Creative Financial Designs Inc Portfolio Holdings

Creative Financial Designs Inc has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 1651 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $38.6M, Spdr Portfolio S&P 500 Value E with a value of $37.1M, Fidelity Merrimack Str Tr Tota with a value of $34.4M, Spdr Portfolio Short Term Trea with a value of $33.3M, and Vanguard Sht Term Corp Bd ETF with a value of $28.1M.

Examining the 13F form we can see an increase of $62.7M in the current position value, from $1.05B to 1.11B. Also it can be appreciated an additional of 88 stocks purchases and 4 closed positions.

Below you can find more details about Creative Financial Designs Inc portfolio as well as his latest detailed transactions.