Creative Financial Designs Inc Reduced Holdings in Q3 2024

Creative Financial Designs Inc

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
-131
- 2.99%
$201.77 - $221.32 $26.4K - $29K
4.25K $928K
PG
Procter & Gamble CO

Consumer Defensive
-352
- 2.82%
$160.76 - $177.82 $56.6K - $62.6K
12.1K $2.1M
AMGN
Amgen Inc

Healthcare
-32
- 0.62%
$309.38 - $337.38 $9.9K - $10.8K
5.15K $1.66M
ABBV
Abb Vie Inc.

Healthcare
-110
- 4.34%
$163.84 - $199.33 $18K - $21.9K
2.42K $478K
IVV
Ishares Core S&P 500 ETF

ETFs
-137
- 3.28%
$520.18 - $576.82 $71.3K - $79K
4.05K $2.33M
LHX
L3 Harris Technologies, Inc.

Industrials
-33
- 0.8%
$221.96 - $243.27 $7.32K - $8.03K
4.11K $977K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2
- 0.04%
$95.81 - $109.03 $192 - $218
5.24K $564K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-128
- 1.63%
$43.67 - $51.82 $5.59K - $6.63K
7.74K $400K
NWN
Northwest Natural Holding CO

Utilities
-155
- 1.16%
$35.25 - $40.82 $5.46K - $6.33K
13.2K $537K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-22
- 0.6%
$151.63 - $169.74 $3.34K - $3.73K
3.65K $618K
SHW
Sherwin Williams CO

Basic Materials
-55
- 5.66%
$294.65 - $384.0 $16.2K - $21.1K
916 $349K
T
At&T Inc.

Communication Services
-2.86K
- 6.56%
$18.21 - $22.28 $52.1K - $63.7K
40.7K $895K
DOCS
Doximity, Inc.

Healthcare
-10
- 0.24%
$25.5 - $43.57 $255 - $436
4.21K $183K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-1.17K
- 5.06%
$37.42 - $44.1 $43.6K - $51.4K
21.9K $946K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-11
- 0.11%
$93.07 - $102.32 $1.02K - $1.13K
10.1K $1.03M
UNP
Union Pacific Corp

Industrials
-87
- 1.34%
$221.78 - $256.09 $19.3K - $22.3K
6.39K $1.57M
MGV
Vanguard Mega Cap Value

ETFs
-1.17K
- 4.38%
$118.0 - $128.28 $138K - $150K
25.5K $3.27M
PLTR
Palantir Technologies Inc.

Technology
-517
- 4.18%
$24.09 - $37.95 $12.5K - $19.6K
11.9K $441K
CB
Chubb LTD

Financial Services
-138
- 2.65%
$252.51 - $292.2 $34.8K - $40.3K
5.07K $1.46M
MMM
3 M CO

Industrials
-97
- 2.11%
$99.69 - $139.42 $9.67K - $13.5K
4.5K $614K
VBR
Vanguard Small Cap Value ETF

ETFs
-311
- 2.6%
$179.99 - $201.6 $56K - $62.7K
11.6K $2.34M
FLV
American Centy ETF Tr Focused

ETFs
-3.62K
- 6.46%
$62.57 - $69.96 $227K - $253K
52.4K $3.67M
RY
Royal Bank Of Canada

Financial Services
-288
- 2.64%
$105.65 - $124.73 $30.4K - $35.9K
10.6K $1.33M
VGSH
Vanguard

ETFs
-3.34K
- 0.94%
$57.74 - $59.13 $193K - $197K
352K $20.8M
CTSH
Cognizant Technology Solutions Corp

Technology
-523
- 2.24%
$66.89 - $77.87 $35K - $40.7K
22.8K $1.76M
RTX
Raytheon Technologies Corp

Industrials
-291
- 2.76%
$99.55 - $123.34 $29K - $35.9K
10.3K $1.24M
CHKP
Check Point Software Technologies LTD

Technology
-75
- 1.02%
$165.0 - $195.47 $12.4K - $14.7K
7.27K $1.4M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-1.18K
- 1.1%
$33.62 - $38.33 $39.6K - $45.1K
106K $3.99M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.64K
- 4.99%
$102.05 - $114.97 $167K - $189K
31.2K $3.59M
IBM
International Business Machines Corp

Technology
-95
- 1.73%
$175.1 - $223.38 $16.6K - $21.2K
5.41K $1.2M
DUK
Duke Energy Corp

Utilities
-546
- 2.38%
$99.35 - $117.71 $54.2K - $64.3K
22.4K $2.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-68
- 0.49%
$475.2 - $527.7 $32.3K - $35.9K
13.8K $7.27M
VEA
Vanguard Ftse Developed Market

ETFs
-2.89K
- 1.95%
$47.6 - $53.31 $137K - $154K
145K $7.66M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-8.17K
- 4.04%
$34.95 - $39.2 $286K - $320K
194K $7.56M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-451
- 0.58%
$38.04 - $45.36 $17.2K - $20.5K
76.9K $3.43M
CAT
Caterpillar Inc

Industrials
-46
- 0.41%
$316.8 - $391.12 $14.6K - $18K
11.2K $4.39M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-10.4K
- 1.36%
$44.65 - $47.21 $465K - $491K
756K $35.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-41.7K
- 5.47%
$48.51 - $52.86 $2.02M - $2.2M
719K $38M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-7.76K
- 2.68%
$65.15 - $72.97 $506K - $566K
281K $20.5M
VTV
Vanguard Value ETF

ETFs
-4.52K
- 2.62%
$159.75 - $174.57 $722K - $789K
168K $29.3M
Activity Summary
Buys All Purchases 670 New Holdings 117 Increased Positions 553 Sells All Sells 393 Reductions 391 Sold out 2 Options Calls 0 Puts 0
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