CreativeOne Wealth, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$3.8T

Holdings

1,109

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,109 positions)

#StockSharesValue% PortfolioType
801
CARYANGEL OAK FUNDS TRUST
20,001$416.0M0.01%
802
SCMBSCHWAB STRATEGIC TR
16,337$411.4M0.01%
803
SMMUPIMCO ETF TR
8,182$410.5M0.01%
804
TMHCTAYLOR MORRISON HOME CORP
6,673$409.9M0.01%
805
IEVISHARES TR
6,458$408.5M0.01%
806
FEBUAIM ETF PRODUCTS TRUST
15,892$408.2M0.01%
807
WRBBERKLEY W R CORP
5,553$408.0M0.01%
808
BTCGRAYSCALE BITCOIN MINI TR ET
8,543$407.9M0.01%
809
REGNREGENERON PHARMACEUTICALS
776$407.4M0.01%
810
TPHDTIMOTHY PLAN
10,768$407.0M0.01%
811
DFSVDIMENSIONAL ETF TRUST
13,808$406.4M0.01%
812
BDCZUBS AG LONDON BRANCH
21,971$405.2M0.01%
813
ACHRARCHER AVIATION INC
37,345$405.2M0.01%
814
VDEVANGUARD WORLD FD
3,399$404.9M0.01%
815
FMDEFIDELITY COVINGTON TRUST
11,734$403.8M0.01%
816
HBANHUNTINGTON BANCSHARES INC
24,039$402.9M0.01%
817
ETWEATON VANCE TAX-MANAGED GLOB
46,483$402.1M0.01%
818
IHIISHARES TR
6,402$401.0M0.01%
819
VENVENTAS INC
6,348$400.9M0.01%
820
CMICUMMINS INC
1,220$399.6M0.01%
821
DJUNFIRST TR EXCHNG TRADED FD VI
8,859$398.8M0.01%
822
SILASILA REALTY TRUST INC
16,831$398.4M0.01%
823
CAKECHEESECAKE FACTORY INC
6,349$397.8M0.01%
824
IUSGISHARES TR
2,627$395.1M0.01%
825
CHICALAMOS CONV OPPORTUNITIES &
37,338$392.8M0.01%
826
PINSPINTEREST INC
10,947$392.6M0.01%
827
DBXDROPBOX INC
13,666$390.8M0.01%
828
ZAPRINNOVATOR ETFS TRUST
15,572$390.1M0.01%
829
BMAYINNOVATOR ETFS TRUST
9,230$389.5M0.01%
830
ETRENTERGY CORP NEW
4,682$389.2M0.01%
831
DVYEISHARES INC
13,584$389.2M0.01%
832
AZNASTRAZENECA PLC
5,561$388.6M0.01%
833
SPBWAIM ETF PRODUCTS TRUST
14,926$388.1M0.01%
834
ZALTINNOVATOR ETFS TRUST
12,592$387.8M0.01%
835
REMISHARES TR
18,098$386.9M0.01%
836
ENBENBRIDGE INC
8,528$386.5M0.01%
837
CDXSIMPLIFY EXCHANGE TRADED FUN
16,465$384.0M0.01%
838
CRWVCOREWEAVE INC
2,350$383.2M0.01%
839
ALABASTERA LABS INC
4,216$381.2M0.01%
840
NBISNEBIUS GROUP N.V.
6,886$381.0M0.01%
841
MSIMOTOROLA SOLUTIONS INC
902$379.3M0.01%
842
JPUSJ P MORGAN EXCHANGE TRADED F
3,209$379.2M0.01%
843
LTHLIFE TIME GROUP HOLDINGS INC
12,457$377.8M0.01%
844
BFEBINNOVATOR ETFS TRUST
8,456$377.6M0.01%
845
BKAGBNY MELLON ETF TRUST
8,921$376.3M0.01%
846
TTTRANE TECHNOLOGIES PLC
858$375.3M0.01%
847
SCHASCHWAB STRATEGIC TR
14,818$374.9M0.01%
848
LDOSLEIDOS HOLDINGS INC
2,357$371.9M0.01%
