CreativeOne Wealth, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1739728 OVERLAND PARK, KS

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,817,617

+$3,659,246 QoQ

Shares Held

13,579

-24.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#927

of 3,488 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $29,243,714 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	13,579	$9,817,617
2	LRCX	Lam Research Corp	20,830	$9,026,262
3	KLAC	Kla Corp	17,914	$5,404,832
4	ASML	Asml Holding NV	2,264	$4,504,091
5	TER	Teradyne, Inc	509	$246,274
6	Q	Qnity Electronics, Inc.	1,498	$244,638

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,817,617	13,579	-24.6%	Shares	Other	2026-08-13
2026-03-31	$6,158,371	18,018	-1.9%	Shares	Other	2026-05-15
2025-12-31	$4,719,364	18,364	-13.4%	Shares	Other	2026-02-13
2025-09-30	$4,342,740	21,211	-21.3%	Shares	Other	2025-11-13
2025-06-30	$4,934,101	26,952	+8.5%	Shares	Other	2025-08-12
2025-03-31	$3,603,764	24,833	+3.9%	Shares	Other	2025-05-14
2024-12-31	$3,885,880	23,894	+0.4%	Shares	Other	2025-02-13
2024-09-30	$4,807,577	23,794	+18.7%	Shares	Other	2024-11-13
2024-06-30	$4,730,418	20,045	-4.9%	Shares	Sole	2024-08-14
2024-03-31	$4,346,090	21,074	+9.9%	Shares	Sole	2024-05-14
2023-12-31	$3,106,881	19,170	+17.4%	Shares	Sole	2024-02-09
2023-09-30	$2,260,749	16,329	-3.9%	Shares	Sole	2023-10-17
2023-06-30	$1,822	16,985	-25.9%	Shares	Other	2023-08-14
2023-03-31	$2,816,000	22,926	+6.6%	Shares	Other	2023-05-15
2022-12-31	$2,094,254	21,506	+0.1%	Shares	Other	2023-02-15
2022-09-30	$1,760,838	21,492	+24.3%	Shares	Other	2022-11-15
2022-06-30	$1,573,134	17,291	+6.5%	Shares	Other	2022-08-12
2022-03-31	$2,139,773	16,235	+9.3%	Shares	Other	2022-05-13
2021-12-31	$2,336,637	14,849	+7.7%	Shares	Other	2022-02-15
2021-09-30	$1,774,156	13,782	+1.2%	Shares	Other	2021-11-16
2021-06-30	$1,939,345	13,619	-0.9%	Shares	Other	2021-08-13
2021-03-31	$1,835,797	13,741	+244.0%	Shares	Sole	2021-05-17
2020-12-31	$344,682	3,994	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.