CREATIVEONE WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BA | 8K | $1.73M |
 | SHEL | 8K | $565.29K |
 | EXC | 8K | $351.97K |
 | NBIX | 8K | $1.10M |
 | XEL | 8K | $629.51K |
 | RNST | 8K | $287.74K |
 | AHR | 8K | $326.71K |
 | UGI | 8K | $256.17K |
 | SHW | 8K | $2.66M |
 | NI | 8K | $332.46K |
 | PECO | 8K | $263.21K |
 | ODFL | 8K | $1.08M |
 | COST | 8K | $7.08M |
 | PRIM | 8K | $1.04M |
 | MDLZ | 8K | $473.47K |
 | CTVA | 8K | $507.56K |
 | WSM | 7K | $1.46M |
 | NGVC | 7K | $298.80K |
 | AEE | 7K | $777.43K |
 | FTNT | 7K | $614.54K |
The Boeing Company
BA
Shares Held
8K
Value
$1.73M
Shell plc
SHEL
Shares Held
8K
Value
$565.29K
Exelon Corporation
EXC
Shares Held
8K
Value
$351.97K
Neurocrine Biosciences, Inc.
NBIX
Shares Held
8K
Value
$1.10M
Xcel Energy Inc.
XEL
Shares Held
8K
Value
$629.51K
Renasant Corporation
RNST
Shares Held
8K
Value
$287.74K
American Healthcare REIT, Inc.
AHR
Shares Held
8K
Value
$326.71K
UGI Corporation
UGI
Shares Held
8K
Value
$256.17K
The Sherwin-Williams Company
SHW
Shares Held
8K
Value
$2.66M
NiSource Inc.
NI
Shares Held
8K
Value
$332.46K
Phillips Edison & Company, Inc.
PECO
Shares Held
8K
Value
$263.21K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
8K
Value
$1.08M
Costco Wholesale Corporation
COST
Shares Held
8K
Value
$7.08M
Primoris Services Corporation
PRIM
Shares Held
8K
Value
$1.04M
Mondelez International, Inc.
MDLZ
Shares Held
8K
Value
$473.47K
Corteva, Inc.
CTVA
Shares Held
8K
Value
$507.56K
Williams-Sonoma, Inc.
WSM
Shares Held
7K
Value
$1.46M
Natural Grocers by Vitamin Cottage, Inc.
NGVC
Shares Held
7K
Value
$298.80K
Ameren Corporation
AEE
Shares Held
7K
Value
$777.43K
Fortinet, Inc.
FTNT
Shares Held
7K
Value
$614.54K