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 251–300 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 14K | $500K+ | SH |
| SMMU | PIMCO ETF TR | 12K | $500K+ | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 6K | $500K+ | SH |
| UNG | UNITED STS NAT GAS FD LP | 50K | $500K+ | SH |
| ZALT | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| QLD | PROSHARES TR | 9K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 782 | $500K+ | SH |
| BJUL | INNOVATOR ETFS TRUST | 12K | $500K+ | SH |
| BALI | BLACKROCK ETF TRUST | 19K | $500K+ | SH |
| JPIN | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| O | REALTY INCOME CORP | 11K | $500K+ | SH |
| LOCT | INNOVATOR ETFS TRUST | 25K | $500K+ | SH |
| LAPR | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BRIF | NEOS ETF TRUST | 19K | $500K+ | SH |
| PMBS | PIMCO ETF TR | 11K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | 26K | $500K+ | SH |
| ISTB | ISHARES TR | 12K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 9K | $500K+ | SH |
| PFE | PFIZER INC | 23K | $500K+ | SH |
| AEE | AMEREN CORP | 6K | $500K+ | SH |
| SGOL | ETFS GOLD TR | 14K | $500K+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 12K | $500K+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 16K | $500K+ | SH |
| XSOE | WISDOMTREE TR | 14K | $500K+ | SH |
| NB | NIOCORP DEVS LTD | 104K | $500K+ | SH |
| NNI | NELNET INC | 4K | $500K+ | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 3K | $500K+ | SH |
| FSUN | FIRSTSUN CAP BANCORP | 14K | $500K+ | SH |
| STWD | STARWOOD PPTY TR INC | 30K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 3K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| HISF | FIRST TR EXCHANGE-TRADED FD | 12K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 2K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| NJUL | INNOVATOR ETFS TRUST | 7K | $500K+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 4K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 6K | $500K+ | SH |
| BX | BLACKSTONE INC | 3K | $500K+ | SH |
| ZOCT | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CTAS | CINTAS CORP | 3K | $500K+ | SH |
| GSSC | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |