Creative Financial Designs Inc Purchases in Q3 2024

Creative Financial Designs Inc

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
571
+ 5.31%
$69.16 - $78.98 $39.5K - $45.1K
11.3K $883K
AWR
American States Water CO

Utilities
269
+ 3.14%
$71.55 - $85.38 $19.2K - $23K
8.83K $734K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.33K
+ 55.4%
$71.45 - $75.64 $95.2K - $101K
3.74K $280K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
400
+ 1.03%
$42.87 - $45.76 $17.1K - $18.3K
39.1K $1.77M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
3.23K
New
$29.64 - $31.77 $95.7K - $103K
3.23K $102K
WMT
Walmart Inc.

Consumer Defensive
137
+ 2.0%
$66.91 - $81.4 $9.17K - $11.2K
6.99K $564K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.42K
+ 68.86%
$58.03 - $65.37 $82.5K - $93K
3.49K $225K
ITW
Illinois Tool Works Inc

Industrials
106
+ 3.73%
$233.14 - $263.97 $24.7K - $28K
2.95K $772K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
4.04K
New
$24.29 - $24.63 $98.2K - $99.5K
4.04K $98K
NDSN
Nordson Corp

Industrials
42
+ 1.49%
$225.0 - $262.63 $9.45K - $11K
2.86K $751K
NSC
Norfolk Southern Corp

Industrials
50
+ 2.03%
$213.75 - $259.69 $10.7K - $13K
2.52K $625K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
8.09K
+ 59.27%
$7.28 - $11.9 $58.9K - $96.3K
21.7K $204K
XLU
Utilities Sector Spdr

ETFs
420
+ 8.76%
$67.67 - $80.78 $28.4K - $33.9K
5.21K $421K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
649
+ 4.13%
$98.99 - $101.51 $64.2K - $65.9K
16.4K $1.66M
IEF
Ishares Barclays

ETFs
861
+ 65.28%
$92.67 - $99.14 $79.8K - $85.4K
2.18K $213K
CGGR
Capital Group Growth ETF Shs C

ETFs
2K
+ 19.56%
$30.71 - $34.79 $61.4K - $69.5K
12.2K $425K
ILDR
First Tr Exchange Traded Fd Vi
1.9K
+ 3.96%
$20.96 - $24.49 $39.8K - $46.5K
49.8K $1.21M
AOK
Ishares Tr Core Conservative A

ETFs
1.93K
+ 29.83%
$36.8 - $38.71 $71.1K - $74.7K
8.4K $324K
XLE
Energy Sector Spdr

ETFs
2.96K
+ 5.64%
$84.35 - $93.39 $249K - $276K
55.4K $4.86M
CWT
California Water Service Group

Utilities
316
+ 2.7%
$47.83 - $55.5 $15.1K - $17.5K
12K $652K
YJUN
First Tr Exchange Traded Fd Vi
3.69K
New
$21.48 - $23.09 $79.2K - $85.1K
3.69K $84K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.2K
+ 53.34%
$28.91 - $32.54 $63.7K - $71.7K
6.33K $204K
MP
Mp Materials Corp.

Basic Materials
2.69K
+ 38.54%
$10.49 - $18.39 $28.2K - $49.5K
9.67K $170K
EWP
Ishares Inc Msci Spain ETF

ETFs
2.29K
New
$30.69 - $35.62 $70.4K - $81.7K
2.29K $80K
SA
Seabridge Gold Inc

Basic Materials
2.85K
+ 27.95%
$13.33 - $18.56 $37.9K - $52.8K
13K $218K
DOV
Dover Corp

Industrials
108
+ 2.08%
$172.5 - $193.03 $18.6K - $20.8K
5.31K $1.02M
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.28K
+ 7.53%
$37.89 - $40.48 $48.3K - $51.6K
18.2K $736K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 1.61%
$488.01 - $604.18 $7.32K - $9.06K
944 $551K
META
Meta Platforms, Inc.

Communication Services
45
+ 5.89%
$453.41 - $572.44 $20.4K - $25.8K
809 $463K
MCD
Mcdonalds Corp

Consumer Cyclical
94
+ 9.75%
$245.82 - $304.51 $23.1K - $28.6K
1.06K $322K
SLV
I Shares Silver Trust

ETFs
1.86K
+ 14.97%
$24.33 - $29.38 $45.3K - $54.7K
14.3K $406K
LGOV
First Tr ETF Iv Long Duration

ETFs
553
+ 1.2%
$20.77 - $22.83 $11.5K - $12.6K
46.6K $1.04M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
685
+ 1957.14%
$91.43 - $117.51 $62.6K - $80.5K
720 $76K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
9.7K
New
$6.92 - $7.59 $67.1K - $73.6K
9.7K $73K
NFG
National Fuel Gas CO

Energy
109
+ 1.07%
$54.14 - $61.22 $5.9K - $6.67K
10.3K $626K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.23%
$101.25 - $127.45 $810 - $1.02K
3.56K $431K
SPGI
S&P Global Inc.

Financial Services
138
+ 4600.0%
$446.32 - $527.38 $61.6K - $72.8K
141 $72K
C
Citigroup Inc

Financial Services
1.64K
+ 4.47%
$56.11 - $67.61 $92.2K - $111K
38.4K $2.4M
GRC
Gorman Rupp CO

Industrials
710
+ 3.68%
$35.47 - $41.31 $25.2K - $29.3K
20K $778K
UPS
United Parcel Service Inc

Industrials
498
+ 27.56%
$123.32 - $147.38 $61.4K - $73.4K
2.31K $314K
ZIG
ETF Ser Solutions Acquirers Fd

ETFs
1.67K
New
$35.76 - $39.85 $59.7K - $66.5K
1.67K $66K
MSEX
Middlesex Water CO

Utilities
201
+ 4.98%
$52.74 - $67.59 $10.6K - $13.6K
4.24K $276K
MA
Mastercard Inc

Financial Services
87
+ 20.52%
$429.6 - $500.99 $37.4K - $43.6K
511 $252K
ICVT
Ishares Tr Convertible Bond Et

ETFs
275
+ 3.5%
$77.24 - $83.67 $21.2K - $23K
8.12K $679K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
600
+ 16.48%
$66.31 - $74.08 $39.8K - $44.4K
4.24K $311K
IWN
Ishares Russell2000 Val ETF

ETFs
351
+ 153.95%
$150.05 - $171.34 $52.7K - $60.1K
579 $96K
YMAR
First Tr Ex Tr Viii Cboe Vest
2.54K
New
$22.76 - $24.37 $57.9K - $61.9K
2.54K $61K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.47%
$801.83 - $917.05 $5.61K - $6.42K
1.5K $1.33M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
602
+ 4.3%
$19.78 - $23.53 $11.9K - $14.2K
14.6K $338K
Activity Summary
Buys All Purchases 670 New Holdings 117 Increased Positions 553 Sells All Sells 393 Reductions 391 Sold out 2 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