Creative Financial Designs Inc Purchases in Q1 2025

Creative Financial Designs Inc

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
486
+ 7.52%
$79.17 - $82.04 $38.5K - $39.9K
6.95K $568K
CRM
Salesforce, Inc.

Technology
532
+ 37.23%
$268.36 - $359.95 $143K - $191K
1.96K $526K
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.18K
+ 84.47%
$14.46 - $15.96 $45.9K - $50.7K
6.94K $105K
FTSL
First Trust Senior Ln Fund

ETFs
1.14K
+ 15.98%
$45.65 - $46.48 $52.2K - $53.2K
8.3K $378K
CWENA
Clearway Energy Inc Cl A
1.41K
New
N/A
1.41K $48K
SCCO
Southern Copper Corp

Basic Materials
488
+ 73.16%
$85.92 - $101.48 $41.9K - $49.5K
1.16K $107K
WSBC
Wesbanco Inc

Financial Services
1.55K
New
$30.36 - $37.08 $47K - $57.4K
1.55K $47K
NUE
Nucor Corp

Basic Materials
217
+ 3.87%
$114.48 - $142.52 $24.8K - $30.9K
5.83K $701K
JNK
Spdr Bloomberg High Yield Bond

ETFs
500
+ 118.48%
$94.86 - $97.12 $47.4K - $48.6K
922 $87K
DK
Delek Us Holdings, Inc.

Energy
3.1K
New
$13.53 - $20.31 $42K - $63K
3.1K $46K
TECL
Direxion Daily Technology Bull

ETFs
775
New
$58.43 - $100.39 $45.3K - $77.8K
775 $45K
ATO
Atmos Energy Corp

Utilities
128
+ 7.72%
$136.51 - $154.58 $17.5K - $19.8K
1.79K $275K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
3.95K
New
$11.63 - $13.3 $45.9K - $52.5K
3.95K $45K
NFLX
Netflix Inc

Communication Services
27
+ 6.16%
$828.4 - $1058.6 $22.4K - $28.6K
465 $433K
SLB
Schlumberger Limited

Energy
98
+ 0.89%
$38.4 - $43.74 $3.76K - $4.29K
11.1K $465K
FDRR
Fidelity Covington Tr Divid Et

ETFs
1.01K
+ 16.62%
$49.65 - $53.98 $50K - $54.4K
7.07K $352K
RPM
Rpm International Inc

Basic Materials
384
+ 71.78%
$114.03 - $128.31 $43.8K - $49.3K
919 $106K
DELL
Dell Technologies Inc.

Technology
570
+ 124.73%
$90.34 - $124.66 $51.5K - $71.1K
1.03K $93K
IVE
Ishares S&P 500 Value ETF

ETFs
228
+ 3.79%
$185.78 - $198.58 $42.4K - $45.3K
6.25K $1.19M
MTN
Vail Resorts Inc

Consumer Cyclical
317
+ 81.91%
$153.58 - $184.72 $48.7K - $58.6K
704 $112K
SHW
Sherwin Williams CO

Basic Materials
94
+ 12.13%
$330.16 - $365.55 $31K - $34.4K
869 $303K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
46
+ 1.28%
$162.48 - $175.37 $7.47K - $8.07K
3.64K $633K
MINO
Pimco ETF Tr Municipal Income

ETFs
882
+ 61.94%
$44.44 - $45.83 $39.2K - $40.4K
2.31K $103K
SPIB
Spdr Portfolio Intermediate Te

ETFs
998
+ 11.56%
$32.5 - $33.3 $32.4K - $33.2K
9.63K $320K
GSM
Ferroglobe PLC

Basic Materials
10K
New
$3.29 - $4.13 $32.9K - $41.3K
10K $37K
CEG
Constellation Energy Corp

Utilities
259
+ 38.43%
$201.63 - $347.44 $52.2K - $90K
933 $188K
GIS
General Mills Inc

Consumer Defensive
614
+ 199.35%
$57.56 - $65.3 $35.3K - $40.1K
922 $55K
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 14.53%
$279.74 - $321.29 $21.5K - $24.7K
607 $189K
MSTR
Microstrategy Inc

Technology
123
+ 21.13%
$239.27 - $396.5 $29.4K - $48.8K
705 $203K
HSY
Hershey CO

Consumer Defensive
200
+ 26.25%
$144.74 - $186.36 $28.9K - $37.3K
962 $164K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.42K
+ 290.61%
$21.73 - $23.02 $30.9K - $32.8K
1.91K $43K
FNDF
Schwab Fundamental Intl Large

ETFs
284
+ 3.62%
$32.9 - $37.45 $9.34K - $10.6K
8.12K $293K
ABT
Abbott Laboratories

Healthcare
13
+ 0.85%
$111.1 - $140.22 $1.44K - $1.82K
1.54K $204K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
755
+ 385.2%
$38.92 - $41.1 $29.4K - $31K
951 $37K
HOOD
Robinhood Markets, Inc.

Technology
605
+ 71.18%
$35.63 - $65.28 $21.6K - $39.5K
1.46K $60K
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 2.14%
$89.14 - $117.41 $2.5K - $3.29K
1.34K $149K
INOD
Innodata Inc

Technology
800
New
$33.19 - $64.17 $26.6K - $51.3K
800 $28K
PGR
Progressive Corp

Financial Services
79
+ 66.95%
$235.61 - $291.22 $18.6K - $23K
197 $55K
JEF
Jefferies Financial Group Inc.

Financial Services
1.06K
+ 86.59%
$52.22 - $81.31 $55.3K - $86.1K
2.28K $122K
JBL
Jabil Inc

Technology
200
New
$130.51 - $173.33 $26.1K - $34.7K
200 $27K
CNI
Canadian National Railway CO

Industrials
300
+ 57.8%
$95.46 - $106.79 $28.6K - $32K
819 $79K
WRB
Berkley W R Corp

Financial Services
218
+ 24.6%
$56.7 - $71.27 $12.4K - $15.5K
1.1K $78K
PANW
Palo Alto Networks Inc

Technology
364
+ 11.33%
$167.82 - $208.28 $61.1K - $75.8K
3.58K $610K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
500
+ 1162.79%
$50.82 - $52.7 $25.4K - $26.4K
543 $28K
PAYX
Paychex Inc

Industrials
28
+ 2.02%
$136.06 - $154.52 $3.81K - $4.33K
1.42K $218K
UL
Unilever PLC

Consumer Defensive
273
+ 9.2%
$54.72 - $60.29 $14.9K - $16.5K
3.24K $192K
DOCU
Docusign, Inc.

Technology
298
New
$74.7 - $97.7 $22.3K - $29.1K
298 $24K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
1.15K
+ 7.83%
$22.27 - $22.65 $25.7K - $26.1K
15.9K $354K
VO
Vanguard Mid Cap ETF

ETFs
330
+ 2.91%
$251.87 - $277.95 $83.1K - $91.7K
11.7K $3.02M
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
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