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 20 of 53
45782C334
Shares:
0
Value:
$1.4B(+69.6%)
33734X135
Shares:
0
Value:
$1.4B(+5.1%)
78468R440
Shares:
0
Value:
$1.4B(+143.7%)
81369Y886
Shares:
0
Value:
$1.4B(-1.3%)
25434V799
Shares:
0
Value:
$1.4B(+14.9%)
78464A805
Shares:
0
Value:
$1.4B(+7.8%)
37954Y814
Shares:
0
Value:
$1.4B(+14.7%)
74347X831
Shares:
0
Value:
$1.3B(-24.1%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip45782C334)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
(cusip33734X135)✕ | — | All Managers (Combined) | $1.4M | ||
| — | All Managers (Combined) | $1.4M | |||
| — | All Managers (Combined) | $1.4M | |||
| — | All Managers (Combined) | $1.4M | |||
Starbucks Corp(SBUXcusip855244109) | — | All Managers (Combined) | $1.4M | ||
(cusip78468R440)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
(cusip81369Y886)✕ | — | All Managers (Combined) | $1.4M | ||
| — | All Managers (Combined) | $1.4M | |||
(cusip25434V799)✕ | — | All Managers (Combined) | $1.4M | ||
Allstate Corp(ALLcusip020002101) | — | All Managers (Combined) | $1.4M | ||
(cusip78464A805)✕ | — | All Managers (Combined) | $1.4M | ||
| — | All Managers (Combined) | $1.4M | |||
| — | All Managers (Combined) | $1.4M | |||
| — | All Managers (Combined) | $1.4M | |||
(cusip37954Y814)✕ | — | All Managers (Combined) | $1.4M | ||
Duke Energy Corp(DUKcusip26441C204) | — | All Managers (Combined) | $1.4M | ||
| — | All Managers (Combined) | $1.3M | |||
| — | QoQ NEW YoY NEW | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
(cusip74347X831)✕ | — | All Managers (Combined) | $1.3M |