Creative Financial Designs Inc Reduced Holdings in Q1 2025

Creative Financial Designs Inc

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 3.04%
$476.63 - $610.45 $7.15K - $9.16K
479 $237K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-442
- 19.81%
N/A
1.79K $82K
NTR
Nutrien Ltd.

Basic Materials
-451
- 57.31%
$45.28 - $53.84 $20.4K - $24.3K
336 $16K
FSK
Fs Kkr Capital Corp

Financial Services
-350
- 2.31%
$20.47 - $24.06 $7.16K - $8.42K
14.8K $309K
FFIV
F5, Inc.

Technology
-88
- 27.59%
$251.75 - $310.6 $22.2K - $27.3K
231 $61K
WFC
Wells Fargo & Company

Financial Services
-311
- 10.99%
$66.78 - $81.42 $20.8K - $25.3K
2.52K $180K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-112
- 9.29%
$77.67 - $90.15 $8.7K - $10.1K
1.09K $85K
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.52%
$170.36 - $201.04 $852 - $1.01K
963 $165K
USXF
Ishares Esg Advanced Msci Usa

Technology
-96
- 2.17%
$46.38 - $52.65 $4.45K - $5.05K
4.33K $201K
HUM
Humana Inc

Healthcare
-72
- 90.0%
$249.11 - $303.11 $17.9K - $21.8K
8 $2K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-272
- 9.76%
$47.09 - $50.46 $12.8K - $13.7K
2.51K $119K
UNH
Unitedhealth Group Inc

Healthcare
-65
- 6.83%
$461.52 - $548.18 $30K - $35.6K
886 $464K
EFV
Msci Eafe Value ETF

ETFs
-3.6K
- 11.92%
$51.88 - $60.73 $187K - $219K
26.6K $1.57M
FSLR
First Solar, Inc.

Technology
-98
- 98.0%
$126.34 - $197.73 $12.4K - $19.4K
2 $0
TMP
Tompkins Financial Corp

Financial Services
-152
- 10.58%
$62.44 - $72.73 $9.49K - $11.1K
1.28K $80K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-665
- 35.66%
$21.23 - $23.75 $14.1K - $15.8K
1.2K $25K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-374
- 1.99%
$42.38 - $43.28 $15.9K - $16.2K
18.4K $781K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-155
- 9.6%
$102.5 - $112.02 $15.9K - $17.4K
1.46K $151K
DNP
Dnp Select Income Fund Inc

Financial Services
-3.6K
- 20.86%
$8.93 - $9.92 $32.2K - $35.7K
13.7K $135K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-229
- 7.15%
$62.72 - $71.92 $14.4K - $16.5K
2.97K $187K
WBS
Webster Financial Corp

Financial Services
-285
- 85.59%
$47.55 - $61.41 $13.6K - $17.5K
48 $2K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-310
- 36.95%
$48.02 - $53.02 $14.9K - $16.4K
529 $26K
RUM
Rumble Inc.

Technology
-527
- 26.35%
$7.07 - $13.77 $3.73K - $7.26K
1.47K $10K
EMB
Ishares Tr

ETFs
-249
- 5.67%
$88.64 - $92.03 $22.1K - $22.9K
4.15K $375K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-69
- 5.07%
$68.07 - $78.99 $4.7K - $5.45K
1.29K $88K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24
- 16.55%
$497.6 - $606.74 $11.9K - $14.6K
121 $60K
USFD
Us Foods Holding Corp.

Consumer Defensive
-214
- 45.53%
$63.38 - $72.02 $13.6K - $15.4K
256 $16K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-630
- 7.97%
$10.61 - $16.49 $6.68K - $10.4K
7.27K $90K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-140
- 15.77%
$106.46 - $114.75 $14.9K - $16.1K
748 $82K
MORN
Morningstar, Inc.

Financial Services
-40
- 54.79%
$282.49 - $334.73 $11.3K - $13.4K
33 $9K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-40
- 1.77%
$68.32 - $78.49 $2.73K - $3.14K
2.22K $155K
SLG
Sl Green Realty Corp

Real Estate
-202
- 90.99%
$55.58 - $68.38 $11.2K - $13.8K
20 $1K
VIG
Vanguard Dividend Appreciation

ETFs
-77
- 0.89%
N/A
8.56K $1.56M
PHYS
Sprott Physical Gold Trust

Financial Services
-1K
- 40.0%
$20.25 - $24.06 $20.3K - $24.1K
1.5K $36K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-101
- 11.77%
$109.15 - $120.99 $11K - $12.2K
757 $85K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-281
- 33.37%
$40.44 - $43.17 $11.4K - $12.1K
561 $22K
SYF
Synchrony Financial

Financial Services
-183
- 93.85%
$51.9 - $70.63 $9.5K - $12.9K
12 $0
TFC
Truist Financial Corp

Financial Services
-119
- 3.42%
$39.48 - $48.15 $4.7K - $5.73K
3.36K $138K
CRWD
Crowd Strike Holdings, Inc.

Technology
-92
- 4.69%
$308.86 - $455.36 $28.4K - $41.9K
1.87K $659K
IT
Gartner Inc

Technology
-3
- 1.73%
$418.25 - $548.38 $1.25K - $1.65K
170 $71K
GM
General Motors CO

Consumer Cyclical
-147
- 16.78%
$45.22 - $54.92 $6.65K - $8.07K
729 $34K
DVY
Ishares Tr

ETFs
-99
- 11.79%
$128.58 - $138.1 $12.7K - $13.7K
741 $99K
DMAR
First Tr Ex Tr Viii Cboe Vest
-287
- 95.35%
$36.82 - $39.1 $10.6K - $11.2K
14 $0
PEP
Pepsico Inc

Consumer Defensive
-35
- 1.42%
$142.64 - $156.42 $4.99K - $5.47K
2.43K $364K
CRPT
First Tr ETF Fd Viii Skybridge
-300
- 20.0%
$12.23 - $20.06 $3.67K - $6.02K
1.2K $14K
STLD
Steel Dynamics Inc

Basic Materials
-105
- 6.55%
N/A
1.5K $146K
KIM
Kimco Realty Corp

Real Estate
-340
- 16.99%
$20.15 - $23.42 $6.85K - $7.96K
1.66K $35K
NOW
Service Now, Inc.

Technology
-7
- 33.33%
$783.83 - $1170.39 $5.49K - $8.19K
14 $11K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-230
- 17.88%
$59.28 - $66.1 $13.6K - $15.2K
1.06K $67K
Activity Summary
Buys All Purchases 1074 New Holdings 355 Increased Positions 719 Sells All Sells 519 Reductions 516 Sold out 3 Options Calls 0 Puts 0
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