Creative-Financial-Designs-Inc-Adv

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
2,060
Total Value
1252586841
Accession Number
0000819864-25-000004
Form Type
13F-HR
Manager Name
Creative-Financial-Designs-Inc-Adv
Data Enrichment
62% identified
1,285 identified775 unidentified

Holdings

2,060 positions • $1.3B total value
Manager:
Search and click to pin securities to the top
Page 5 of 103
46137V100
Shares:28.6K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.3B)
922907746
Shares:66.8K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.3B)
921935870
Shares:32.9K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.3B)
46434V613
Shares:71.5K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.3B)
922042718
Shares:26.6K
Value:$3.1M
% of Portfolio:0.2% ($3.1M/$1.3B)
81369Y860
Shares:73.2K
Value:$3.1M
% of Portfolio:0.2% ($3.1M/$1.3B)
922908629
Shares:11.7K
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.3B)
Alphabet Inc.
Shares:19.5K
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.3B)
92189F353
Shares:150.7K
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.3B)
33738R506
Shares:49.8K
Value:$2.9M
% of Portfolio:0.2% ($2.9M/$1.3B)
46432F339
Shares:16.8K
Value:$2.9M
% of Portfolio:0.2% ($2.9M/$1.3B)
46434V621
Shares:45.6K
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.3B)
BERKSHIRE HATHAWAY INC
Shares:5.2K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.3B)
Duke Energy CORP
Shares:22.5K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.3B)
464287309
Shares:29.1K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.3B)
46137V357
Shares:15.6K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.3B)
46641Q134
Shares:41.5K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.3B)
US BANCORP \DE\
Shares:62.4K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.3B)
CITIGROUP INC
Shares:37.0K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.3B)
808524805
Shares:132.9K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.3B)