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 301–350 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPSB | SPDR SERIES TRUST | 17K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 4K | $500K+ | SH |
| IWP | ISHARES TR | 4K | $500K+ | SH |
| FLRG | FIDELITY COVINGTON TRUST | 13K | $500K+ | SH |
| FTDS | FIRST TR EXCHANGE-TRADED FD | 9K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 3K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 36K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 4K | $100K–$500K | SH |
| VFMO | VANGUARD WELLINGTON FD | 3K | $100K–$500K | SH |
| ZYME | ZYMEWORKS INC | 18K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 5K | $100K–$500K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 48K | $100K–$500K | SH |
| LDUR | PIMCO ETF TR | 5K | $100K–$500K | SH |
| QUIZ | ZACKS TRUST | 18K | $100K–$500K | SH |
| PSP | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| EMLC | VANECK ETF TRUST | 18K | $100K–$500K | SH |
| SPBO | SPDR SERIES TRUST | 16K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| SPBW | AIM ETF PRODUCTS TRUST | 17K | $100K–$500K | SH |
| FXY | INVESCO CURRENCYSHARES JAPAN | 8K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| HGER | HARBOR ETF TRUST | 18K | $100K–$500K | SH |
| BJAN | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| VFLO | VICTORY PORTFOLIOS II | 11K | $100K–$500K | SH |
| OIH | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| BSEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 6K | $100K–$500K | SH |
| BKAG | BNY MELLON ETF TRUST | 11K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| BUFG | FIRST TR EXCHNG TRADED FD VI | 16K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 770 | $100K–$500K | SH |
| FEBU | AIM ETF PRODUCTS TRUST | 16K | $100K–$500K | SH |
| KBWD | INVESCO EXCH TRADED FD TR II | 32K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| SNY | SANOFI SA | 9K | $100K–$500K | SH |
| SCMB | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| REM | ISHARES TR | 19K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $100K–$500K | SH |
| ILMN | ILLUMINA INC | 3K | $100K–$500K | SH |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| UPRO | PROSHARES TR | 4K | $100K–$500K | SH |
| EWJ | ISHARES INC | 5K | $100K–$500K | SH |
| ROOT | ROOT INC | 6K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |