Creative Financial Designs Inc Reduced Holdings in Q2 2025

Creative Financial Designs Inc

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
-360K
- 92.32%
$84.95 - $107.81 $30.6M - $38.8M
30K $3.23M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-345K
- 43.2%
$44.68 - $45.96 $15.4M - $15.8M
453K $20.7M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-324K
- 92.55%
$33.42 - $40.68 $10.8M - $13.2M
26K $1.06M
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
-404K
- 56.65%
$26.26 - $33.0 $10.6M - $13.3M
309K $10.2M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-146K
- 49.83%
$63.36 - $80.23 $9.24M - $11.7M
147K $11.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
-113K
- 28.79%
$82.51 - $109.2 $9.35M - $12.4M
280K $30.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-225K
- 70.78%
$24.54 - $25.07 $5.51M - $5.63M
92.8K $2.32M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-107K
- 97.88%
$44.64 - $47.48 $4.78M - $5.08M
2.32K $110K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-133K
- 59.94%
$32.99 - $38.01 $4.38M - $5.05M
88.8K $3.36M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-96.8K
- 91.29%
$50.09 - $51.09 $4.85M - $4.94M
9.24K $471K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-81.5K
- 66.84%
$37.78 - $44.9 $3.08M - $3.66M
40.4K $1.82M
SJM
J M Smucker CO

Consumer Defensive
-15.2K
- 94.92%
$94.41 - $118.52 $1.43M - $1.8M
812 $79K
CGUS
Capital Group Core Equity ETF
-61.9K
- 29.89%
$29.93 - $36.93 $1.85M - $2.29M
145K $5.36M
CTSH
Cognizant Technology Solutions Corp

Technology
-19.9K
- 80.84%
$66.47 - $81.81 $1.32M - $1.63M
4.72K $368K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-17.9K
- 89.25%
$72.61 - $88.75 $1.3M - $1.59M
2.15K $191K
RTX
Raytheon Technologies Corp

Industrials
-9.19K
- 80.07%
$113.75 - $148.48 $1.04M - $1.36M
2.29K $333K
EMR
Emerson Electric CO

Industrials
-11K
- 66.37%
$94.15 - $133.33 $1.03M - $1.46M
5.57K $742K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-21.8K
- 28.53%
$58.41 - $72.69 $1.27M - $1.59M
54.7K $3.97M
HON
Honeywell International Inc

Industrials
-5.03K
- 51.41%
$182.86 - $232.88 $919K - $1.17M
4.75K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.18K
- 22.89%
$483.48 - $539.8 $571K - $638K
3.98K $1.93M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-27.9K
- 3.02%
$29.07 - $29.38 $812K - $820K
897K $26.3M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-3.32K
- 1.5%
$17.61 - $21.46 $58.5K - $71.3K
219K $3.87M
JNJ
Johnson & Johnson

Healthcare
-3.98K
- 35.99%
$146.36 - $159.82 $582K - $635K
7.07K $1.08M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-16.1K
- 22.53%
$45.12 - $46.23 $727K - $745K
55.4K $2.56M
ISCG
Ishares Morningstar Small Cap

ETFs
-17.1K
- 65.62%
$39.44 - $49.76 $674K - $850K
8.95K $445K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-10.1K
- 2.53%
$77.94 - $79.5 $785K - $801K
387K $30.8M
MUB
Ishares National Muni Bond ETF

ETFs
-4.8K
- 11.25%
$102.31 - $105.8 $491K - $508K
37.9K $3.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.2K
- 72.96%
$50.08 - $63.14 $511K - $645K
3.78K $238K
XLF
Financial Sector Spdr

ETFs
-15.8K
- 11.13%
$43.92 - $52.37 $696K - $830K
127K $6.63M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-16.4K
- 31.43%
$26.18 - $26.93 $431K - $443K
35.9K $957K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.44K
- 6.25%
$50.36 - $50.68 $324K - $326K
96.6K $4.9M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-17.9K
- 7.99%
$32.77 - $38.72 $586K - $692K
206K $7.97M
DFAU
Dimensional ETF Tr

ETFs
-8.22K
- 98.63%
$34.04 - $42.36 $280K - $348K
114 $4K
BAC
Bank Of America Corp

Financial Services
-10.6K
- 29.62%
$34.39 - $47.46 $366K - $505K
25.3K $1.2M
MBB
Ishares Tr

ETFs
-2.95K
- 11.55%
$91.41 - $94.22 $269K - $278K
22.6K $2.12M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-11.2K
- 83.72%
$21.55 - $22.2 $240K - $248K
2.17K $47K
PG
Procter & Gamble CO

Consumer Defensive
-407
- 2.68%
$157.66 - $172.39 $64.2K - $70.2K
14.8K $2.35M
SUB
Ishares Short Term National Mu

ETFs
-2.24K
- 20.52%
$104.77 - $106.34 $235K - $238K
8.68K $922K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-5.38K
- 73.75%
$35.4 - $41.9 $190K - $225K
1.91K $77K
MGV
Vanguard Mega Cap Value

ETFs
-2.23K
- 5.99%
$114.87 - $131.25 $256K - $293K
35K $4.6M
XLV
Select Sector Spdr Fund Health

ETFs
-512
- 4.59%
$128.77 - $144.3 $65.9K - $73.9K
10.6K $1.43M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.66K
- 25.35%
$40.82 - $43.14 $190K - $201K
13.7K $591K
AGZ
Ishares Agency Bond ETF

ETFs
-1.74K
- 13.79%
$108.32 - $109.92 $189K - $192K
10.9K $1.2M
VZ
Verizon Communications Inc

Communication Services
-2.06K
- 5.48%
$41.67 - $45.62 $85.7K - $93.8K
35.5K $1.54M
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.56K
- 80.38%
$32.11 - $38.21 $146K - $174K
1.11K $42K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.93K
- 96.8%
$73.7 - $90.98 $143K - $176K
64 $5K
BNDX
Vanguard Total International B

ETFs
-3.19K
- 99.97%
$48.77 - $49.55 $156K - $158K
1 $0
DUK
Duke Energy Corp

Utilities
-557
- 2.48%
$112.46 - $124.05 $62.6K - $69.1K
21.9K $2.59M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.01K
- 23.9%
$75.05 - $77.34 $151K - $156K
6.41K $495K
Activity Summary
Buys All Purchases 780 New Holdings 150 Increased Positions 630 Sells All Sells 607 Reductions 606 Sold out 1 Options Calls 0 Puts 0
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