Creativeone Wealth, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Creativeone Wealth, LLC
Data Enrichment
60% identified
970 identified652 unidentified

Holdings

1,622 positions
Manager:
Search and click to pin securities to the top
Page 5 of 53
SPDR GOLD TRUST
Shares:
0
Value:
$8.2B(+24.3%)
VISA INC.
Shares:
0
Value:
$8.0B(+26.0%)
PROCTER & GAMBLE Co
Shares:
0
Value:
$8.0B(+22.2%)
33740U505
Shares:
0
Value:
$8.0B(+24.4%)
78468R812
Shares:
0
Value:
$8.0B(-3.3%)
Walmart Inc.
Shares:
0
Value:
$7.8B(-0.2%)
233051200
Shares:
0
Value:
$7.5B(+2575.9%)
COSTCO WHOLESALE CORP /NEW
Shares:
0
Value:
$7.5B(+23.9%)
25434V708
Shares:
0
Value:
$7.5B(+15.9%)
92189F676
Shares:
0
Value:
$7.4B(-15.4%)
PEPSICO INC
Shares:
0
Value:
$7.3B(+5.4%)
33740F862
Shares:
0
Value:
$7.3B(+0.1%)
33740U208
Shares:
0
Value:
$7.3B(-3.3%)
GENERAL ELECTRIC CO
Shares:
0
Value:
$7.2B(+62.0%)
JPMORGAN CHASE & CO
Shares:
0
Value:
$7.2B(+21.0%)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
0
Value:
$7.2B(+27.1%)
Palantir Technologies Inc.
Shares:
0
Value:
$7.1B(+100.8%)
25434V203
Shares:
0
Value:
$7.0B(-3.6%)
33740U703
Shares:
0
Value:
$7.0B(-2.3%)
CHEVRON CORP
Shares:
0
Value:
$7.0B(+20.9%)