Creative Financial Designs Inc Incresed Positions in Q3 2025

Creative Financial Designs Inc

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
2.77K
+ 60.7%
$265.78 - $299.3 $737K - $830K
7.34K $2M
CGUS
Capital Group Core Equity ETF
8.17K
+ 5.63%
$36.89 - $39.72 $301K - $324K
153K $6.07M
ATO
Atmos Energy Corp

Utilities
3.97K
+ 308.7%
$151.51 - $170.75 $602K - $678K
5.26K $898K
ESS
Essex Property Trust, Inc.

Real Estate
2.54K
+ 23100.0%
N/A
2.55K $696K
O
Realty Income Corp

Real Estate
11.2K
+ 608.62%
$56.13 - $60.79 $626K - $678K
13K $789K
XOM
Exxon Mobil Corp

Energy
5.57K
+ 50.17%
$105.83 - $117.22 $589K - $653K
16.7K $1.88M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
12.1K
+ 479.32%
$51.7 - $54.73 $623K - $659K
14.6K $797K
NEE
Nextera Energy Inc

Utilities
8.6K
+ 320.34%
$69.77 - $77.54 $600K - $667K
11.3K $851K
SWK
Stanley Black & Decker, Inc.

Industrials
8.86K
+ 17034.62%
$66.98 - $79.52 $593K - $704K
8.91K $662K
AMCR
Amcor PLC

Consumer Cyclical
97.3K
+ 70.35%
$7.97 - $9.94 $776K - $967K
236K $1.93M
MKC
Mccormick & CO Inc

Consumer Defensive
9.62K
+ 1875.44%
$64.3 - $77.17 $619K - $742K
10.1K $678K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.4K
+ 56.81%
$50.82 - $51.09 $628K - $631K
34.1K $1.74M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
13.5K
+ 9.07%
$37.98 - $39.81 $512K - $536K
162K $6.29M
KORP
American Centy ETF Tr Diversif

ETFs
13K
+ 2502.88%
$46.36 - $47.95 $605K - $625K
13.6K $645K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
18.2K
+ 77.24%
$24.13 - $29.07 $440K - $530K
41.8K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
1.99K
+ 321.68%
$291.67 - $316.99 $580K - $630K
2.61K $791K
IBM
International Business Machines Corp

Technology
2.31K
+ 54.66%
$234.77 - $292.47 $543K - $676K
6.54K $1.85M
SCHO
Schwab Short Term Us Treasury

ETFs
23.4K
+ 40.05%
$24.23 - $24.42 $566K - $571K
81.7K $1.99M
USTB
Victory Portfolios Ii Victorys

ETFs
10.6K
+ 6.45%
$50.54 - $51.1 $537K - $543K
175K $8.94M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.97K
+ 3.67%
$54.35 - $59.32 $162K - $176K
84K $4.97M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.97K
+ 1.34%
$79.89 - $83.25 $158K - $164K
149K $12.3M
PLD
Prologis, Inc.

Real Estate
3.93K
+ 51.26%
$104.08 - $115.35 $409K - $453K
11.6K $1.33M
PPA
Invesco Exchange Traded Fd Tr

ETFs
664
+ 2.2%
$139.82 - $155.45 $92.8K - $103K
30.8K $4.79M
FTF
Franklin LTD Duration Income Trust

Financial Services
81.6K
+ 144.65%
$6.34 - $6.51 $517K - $531K
138K $879K
JPIB
Jpmorgan International Bond Op

ETFs
9.37K
+ 7.71%
$48.32 - $49.13 $453K - $460K
131K $6.42M
DGRO
Ishares Core Dividend Growth E

ETFs
4.35K
+ 9.0%
$64.12 - $68.08 $279K - $296K
52.7K $3.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.88K
+ 1.83%
$62.09 - $66.51 $117K - $125K
105K $6.84M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.96K
+ 11.59%
$82.22 - $96.68 $161K - $190K
18.9K $1.83M
XLU
Utilities Sector Spdr

ETFs
4.67K
+ 112.76%
$81.14 - $87.32 $379K - $408K
8.81K $767K
CRM
Salesforce, Inc.

Technology
2.12K
+ 97.34%
$231.66 - $273.65 $492K - $581K
4.3K $1.02M
VHT
Vanguard Health Care ETF

ETFs
1.1K
+ 9.76%
$239.12 - $259.95 $264K - $287K
12.4K $3.22M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
6.64K
+ 260.71%
$54.9 - $59.81 $364K - $397K
9.18K $547K
VFMV
Vanguard Wellington Fd

ETFs
2.51K
+ 10.9%
$126.35 - $131.95 $317K - $331K
25.5K $3.35M
SCHR
Schwab Intermediate Term Us Tr

ETFs
15.6K
+ 16.77%
$24.69 - $25.26 $384K - $393K
108K $2.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.8K
+ 14.5%
$24.46 - $26.5 $240K - $260K
77.4K $2.04M
AVGO
Broadcom Inc.

Technology
282
+ 5.47%
$264.74 - $369.57 $74.7K - $104K
5.43K $1.79M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
16.3K
+ 10.62%
$19.7 - $20.2 $321K - $330K
170K $3.41M
MGV
Vanguard Mega Cap Value

ETFs
903
+ 2.58%
$129.46 - $137.85 $117K - $124K
35.9K $4.95M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.61K
+ 1.53%
$35.42 - $38.65 $57K - $62.2K
106K $4.05M
RISN
Northern Lts Fd Tr Iv Inspire

Technology
1.59K
+ 1.24%
$27.27 - $29.82 $43.2K - $47.3K
129K $3.85M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.88K
+ 48.83%
$107.66 - $112.36 $310K - $323K
8.77K $977K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
5.73K
+ 14.16%
$44.8 - $46.43 $257K - $266K
46.2K $2.14M
VO
Vanguard Mid Cap ETF

ETFs
516
+ 4.22%
$279.83 - $293.74 $144K - $152K
12.7K $3.74M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.03K
+ 83.89%
$39.8 - $42.86 $280K - $301K
15.4K $659K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.78K
+ 5.29%
$102.4 - $103.88 $284K - $289K
55.3K $5.72M
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
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
Track This Portfolio

Track Creative Financial Designs Inc Portfolio

Follow Creative Financial Designs Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email