Creative Financial Designs Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 2060 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $40.3M, Ishares Tr Global 100 ETF with a value of $37.6M, Vanguard Russell 1000 Growth E with a value of $36.5M, Fidelity Merrimack Str Tr Tota with a value of $36.4M, and Vanguard Value ETF with a value of $31.7M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $1.2B to 1.21B.
Also it can be appreciated an additional of 355 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
$1.21 Billion
ETFs: $967 Million
Technology: $55.4 Million
Healthcare: $32.1 Million
Consumer Cyclical: $28.4 Million
Industrials: $27.9 Million
Financial Services: $24.5 Million
Energy: $20.8 Million
Consumer Defensive: $14.4 Million
Other: $31.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
