CREATIVE FINANCIAL DESIGNS INC /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF CREATIVE FINANCIAL DESIGNS INC /ADV | Institutional Filer | ▲ 27.62% | $2.10B | 2262 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2262)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | — | 443K | $96.5M | 4.60% |
| 2 | BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | — | 503K | $50.6M | 2.41% |
| 3 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | — | 773K | $45.6M | 2.17% |
| 4 | ELCV | EVENTIDE HIGH DIVIDEND ETF | — | 1.2M | $39.9M | 1.90% |
| 5 | AAPL | Apple Inc. | Technology | 124K | $35.8M | 1.70% |
| 6 | LLY | Eli Lilly and Company | Healthcare | 30K | $35.5M | 1.69% |
| 7 | PTL | INSPIRE 500 ETF | — | 118K | $33.6M | 1.60% |
| 8 | GARP | ISHARES MSCI USA QUALITY GARP ETF | — | 403K | $33.3M | 1.58% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 130K | $31.1M | 1.48% |
| 10 | BIBL | INSPIRE 100 ETF | — | 512K | $29.6M | 1.41% |
| 11 | VUG | VANGUARD GROWTH ETF | — | 335K | $28.9M | 1.38% |
| 12 | BUFR | FT VEST LADDERED BUFFER ETF | — | 767K | $28.0M | 1.34% |
| 13 | AVUS | AVANTIS U.S. EQUITY ETF | — | 217K | $27.9M | 1.33% |
| 14 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | — | 943K | $27.3M | 1.30% |
| 15 | TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | — | 256K | $27.3M | 1.30% |
Showing 1 to 15 of 1000 holdings