Creative Financial Designs Inc Portfolio Holdings
Creative Financial Designs Inc
- $1.05 Billion
- Q1 2024
Creative Financial Designs Inc has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 1669 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $35.9M, Vanguard Russell 1000 Growth E with a value of $35.5M, Fidelity Merrimack Str Tr Tota with a value of $32.1M, Spdr Portfolio Short Term Trea with a value of $31.7M, and Vanguard Value ETF with a value of $27.7M.
Examining the 13F form we can see an increase of $68M in the current position value, from $977M to 1.05B. Also it can be appreciated an additional of 161 stocks purchases and 2 closed positions.
Below you can find more details about Creative Financial Designs Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,669
- Current Value $1.05 Billion
- Prior Value $977 Million
- Filing
- Period Q1 2024
- Filing Date May 01, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 161 stocks
- Additional Purchases 563 stocks
- Sold out of 2 stocks
- Reduced holdings in 377 stocks