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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45782C771

Shares:—

Value:$321.0K

45782C755

Shares:—

Value:$321.0K

45782C581

Shares:—

Value:$320.8K

AECOM

ACM|00766T100

Shares:—

Value:$318.2K

45784N841

Shares:—

Value:$318.0K

33740F557

Shares:—

Value:$317.5K

Doximity, Inc.

DOCS|26622P107

Shares:—

Value:$316.1K

EASTMAN CHEMICAL CO

EMN|277432100

Shares:—

Value:$315.7K

922042775

VEU|922042775

Shares:—

Value:$315.0K

45782C888

Shares:—

Value:$314.8K

DuPont de Nemours, Inc.

DD|26614N102

Shares:—

Value:$313.4K

CHEESECAKE FACTORY INC

CAKE|163072101

Shares:—

Value:$312.7K

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:—

Value:$311.8K

464287671

IUSG|464287671

Shares:—

Value:$311.1K

808524649

Shares:—

Value:$310.8K

464288448

Shares:—

Value:$310.7K

47103U753

Shares:—

Value:$310.4K

41151J786

Shares:—

Value:$310.1K

33738D846

Shares:—

Value:$309.7K

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:—

Value:$309.6K

Instrument	Shares		Other Manager	Value
(cusip45782C771)✕	—	QoQ - YoY NEW	All Managers (Combined)	$321.0K	QoQ -3.37% (-$11.2K) YoY NEW(+$321.0K)
(cusip45782C755)✕	—	QoQ - YoY NEW	All Managers (Combined)	$321.0K	QoQ -4.86% (-$16.4K) YoY NEW(+$321.0K)
(cusip45782C581)✕	—	QoQ - YoY NEW	All Managers (Combined)	$320.8K	QoQ -4.14% (-$13.9K) YoY NEW(+$320.8K)
AECOM(ACMcusip00766T100)	—	QoQ - YoY -	All Managers (Combined)	$318.2K	QoQ -13.03% (-$47.7K) YoY +94589.58% (+$317.8K)
(cusip45784N841)✕	—	QoQ - YoY NEW	All Managers (Combined)	$318.0K	QoQ +5.92% (+$17.8K) YoY NEW(+$318.0K)
(cusip33740F557)✕	—	QoQ - YoY NEW	All Managers (Combined)	$317.5K	QoQ +0.18% (+$572) YoY NEW(+$317.5K)
Doximity, Inc.(DOCScusip26622P107)	—	QoQ NEW YoY NEW	All Managers (Combined)	$316.1K	QoQ NEW(+$316.1K) YoY NEW(+$316.1K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	—	QoQ - YoY NEW	All Managers (Combined)	$315.7K	QoQ -2.76% (-$9.0K) YoY NEW(+$315.7K)
(VEUcusip922042775)	—	QoQ - YoY -	All Managers (Combined)	$315.0K	QoQ +10.72% (+$30.5K) YoY +157387.50% (+$314.8K)
(cusip45782C888)✕	—	QoQ - YoY NEW	All Managers (Combined)	$314.8K	QoQ -6.48% (-$21.8K) YoY NEW(+$314.8K)
DuPont de Nemours, Inc.(DDcusip26614N102)	—	QoQ - YoY NEW	All Managers (Combined)	$313.4K	QoQ -8.20% (-$28.0K) YoY NEW(+$313.4K)
CHEESECAKE FACTORY INC(CAKEcusip163072101)	—	QoQ NEW YoY NEW	All Managers (Combined)	$312.7K	QoQ NEW(+$312.7K) YoY NEW(+$312.7K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	—	QoQ - YoY NEW	All Managers (Combined)	$311.8K	QoQ -21.72% (-$86.5K) YoY NEW(+$311.8K)
(IUSGcusip464287671)	—	QoQ - YoY NEW	All Managers (Combined)	$311.1K	QoQ -26.61% (-$112.8K) YoY NEW(+$311.1K)
(cusip808524649)✕	—	QoQ - YoY NEW	All Managers (Combined)	$310.8K	QoQ +47.30% (+$99.8K) YoY NEW(+$310.8K)
(cusip464288448)✕	—	QoQ - YoY NEW	All Managers (Combined)	$310.7K	QoQ +5.78% (+$17.0K) YoY NEW(+$310.7K)
(cusip47103U753)✕	—	QoQ - YoY NEW	All Managers (Combined)	$310.4K	QoQ +12.44% (+$34.4K) YoY NEW(+$310.4K)
(cusip41151J786)✕	—	QoQ - YoY NEW	All Managers (Combined)	$310.1K	QoQ -21.98% (-$87.4K) YoY NEW(+$310.1K)
(cusip33738D846)✕	—	QoQ - YoY -	All Managers (Combined)	$309.7K	QoQ +14.07% (+$38.2K) YoY +147357.61% (+$309.5K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	—	QoQ - YoY NEW	All Managers (Combined)	$309.6K	QoQ +8.95% (+$25.5K) YoY NEW(+$309.6K)