Creative Financial Designs Inc /adv

Investment Portfolio & 13F Holdings Analysis

About

CREATIVE FINANCIAL DESIGNS INC /ADV is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2060 holdings worth $1.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "NWFL",
  "NVMI",
  null,
  null,
  "OI",
  null,
  null,
  null,
  null,
  null,
  "PKST",
  null,
  null,
  "MRUS",
  "PTLO",
  "MMSI",
  "AXSM",
  "NCNO",
  "EWTX",
  "PINS",
  "SE",
  "RGEN",
  "SPSC",
  "ALKS",
  "INSM",
  "HOOD",
  "APPF",
  "ITRI",
  "PIPR",
  "AZEK",
  "FLEX",
  "VRNS",
  "GTX",
  "MPWR",
  "MGY",
  "FN",
  "MTCH",
  "NVR",
  "ARGX",
  "SMTC",
  null,
  "TRU",
  "NOVT",
  "PLMR",
  "NEO",
  null,
  "GDX",
  "RRX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MASI",
  "MGEE",
  "MORN",
  "NTR",
  "SNDR",
  null,
  "TROW",
  null,
  "NLY",
  "CBLL",
  "FTAI",
  "RJF",
  "AES",
  "AR",
  null,
  "MOS",
  "AAL",
  null,
  "STRL",
  "ENTG",
  "AKAM",
  "FLO",
  "GIL",
  "LOAR",
  "OLLI",
  "INOD",
  "LYFT",
  null,
  "HUM",
  "PRGS",
  "MP",
  null,
  "AWR",
  "AVAV",
  null,
  "RF",
  "ALSN",
  "PPLT",
  "QSR",
  "SMCI",
  "BCE",
  "ONON",
  "ATR",
  "ATKR",
  "NPO",
  "ARM",
  "GATX",
  "SNOW",
  "MU",
  "JXN",
  null,
  "SVC",
  null,
  "FNDF",
  "FNDA",
  null,
  "MPLX",
  "ACN",
  "ZS",
  "ARCB",
  null,
  "ITT",
  null,
  null,
  null,
  "PBH",
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "FLG",
  "A",
  "APD",
  "BABA",
  "TNC",
  "PAA",
  "KSS",
  "MWA",
  "RVT",
  "JEF",
  null,
  null,
  null,
  "APLS",
  "MTSI",
  "ATI",
  "VONG",
  null,
  null,
  "NNE",
  "ALL",
  null,
  "MOG-A",
  "GOOGL",
  "BOOT",
  "AVT",
  "PRCT",
  "AIN",
  "RIOT",
  null,
  "ALNY",
  "VDE",
  "ASIX",
  null,
  null,
  null,
  null,
  "VTS",
  "AXP",
  null,
  null,
  "ATMU",
  "ABG",
  "SCHH",
  null,
  "AFRM",
  "AMG",
  null,
  "AIG",
  null,
  "ACA",
  "MT",
  "CUK",
  "TEAM",
  "ASML",
  "T",
  "GOLF",
  null,
  "BLK",
  null,
  null,
  null,
  "E",
  null,
  null,
  null,
  null,
  "ADX",
  "AYI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AROC",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  null,
  "ANDE",
  "LOW",
  null,
  "AVEM",
  "BRO",
  null,
  "AIT",
  "KMX",
  "CP.TO",
  "ACLS",
  null,
  "FMS",
  "ARCC",
  null,
  null,
  "FCEL",
  "GMAB",
  "SAN",
  "BBDC",
  "HGV",
  "FUL",
  null,
  "FOR",
  null,
  "BIDU",
  "GRX",
  "WRB",
  "BOH",
  "GME",
  "BST",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ITGR",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SBS",
  null,
  null,
  null,
  null,
  null,
  null,
  "CRTO",
  null,
  null,
  null,
  "CLM",
  null,
  null,
  null,
  "KAR",
  null,
  null,
  null,
  null,
  "DBEF",
  null,
  "LCII",
  "CCI",
  "COF",
  "CMI",
  "LGND",
  "DVAX",
  "PHG",
  null,
  "LMB",
  null,
  null,
  "LEG",
  "JACK",
  "KFY",
  "LNC",
  null,
  "LNN",
  null,
  null,
  null,
  null,
  null,
  "NSSC",
  "DUK",
  "PECO",
  null,
  "OII",
  "COOP",
  null,
  "EOI",
  null,
  "NVAX",
  "D",
  "DEA",
  "MYRG",
  null,
  "DT",
  null,
  "NAD",
  "MARA",
  null,
  null,
  null,
  null,
  "PRIM",
  "PSIX",
  "ESS",
  "REZI",
  "PUK",
  null,
  "EBAY",
  null,
  null,
  "UTG",
  "RUM",
  "RGTI",
  null,
  "RYAAY",
  null,
  "QS",
  null,
  "PII",
  "PSEC",
  "SJW",
  null,
  "ECG",
  null,
  null,
  null,
  "FSLY",
  "WTRG",
  null,
  "FRT",
  "EQH",
  "SMPL",
  null,
  null,
  null,
  "SKYT",
  null,
  "SII",
  "EQNR",
