Creative Financial Designs Inc Portfolio Holdings
Creative Financial Designs Inc
- $1.16 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,688
- Current Value $1.16 Billion
- Prior Value $1.11 Billion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 117 stocks
- Additional Purchases 553 stocks
- Sold out of 2 stocks
- Reduced holdings in 391 stocks