CreativeOne Wealth, LLC
Top Portfolio Positions
501 positions ·
$1,383,504,861 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
405,327 | $102,867,939 | 7.44% | |
| NVDA |
Nvidia Corp
Technology
|
491,489 | $85,715,681 | 6.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
343,877 | $71,619,262 | 5.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
119,934 | $69,223,505 | 5.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
101,228 | $65,832,617 | 4.76% | |
| MSFT |
Microsoft Corp
Technology
|
150,006 | $55,527,720 | 4.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
141,622 | $40,724,822 | 2.94% | |
| AVGO |
Broadcom Inc.
Technology
|
114,797 | $35,530,819 | 2.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
44,226 | $25,303,021 | 1.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
61,765 | $22,961,138 | 1.66% |
Portfolio Trend
Holdings in SLQT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,517 | 43,678 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,585 | 43,678 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $85,608 | 43,678 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $175,353 | 73,678 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $246,084 | 73,678 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $274,082 | 73,678 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $219,241 | 101,033 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $278,851 | 101,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $202,066 | 101,033 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $139,956 | 102,158 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $89,104 | 76,158 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $148,508 | 76,158 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $42,668 | 19,663 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,213 | 19,663 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,109 | 20,698 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $49,942 | 20,138 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,107 | 18,318 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $128,878 | 14,225 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $191,364 | 14,800 | Shares | Sole | 2021-11-16 | |
| 2021-03-31 | $213,091 | 7,221 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||