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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  "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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46137V241

Shares:—

Value:$479.0K

33740U406

Shares:—

Value:$478.6K

132061201

Shares:—

Value:$477.1K

Zscaler, Inc.

ZS|98980G102

Shares:—

Value:$475.0K

37954Y871

Shares:—

Value:$473.4K

AMETEK INC/

AME|031100100

Shares:—

Value:$472.0K

Builders FirstSource, Inc.

BLDR|12008R107

Shares:—

Value:$471.8K

Ingersoll Rand Inc.

IR|45687V106

Shares:—

Value:$466.1K

PULTEGROUP INC/MI/

PHM|745867101

Shares:—

Value:$465.7K

Sila Realty Trust, Inc.

SILA|146280508

Shares:—

Value:$465.5K

CVS HEALTH Corp

CVS|126650100

Shares:—

Value:$459.2K

092528108

Shares:—

Value:$458.2K

Iridium Communications Inc.

IRDM|46269C102

Shares:—

Value:$453.2K

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:—

Value:$449.9K

464288810

Shares:—

Value:$448.9K

464287754

Shares:—

Value:$448.2K

37954Y632

Shares:—

Value:$448.2K

46641Q449

Shares:—

Value:$446.6K

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:—

Value:$445.8K

Ventas, Inc.

VTR|92276F100

Shares:—

Value:$444.5K

Instrument	Shares		Other Manager	Value
(cusip46137V241)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$479.0K	QoQ NEW(+$479.0K) YoY NEW(+$479.0K)
(cusip33740U406)✕	—	QoQ - YoY -	All Managers (Combined)	$478.6K	QoQ +1.78% (+$8.4K) YoY +88196.30% (+$478.0K)
(cusip132061201)✕	—	QoQ - YoY NEW	All Managers (Combined)	$477.1K	QoQ -35.12% (-$258.4K) YoY NEW(+$477.1K)
Zscaler, Inc.(ZScusip98980G102)	—	QoQ - YoY -	All Managers (Combined)	$475.0K	QoQ +10.16% (+$43.8K) YoY +168945.55% (+$474.7K)
(cusip37954Y871)✕	—	QoQ - YoY -	All Managers (Combined)	$473.4K	QoQ +27.94% (+$103.4K) YoY +108984.56% (+$473.0K)
AMETEK INC/(AMEcusip031100100)	—	QoQ - YoY -	All Managers (Combined)	$472.0K	QoQ +19.13% (+$75.8K) YoY +121551.54% (+$471.6K)
Builders FirstSource, Inc.(BLDRcusip12008R107)	—	QoQ - YoY -	All Managers (Combined)	$471.8K	QoQ -7.87% (-$40.3K) YoY +73614.53% (+$471.1K)
Ingersoll Rand Inc.(IRcusip45687V106)	—	QoQ - YoY -	All Managers (Combined)	$466.1K	QoQ +23.05% (+$87.3K) YoY +54670.50% (+$465.2K)
PULTEGROUP INC/MI/(PHMcusip745867101)	—	QoQ - YoY -	All Managers (Combined)	$465.7K	QoQ +0.96% (+$4.4K) YoY +86775.55% (+$465.1K)
Sila Realty Trust, Inc.(SILAcusip146280508)	—	QoQ - YoY NEW	All Managers (Combined)	$465.5K	QoQ +11.05% (+$46.3K) YoY NEW(+$465.5K)
CVS HEALTH Corp(CVScusip126650100)	—	QoQ - YoY -	All Managers (Combined)	$459.2K	QoQ +58.41% (+$169.3K) YoY +61131.33% (+$458.5K)
(cusip092528108)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$458.2K	QoQ NEW(+$458.2K) YoY NEW(+$458.2K)
Iridium Communications Inc.(IRDMcusip46269C102)	—	QoQ - YoY NEW	All Managers (Combined)	$453.2K	QoQ +0.47% (+$2.1K) YoY NEW(+$453.2K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	—	QoQ - YoY -	All Managers (Combined)	$449.9K	QoQ +14.67% (+$57.6K) YoY +167786.56% (+$449.7K)
(cusip464288810)✕	—	QoQ - YoY -	All Managers (Combined)	$448.9K	QoQ +13.57% (+$53.6K) YoY +102390.18% (+$448.5K)
(cusip464287754)✕	—	QoQ - YoY -	All Managers (Combined)	$448.2K	QoQ -0.34% (-$1.5K) YoY +144006.75% (+$447.9K)
(cusip37954Y632)✕	—	QoQ - YoY -	All Managers (Combined)	$448.2K	QoQ -38.34% (-$278.7K) YoY +122346.72% (+$447.8K)
(cusip46641Q449)✕	—	QoQ - YoY -	All Managers (Combined)	$446.6K	QoQ +3.11% (+$13.5K) YoY +133616.76% (+$446.3K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	—	QoQ - YoY NEW	All Managers (Combined)	$445.8K	QoQ +41.42% (+$130.6K) YoY NEW(+$445.8K)
Ventas, Inc.(VTRcusip92276F100)	—	QoQ - YoY NEW	All Managers (Combined)	$444.5K	QoQ +11.24% (+$44.9K) YoY NEW(+$444.5K)