  null,
  "EOG",
  "SNRE",
  null,
  null,
  null,
  "WTTR",
  "THQ",
  "EAD",
  null,
  null,
  null,
  "EXPE",
  "FFIV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "THFF",
  "LIVN",
  "SN",
  "MATW",
  null,
  "SRAD",
  null,
  "PNR",
  "LOGI",
  null,
  null,
  "BUSE",
  "FFBC",
  null,
  null,
  "FERG",
  "SBSI",
  null,
  "CLSD",
  "IPAR",
  "FCX",
  "ATEN",
  null,
  "PPT",
  null,
  "ANAB",
  null,
  "BKT",
  null,
  "TR",
  "PFN",
  null,
  "FITB",
  "IBKR",
  "RMR",
  null,
  "DMLP",
  null,
  null,
  "SCWO",
  null,
  "REPL",
  "GD",
  null,
  "MSDL",
  "AOD",
  null,
  null,
  null,
  "GILD",
  null,
  null,
  "ALTO",
  "GIS",
  null,
  null,
  "BW",
  "HLT",
  "APLD",
  null,
  null,
  "HON",
  "HD",
  "BHK",
  null,
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FTS",
  "FBIN",
  "FMX",
  "FNV",
  "FTF",
  null,
  "BEN",
  null,
  "EBTC",
  "FE",
  "SNN",
  "UNP",
  "SCL",
  null,
  null,
  null,
  null,
  "GGN",
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  "SCCO",
  null,
  null,
  "SRRK",
  "OSCR",
  "FSCO",
  null,
  null,
  null,
  "GEVO",
  null,
  null,
  "ISRG",
  null,
  "FRPH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ACI",
  "HFRO",
  "HEI-A",
  null,
  "BTO",
  "HUBB",
  "HSBC",
  "HUBS",
  "EMXC",
  null,
  null,
  "HLI",
  "HTD",
  "HPK",
  null,
  "HMC",
  "HWM",
  "LEN",
  null,
  "ITW",
  null,
  null,
  null,
  null,
  "GSIE",
  "INGR",
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "RIVN",
  null,
  "ING",
  "EMR",
  null,
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NWL",
  "ICE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVT",
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PAYO",
  "IVW",
  "OUST",
  null,
  "PDSB",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SBFG",
  "BRW",
  "SA",
  null,
  null,
  null,
  null,
  null,
  null,
  "SOHO",
  "SEDG",
  "SWK",
  null,
  null,
  null,
  "SR",
  null,
  "TDW",
  null,
  null,
  "UHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "LAC.TO",
  null,
  "NAK",
  "IONQ",
  "RMT",
  null,
  "BBN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRF",
  null,
  null,
  null,
  null,
  "CXDO",
  null,
  null,
  "USGO",
  null,
  null,
  "KNSL",
  "KMI",
  null,
  null,
  null,
  null,
  null,
  "IQ",
  null,
  "LHX",
  "LRCX",
  "LAZ",
  "IWS",
  "LBTYK",
  null,
  "LIN",
  "MGIC",
  null,
  "MCR",
  null,
  null,
  null,
  "L",
  null,
  null,
  null,
  null,
  null,
  null,
  "GLU",
  null,
  "KOSS",
  "GDL",
  null,
  "ENSG",
  "MPC",
  null,
  null,
  "MMC",
  "TLRY",
  null,
  "MRVL",
  null,
  null,
  null,
  "SILA",
  "ATLX",
  null,
  null,
  "DRS",
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  "EXEL",
  "PODD",
  null,
  "RTO",
  "MDT",
  null,
  "ABCB",
  "APA",
  null,
  "BMI",
  null,
  null,
  null,
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "CORZ",
  "MS",
  "TMUS",
  "DXC",
  "DBX",
  "DOCS",
  "NEOG",
  "ENPH",
  "NDAQ",
  null,
  "ELF",
  "ESE",
  "EQT",
  "EXC",
  "ETSY",
  "EPM",
  "EVR",
  "EVRG",
  "FSS",
  "FRME",
  null,
  "FICO",
  null,
  null,
  null,
  null,
  "FHN",
  null,
  null,
  null,
  null,
  "FLS",
  "FTV",
  null,
  "GE",
  "THG",
  null,
  "GPC",
  null,
  null,
  null,
  null,
  "HQY",
  "GXO",
  null,
  "NTRS",
  "NI",
  "HEI",
  "RHI",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  null,
  "IMAX",
  "NVS",
  "TEVA",
  null,
  "HOV",
  "NU",
