CreativeOne Wealth, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$3.3T

Holdings

1,056

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,056 positions)

#StockSharesValue% PortfolioType
101
OAIMUNIFIED SER TR
207,993$7.0B0.21%
102
SCHPSCHWAB STRATEGIC TR
252,415$6.8B0.20%
103
SPSBSPDR SER TR
222,625$6.7B0.20%
104
ELCVSTRATEGY SHS
262,564$6.5B0.20%
105
UNHUNITEDHEALTH GROUP INC
12,476$6.5B0.20%
106
SCHOSCHWAB STRATEGIC TR
268,329$6.5B0.20%
107
SOVFELEVATION SERIES TRUST
218,129$6.5B0.19%
108
FTHIFIRST TR EXCHANGE-TRADED FD
296,207$6.5B0.19%
109
SCHGSCHWAB STRATEGIC TR
258,289$6.5B0.19%
110
JAAAJANUS DETROIT STR TR
127,089$6.4B0.19%
111
SCHRSCHWAB STRATEGIC TR
258,414$6.4B0.19%
112
FFEBFIRST TR EXCHNG TRADED FD VI
131,595$6.4B0.19%
113
XOMEXXON MOBIL CORP
53,486$6.4B0.19%
114
MBSDFLEXSHARES TR
301,567$6.2B0.19%
115
MAMASTERCARD INCORPORATED
11,338$6.2B0.19%
116
IDEVISHARES TR
87,769$6.0B0.18%
117
SPDWSPDR INDEX SHS FDS
165,902$6.0B0.18%
118
INTUINTUIT
9,692$6.0B0.18%
119
MCKMCKESSON CORP
8,725$5.9B0.18%
120
FJUNFIRST TR EXCHNG TRADED FD VI
117,176$5.8B0.17%
121
FJANFIRST TR EXCHNG TRADED FD VI
131,517$5.8B0.17%
122
JNJJOHNSON & JOHNSON
34,658$5.7B0.17%
123
DJUNFIRST TR EXCHNG TRADED FD VI
136,525$5.7B0.17%
124
DFCFDIMENSIONAL ETF TRUST
135,021$5.7B0.17%
125
SRLNSSGA ACTIVE ETF TR
136,343$5.6B0.17%
126
4I1PHILIP MORRIS INTL INC
35,281$5.6B0.17%
127
EFAISHARES TR
67,905$5.5B0.17%
128
USFRWISDOMTREE TR
105,948$5.3B0.16%
129
ISMDNORTHERN LTS FD TR IV
152,768$5.2B0.16%
130
DEDEERE & CO
11,101$5.2B0.16%
131
AGGISHARES TR
52,537$5.2B0.16%
132
TLTISHARES TR
56,159$5.1B0.15%
133
TPSCTIMOTHY PLAN
136,614$5.1B0.15%
134
XLSRSSGA ACTIVE TR
98,968$5.0B0.15%
135
QLTAISHARES TR
104,915$5.0B0.15%
136
IWPISHARES TR
42,413$5.0B0.15%
137
CSCOCISCO SYS INC
79,421$4.9B0.15%
138
ICVTISHARES TR
58,213$4.9B0.15%
139
GOOGALPHABET INC
31,013$4.8B0.14%
140
DFSDDIMENSIONAL ETF TRUST
101,075$4.8B0.14%
141
IEIISHARES TR
40,262$4.8B0.14%
142
VGTVANGUARD WORLD FD
8,642$4.7B0.14%
143
DONSPDR DOW JONES INDL AVERAGE
11,097$4.7B0.14%
144
COWZPACER FDS TR
84,848$4.6B0.14%
145
VCRBVANGUARD MALVERN FDS
59,848$4.6B0.14%
146
JGROJ P MORGAN EXCHANGE TRADED F
62,240$4.6B0.14%
147
AMGNAMGEN INC
14,738$4.6B0.14%
148
DFAUDIMENSIONAL ETF TRUST
119,314$4.6B0.14%
149
