Creative Financial Designs Inc Purchases in Q3 2025

Creative Financial Designs Inc

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
652
+ 2.49%
$133.48 - $144.38 $87K - $94.1K
26.8K $3.82M
VBR
Vanguard Small Cap Value ETF

ETFs
408
+ 2.58%
$195.41 - $212.37 $79.7K - $86.6K
16.2K $3.38M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.5K
+ 4.35%
$41.43 - $44.2 $186K - $199K
108K $4.77M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.79K
+ 2.31%
$62.57 - $69.12 $174K - $193K
123K $8.38M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
6.49K
+ 7.63%
$47.36 - $47.65 $307K - $309K
91.6K $4.34M
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.73K
+ 94.08%
$56.05 - $67.13 $209K - $251K
7.7K $516K
RDVY
First Trust Rising Dividend Ac

ETFs
621
+ 1.17%
$62.38 - $67.29 $38.7K - $41.8K
53.8K $3.62M
FNDX
Schwab Fundamental U S Large C

ETFs
8.61K
+ 31.84%
$24.38 - $26.34 $210K - $227K
35.6K $937K
V
Visa Inc.

Financial Services
859
+ 52.35%
$332.09 - $358.86 $285K - $308K
2.5K $853K
UPS
United Parcel Service Inc

Industrials
5.34K
+ 52.52%
$82.58 - $105.54 $441K - $564K
15.5K $1.3M
MDT
Medtronic PLC

Healthcare
486
+ 1.81%
$87.67 - $95.74 $42.6K - $46.5K
27.4K $2.61M
XLE
Energy Sector Spdr

ETFs
230
+ 0.44%
$84.25 - $91.99 $19.4K - $21.2K
52.7K $4.71M
DUK
Duke Energy Corp

Utilities
1.05K
+ 4.77%
$116.31 - $125.93 $122K - $132K
23K $2.84M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.99K
+ 98.71%
$42.26 - $47.16 $211K - $235K
10K $465K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
923
+ 0.71%
$31.79 - $33.42 $29.3K - $30.8K
131K $4.37M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.48K
+ 5.59%
$55.64 - $59.37 $138K - $147K
46.9K $2.75M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
10.5K
+ 65.24%
$22.27 - $22.51 $234K - $237K
26.6K $599K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.11K
+ 18.01%
$72.01 - $74.44 $224K - $232K
20.4K $1.5M
PSA
Public Storage

Real Estate
906
+ 20.11%
$271.94 - $298.09 $246K - $270K
5.41K $1.56M
RY
Royal Bank Of Canada

Financial Services
518
+ 5.05%
$128.46 - $148.6 $66.5K - $77K
10.8K $1.59M
TROW
Price T Rowe Group Inc

Financial Services
1.61K
+ 14.13%
$98.67 - $111.52 $159K - $180K
13K $1.34M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.28K
+ 23.09%
$26.44 - $27.1 $219K - $224K
44.2K $1.19M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
7.46K
+ 110.66%
$28.9 - $32.4 $216K - $242K
14.2K $445K
AOK
Ishares Tr Core Conservative A

ETFs
5.44K
+ 59.92%
$38.64 - $40.17 $210K - $219K
14.5K $583K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
8.59K
+ 89.04%
$25.39 - $26.21 $218K - $225K
18.2K $475K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
11.5K
+ 64.88%
$19.01 - $19.39 $219K - $223K
29.3K $564K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
6.55K
+ 116.88%
$32.53 - $36.88 $213K - $241K
12.1K $427K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.37K
+ 47.29%
$50.85 - $51.35 $222K - $224K
13.6K $696K
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.15K
+ 2.43%
$38.0 - $39.42 $81.9K - $84.9K
90.9K $3.58M
MBB
Ishares Tr

ETFs
2.01K
+ 8.92%
$92.46 - $95.73 $186K - $193K
24.6K $2.34M
WPM
Wheaton Precious Metals Corp.

Basic Materials
866
+ 15.72%
$86.72 - $111.84 $75.1K - $96.9K
6.38K $713K
IEF
Ishares Barclays

ETFs
2.24K
+ 68.61%
$93.91 - $97.26 $210K - $218K
5.51K $531K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 7.97%
$108.47 - $114.7 $136K - $144K
17K $1.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
101
+ 2.86%
$224.68 - $282.71 $22.7K - $28.6K
3.63K $1.01M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
9.78K
+ 3.83%
$19.68 - $19.97 $192K - $195K
265K $5.25M
EMHC
Spdr Bloomberg Emerging Market
7.97K
+ 71.83%
$24.31 - $25.33 $194K - $202K
19.1K $480K
TFC
Truist Financial Corp

Financial Services
2.47K
+ 7.33%
$42.83 - $47.07 $106K - $116K
36.1K $1.65M
PRAY
Shp ETF Tr Fis Biblically Resp
5.25K
+ 10.05%
$30.4 - $31.75 $159K - $167K
57.4K $1.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.67K
+ 59.48%
$72.57 - $74.72 $194K - $200K
7.17K $533K
VOT
Vanguard Mid Cap Growth Index

ETFs
446
+ 6.22%
$282.75 - $294.19 $126K - $131K
7.62K $2.24M
CMPO
Compo Secure, Inc.

Industrials
8.6K
+ 429.9%
$13.8 - $20.85 $119K - $179K
10.6K $220K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.91K
+ 224.88%
$96.22 - $98.19 $183K - $187K
2.76K $269K
SRLN
Ssga Active Trust

ETFs
4.47K
+ 68.93%
$41.28 - $41.65 $185K - $186K
11K $455K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.06K
+ 11.81%
$128.17 - $135.14 $136K - $144K
10.1K $1.34M
LMT
Lockheed Martin Corp

Industrials
191
+ 8.45%
$410.74 - $499.21 $78.5K - $95.3K
2.45K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
86
+ 2.46%
$357.4 - $423.42 $30.7K - $36.4K
3.59K $1.45M
EMR
Emerson Electric CO

Industrials
1.38K
+ 24.8%
$128.6 - $149.63 $178K - $207K
6.95K $911K
SPYG
Spdr Portfolio

ETFs
1.07K
+ 18.25%
$94.33 - $105.31 $101K - $113K
6.94K $725K
AMGN
Amgen Inc

Healthcare
515
+ 7.82%
$271.18 - $309.22 $140K - $159K
7.1K $2M
Activity Summary
Buys All Purchases 732 New Holdings 139 Increased Positions 593 Sells All Sells 505 Reductions 505 Sold out 0 Options Calls 0 Puts 0
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