Long-term investor
Creativeone Wealth, LLC @creativeonewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001739728).
Record
- Tracked since 2025-06-30 (446 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.6% · long · since 2025-06-30
- 921943858 · 2.4% · long · since 2025-06-30
- 922908744 · 2.4% · long · since 2025-06-30
- 922908736 · 2.2% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- 46090E103 · 2.0% · long · since 2025-06-30
- 78464A854 · 1.8% · long · since 2025-06-30
- 72201R775 · 1.8% · long · since 2025-06-30
- 00768Y768 · 1.8% · long · since 2025-06-30
- 78462F103 · 1.6% · long · since 2025-06-30
- 464287309 · 1.6% · long · since 2025-06-30
- 09290C103 · 1.5% · long · since 2025-06-30