Creative Financial Designs Inc Portfolio Holdings
Creative Financial Designs Inc
- $1.21 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,060
- Current Value $1.21 Billion
- Prior Value $1.2 Billion
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 355 stocks
- Additional Purchases 719 stocks
- Sold out of 3 stocks
- Reduced holdings in 516 stocks