Creativeone-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  null,
  null,
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  null,
  "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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33738D820

Shares:—

Value:$442.4K

NOVO NORDISK A S

NVO|670100205

Shares:—

Value:$441.6K

921910816

MGK|921910816

Shares:—

Value:$441.0K

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:—

Value:$441.0K

92204A306

VDE|92204A306

Shares:—

Value:$440.4K

Corteva, Inc.

CTVA|22052L104

Shares:—

Value:$440.2K

389637109

Shares:—

Value:$438.3K

33740F847

Shares:—

Value:$437.2K

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:—

Value:$437.0K

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:—

Value:$436.2K

464289420

Shares:—

Value:$435.1K

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:—

Value:$434.7K

AFLAC INC

AFL|001055102

Shares:—

Value:$434.5K

025072703

AVDE|025072703

Shares:—

Value:$431.5K

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:—

Value:$431.2K

25459Y207

Shares:—

Value:$423.8K

46090A804

Shares:—

Value:$423.1K

53656F672

Shares:—

Value:$422.5K

DoorDash, Inc.

DASH|25809K105

Shares:—

Value:$421.7K

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

PTA|19249X108

Shares:—

Value:$420.9K

Instrument	Shares		Other Manager	Value
(cusip33738D820)✕	—	QoQ - YoY -	All Managers (Combined)	$442.4K	QoQ +3.65% (+$15.6K) YoY +135620.24% (+$442.1K)
NOVO NORDISK A S(NVOcusip670100205)	—	QoQ - YoY -	All Managers (Combined)	$441.6K	QoQ -74.38% (-$1.3M) YoY +19490.72% (+$439.3K)
(MGKcusip921910816)	—	QoQ - YoY -	All Managers (Combined)	$441.0K	QoQ -30.64% (-$194.8K) YoY +96822.41% (+$440.5K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	—	QoQ - YoY -	All Managers (Combined)	$441.0K	QoQ -0.34% (-$1.5K) YoY +146398.33% (+$440.7K)
(VDEcusip92204A306)	—	QoQ - YoY -	All Managers (Combined)	$440.4K	QoQ +7.11% (+$29.3K) YoY +102554.31% (+$440.0K)
Corteva, Inc.(CTVAcusip22052L104)	—	QoQ - YoY -	All Managers (Combined)	$440.2K	QoQ -84.89% (-$2.5M) YoY +18702.30% (+$437.8K)
(cusip389637109)✕	—	QoQ - YoY NEW	All Managers (Combined)	$438.3K	QoQ -31.23% (-$199.1K) YoY NEW(+$438.3K)
(cusip33740F847)✕	—	QoQ - YoY -	All Managers (Combined)	$437.2K	QoQ -92.50% (-$5.4M) YoY +144656.29% (+$436.9K)
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	—	QoQ - YoY NEW	All Managers (Combined)	$437.0K	QoQ -19.68% (-$107.1K) YoY NEW(+$437.0K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	—	QoQ - YoY -	All Managers (Combined)	$436.2K	QoQ -12.78% (-$64.0K) YoY +84116.79% (+$435.7K)
(cusip464289420)✕	—	QoQ - YoY -	All Managers (Combined)	$435.1K	QoQ +68.29% (+$176.6K) YoY +115916.26% (+$434.7K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	—	QoQ - YoY -	All Managers (Combined)	$434.7K	QoQ +34.90% (+$112.5K) YoY +84145.93% (+$434.2K)
AFLAC INC(AFLcusip001055102)	—	QoQ - YoY -	All Managers (Combined)	$434.5K	QoQ -32.98% (-$213.8K) YoY +116387.39% (+$434.1K)
(AVDEcusip025072703)	—	QoQ - YoY -	All Managers (Combined)	$431.5K	QoQ +6.94% (+$28.0K) YoY +100492.07% (+$431.1K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	—	QoQ - YoY NEW	All Managers (Combined)	$431.2K	QoQ -8.70% (-$41.1K) YoY NEW(+$431.2K)
(cusip25459Y207)✕	—	QoQ - YoY NEW	All Managers (Combined)	$423.8K	QoQ -0.28% (-$1.2K) YoY NEW(+$423.8K)
(cusip46090A804)✕	—	QoQ - YoY -	All Managers (Combined)	$423.1K	QoQ -13.87% (-$68.1K) YoY +68694.30% (+$422.5K)
(cusip53656F672)✕	—	QoQ NEW YoY -	All Managers (Combined)	$422.5K	QoQ NEW(+$422.5K) YoY +24466.39% (+$420.8K)
DoorDash, Inc.(DASHcusip25809K105)	—	QoQ NEW YoY NEW	All Managers (Combined)	$421.7K	QoQ NEW(+$421.7K) YoY NEW(+$421.7K)
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund(PTAcusip19249X108)	—	QoQ - YoY NEW	All Managers (Combined)	$420.9K	QoQ +1.14% (+$4.8K) YoY NEW(+$420.9K)