Creative Financial Designs Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 1780 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $39M, Spdr Portfolio S&P 500 Value E with a value of $38.3M, Ishares Tr Global 100 ETF with a value of $37.3M, Fidelity Merrimack Str Tr Tota with a value of $34.8M, and Apple Inc. with a value of $30.2M.
Examining the 13F form we can see an increase of $39.9M in the current position value, from $1.16B to 1.2B.
Also it can be appreciated an additional of 195 stocks purchases and 3 closed positions.
Below you can find more details about Creative Financial Designs Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
ETFs: $944 Million
Technology: $60.4 Million
Financial Services: $32.6 Million
Industrials: $29.7 Million
Consumer Cyclical: $29.7 Million
Healthcare: $23.3 Million
Energy: $19.6 Million
Consumer Defensive: $13.3 Million
Other: $31.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
