Creativeone-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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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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78464A300

Shares:—

Value:$543.0K

Primoris Services Corp

PRIM|74164F103

Shares:—

Value:$542.8K

JD.com, Inc.

JD|47215P106

Shares:—

Value:$540.9K

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:—

Value:$535.6K

Phillips 66

PSX|718546104

Shares:—

Value:$534.1K

46137V324

Shares:—

Value:$532.1K

35473P819

Shares:—

Value:$531.7K

XCEL ENERGY INC

XEL|98389B100

Shares:—

Value:$529.1K

92189F106

GDX|92189F106

Shares:—

Value:$525.3K

Vistra Corp.

VST|92840M102

Shares:—

Value:$525.0K

LENNAR CORP /NEW/

LEN|526057104

Shares:—

Value:$524.2K

25460G286

Shares:—

Value:$523.4K

464288760

Shares:—

Value:$520.1K

Constellation Energy Corp

CEG|21037T109

Shares:—

Value:$520.0K

CORNING INC /NY

GLW|219350105

Shares:—

Value:$519.7K

33740U786

Shares:—

Value:$514.6K

Okta, Inc.

OKTA|679295105

Shares:—

Value:$513.8K

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:—

Value:$513.4K

808524771

FNDX|808524771

Shares:—

Value:$511.9K

33939L662

Shares:—

Value:$511.6K

Instrument	Shares		Other Manager	Value
(cusip78464A300)✕	—	QoQ - YoY -	All Managers (Combined)	$543.0K	QoQ -75.78% (-$1.7M) YoY +36837.00% (+$541.5K)
Primoris Services Corp(PRIMcusip74164F103)	—	QoQ - YoY NEW	All Managers (Combined)	$542.8K	QoQ -24.98% (-$180.8K) YoY NEW(+$542.8K)
JD.com, Inc.(JDcusip47215P106)	—	QoQ - YoY NEW	All Managers (Combined)	$540.9K	QoQ -39.81% (-$357.8K) YoY NEW(+$540.9K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	—	QoQ - YoY -	All Managers (Combined)	$535.6K	QoQ +21.00% (+$93.0K) YoY +168857.41% (+$535.3K)
Phillips 66(PSXcusip718546104)	—	QoQ - YoY -	All Managers (Combined)	$534.1K	QoQ +17.27% (+$78.7K) YoY +101819.65% (+$533.5K)
(cusip46137V324)✕	—	QoQ - YoY -	All Managers (Combined)	$532.1K	QoQ -2.52% (-$13.8K) YoY +101837.54% (+$531.6K)
(cusip35473P819)✕	—	QoQ - YoY -	All Managers (Combined)	$531.7K	QoQ -3.81% (-$21.1K) YoY +69494.24% (+$530.9K)
XCEL ENERGY INC(XELcusip98389B100)	—	QoQ - YoY NEW	All Managers (Combined)	$529.1K	QoQ +17.92% (+$80.4K) YoY NEW(+$529.1K)
(GDXcusip92189F106)	—	QoQ - YoY -	All Managers (Combined)	$525.3K	QoQ +38.28% (+$145.4K) YoY +140365.50% (+$525.0K)
Vistra Corp.(VSTcusip92840M102)	—	QoQ - YoY -	All Managers (Combined)	$525.0K	QoQ -55.06% (-$643.3K) YoY +244071.16% (+$524.8K)
LENNAR CORP /NEW/(LENcusip526057104)	—	QoQ - YoY -	All Managers (Combined)	$524.2K	QoQ -14.76% (-$90.8K) YoY +66847.63% (+$523.4K)
(cusip25460G286)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$523.4K	QoQ NEW(+$523.4K) YoY NEW(+$523.4K)
(cusip464288760)✕	—	QoQ - YoY -	All Managers (Combined)	$520.1K	QoQ +15.02% (+$67.9K) YoY +212182.04% (+$519.8K)
Constellation Energy Corp(CEGcusip21037T109)	—	QoQ - YoY -	All Managers (Combined)	$520.0K	QoQ -44.60% (-$418.7K) YoY +175583.10% (+$519.7K)
CORNING INC /NY(GLWcusip219350105)	—	QoQ - YoY -	All Managers (Combined)	$519.7K	QoQ +7.41% (+$35.9K) YoY +201346.12% (+$519.5K)
(cusip33740U786)✕	—	QoQ - YoY -	All Managers (Combined)	$514.6K	QoQ -3.74% (-$20.0K) YoY +110804.95% (+$514.1K)
Okta, Inc.(OKTAcusip679295105)	—	QoQ NEW YoY NEW	All Managers (Combined)	$513.8K	QoQ NEW(+$513.8K) YoY NEW(+$513.8K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	—	QoQ - YoY -	All Managers (Combined)	$513.4K	QoQ +1.06% (+$5.4K) YoY +50037.30% (+$512.4K)
(FNDXcusip808524771)	—	QoQ - YoY -	All Managers (Combined)	$511.9K	QoQ +0.48% (+$2.5K) YoY +101866.73% (+$511.4K)
(cusip33939L662)✕	—	QoQ - YoY -	All Managers (Combined)	$511.6K	QoQ -7.35% (-$40.6K) YoY +136316.00% (+$511.2K)