Creative Financial Designs Inc Portfolio Holdings

Creative Financial Designs Inc

  • $1.29 Billion
  • Q2 2025

Creative Financial Designs Inc has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 2008 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 $41.3M, Vanguard Value ETF with a value of $40M, Vanguard Sht Term Corp Bd ETF with a value of $30.8M, Vanguard Russell 1000 Growth E with a value of $30.6M, and Spdr Portfolio Short Term Trea with a value of $26.3M.

Examining the 13F form we can see an increase of $78.6M in the current position value, from $1.21B to 1.29B. Also it can be appreciated an additional of 150 stocks purchases and 1 closed positions.

Below you can find more details about Creative Financial Designs Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.29 Billion
ETFs: $1.02 Billion
Technology: $61.7 Million
Consumer Cyclical: $37.9 Million
Healthcare: $32 Million
Industrials: $29.3 Million
Financial Services: $27.5 Million
Energy: $20.9 Million
Consumer Defensive: $14.7 Million
Other: $36.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$663,000 0.05% of portfolio
81,742
Q2 2025 Added 15.17%
$0
$324,000 0.03% of portfolio
38,573
Q4 2024 Reduced 2.46%
$0
$362,000 0.03% of portfolio
56,408
Q2 2025 Added 67.1%
$0
$282,000 0.02% of portfolio
36,516
Q2 2025 Added 9.57%
$0
$276,000 0.02% of portfolio
13,336
Q2 2025 Reduced 9.7%
$0
$205,000 0.02% of portfolio
5,677
Q2 2025 Added 3.77%
$9.42M
$76,000 0.01% of portfolio
76,047
Q2 2025 Added 8.72%
$0
$88,000 0.01% of portfolio
17,493
Q2 2025 Added 0.52%
$0
$84,000 0.01% of portfolio
10,427
Q2 2025 Added 0.75%
$38M
$153,000 0.01% of portfolio
109,381
Q2 2025 Added 3.55%
$0
$110,000 0.01% of portfolio
11,299
Q2 2025 Reduced 17.32%
$0
$59,000 0.0% of portfolio
13,604
Q2 2025 Added 1.59%
$0
$18,000 0.0% of portfolio
1,458
Q4 2024 Reduced 9.94%
$0
$21,000 0.0% of portfolio
600
Q4 2023 New
$0
$6,000 0.0% of portfolio
885
Q1 2023 New
$25.9M
$0 0.0% of portfolio
100
Q4 2023 New
$0
$12,000 0.0% of portfolio
1,700
Q2 2019 New
$0
$9,000 0.0% of portfolio
533
Q2 2024 Reduced 34.28%
$0
$23,000 0.0% of portfolio
1,819
Q1 2024 Added 37.91%
$0
$6,000 0.0% of portfolio
1,315
Q4 2023 Added 97.74%
$0
$12,000 0.0% of portfolio
2,363
Q2 2019 New
$49.2M
$1,000 0.0% of portfolio
300
Q2 2023 New
$0
$38,000 0.0% of portfolio
1,500
Q1 2025 Reduced 40.0%
$0
$7,000 0.0% of portfolio
332
Q2 2025 Added 2.15%
$0
$0 0.0% of portfolio
61
Q3 2024 Reduced 64.94%
$0
$6,000 0.0% of portfolio
1,046
Q2 2023 New
$0
$0 0.0% of portfolio
1
Q4 2024 Reduced 99.89%
$0
$10,000 0.0% of portfolio
2,777
Q2 2023 New
$0
$44,000 0.0% of portfolio
4,605
Q2 2024 Reduced 41.0%
$35M
$3,000 0.0% of portfolio
3,000
Q4 2024 Added 46.34%
$0
$36,000 0.0% of portfolio
2,811
Q4 2023 Added 27.77%
$0
$19,000 0.0% of portfolio
1,501
Q2 2024 Reduced 30.8%
$0
$26,000 0.0% of portfolio
1,010
Q4 2024 Reduced 9.01%
$49.3M
$0 0.0% of portfolio
375
Q1 2025 New
$0
$0 0.0% of portfolio
590
Q2 2025 Added 107.02%
$32.9M
$1,000 0.0% of portfolio
3,800
Q3 2022 New
$0
$0 0.0% of portfolio
6,906
Q2 2025 New
$0
$0 0.0% of portfolio
1,355
Q2 2025 Added 28.44%
$38.6M
$9,000 0.0% of portfolio
8,500
Q2 2025 New
$0
$5,000 0.0% of portfolio
363
Q3 2024 Reduced 76.49%
$0
$38,000 0.0% of portfolio
1,852
Q2 2023 New
$0
$8,000 0.0% of portfolio
600
Q1 2023 New
$0
$1,000 0.0% of portfolio
146
Q1 2024 New
$0
$14,000 0.0% of portfolio
1,717
Q1 2023 New
$0
$11,000 0.0% of portfolio
897
Q2 2023 New
$0
$18,000 0.0% of portfolio
1,611
Q3 2024 New
$34.1M
$2,000 0.0% of portfolio
1,500
Q3 2023 New
$0
$44,000 0.0% of portfolio
3,949
Q1 2025 New
$0
$0 0.0% of portfolio
2
Q1 2024 Reduced 99.2%

Summary

  • Portfolio
  • No. of Stocks 2,008
  • Current Value $1.29 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 150 stocks
  • Additional Purchases 630 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 606 stocks
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