Creativeone Wealth, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMSI",
  "PINS",
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  "FLEX",
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  null,
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  null,
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  null,
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  "NGL",
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

970 identified652 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,622 positions • $3,343,086.778K total value

1,622 positions

Manager:

SEC FilingSEC DataHachi Filing

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33741X102

Shares:—

Value:$1.3M

45782C383

Shares:—

Value:$1.3M

78468R622

Shares:—

Value:$1.3M

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:—

Value:$1.3M

37954Y764

Shares:—

Value:$1.3M

Zoom Communications, Inc.

ZM|98980L101

Shares:—

Value:$1.3M

46432F396

MTUM|46432F396

Shares:—

Value:$1.3M

Eaton Vance Tax-Managed Diversified Equity Income Fund

ETY|27828N102

Shares:—

Value:$1.3M

66538H278

Shares:—

Value:$1.3M

Medtronic plc

MDT|G5960L103

Shares:—

Value:$1.3M

46428Q109

Shares:—

Value:$1.3M

CSX CORP

CSX|126408103

Shares:—

Value:$1.3M

33740U737

Shares:—

Value:$1.3M

GAP INC

GAP|364760108

Shares:—

Value:$1.3M

CITIGROUP INC

C|172967424

Shares:—

Value:$1.2M

AUTONATION, INC.

AN|05329W102

Shares:—

Value:$1.2M

AppLovin Corp

APP|03831W108

Shares:—

Value:$1.2M

46438F101

Shares:—

Value:$1.2M

AVNET INC

AVT|053807103

Shares:—

Value:$1.2M

464287176

Shares:—

Value:$1.2M

Instrument	Shares		Other Manager	Value
(cusip33741X102)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ -15.18% (-$237.9K) YoY +281978.55% (+$1.3M)
(cusip45782C383)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ -0.27% (-$3.7K) YoY +111151.77% (+$1.3M)
(cusip78468R622)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ -48.71% (-$1.3M) YoY +82887.46% (+$1.3M)
Devon Energy Corp/De(DVNcusip25179M103)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ +28.00% (+$284.6K) YoY +133339.58% (+$1.3M)
(cusip37954Y764)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ +14.69% (+$166.6K) YoY +91955.20% (+$1.3M)
Zoom Communications, Inc.(ZMcusip98980L101)	—	QoQ - YoY NEW	All Managers (Combined)	$1.3M	QoQ +58.95% (+$481.9K) YoY NEW(+$1.3M)
(MTUMcusip46432F396)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ +4.93% (+$60.6K) YoY +185760.37% (+$1.3M)
Eaton Vance Tax-Managed Diversified Equity Income Fund(ETYcusip27828N102)	—	QoQ - YoY NEW	All Managers (Combined)	$1.3M	QoQ +13.56% (+$153.3K) YoY NEW(+$1.3M)
(cusip66538H278)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ -12.82% (-$188.3K) YoY +151199.52% (+$1.3M)
Medtronic Plc(MDTcusipG5960L103)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ +27.19% (+$271.1K) YoY +266838.31% (+$1.3M)
(cusip46428Q109)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ +38.60% (+$351.0K) YoY +267433.97% (+$1.3M)
Csx Corp(CSXcusip126408103)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ -63.39% (-$2.2M) YoY +37974.70% (+$1.3M)
(cusip33740U737)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3M	QoQ +9.06% (+$104.0K) YoY +146112.26% (+$1.3M)
Gap Inc(GAPcusip364760108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Citigroup Inc(Ccusip172967424)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	QoQ +11.55% (+$129.2K) YoY +173360.77% (+$1.2M)
Autonation, Inc.(ANcusip05329W102)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	QoQ +63.83% (+$485.0K) YoY +299822.65% (+$1.2M)
Applovin Corp(APPcusip03831W108)	—	QoQ - YoY NEW	All Managers (Combined)	$1.2M	QoQ -23.83% (-$388.4K) YoY NEW(+$1.2M)
(cusip46438F101)✕	—	QoQ - YoY NEW	All Managers (Combined)	$1.2M	QoQ -42.89% (-$930.9K) YoY NEW(+$1.2M)
Avnet Inc(AVTcusip053807103)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	QoQ +103.68% (+$628.0K) YoY +368157.61% (+$1.2M)
(cusip464287176)✕	—	QoQ - YoY -	All Managers (Combined)	$1.2M	QoQ -0.31% (-$3.8K) YoY +12001.26% (+$1.2M)