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.
Portfolio value
$1.05 Billion
ETFs: $838 Million
Technology: $48.2 Million
Financial Services: $27.5 Million
Industrials: $26.8 Million
Consumer Cyclical: $26.1 Million
Healthcare: $23.2 Million
Energy: $11.1 Million
Consumer Defensive: $10.6 Million
Other: $26.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions