Creative Financial Designs Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 1688 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 $38M, Vanguard Russell 1000 Growth E with a value of $36.3M, Fidelity Merrimack Str Tr Tota with a value of $35.3M, Vanguard Sht Term Corp Bd ETF with a value of $31.2M, and Vanguard Value ETF with a value of $29.3M.
Examining the 13F form we can see an increase of $47.2M in the current position value, from $1.11B to 1.16B.
Also it can be appreciated an additional of 117 stocks purchases and 2 closed positions.
Below you can find more details about Creative Financial Designs Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $902 Million
Technology: $60.5 Million
Financial Services: $32.5 Million
Industrials: $32.2 Million
Healthcare: $27.1 Million
Consumer Cyclical: $26.9 Million
Energy: $18 Million
Consumer Defensive: $13.5 Million
Other: $31.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
