Creativeone Wealth, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 1,622
- Total Value
- 3343086778
- Accession Number
- 0001739728-25-000003
- Form Type
- 13F-HR
- CIK
- 0001739728
- Manager Name
- Creativeone Wealth, LLC
Data Enrichment
60% identified970 identified652 unidentified
Holdings
1,622 positions
Manager:
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Page 11 of 53
78464A664
Shares:
0
Value:
$3.3B(+8.4%)
464287457
Shares:
0
Value:
$3.2B(+3.1%)
81369Y860
Shares:
0
Value:
$3.0B(+33.5%)
78467V848
Shares:
0
Value:
$3.0B(+13.0%)
37954Y475
Shares:
0
Value:
$3.0B(-10.6%)
46137V506
Shares:
0
Value:
$2.9B(+8.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip78464A664)✕ | — | All Managers (Combined) | $3.3M | ||
| — | All Managers (Combined) | $3.3M | |||
| — | All Managers (Combined) | $3.3M | |||
| — | All Managers (Combined) | $3.2M | |||
| — | All Managers (Combined) | $3.2M | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $3.2M | YoY NEW(+$3.2M) | |
Blackstone Inc.(BXcusip09260D107) | — | All Managers (Combined) | $3.2M | ||
(cusip464287457)✕ | — | All Managers (Combined) | $3.2M | ||
| — | All Managers (Combined) | $3.1M | |||
Salesforce, Inc.(CRMcusip79466L302) | — | All Managers (Combined) | $3.1M | ||
(cusip81369Y860)✕ | — | All Managers (Combined) | $3.0M | ||
Caterpillar Inc(CATcusip149123101) | — | All Managers (Combined) | $3.0M | ||
| — | All Managers (Combined) | $3.0M | |||
Adobe Inc.(ADBEcusip00724F101) | — | All Managers (Combined) | $3.0M | ||
| — | All Managers (Combined) | $3.0M | |||
(cusip78467V848)✕ | — | All Managers (Combined) | $3.0M | ||
Morgan Stanley(MScusip617446448) | — | All Managers (Combined) | $3.0M | ||
(cusip37954Y475)✕ | — | All Managers (Combined) | $3.0M | ||
(cusip46137V506)✕ | — | All Managers (Combined) | $2.9M | ||
| — | All Managers (Combined) | $2.9M |