IWFISHARES TR
12,699$4.6B0.14%
150
IGROISHARES TR
63,240$4.6B0.14%
151
PFEPFIZER INC
178,513$4.5B0.14%
152
SHYGISHARES TR
106,237$4.5B0.14%
153
TROWPRICE T ROWE GROUP INC
48,710$4.5B0.13%
154
IWMISHARES TR
22,424$4.5B0.13%
155
MUBISHARES TR
42,394$4.5B0.13%
156
XLESELECT SECTOR SPDR TR
47,388$4.4B0.13%
157
IJHISHARES TR
73,571$4.3B0.13%
158
RPVINVESCO EXCHANGE TRADED FD T
46,328$4.3B0.13%
159
VCLTVANGUARD SCOTTSDALE FDS
56,350$4.3B0.13%
160
PANWPALO ALTO NETWORKS INC
24,970$4.3B0.13%
161
SPEMSPDR INDEX SHS FDS
107,791$4.2B0.13%
162
SHVISHARES TR
38,340$4.2B0.13%
163
AQLTISHARES TR
181,535$4.2B0.12%
164
GLDMWORLD GOLD TR
66,975$4.1B0.12%
165
XLKSELECT SECTOR SPDR TR
19,861$4.1B0.12%
166
TFLOISHARES TR
80,773$4.1B0.12%
167
UNPUNION PAC CORP
17,098$4.0B0.12%
168
USHYISHARES TR
108,398$4.0B0.12%
169
SHWSHERWIN WILLIAMS CO
11,412$4.0B0.12%
170
RDVYFIRST TR EXCHANGE-TRADED FD
68,012$4.0B0.12%
171
KOCOCA COLA CO
53,810$3.9B0.12%
172
FTLSFIRST TR EXCH TRADED FD III
59,933$3.8B0.11%
173
TAT&T INC
134,306$3.8B0.11%
174
GSGOLDMAN SACHS GROUP INC
6,939$3.8B0.11%
175
XLFISELECT SECTOR SPDR TR
46,033$3.8B0.11%
176
VBRVANGUARD INDEX FDS
19,736$3.7B0.11%
177
STIPISHARES TR
35,296$3.7B0.11%
178
POCTINNOVATOR ETFS TRUST
93,739$3.6B0.11%
179
KLMNINVESCO EXCH TRADED FD TR II
152,569$3.6B0.11%
180
AMATAPPLIED MATLS INC
24,833$3.6B0.11%
181
SCHVSCHWAB STRATEGIC TR
134,882$3.6B0.11%
182
JCPBJ P MORGAN EXCHANGE TRADED F
75,554$3.6B0.11%
183
VHTVANGUARD WORLD FD
13,414$3.6B0.11%
184
HYSPIMCO ETF TR
37,762$3.5B0.11%
185
GROZZACKS TRUST
157,030$3.5B0.10%
186
ARCCARES CAPITAL CORP
157,906$3.5B0.10%
187
AXPAMERICAN EXPRESS CO
12,935$3.5B0.10%
188
XLFSELECT SECTOR SPDR TR
69,338$3.5B0.10%
189
MRKMERCK & CO INC
38,451$3.5B0.10%
190
BACBANK AMERICA CORP
82,413$3.4B0.10%
191
CITCINTAS CORP
16,643$3.4B0.10%
192
MCDMCDONALDS CORP
10,906$3.4B0.10%
193
AVUSAMERICAN CENTY ETF TR
36,802$3.4B0.10%
194
MDYSPDR S&P MIDCAP 400 ETF TR
6,363$3.4B0.10%
195
IXUSISHARES TR
48,287$3.4B0.10%
196
FTSMFIRST TR EXCHANGE-TRADED FD
56,282$3.4B0.10%
197
GILDGILEAD SCIENCES INC
29,531$3.3B0.10%
198
ILTBISHARES TR
66,161$3.3B0.10%
199
LALTFIRST TR EXCHNG TRADED FD VI
155,656$3.3B0.10%
200
SPGSIMON PPTY GROUP INC NEW
19,778$3.3B0.10%
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