Creative Financial Designs Inc Reduced Holdings in Q3 2025

Creative Financial Designs Inc

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-139K
- 55.18%
$94.17 - $99.95 $13.1M - $13.9M
113K $11.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-137K
- 35.4%
$78.96 - $80.04 $10.8M - $11M
250K $20M
OXY
Occidental Petroleum Corp

Energy
-102K
- 80.43%
$42.54 - $48.1 $4.33M - $4.9M
24.8K $1.17M
XLK
Technology Sector Spdr

ETFs
-13.1K
- 32.97%
$250.97 - $282.66 $3.28M - $3.7M
26.6K $7.49M
IGV
Ishares Expanded Tech Software

ETFs
-22.9K
- 98.69%
$105.96 - $117.79 $2.43M - $2.7M
305 $35K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.88K
- 27.58%
$617.65 - $666.84 $2.4M - $2.59M
10.2K $6.79M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21.1K
- 43.85%
$85.01 - $90.35 $1.8M - $1.91M
27K $2.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.4K
- 46.81%
$181.56 - $190.33 $1.53M - $1.6M
9.55K $1.81M
GD
General Dynamics Corp

Industrials
-4.57K
- 93.16%
$293.92 - $341.0 $1.34M - $1.56M
336 $114K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-11.1K
- 49.62%
$113.22 - $123.86 $1.26M - $1.38M
11.3K $1.37M
UNP
Union Pacific Corp

Industrials
-4.65K
- 62.22%
$214.91 - $237.16 $999K - $1.1M
2.82K $667K
FDL
First Tr Morningstar Dividend

ETFs
-25.3K
- 78.63%
$41.96 - $44.59 $1.06M - $1.13M
6.87K $298K
LKQ
Lkq Corp

Consumer Cyclical
-25.9K
- 93.85%
$29.24 - $39.21 $758K - $1.02M
1.7K $51K
HON
Honeywell International Inc

Industrials
-3.94K
- 83.03%
$207.7 - $240.4 $819K - $948K
806 $169K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13.3K
- 24.39%
$72.65 - $78.68 $969K - $1.05M
41.3K $3.24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14.9K
- 26.85%
$45.6 - $46.92 $679K - $698K
40.5K $1.89M
PH
Parker Hannifin Corp

Industrials
-968
- 60.73%
$697.13 - $769.67 $675K - $745K
626 $474K
GWW
W.W. Grainger, Inc.

Industrials
-553
- 68.53%
$932.44 - $1059.49 $516K - $586K
254 $242K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.03K
- 24.2%
$182.33 - $194.5 $736K - $785K
12.6K $2.46M
MUB
Ishares National Muni Bond ETF

ETFs
-6.21K
- 16.38%
$103.24 - $106.68 $641K - $663K
31.7K $3.38M
CINF
Cincinnati Financial Corp

Financial Services
-4.03K
- 67.29%
$145.8 - $158.1 $587K - $637K
1.96K $309K
DOV
Dover Corp

Industrials
-3.04K
- 67.64%
$165.59 - $190.9 $503K - $579K
1.45K $242K
IYR
Ishares Tr

ETFs
-6.08K
- 98.02%
$94.16 - $98.46 $572K - $598K
123 $11K
LANC
Lancaster Colony Corp

Consumer Defensive
-3.29K
- 77.19%
$171.5 - $183.37 $564K - $603K
972 $176K
AWR
American States Water CO

Utilities
-7.13K
- 83.41%
$71.48 - $77.99 $510K - $556K
1.42K $104K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.49K
- 69.53%
$97.75 - $100.75 $537K - $553K
2.41K $241K
ABM
Abm Industries Inc

Industrials
-11.3K
- 70.26%
$44.78 - $49.66 $506K - $561K
4.78K $220K
FTS
Fortis Inc.

Utilities
-11.6K
- 69.88%
$46.83 - $50.85 $542K - $589K
4.99K $253K
ITW
Illinois Tool Works Inc

Industrials
-2.2K
- 75.45%
$252.31 - $269.41 $555K - $593K
716 $186K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21.8K
- 26.03%
$26.38 - $27.95 $574K - $608K
61.9K $1.69M
GLD
Spdr Gold Trust

ETFs
-2.36K
- 37.81%
$300.96 - $355.47 $710K - $838K
3.88K $1.38M
MGEE
Mge Energy Inc

Utilities
-5.8K
- 81.85%
$83.0 - $90.05 $481K - $522K
1.29K $108K
NFG
National Fuel Gas CO

Energy
-6.36K
- 63.38%
$82.19 - $93.72 $523K - $596K
3.67K $339K
PFF
Ishares Trust Ishares Pfd And

ETFs
-16.4K
- 86.89%
$30.67 - $32.13 $502K - $526K
2.47K $78K
GPC
Genuine Parts CO

Consumer Cyclical
-4.42K
- 67.36%
$122.23 - $142.77 $540K - $631K
2.14K $296K
NDSN
Nordson Corp

Industrials
-2.37K
- 72.16%
$209.25 - $227.98 $496K - $540K
914 $207K
CWT
California Water Service Group

Utilities
-10.6K
- 81.94%
$44.32 - $47.59 $468K - $502K
2.33K $106K
VIG
Vanguard Dividend Appreciation

ETFs
-2.63K
- 31.13%
N/A
5.82K $1.06M
BKH
Black Hills Corp

Utilities
-9.09K
- 60.58%
$55.87 - $61.62 $508K - $560K
5.91K $364K
FRT
Federal Realty Investment Trust

Real Estate
-5.11K
- 79.92%
$90.61 - $102.67 $463K - $525K
1.28K $130K
NUE
Nucor Corp

Basic Materials
-3.56K
- 61.94%
$133.3 - $150.33 $474K - $534K
2.18K $295K
PNR
Pentair PLC

Industrials
-4.26K
- 60.13%
$100.62 - $112.59 $429K - $480K
2.83K $312K
COST
Costco Wholesale Corp

Consumer Defensive
-265
- 11.0%
$915.95 - $994.57 $243K - $264K
2.14K $1.98M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-14.5K
- 85.74%
$27.47 - $28.76 $397K - $416K
2.41K $69K
NFLX
Netflix Inc

Communication Services
-277
- 65.48%
$1147.87 - $1297.18 $318K - $359K
146 $175K
FUL
Fuller H B CO

Basic Materials
-6.29K
- 77.11%
$55.6 - $64.06 $350K - $403K
1.87K $110K
GRC
Gorman Rupp CO

Industrials
-12.8K
- 57.46%
$36.65 - $46.41 $469K - $594K
9.48K $440K
CTSH
Cognizant Technology Solutions Corp

Technology
-4.72K
- 99.98%
$66.67 - $80.98 $315K - $382K
1 $0
VZ
Verizon Communications Inc

Communication Services
-8.27K
- 23.29%
$40.84 - $45.06 $338K - $373K
27.2K $1.2M
Activity Summary
Buys All Purchases 732 New Holdings 139 Increased Positions 593 Sells All Sells 505 Reductions 505 Sold out 0 Options Calls 0 Puts 0
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