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 17 of 53
92206C573
Shares:
0
Value:
$1.8B
33740F805
Shares:
0
Value:
$1.8B(+32.7%)
78464A847
Shares:
0
Value:
$1.8B(+9.2%)
25434V583
Shares:
0
Value:
$1.7B(+19.5%)
464289446
Shares:
0
Value:
$1.7B(-7.6%)
37954Y236
Shares:
0
Value:
$1.7B(+37.8%)
85207H104
Shares:
0
Value:
$1.7B(+23.7%)
72201R718
Shares:
0
Value:
$1.7B(+27.8%)
72201R866
Shares:
0
Value:
$1.7B(+9.8%)
025072562
Shares:
0
Value:
$1.7B(+61.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Fortinet, Inc.(FTNTcusip34959E109) | — | All Managers (Combined) | $1.9M | ||
| — | All Managers (Combined) | $1.8M | |||
(cusip92206C573)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $1.8M | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
Welltower Inc.(WELLcusip95040Q104) | — | All Managers (Combined) | $1.8M | ||
(cusip33740F805)✕ | — | All Managers (Combined) | $1.8M | ||
Ford Motor Co(Fcusip345370860) | — | All Managers (Combined) | $1.8M | ||
(cusip78464A847)✕ | — | All Managers (Combined) | $1.8M | ||
Asml Holding Nv(ASMLcusipN07059210) | — | All Managers (Combined) | $1.8M | ||
| — | All Managers (Combined) | $1.7M | |||
| — | All Managers (Combined) | $1.7M | |||
(cusip25434V583)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
Accenture Plc(ACNcusipG1151C101) | — | All Managers (Combined) | $1.7M | ||
(cusip464289446)✕ | — | All Managers (Combined) | $1.7M | ||
(cusip37954Y236)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
(cusip85207H104)✕ | — | All Managers (Combined) | $1.7M | ||
Hershey Co(HSYcusip427866108) | — | All Managers (Combined) | $1.7M | ||
(cusip72201R718)✕ | — | All Managers (Combined) | $1.7M | ||
(cusip72201R866)✕ | — | All Managers (Combined) | $1.7M | ||
Stryker Corp(SYKcusip863667101) | — | All Managers (Combined) | $1.7M | ||
(cusip025072562)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |