Creativeone-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
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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: creativeone-wealth
Manager Name: Creativeone-Wealth

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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25434V856

Shares:—

Value:$927.3K

37954Y574

Shares:—

Value:$927.0K

46436E858

Shares:—

Value:$921.7K

AMPHENOL CORP /DE/

APH|032095101

Shares:—

Value:$921.0K

464287499

IWR|464287499

Shares:—

Value:$918.2K

LAM RESEARCH CORP

LRCX|512807306

Shares:—

Value:$916.3K

82889N723

Shares:—

Value:$916.1K

CARDINAL HEALTH INC

CAH|14149Y108

Shares:—

Value:$915.3K

78464A367

Shares:—

Value:$914.5K

33740F482

Shares:—

Value:$909.0K

33740J203

Shares:—

Value:$906.1K

316092808

Shares:—

Value:$905.1K

316188309

Shares:—

Value:$901.7K

S&P Global Inc.

SPGI|78409V104

Shares:—

Value:$900.0K

33740U307

Shares:—

Value:$896.4K

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:—

Value:$892.9K

69374H709

Shares:—

Value:$890.4K

Bank of New York Mellon Corp

BK|064058100

Shares:—

Value:$889.8K

Energy Transfer LP

ET|29273V100

Shares:—

Value:$889.6K

78463X871

Shares:—

Value:$889.3K

Instrument	Shares		Other Manager	Value
(cusip25434V856)✕	—	QoQ - YoY NEW	All Managers (Combined)	$927.3K	QoQ +29.57% (+$211.7K) YoY NEW(+$927.3K)
(cusip37954Y574)✕	—	QoQ - YoY NEW	All Managers (Combined)	$927.0K	QoQ +4.23% (+$37.7K) YoY NEW(+$927.0K)
(cusip46436E858)✕	—	QoQ - YoY NEW	All Managers (Combined)	$921.7K	QoQ -2.45% (-$23.2K) YoY NEW(+$921.7K)
AMPHENOL CORP /DE/(APHcusip032095101)	—	QoQ - YoY -	All Managers (Combined)	$921.0K	QoQ +92.81% (+$443.4K) YoY +327672.24% (+$920.8K)
(IWRcusip464287499)	—	QoQ - YoY NEW	All Managers (Combined)	$918.2K	QoQ +1.42% (+$12.9K) YoY NEW(+$918.2K)
LAM RESEARCH CORP(LRCXcusip512807306)	—	QoQ - YoY NEW	All Managers (Combined)	$916.3K	QoQ -1.11% (-$10.3K) YoY NEW(+$916.3K)
(cusip82889N723)✕	—	QoQ - YoY NEW	All Managers (Combined)	$916.1K	QoQ +21.72% (+$163.5K) YoY NEW(+$916.1K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	—	QoQ - YoY -	All Managers (Combined)	$915.3K	QoQ +91.74% (+$438.0K) YoY +217322.09% (+$914.9K)
(cusip78464A367)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$914.5K	QoQ NEW(+$914.5K) YoY NEW(+$914.5K)
(cusip33740F482)✕	—	QoQ - YoY NEW	All Managers (Combined)	$909.0K	QoQ +17.83% (+$137.6K) YoY NEW(+$909.0K)
(cusip33740J203)✕	—	QoQ - YoY -	All Managers (Combined)	$906.1K	QoQ +28.78% (+$202.6K) YoY +155862.47% (+$905.6K)
(cusip316092808)✕	—	QoQ - YoY -	All Managers (Combined)	$905.1K	QoQ -59.69% (-$1.3M) YoY +145411.41% (+$904.5K)
(cusip316188309)✕	—	QoQ - YoY -	All Managers (Combined)	$901.7K	QoQ -4.12% (-$38.8K) YoY +127440.31% (+$901.0K)
S&P Global Inc.(SPGIcusip78409V104)	—	QoQ - YoY -	All Managers (Combined)	$900.0K	QoQ +22.40% (+$164.8K) YoY +130333.62% (+$899.3K)
(cusip33740U307)✕	—	QoQ - YoY -	All Managers (Combined)	$896.4K	QoQ -85.10% (-$5.1M) YoY +135108.89% (+$895.8K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	—	QoQ - YoY -	All Managers (Combined)	$892.9K	QoQ +18.16% (+$137.3K) YoY +127090.31% (+$892.2K)
(cusip69374H709)✕	—	QoQ - YoY -	All Managers (Combined)	$890.4K	QoQ +71.63% (+$371.6K) YoY +279009.09% (+$890.0K)
Bank of New York Mellon Corp(BKcusip064058100)	—	QoQ - YoY -	All Managers (Combined)	$889.8K	QoQ -3.04% (-$27.9K) YoY +212768.66% (+$889.4K)
Energy Transfer LP(ETcusip29273V100)	—	QoQ - YoY -	All Managers (Combined)	$889.6K	QoQ -5.08% (-$47.7K) YoY +228007.69% (+$889.2K)
(cusip78463X871)✕	—	QoQ - YoY -	All Managers (Combined)	$889.3K	QoQ +9.66% (+$78.4K) YoY +161004.52% (+$888.7K)