Creativeone Wealth, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001739728
- Manager Name
- Creativeone Wealth, LLC
Data Enrichment
60% identified970 identified652 unidentified
Holdings
1,622 positions
Manager:
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Page 5 of 53
33740U505
Shares:
0
Value:
$8.0B(+24.4%)
78468R812
Shares:
0
Value:
$8.0B(-3.3%)
92189F676
Shares:
0
Value:
$7.4B(-15.4%)
33740F862
Shares:
0
Value:
$7.3B(+0.1%)
33740U208
Shares:
0
Value:
$7.3B(-3.3%)
25434V203
Shares:
0
Value:
$7.0B(-3.6%)
33740U703
Shares:
0
Value:
$7.0B(-2.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Spdr Gold Trust(GLDcusip78463V107) | — | All Managers (Combined) | $8.2M | ||
— | All Managers (Combined) | $8.0M | |||
— | All Managers (Combined) | $8.0M | |||
(cusip33740U505)✕ | — | All Managers (Combined) | $8.0M | ||
(cusip78468R812)✕ | — | All Managers (Combined) | $8.0M | ||
Walmart Inc.(WMTcusip931142103) | — | All Managers (Combined) | $7.8M | ||
— | All Managers (Combined) | $7.5M | |||
— | All Managers (Combined) | $7.5M | |||
— | All Managers (Combined) | $7.5M | |||
(cusip92189F676)✕ | — | All Managers (Combined) | $7.4M | ||
Pepsico Inc(PEPcusip713448108) | — | All Managers (Combined) | $7.3M | ||
(cusip33740F862)✕ | — | All Managers (Combined) | $7.3M | ||
(cusip33740U208)✕ | — | All Managers (Combined) | $7.3M | ||
— | All Managers (Combined) | $7.2M | |||
— | All Managers (Combined) | $7.2M | |||
— | All Managers (Combined) | $7.2M | |||
— | All Managers (Combined) | $7.1M | |||
(cusip25434V203)✕ | — | All Managers (Combined) | $7.0M | ||
(cusip33740U703)✕ | — | All Managers (Combined) | $7.0M | ||
Chevron Corp(CVXcusip166764100) | — | All Managers (Combined) | $7.0M |