849
CRKCOMSTOCK RES INC
13,431$371.6M0.01%
850
EIXEDISON INTL
7,126$367.7M0.01%
851
AFLAFLAC INC
3,480$367.0M0.01%
852
PPLPPL CORP
10,781$365.4M0.01%
853
LHLABCORP HOLDINGS INC
1,389$364.7M0.01%
854
BSEPINNOVATOR ETFS TRUST
8,072$364.6M0.01%
855
BJUNINNOVATOR ETFS TRUST
8,318$364.0M0.01%
856
BUTIDAL TR II
16,359$362.7M0.01%
857
CEF/USPROTT PHYSICAL GOLD & SILVE
11,987$360.8M0.01%
858
BPBP PLC
12,050$360.6M0.01%
859
BMARINNOVATOR ETFS TRUST
7,339$359.9M0.01%
860
TWLOTWILIO INC
2,891$359.5M0.01%
861
SATOINVESCO EXCH TRADED FD TR II
18,941$359.1M0.01%
862
YUMCYUM CHINA HLDGS INC
8,026$358.8M0.01%
863
RDDTREDDIT INC
2,377$357.9M0.01%
864
GAUGFIRST TR EXCHNG TRADED FD VI
9,672$357.8M0.01%
865
SUSLISHARES TR
3,301$357.6M0.01%
866
VCLTVANGUARD SCOTTSDALE FDS
4,701$356.8M0.01%
867
GTOINVESCO ACTIVELY MANAGED EXC
7,549$354.0M0.01%
868
VOOGVANGUARD ADMIRAL FDS INC
889$352.7M0.01%
869
KKRKKR & CO INC
2,647$352.2M0.01%
870
BJULINNOVATOR ETFS TRUST
7,459$351.5M0.01%
871
NVDLGRANITESHARES ETF TR
4,972$350.1M0.01%
872
CIBRFIRST TR EXCHANGE TRADED FD
4,598$347.5M0.01%
873
BOCTINNOVATOR ETFS TRUST
7,596$345.2M0.01%
874
ARMARM HOLDINGS PLC
2,133$345.0M0.01%
875
DBMFLITMAN GREGORY FDS TR
13,392$344.6M0.01%
876
BNOVINNOVATOR ETFS TRUST
8,352$344.6M0.01%
877
ABNBAIRBNB INC
2,598$343.8M0.01%
878
LULULULULEMON ATHLETICA INC
1,447$343.8M0.01%
879
ADSKAUTODESK INC
1,109$343.3M0.01%
880
MCHPMICROCHIP TECHNOLOGY INC.
4,878$343.3M0.01%
881
CCIVGBPLUCID GROUP INC
162,429$342.7M0.01%
882
EWUISHARES TR
8,513$338.1M0.01%
883
OHIOMEGA HEALTHCARE INVS INC
9,212$337.6M0.01%
884
LAMRLAMAR ADVERTISING CO NEW
2,780$337.4M0.01%
885
BAPRINNOVATOR ETFS TRUST
7,387$333.8M0.01%
886
XBAPINNOVATOR ETFS TRUST
9,030$331.8M0.01%
887
LVLNSPDR SERIES TRUST
5,562$330.3M0.01%
888
BUFGFIRST TR EXCHNG TRADED FD VI
12,910$329.7M0.01%
889
FTHYFIRST TR HIGH YIELD OPPRT 20
22,093$328.1M0.01%
890
BIDUNBAIDU INC
3,819$327.5M0.01%
891
VALKYRIE ETF TRUST II
24,845$327.0M0.01%
892
SCHBSCHWAB STRATEGIC TR
13,713$326.8M0.01%
893
AWCAMERICAN WTR WKS CO INC NEW
2,346$326.3M0.01%
894
QBTSD-WAVE QUANTUM INC
22,232$325.5M0.01%
895
IYHISHARES TR
5,738$324.1M0.01%
896
FNFABRINET
1,096$323.0M0.01%
897
PEOEXELON CORP
7,335$318.5M0.01%
898
CLMCORNERSTONE STRATEGIC INVEST
39,112$317.6M0.01%
899
EBNDSPDR SERIES TRUST
14,832$317.4M0.01%
900
TRYBARINGS BDC INC
34,696$317.1M0.01%
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