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
201
SPTLSPDR SER TR
119,906$3.3B0.10%
202
ESGUISHARES TR
26,752$3.3B0.10%
203
VICIVICI PPTYS INC
99,819$3.3B0.10%
204
TMOTHERMO FISHER SCIENTIFIC INC
6,525$3.2B0.10%
205
KMIKINDER MORGAN INC DEL
112,375$3.2B0.10%
206
BRK-BBERKSHIRE HATHAWAY INC DEL
4$3.2B0.10%
207
BXBLACKSTONE INC
22,763$3.2B0.10%
208
SHYISHARES TR
38,280$3.2B0.09%
209
RTXRTX CORPORATION
23,492$3.1B0.09%
210
CRMSALESFORCE INC
11,391$3.1B0.09%
211
XLRESELECT SECTOR SPDR TR
72,868$3.0B0.09%
212
CATCATERPILLAR INC
9,192$3.0B0.09%
213
LYBLYONDELLBASELL INDUSTRIES N
42,937$3.0B0.09%
214
ADBEADOBE INC
7,845$3.0B0.09%
215
VGSHVANGUARD SCOTTSDALE FDS
50,937$3.0B0.09%
216
TOTLSSGA ACTIVE ETF TR
74,001$3.0B0.09%
217
DWDMORGAN STANLEY
25,478$3.0B0.09%
218
XYLDGLOBAL X FDS
74,919$3.0B0.09%
219
PFMINVESCO EXCHANGE TRADED FD T
63,466$2.9B0.09%
220
VRTXVERTEX PHARMACEUTICALS INC
5,983$2.9B0.09%
221
PAYXPAYCHEX INC
18,800$2.9B0.09%
222
XLVSELECT SECTOR SPDR TR
19,846$2.9B0.09%
223
BNDVANGUARD BD INDEX FDS
39,357$2.9B0.09%
224
OREALTY INCOME CORP
49,824$2.9B0.09%
225
ANETARISTA NETWORKS INC
37,302$2.9B0.09%
226
JGLOJ P MORGAN EXCHANGE TRADED F
48,802$2.9B0.09%
227
VIGIVANGUARD WHITEHALL FDS
34,571$2.9B0.09%
228
MINTPIMCO ETF TR
28,459$2.9B0.09%
229
LOWLOWES COS INC
12,211$2.8B0.09%
230
SPHDINVESCO EXCH TRADED FD TR II
56,481$2.8B0.08%
231
XLCSELECT SECTOR SPDR TR
29,046$2.8B0.08%
232
MCOMOODYS CORP
6,007$2.8B0.08%
233
COPCONOCOPHILLIPS
26,495$2.8B0.08%
234
LQDISHARES TR
25,464$2.8B0.08%
235
NOCNORTHROP GRUMMAN CORP
5,387$2.8B0.08%
236
ORCLORACLE CORP
19,577$2.7B0.08%
237
BUFFINNOVATOR ETFS TRUST
62,044$2.7B0.08%
238
ADPAUTOMATIC DATA PROCESSING IN
8,945$2.7B0.08%
239
IEMGISHARES INC
50,371$2.7B0.08%
240
ISRGINTUITIVE SURGICAL INC
5,472$2.7B0.08%
241
IWYISHARES TR
12,731$2.7B0.08%
242
LNGCHENIERE ENERGY INC
11,604$2.7B0.08%
243
BUYWNORTHERN LTS FD TR IV
194,417$2.7B0.08%
244
BILSPDR SER TR
29,080$2.7B0.08%
245
IJRISHARES TR
25,461$2.7B0.08%
246
ZTSZOETIS INC
16,053$2.6B0.08%
247
DOWDOW INC
75,382$2.6B0.08%
248
SPYGSPDR SER TR
32,295$2.6B0.08%
249
HYDBISHARES TR
54,766$2.6B0.08%
250
VGITVANGUARD SCOTTSDALE FDS
42,928$2.5B0.08%
251
PFFISHARES TR
82,954$2.5B0.08%
252
OXYOCCIDENTAL PETE CORP
