Position in MAPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,580
-$1,670 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MAPS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CreativeOne Wealth, LLC holds $28,768,192 across 18 Software - Application names. MAPS ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
61,674 | $5,681,408 | |
| 2 | INTU |
Intuit Inc.
|
8,811 | $3,809,699 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,014 | $2,510,663 | |
| 4 | CRM |
Salesforce, Inc.
|
13,230 | $2,469,643 | |
| 5 | UBER |
Uber Technologies, Inc
|
31,562 | $2,270,254 | |
| 6 | SHOP |
Shopify Inc.
|
17,785 | $2,109,656 | |
| 7 | ZM |
Zoom Communications, Inc.
|
20,319 | $1,633,443 | |
| 8 | ADP |
Automatic Data Processing Inc
|
7,589 | $1,541,932 |
All Filings in MAPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,580 | 10,000 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,250 | 10,000 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,600 | 10,000 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||