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 6 of 53
90470L444
Shares:
0
Value:
$7.0B(+280.6%)
808524870
Shares:
0
Value:
$6.8B(+7.6%)
78464A474
Shares:
0
Value:
$6.7B(-6.7%)
86280R811
Shares:
0
Value:
$6.5B(+258.7%)
808524862
Shares:
0
Value:
$6.5B(+5.8%)
210322202
Shares:
0
Value:
$6.5B(+196.9%)
33738R308
Shares:
0
Value:
$6.5B(+19.7%)
47103U845
Shares:
0
Value:
$6.4B(-13.6%)
808524854
Shares:
0
Value:
$6.4B(+5.5%)
33740F763
Shares:
0
Value:
$6.4B(+357.9%)
33939L779
Shares:
0
Value:
$6.2B(+5.5%)
46435G326
Shares:
0
Value:
$6.0B(+11.0%)
33740F722
Shares:
0
Value:
$5.8B(-0.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip90470L444)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $7.0M | YoY NEW(+$7.0M) |
(cusip808524870)✕ | — | All Managers (Combined) | $6.8M | ||
(cusip78464A474)✕ | — | All Managers (Combined) | $6.7M | ||
(cusip86280R811)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $6.5M | YoY NEW(+$6.5M) |
| — | All Managers (Combined) | $6.5M | |||
(cusip808524862)✕ | — | All Managers (Combined) | $6.5M | ||
(cusip210322202)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $6.5M | YoY NEW(+$6.5M) |
(cusip33738R308)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $6.5M | YoY NEW(+$6.5M) |
| — | All Managers (Combined) | $6.5M | |||
(cusip47103U845)✕ | — | All Managers (Combined) | $6.4M | ||
(cusip808524854)✕ | — | All Managers (Combined) | $6.4M | ||
(cusip33740F763)✕ | — | All Managers (Combined) | $6.4M | ||
Exxon Mobil Corp(XOMcusip30231G102) | — | All Managers (Combined) | $6.4M | ||
(cusip33939L779)✕ | — | All Managers (Combined) | $6.2M | ||
Mastercard Inc(MAcusip57636Q104) | — | All Managers (Combined) | $6.2M | ||
(cusip46435G326)✕ | — | All Managers (Combined) | $6.0M | ||
| — | All Managers (Combined) | $6.0M | |||
Intuit Inc.(INTUcusip461202103) | — | All Managers (Combined) | $6.0M | ||
Mckesson Corp(MCKcusip58155Q103) | — | All Managers (Combined) | $5.9M | ||
(cusip33740F722)✕ | — | All Managers (Combined) | $5.8M |