Creative Financial Designs Inc Reduced Holdings in Q1 2025

Creative Financial Designs Inc

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-122K
- 77.23%
$39.61 - $47.74 $4.82M - $5.82M
35.9K $1.5M
RLY
Ssga Active ETF Tr

ETFs
-140K
- 87.62%
$27.21 - $28.6 $3.8M - $3.99M
19.7K $562K
SOXX
Ishares Semiconductor ETF

ETFs
-9.9K
- 88.57%
$188.17 - $235.81 $1.86M - $2.34M
1.28K $240K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
-590
- 0.08%
$28.08 - $32.97 $16.6K - $19.5K
712K $20.6M
NRG
Nrg Energy, Inc.

Utilities
-15.6K
- 99.78%
$84.82 - $113.33 $1.32M - $1.77M
35 $3K
LMT
Lockheed Martin Corp

Industrials
-2.27K
- 50.68%
$423.19 - $506.29 $961K - $1.15M
2.21K $986K
CB
Chubb LTD

Financial Services
-4.32K
- 87.55%
$257.71 - $301.99 $1.11M - $1.31M
615 $185K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-597
- 3.22%
$468.34 - $539.52 $280K - $322K
17.9K $8.4M
XLC
Select Sector Spdr Tr Communic

ETFs
-10.9K
- 35.34%
$94.84 - $105.31 $1.03M - $1.15M
19.9K $1.92M
PFE
Pfizer Inc

Healthcare
-32.4K
- 72.12%
$25.01 - $27.13 $810K - $878K
12.5K $317K
LGOV
First Tr ETF Iv Long Duration

ETFs
-41.5K
- 95.38%
$20.41 - $21.7 $847K - $901K
2.01K $43K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.46K
- 18.17%
$192.6 - $233.2 $473K - $573K
11.1K $2.18M
XLP
Consumer Staples Sector Spdr

ETFs
-11.1K
- 41.65%
N/A
15.5K $1.18M
FDG
American Centy ETF Tr Focused

ETFs
-761
- 1.36%
$89.22 - $109.96 $67.9K - $83.7K
55.4K $5.03M
HPK
High Peak Energy, Inc.

Energy
-5.74K
- 1.89%
$10.94 - $15.43 $62.8K - $88.5K
298K $3.77M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-6.23K
- 82.95%
$107.24 - $116.37 $668K - $725K
1.28K $148K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-7.6K
- 95.96%
$83.91 - $90.87 $637K - $690K
320 $27K
CAT
Caterpillar Inc

Industrials
-701
- 6.03%
$326.75 - $407.63 $229K - $286K
10.9K $3.6M
CRF
Cornerstone Total Return Fund Inc

Financial Services
-54.1K
- 61.88%
$7.17 - $9.1 $388K - $492K
33.3K $239K
EFG
Msci Eafe Growth ETF

ETFs
-4.98K
- 31.27%
$96.1 - $106.37 $479K - $530K
11K $1.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.91K
- 3.66%
$64.88 - $72.1 $189K - $210K
76.5K $5.03M
XLV
Select Sector Spdr Fund Health

ETFs
-3.73K
- 25.09%
$137.61 - $149.68 $514K - $559K
11.1K $1.63M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-450
- 0.45%
$57.21 - $65.8 $25.7K - $29.6K
98.6K $5.76M
ALTO
Alto Ingredients, Inc.

Basic Materials
-2.29K
- 0.23%
$1.14 - $1.87 $2.61K - $4.28K
982K $1.12M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.68K
- 92.86%
$82.81 - $92.93 $388K - $435K
360 $30K
USB
Us Bancorp \De\

Financial Services
-1.18K
- 1.86%
$40.92 - $50.9 $48.3K - $60.1K
62.4K $2.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.37K
- 33.84%
$95.85 - $99.25 $419K - $433K
8.54K $844K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.48K
- 4.83%
$92.45 - $106.69 $137K - $158K
29.1K $2.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-493
- 0.23%
$53.6 - $58.97 $26.4K - $29.1K
217K $11.9M
FV
First Trust Dorsey Wright Focu

ETFs
-4.54K
- 15.37%
$53.91 - $63.03 $245K - $286K
25K $1.37M
XLI
Industrial Sector Spdr

ETFs
-2.63K
- 20.87%
$128.78 - $141.67 $339K - $373K
9.98K $1.31M
ILDR
First Tr Exchange Traded Fd Vi
-9.51K
- 16.31%
$23.32 - $28.0 $222K - $266K
48.8K $1.14M
MUB
Ishares National Muni Bond ETF

ETFs
-2.8K
- 6.15%
$104.71 - $107.69 $293K - $302K
42.7K $4.5M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-14K
- 42.43%
$24.5 - $24.95 $343K - $350K
19K $470K
FTCS
First Trust Capital Strength E

ETFs
-4.11K
- 20.34%
$86.39 - $91.35 $355K - $376K
16.1K $1.44M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-10.6K
- 78.53%
$30.72 - $33.22 $325K - $352K
2.9K $94K
NVO
Novo Nordisk A S

Healthcare
-3.62K
- 83.54%
$69.3 - $90.95 $251K - $329K
713 $49K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.85K
- 17.02%
$102.49 - $119.96 $189K - $222K
9.01K $942K
EMR
Emerson Electric CO

Industrials
-544
- 3.18%
$108.64 - $131.17 $59.1K - $71.4K
16.6K $1.82M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
-2.38K
- 3.12%
$15.58 - $20.55 $37.1K - $48.9K
74K $1.18M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-19.4K
- 21.46%
$7.39 - $9.09 $143K - $176K
71K $527K
VIS
Vanguard Industrial ETF

ETFs
-822
- 20.88%
$243.63 - $273.99 $200K - $225K
3.12K $771K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.27K
- 42.74%
$80.08 - $92.93 $182K - $211K
3.04K $245K
XLF
Financial Sector Spdr

ETFs
-9.02K
- 5.96%
$47.32 - $52.19 $427K - $471K
142K $7.09M
FVD
First Tr Value Line Divid Inde

ETFs
-4.84K
- 46.05%
$42.61 - $45.51 $206K - $220K
5.67K $252K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.37K
- 4.79%
$49.25 - $50.66 $166K - $171K
66.8K $3.32M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2K
- 6.99%
$110.75 - $119.78 $222K - $240K
26.6K $3.08M
VTI
Vanguard Total Stock Market Et

ETFs
-474
- 11.76%
$271.18 - $303.12 $129K - $144K
3.56K $977K
AVUV
American Centy ETF Tr Avantis

ETFs
-233
- 1.31%
$84.95 - $100.62 $19.8K - $23.4K
17.5K $1.53M
Activity Summary
Buys All Purchases 1074 New Holdings 355 Increased Positions 719 Sells All Sells 519 Reductions 516 Sold out 3 Options Calls 0 Puts 0
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