Creativeone-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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  null,
  null,
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  "MMSI",
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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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CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

Shares:—

Value:$886.9K

BlackRock ESG Capital Allocation Term Trust

ECAT|09262F100

Shares:—

Value:$885.8K

33739H101

Shares:—

Value:$880.7K

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:—

Value:$879.1K

Evergy, Inc.

EVRG|30034W106

Shares:—

Value:$876.5K

EMCOR Group, Inc.

EME|29084Q100

Shares:—

Value:$869.4K

33740U711

Shares:—

Value:$868.1K

FRANKLIN RESOURCES INC

BEN|354613101

Shares:—

Value:$863.1K

GENERAL DYNAMICS CORP

GD|369550108

Shares:—

Value:$858.0K

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:—

Value:$857.0K

METLIFE INC

MET|59156R108

Shares:—

Value:$856.1K

45782C508

Shares:—

Value:$852.5K

464288513

Shares:—

Value:$849.8K

46641Q266

Shares:—

Value:$847.6K

HP INC

HPQ|40434L105

Shares:—

Value:$837.2K

78464A508

SPYV|78464A508

Shares:—

Value:$834.9K

COMCAST CORP

CMCSA|20030N101

Shares:—

Value:$833.0K

Spotify Technology S.A.

SPOT|L8681T102

Shares:—

Value:$832.2K

33740U729

Shares:—

Value:$830.7K

GE Vernova Inc.

GEV|36828A101

Shares:—

Value:$824.6K

Instrument	Shares		Other Manager	Value
CATALYST PHARMACEUTICALS, INC.(CPRXcusip14888U101)	—	QoQ - YoY NEW	All Managers (Combined)	$886.9K	QoQ +15.81% (+$121.1K) YoY NEW(+$886.9K)
BlackRock ESG Capital Allocation Term Trust(ECATcusip09262F100)	—	QoQ - YoY NEW	All Managers (Combined)	$885.8K	QoQ -35.22% (-$481.7K) YoY NEW(+$885.8K)
(cusip33739H101)✕	—	QoQ - YoY -	All Managers (Combined)	$880.7K	QoQ +82.74% (+$398.8K) YoY +139922.41% (+$880.1K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	—	QoQ - YoY -	All Managers (Combined)	$879.1K	QoQ +5.19% (+$43.4K) YoY +347366.79% (+$878.8K)
Evergy, Inc.(EVRGcusip30034W106)	—	QoQ - YoY -	All Managers (Combined)	$876.5K	QoQ +10.83% (+$85.7K) YoY +158395.47% (+$875.9K)
EMCOR Group, Inc.(EMEcusip29084Q100)	—	QoQ - YoY -	All Managers (Combined)	$869.4K	QoQ -11.20% (-$109.7K) YoY +263347.27% (+$869.0K)
(cusip33740U711)✕	—	QoQ - YoY -	All Managers (Combined)	$868.1K	QoQ -1.44% (-$12.7K) YoY +211126.52% (+$867.7K)
FRANKLIN RESOURCES INC(BENcusip354613101)	—	QoQ - YoY -	All Managers (Combined)	$863.1K	QoQ +15.60% (+$116.5K) YoY +371906.03% (+$862.8K)
GENERAL DYNAMICS CORP(GDcusip369550108)	—	QoQ - YoY -	All Managers (Combined)	$858.0K	QoQ +36.79% (+$230.8K) YoY +64263.39% (+$856.6K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	—	QoQ - YoY -	All Managers (Combined)	$857.0K	QoQ -7.55% (-$70.0K) YoY +406050.71% (+$856.8K)
METLIFE INC(METcusip59156R108)	—	QoQ - YoY -	All Managers (Combined)	$856.1K	QoQ +10.59% (+$82.0K) YoY +199002.55% (+$855.7K)
(cusip45782C508)✕	—	QoQ - YoY -	All Managers (Combined)	$852.5K	QoQ +26.24% (+$177.2K) YoY +124176.96% (+$851.9K)
(cusip464288513)✕	—	QoQ - YoY -	All Managers (Combined)	$849.8K	QoQ -2.54% (-$22.2K) YoY +113663.18% (+$849.1K)
(cusip46641Q266)✕	—	QoQ - YoY -	All Managers (Combined)	$847.6K	QoQ -2.91% (-$25.5K) YoY +49291.08% (+$845.8K)
HP INC(HPQcusip40434L105)	—	QoQ - YoY -	All Managers (Combined)	$837.2K	QoQ +1.35% (+$11.2K) YoY +117316.97% (+$836.5K)
(SPYVcusip78464A508)	—	QoQ - YoY -	All Managers (Combined)	$834.9K	QoQ +134.51% (+$478.9K) YoY +205542.11% (+$834.5K)
COMCAST CORP(CMCSAcusip20030N101)	—	QoQ - YoY -	All Managers (Combined)	$833.0K	QoQ -37.02% (-$489.7K) YoY +91536.74% (+$832.1K)
Spotify Technology S.A.(SPOTcusipL8681T102)	—	QoQ - YoY -	All Managers (Combined)	$832.2K	QoQ +16.55% (+$118.2K) YoY +309266.17% (+$831.9K)
(cusip33740U729)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$830.7K	QoQ NEW(+$830.7K) YoY NEW(+$830.7K)
GE Vernova Inc.(GEVcusip36828A101)	—	QoQ - YoY NEW	All Managers (Combined)	$824.6K	QoQ -4.74% (-$41.1K) YoY NEW(+$824.6K)