  "FMC",
  "OXY",
  null,
  null,
  null,
  null,
  null,
  "OMC",
  "ODFL",
  "PAI",
  null,
  null,
  null,
  "ORLY",
  "WIA",
  "ICLR",
  "IX",
  null,
  "ADM",
  "PCAR",
  "ZTO",
  null,
  "SMR",
  "DLN",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "FPF",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  null,
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  "IRT",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "REG",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  null,
  null,
  null,
  "VGSH",
  null,
  "DNP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  null,
  null,
  "MRCC",
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "PSTG",
  "KEYS",
  null,
  "MGA",
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  null,
  "AMGN",
  "KVUE",
  "MAS",
  null,
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  "PPG",
  null,
  "REGN",
  null,
  "FNDX",
  null,
  null,
  "ROK",
  null,
  "SLVM",
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "AAP",
  "PNFP",
  "MET",
  "UFPT",
  "PTGX",
  "SM",
  "ALCO",
  "LILAK",
  "DTM",
  "WMS",
  "VXF",
  "AGNC",
  "SOUN",
  "VV",
  "RCL",
  "ATNM",
  "PCTY",
  null,
  "VOE",
  "SITE",
  "MRNA",
  "MSEX",
  "SCHW",
  "MNST",
  "PRAX",
  "HUT",
  "PPC",
  "OSIS",
  "CNXN",
  "IVOO",
  "TSSI",
  "POR",
  "TLN",
  "ITRM",
  "MLTX",
  "ALC",
  "AEIS",
  null,
  null,
  "SLNO",
  null,
  null,
  "ACWV",
  null,
  null,
  "VWO",
  "LKQ",
  null,
  "GDV",
  "JBL",
  "VSS",
  null,
  null,
  "FOF",
  null,
  null,
  null,
  null,
  null,
  null,
  "KYN",
  null,
  null,
  "HR",
  null,
  null,
  "LGF-B",
  null,
  "NJR",
  null,
  null,
  "TCBK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "LBRDA",
  null,
  null,
  null,
  "NGG",
  null,
  null,
  "UVV",
  null,
  null,
  "EXP",
  null,
  null,
  "GRRR",
  "AEO",
  null,
  null,
  "EME",
  "VIG",
  null,
  null,
  "LAD",
  null,
  null,
  null,
  "LYG",
  null,
  null,
  null,
  "TTE",
  "TRGP",
  "MOD",
  null,
  "TOST",
  "TXT",
  "TMP",
  "TSCO",
  null,
  null,
  null,
  null,
  "NXT",
  "EDF",
  "GAIN",
  null,
  "NTNX",
  "ULTA",
  "IWO",
  "XLB",
  "GT",
  "WY",
  null,
  "MTD",
  "GNL",
  "IWN",
  "GPRO",
  "PATH",
  null,
  "GDDY",
  null,
  "GWRS",
  "SNY",
  "IEF",
  "GL",
  "GGG",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "LRN",
  "GSK",
  null,
  null,
  "OHI",
  "GPN",
  null,
  "RMD",
  "GRC",
  null,
  "PR",
  null,
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  null,
  "VYM",
  "AHR",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "GRBK",
  "VRT",
  "GES",
  "RLI",
  "MEDP",
  "R",
  null,
  "MUR",
  "SAIA",
  "MTDR",
  "RYN",
  "SEIC",
  "LECO",
  "ST",
  "MKSI",
  "RGLD",
  "NFG",
  "RH",
  "PRI",
  "LITE",
  "MLI",
  "PEN",
  "MAT",
  "MSA",
  null,
  "UGI",
  "ATO",
  "ARE",
  "ALGN",
  "MTN",
  "AON",
  "SWX",
  "VNT",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "BLD",
  null,
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "UBSI",
  "APH",
  "AMD",
  "SONY",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "WVE",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "HSIC",
  "EFX",
  "WEX",
  "AIZ",
  "NCLH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CODA",
  "EPAC",
  null,
  "ACT",
  "FLXS",
  "GSM",
  "ES",
  "FLNG",
  "HUYA",
  "HWKN",
  "INDB",
  "GTY",
  "HYLN",
  null,
  "IDCC",
  null,
  "IBP",
  null,
  null,
  "IFF",
  null,
  null,
