Creativeone-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  null,
  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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Otis Worldwide Corp

OTIS|68902V107

Shares:—

Value:$285.8K

46434G822

EWJ|46434G822

Shares:—

Value:$285.6K

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

Shares:—

Value:$285.0K

Barings BDC, Inc.

BBDC|06759L103

Shares:—

Value:$284.0K

EURONET WORLDWIDE, INC.

EEFT|298736109

Shares:—

Value:$281.0K

78464A649

Shares:—

Value:$280.7K

Targa Resources Corp.

TRGP|87612G101

Shares:—

Value:$278.7K

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

Shares:—

Value:$277.0K

EXELON CORP

EXC|30161N101

Shares:—

Value:$276.7K

NOVARTIS AG

NVS|66987V109

Shares:—

Value:$276.2K

DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:—

Value:$276.0K

Sony Group Corp

SONY|835699307

Shares:—

Value:$275.9K

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:—

Value:$275.3K

78464A391

Shares:—

Value:$272.8K

Airbnb, Inc.

ABNB|009066101

Shares:—

Value:$272.1K

CARNIVAL CORP

CCL|143658300

Shares:—

Value:$271.1K

78468R531

Shares:—

Value:$270.6K

33740F698

Shares:—

Value:$269.2K

IRON MOUNTAIN INC

IRM|46284V101

Shares:—

Value:$268.3K

PINTEREST, INC.

PINS|72352L106

Shares:—

Value:$268.1K

Instrument	Shares		Other Manager	Value
Otis Worldwide Corp(OTIScusip68902V107)	—	QoQ - YoY -	All Managers (Combined)	$285.8K	QoQ +5.78% (+$15.6K) YoY +99122.56% (+$285.5K)
(EWJcusip46434G822)	—	QoQ NEW YoY NEW	All Managers (Combined)	$285.6K	QoQ NEW(+$285.6K) YoY NEW(+$285.6K)
WHITE MOUNTAINS INSURANCE GROUP LTD(WTMcusipG9618E107)	—	QoQ - YoY NEW	All Managers (Combined)	$285.0K	QoQ -0.98% (-$2.8K) YoY NEW(+$285.0K)
Barings BDC, Inc.(BBDCcusip06759L103)	—	QoQ - YoY -	All Managers (Combined)	$284.0K	QoQ -15.32% (-$51.4K) YoY +86223.70% (+$283.7K)
EURONET WORLDWIDE, INC.(EEFTcusip298736109)	—	QoQ - YoY -	All Managers (Combined)	$281.0K	QoQ +4.25% (+$11.5K) YoY +140408.00% (+$280.8K)
(cusip78464A649)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$280.7K	QoQ NEW(+$280.7K) YoY NEW(+$280.7K)
Targa Resources Corp.(TRGPcusip87612G101)	—	QoQ - YoY NEW	All Managers (Combined)	$278.7K	QoQ -37.10% (-$164.4K) YoY NEW(+$278.7K)
PLAINS ALL AMERICAN PIPELINE LP(PAAcusip726503105)	—	QoQ NEW YoY NEW	All Managers (Combined)	$277.0K	QoQ NEW(+$277.0K) YoY NEW(+$277.0K)
EXELON CORP(EXCcusip30161N101)	—	QoQ - YoY -	All Managers (Combined)	$276.7K	QoQ +18.74% (+$43.7K) YoY +111924.69% (+$276.5K)
NOVARTIS AG(NVScusip66987V109)	—	QoQ - YoY -	All Managers (Combined)	$276.2K	QoQ +24.45% (+$54.3K) YoY +45626.65% (+$275.6K)
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	—	QoQ - YoY -	All Managers (Combined)	$276.0K	QoQ +54.91% (+$97.9K) YoY +176853.84% (+$275.9K)
Sony Group Corp(SONYcusip835699307)	—	QoQ - YoY NEW	All Managers (Combined)	$275.9K	QoQ +18.17% (+$42.4K) YoY NEW(+$275.9K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	—	QoQ - YoY -	All Managers (Combined)	$275.3K	QoQ +10.00% (+$25.0K) YoY +76173.13% (+$275.0K)
(cusip78464A391)✕	—	QoQ - YoY -	All Managers (Combined)	$272.8K	QoQ -38.44% (-$170.3K) YoY +78963.18% (+$272.4K)
Airbnb, Inc.(ABNBcusip009066101)	—	QoQ - YoY -	All Managers (Combined)	$272.1K	QoQ -10.27% (-$31.2K) YoY +58930.36% (+$271.7K)
CARNIVAL CORP(CCLcusip143658300)	—	QoQ - YoY -	All Managers (Combined)	$271.1K	QoQ -66.27% (-$532.9K) YoY +126598.59% (+$270.9K)
(cusip78468R531)✕	—	QoQ - YoY -	All Managers (Combined)	$270.6K	QoQ +8.28% (+$20.7K) YoY +64948.55% (+$270.2K)
(cusip33740F698)✕	—	QoQ - YoY NEW	All Managers (Combined)	$269.2K	QoQ -2.57% (-$7.1K) YoY NEW(+$269.2K)
IRON MOUNTAIN INC(IRMcusip46284V101)	—	QoQ - YoY -	All Managers (Combined)	$268.3K	QoQ -74.25% (-$773.9K) YoY +107226.40% (+$268.1K)
PINTEREST, INC.(PINScusip72352L106)	—	QoQ NEW YoY NEW	All Managers (Combined)	$268.1K	QoQ NEW(+$268.1K) YoY NEW(+$268.1K)