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CreativeOne Wealth, LLC

13F
CreativeOne Wealth, LLC
Last update 2025-05-15 1055 Stocks (103 new)
Value $3.34 Bil Turnover 15 %
Countries:
Top Holdings: VTV(2.39%)BRIF(2.35%)VEA(2.26%)AAPL(2.23%)BOND(2.11%)
Summary Stock Picks Current Portfolio
CreativeOne Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
461,845
79,779.2
+3.15%
2.390
+0.07%
0.060
+10.43%
+6.13%
132,881.1
 
BRIF
FIS Bright Portfolios Focused Equity ETF
FIS Bright Portfolios Focused Equity ETF
3,170,575
78,474.3
+113.87%
2.350
+1.25%
97.260
+19.49%
+11.27%
92.7
 
VEA
Vanguard FTSE Developed Markets ETF
1,485,894
75,528.0
+2.54%
2.260
+0.06%
0.060
+12.49%
+19.94%
157,607.2
 
AAPL
Apple Inc
336,323
74,707.4
+13.33%
2.230
+0.26%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
BOND
PIMCO Active Bond ETF
764,486
70,692.1
+102.64%
2.110
+1.07%
1.270
+1.86%
+3.46%
5,607.3
 
VUG
Vanguard Growth ETF
184,561
68,438.9
-1.43%
2.050
-0.03%
0.050
+27.48%
+9.52%
167,127.0
 
AMZN
Amazon.com Inc
309,751
58,933.2
+70.20%
1.760
+0.73%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
VEGA
AdvisorShares STAR Global Buy-Write ETF
AdvisorShares STAR Global Buy-Write ETF
1,345,182
57,854.7
-6.01%
1.730
-0.11%
94.070
+11.16%
+7.85%
66.3
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
1,051,036
48,431.7
-51.56%
1.450
-1.55%
0.150
+1.58%
+3.40%
32,719.8
 
QUAL
iShares MSCI USA Quality Factor ETF
279,306
47,730.5
+8.28%
1.430
+0.11%
0.100
+14.25%
+3.80%
53,112.1
 

CreativeOne Wealth, LLC's Historical Top Holdings Breakdowns

CreativeOne Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-1.55%
●
44.72 ($45.57) 46.25
$45.77
0.44%
Reduce -51.56%
1,051,036
-1,118,554
BRIF
FIS Bright Portfolios Focused Equity ETF
FIS Bright Portfolios Focused Equity ETF
2025-03-31
Add
Add
+1.25%
●
24.62 ($25.63) 26.71
$27.98
9.18%
Add 113.87%
3,170,575
1,688,114
BOND
PIMCO Active Bond ETF
2025-03-31
Add
Add
+1.07%
●
89.27 ($91.32) 92.9
$91.19
-0.14%
Add 102.64%
764,486
387,218
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.73%
●
190.26 ($217) 242.06
$226.13
4.21%
Add 70.2%
309,751
127,760
EUSM
Eventide US Market ETF
2025-03-31
Add
Add
+0.69%
●
23.19 ($24.63) 25.61
$26.33
6.91%
Add 292.69%
1,314,320
979,627
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.60%
●
97.25 ($101.36) 104.79
$98.94
-2.39%
Add 987.37%
212,428
192,892
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.53%
●
96.1 ($101.94) 106.32
$110.01
7.92%
Reduce -50.01%
178,559
-178,604
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.42%
●
64.88 ($69.16) 72.1
$73.84
6.77%
Reduce -37.91%
324,769
-198,270
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.37%
●
85.29 ($89.02) 92.57
$85.24
-4.25%
Reduce -71.37%
56,159
-140,003
TPLC
Timothy Plan US Large/Mid Cap Core ETF
Timothy Plan US Large/Mid Cap Core ETF
2025-03-31
Reduce
Reduce
-0.37%
●
41.17 ($43.58) 45.22
$45.41
4.21%
Reduce -97.9%
6,077
-283,319

CreativeOne Wealth, LLC Total Holding History ($B)

To

CreativeOne Wealth, LLC's Asset Allocation

To

CreativeOne Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CreativeOne Wealth, LLC's Hypothetical Growth since 2025-03-31

CreativeOne Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CreativeOne Wealth, LLC's Holdings Heat Map

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CreativeOne Wealth, LLC's Holdings Bubble Chart

CreativeOne Wealth, LLC News

  • 1

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