Creativeone-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMSI",
  "PINS",
  "JOBY",
  "ARES",
  "HOOD",
  "FLEX",
  "MPWR",
  "FN",
  "MQ",
  "JAZZ",
  null,
  "PLTK",
  "GDX",
  null,
  null,
  null,
  "TROW",
  "RJF",
  "MOS",
  "AAL",
  null,
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  null,
  "RF",
  "SMCI",
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  "ARM",
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  "MU",
  null,
  "NGL",
  null,
  "FNDF",
  null,
  "ACN",
  "ZS",
  null,
  null,
  "OTTR",
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  "ABT",
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  null,
  "ADBE",
  "APD",
  "BABA",
  "PAA",
  null,
  "JLL",
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "AVT",
  "VDE",
  "AXP",
  null,
  "SCHH",
  null,
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  "ASML",
  "T",
  "BLK",
  "AWP",
  "AYI",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
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  "BBDC",
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  null,
  "WRB",
  null,
  "BSX",
  null,
  null,
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  null,
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  "DBEF",
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  null,
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  null,
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  null,
  "ETG",
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  "D",
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  null,
  null,
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  "RXRX",
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  null,
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  null,
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  "MCD",
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "HEFA",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "VCIT",
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  "CSWC",
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  "EME",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "CHPT",
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  null,
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  "TOL",
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  "CLF",
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  null,
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  "IUSG",
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  "OC",
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  null,
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  "IXUS",
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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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UFP TECHNOLOGIES INC

UFPT|902673102

Shares:—

Value:$202.7K

00888H687

Shares:—

Value:$202.7K

46435G672

Shares:—

Value:$202.6K

45782C730

Shares:—

Value:$202.5K

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:—

Value:$202.5K

808524102

SCHB|808524102

Shares:—

Value:$201.0K

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:—

Value:$200.5K

BlackRock Capital Allocation Term Trust

BCAT|09260U109

Shares:—

Value:$197.5K

GSK plc

GSK|37733W204

Shares:—

Value:$192.9K

RiverNorth Managed Duration Municipal Income Fund, Inc.

RMM|76882H105

Shares:—

Value:$176.5K

Nuveen Municipal Credit Opportunities Fund

NMCO|670663103

Shares:—

Value:$175.5K

Mineralys Therapeutics, Inc.

MLYS|603170101

Shares:—

Value:$170.7K

Archer Aviation Inc.

ACHR|03945R102

Shares:—

Value:$162.4K

Alarum Technologies Ltd.

ALAR|78643B500

Shares:—

Value:$158.1K

Lloyds Banking Group plc

LYG|539439109

Shares:—

Value:$153.1K

FNB CORP/PA/

FNB|302520101

Shares:—

Value:$143.5K

09260Q108

Shares:—

Value:$141.9K

American Airlines Group Inc.

AAL|02376R102

Shares:—

Value:$139.8K

HeartCore Enterprises, Inc.

HTCR|42240Q104

Shares:—

Value:$138.6K

AGNC Investment Corp.

AGNC|00123Q104

Shares:—

Value:$134.0K

Instrument	Shares		Other Manager	Value
UFP TECHNOLOGIES INC(UFPTcusip902673102)	—	QoQ NEW YoY -	All Managers (Combined)	$202.7K	QoQ NEW(+$202.7K) YoY +74428.67% (+$202.4K)
(cusip00888H687)✕	—	QoQ - YoY NEW	All Managers (Combined)	$202.7K	QoQ -7.73% (-$17.0K) YoY NEW(+$202.7K)
(cusip46435G672)✕	—	QoQ - YoY -	All Managers (Combined)	$202.6K	QoQ -24.29% (-$65.0K) YoY +49079.85% (+$202.2K)
(cusip45782C730)✕	—	QoQ - YoY NEW	All Managers (Combined)	$202.5K	QoQ -13.96% (-$32.9K) YoY NEW(+$202.5K)
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	—	QoQ NEW YoY NEW	All Managers (Combined)	$202.5K	QoQ NEW(+$202.5K) YoY NEW(+$202.5K)
(SCHBcusip808524102)	—	QoQ - YoY -	All Managers (Combined)	$201.0K	QoQ -3.73% (-$7.8K) YoY +61554.90% (+$200.7K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	—	QoQ - YoY -	All Managers (Combined)	$200.5K	QoQ -50.09% (-$201.3K) YoY +61229.96% (+$200.2K)
BlackRock Capital Allocation Term Trust(BCATcusip09260U109)	—	QoQ - YoY NEW	All Managers (Combined)	$197.5K	QoQ -42.33% (-$145.0K) YoY NEW(+$197.5K)
GSK plc(GSKcusip37733W204)	—	QoQ NEW YoY -	All Managers (Combined)	$192.9K	QoQ NEW(+$192.9K) YoY +81986.80% (+$192.7K)
RiverNorth Managed Duration Municipal Income Fund, Inc.(RMMcusip76882H105)	—	QoQ - YoY -	All Managers (Combined)	$176.5K	QoQ +0.55% (+$979) YoY +106251.20% (+$176.4K)
Nuveen Municipal Credit Opportunities Fund(NMCOcusip670663103)	—	QoQ - YoY NEW	All Managers (Combined)	$175.5K	QoQ -31.08% (-$79.2K) YoY NEW(+$175.5K)
Mineralys Therapeutics, Inc.(MLYScusip603170101)	—	QoQ - YoY -	All Managers (Combined)	$170.7K	QoQ +29.00% (+$38.4K) YoY +122712.94% (+$170.6K)
Archer Aviation Inc.(ACHRcusip03945R102)	—	QoQ - YoY -	All Managers (Combined)	$162.4K	QoQ -80.43% (-$667.8K) YoY +138684.61% (+$162.3K)
Alarum Technologies Ltd.(ALARcusip78643B500)	—	QoQ NEW YoY NEW	All Managers (Combined)	$158.1K	QoQ NEW(+$158.1K) YoY NEW(+$158.1K)
Lloyds Banking Group plc(LYGcusip539439109)	—	QoQ - YoY -	All Managers (Combined)	$153.1K	QoQ +46.93% (+$48.9K) YoY +125386.88% (+$153.0K)
FNB CORP/PA/(FNBcusip302520101)	—	QoQ NEW YoY NEW	All Managers (Combined)	$143.5K	QoQ NEW(+$143.5K) YoY NEW(+$143.5K)
(cusip09260Q108)✕	—	QoQ - YoY NEW	All Managers (Combined)	$141.9K	QoQ -27.22% (-$53.1K) YoY NEW(+$141.9K)
American Airlines Group Inc.(AALcusip02376R102)	—	QoQ - YoY NEW	All Managers (Combined)	$139.8K	QoQ -42.50% (-$103.4K) YoY NEW(+$139.8K)
HeartCore Enterprises, Inc.(HTCRcusip42240Q104)	—	QoQ - YoY NEW	All Managers (Combined)	$138.6K	QoQ +77.94% (+$60.7K) YoY NEW(+$138.6K)
AGNC Investment Corp.(AGNCcusip00123Q104)	—	QoQ - YoY -	All Managers (Combined)	$134.0K	QoQ +14.10% (+$16.6K) YoY +99150.37% (+$133.9K)