51,488$2.5B0.08%
253
VTWOVANGUARD SCOTTSDALE FDS
31,453$2.5B0.08%
254
VCSHVANGUARD SCOTTSDALE FDS
31,848$2.5B0.08%
255
AXONAXON ENTERPRISE INC
4,748$2.5B0.07%
256
ROOTROOT INC
18,706$2.5B0.07%
257
WABWABTEC
13,711$2.5B0.07%
258
SCHZSCHWAB STRATEGIC TR
107,021$2.5B0.07%
259
NEENEXTERA ENERGY INC
34,726$2.5B0.07%
260
GISGENERAL MLS INC
40,966$2.4B0.07%
261
MMM3M CO
16,665$2.4B0.07%
262
DCORDIMENSIONAL ETF TRUST
39,360$2.4B0.07%
263
XLISELECT SECTOR SPDR TR
18,364$2.4B0.07%
264
BIZDVANECK ETF TRUST
142,938$2.4B0.07%
265
NLRVANECK ETF TRUST
32,224$2.4B0.07%
266
CRWDCROWDSTRIKE HLDGS INC
6,654$2.3B0.07%
267
XMHQINVESCO EXCHANGE TRADED FD T
25,568$2.3B0.07%
268
VGLTVANGUARD SCOTTSDALE FDS
40,358$2.3B0.07%
269
CMECME GROUP INC
8,748$2.3B0.07%
270
CARRCARRIER GLOBAL CORPORATION
36,426$2.3B0.07%
271
DUHPDIMENSIONAL ETF TRUST
69,181$2.3B0.07%
272
PDBCINVESCO ACTVELY MNGD ETC FD
167,996$2.3B0.07%
273
JAVAJ P MORGAN EXCHANGE TRADED F
35,571$2.3B0.07%
274
DFAEDIMENSIONAL ETF TRUST
86,600$2.2B0.07%
275
MMSIMERIT MED SYS INC
20,953$2.2B0.07%
276
FOCTFIRST TR EXCHNG TRADED FD VI
53,362$2.2B0.07%
277
MCHPMICROCHIP TECHNOLOGY INC.
45,572$2.2B0.07%
278
MSCIMSCI INC
3,881$2.2B0.07%
279
LMTLOCKHEED MARTIN CORP
4,887$2.2B0.07%
280
VXUSVANGUARD STAR FDS
35,002$2.2B0.07%
281
USBUS BANCORP DEL
51,068$2.2B0.06%
282
QQQMINVESCO EXCH TRADED FD TR II
11,137$2.1B0.06%
283
BBINJ P MORGAN EXCHANGE TRADED F
34,888$2.1B0.06%
284
DIVIFRANKLIN TEMPLETON ETF TR
65,637$2.1B0.06%
285
BCCCGLOBAL X FDS
56,557$2.1B0.06%
286
ORLYOREILLY AUTOMOTIVE INC
1,486$2.1B0.06%
287
KMBKIMBERLY-CLARK CORP
14,807$2.1B0.06%
288
ODFLOLD DOMINION FREIGHT LINE IN
12,692$2.1B0.06%
289
AMDADVANCED MICRO DEVICES INC
20,379$2.1B0.06%
290
FANGDIAMONDBACK ENERGY INC
13,071$2.1B0.06%
291
MOATVANECK ETF TRUST
23,696$2.1B0.06%
292
IWNISHARES TR
13,772$2.1B0.06%
293
IEFISHARES TR
21,761$2.1B0.06%
294
QYLDGLOBAL X FDS
124,504$2.1B0.06%
295
SOSOUTHERN CO
22,442$2.1B0.06%
296
BBHYJ P MORGAN EXCHANGE TRADED F
44,786$2.1B0.06%
297
USMCPRINCIPAL EXCHANGE TRADED FD
36,277$2.1B0.06%
298
IWOISHARES TR
8,055$2.1B0.06%
299
CSWCCAPITAL SOUTHWEST CORP
92,019$2.1B0.06%
300
UTGREAVES UTIL INCOME FD
63,053$2.1B0.06%
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