50K | SH |
| ISMD | NORTHERN LTS FD TR IV | 1K | $15K–$50K | SH |
| JNK | SPDR SERIES TRUST | 459 | $15K–$50K | SH |
| MEAR | ISHARES U S ETF TR | 886 | $15K–$50K | SH |
| IWR | ISHARES TR | 463 | $15K–$50K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1K | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 268 | $15K–$50K | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 1K | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 122 | $15K–$50K | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 877 | $15K–$50K | SH |
| RTX | RTX CORPORATION | 231 | $15K–$50K | SH |
| STIP | ISHARES TR | 414 | $15K–$50K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| GMAR | FIRST TR EXCHNG TRADED FD VI | 1K | $15K–$50K | SH |
| GEV | GE VERNOVA INC | 62 | $15K–$50K | SH |
| ASML | ASML HOLDING N V | 38 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 536 | $15K–$50K | SH |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 890 | $15K–$50K | SH |
| NRG | NRG ENERGY INC | 248 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP | 234 | $15K–$50K | SH |
| ALT | ALTIMMUNE INC | 11K | $15K–$50K | SH |
| BTCO | INVESCO GALAXY BITCOIN ETF | 422 | $15K–$50K | SH |
| VNQ | VANGUARD INDEX FDS | 412 | $15K–$50K | SH |
| SPDW | SPDR INDEX SHS FDS | 806 | $15K–$50K | SH |
| NBTB | NBT BANCORP INC | 861 | $15K–$50K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 427 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 357 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 595 | $15K–$50K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 406 | $15K–$50K | SH |
| LOW | LOWES COS INC | 142 | $15K–$50K | SH |
| AMLP | ALPS ETF TR | 730 | $15K–$50K | SH |
| ARCC | ARES CAPITAL CORP | 2K | $15K–$50K | SH |
| MU | MICRON TECHNOLOGY INC | 119 | $15K–$50K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 2K | $15K–$50K | SH |
| EIX | EDISON INTL | 562 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 1K | $15K–$50K | SH |
| AG | FIRST MAJESTIC SILVER CORP | 2K | $15K–$50K | SH |
| AIQ | GLOBAL X FDS | 651 | $15K–$50K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 660 | $15K–$50K | SH |
| CL | COLGATE PALMOLIVE CO | 417 | $15K–$50K | SH |