CreativeOne Wealth, LLC

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title: Chang Shin - Chief Compliance Officer
Location: Overland Park, KS
Holdings as of: 30 Sep 2024
Value $: $2,940,579,368
Num holdings: 942
Filing time: 13 Nov 2024, 16:35:54 UTC
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included IUSB, VTV, VUG, VEA, and VEGA.
Previous filing: Q2 2024 - 14 Aug 2024
Next filing: Q4 2024 - 13 Feb 2025
SEC: View on sec.gov

Quoteable Key Fact

"CreativeOne Wealth, LLC reported $2,940,579,368 across 942 holdings in Q3 2024."

Quick Takeaways

CreativeOne Wealth, LLC reported 13f holdings report, stock holdings for Q3 2024.
Reported holdings value: $2,940,579,368.
942 holdings are listed in this filing snapshot.

What Changed

Previous comparable filing: Q2 2024.
Value moved from $1,974,129,000 to $2,940,579,368.

Why This Matters

This filing-level page explains what the portfolio report tells you before the holdings table.
You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

Filing 2024 Q3 compared to 2024 Q2 by default. Changes are calculated vs the previous SEC filing.

Compare Q3 2024 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Chang Shin	Chief Compliance Officer	Overland Park, Kansas	13 Nov 2024

Other Included Managers (3):

Num	Name	Location
1	CreativeOne Securities, LLC
2	Wise Wealth, LLC
3	GeoWealth Management, LLC	Chicago, IL