  "INVH",
  null,
  "KNF",
  "LKFN",
  "LANC",
  null,
  "IDXX",
  "PJT",
  "BIPC",
  null,
  null,
  "IEX",
  null,
  "RACE",
  "FDS",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "SBRA",
  null,
  "LMAT",
  "RMBS",
  "ACIW",
  "ESGD",
  null,
  "HII",
  "AMC",
  "VGM",
  "ELME",
  "ABM",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "ARMK",
  null,
  null,
  null,
  "AMTM",
  null,
  null,
  "DOX",
  "ELS",
  null,
  null,
  "EGP",
  "CEF",
  "HDB",
  null,
  null,
  "HBAN",
  "PDD",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  null,
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VNQI",
  "BLV",
  null,
  null,
  "VYMI",
  "VALE",
  null,
  null,
  "MGK",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VIOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  "VRNA",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VREX",
  "VEEV",
  "VSTS",
  "VTRS",
  "V",
  "VKTX",
  null,
  "VIRT",
  null,
  "VSCO",
  "VST",
  "VICI",
  "COCO",
  "VRDN",
  "WD",
  "WFRD",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WAFD",
  "VYGR",
  "WABC",
  "WSBC",
  "WERN",
  "WES",
  "WCC",
  "WDC",
  "WBS",
  "WFC",
  "WAL",
  "WEN",
  "WST",
  "WELL",
  null,
  "WLY",
  null,
  null,
  "WSM",
  "WHR",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KLG",
  null,
  "XERS",
  "WPC",
  "XPEV",
  "XEL",
  "WDAY",
  null,
  null,
  "ZG",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "ZLAB",
  "Z",
  "XYL",
  "ZBRA",
  "ZETA",
  null,
  "IUSG",
  null,
  null,
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "ESI",
  "DTE",
  null,
  "AVNS",
  "DY",
  "POWI",
  "OPFI",
  "GRMN",
  "ONTO",
  "PTC",
  "CART",
  "GNTX",
  "FNF",
  "HY",
  "FOXA",
  "FCN",
  "MTB",
  "GEN",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "IHG",
  "SCHA",
  "HIW",
  "JBHT",
  "LW",
  "JNPR",
  "KEX",
  "MSCI",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "NDSN",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
  "MKL",
  "NOV",
  "NWN",
  null,
  "TER",
  "SO",
  "TAK",
  null,
  null,
  "TTD",
  "ON",
  null,
  "UFPI",
  "TNDM",
  "SON",
  "SBSW",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "TDOC",
  null,
  "BPOP",
  "OKTA",
  "HQL",
  "OTIS",
  "ONL",
  null,
  "SLG",
  "SW",
  "PSX",
  null,
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "SHG",
  "RBLX",
  null,
  null,
  "TDY",
  "S",
  "SLAB",
  null,
  "SYY",
  "DIA",
  "ORI",
  null,
  "TS",
  "SEE",
  "SKWD",
  null,
  "SPOT",
  null,
  null,
  null,
  "MANH",
  "LYV",
  null,
  null,
  "FTDR",
  null,
  "MTUM",
  "LYB",
  "ZION",
  null,
  null,
  "LNTH",
  null,
  null,
  "IUSV",
  null,
  null,
  "UHS",
  null,
  "GEV",
  "CHWY",
  null,
  "TRI.TO",
  "ZBH",
  "DGRO",
  "GAP",
  "MCK",
  "PEGA",
  null,
  "MTH",
  null,
  "NVT",
  null,
  "PAAS",
  "SPYV",
  null,
  null,
  "PCVX",
  "EXR",
  "GWW",
  null,
  null,
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  "PZZA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  "STLA",
  "STM",
  null,
  null,
  "MKTX",
  "KMB",
  "LULU",
  "AUR",
  "ADP",
  "AZO",
  "BCPC",
  "AVA",
  "BAC",
  null,
  "OZK",
  "BBVA",
  "BBD",
  "BBWI",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BRBR",
  "BHP",
  "BKH",
  "BLKB",
  null,
  null,
  null,
  "BPMC",
  "BA",
  "BAH",
  null,
  "OWL",
  "BFH",
  "BWA",
  "BMY",
  "BBIO",
  "BRC",
  "BOX",
  "BTI",
  "BRX",
  "BLDR",
  "BAM.TO",
  "BRKR",
  "BR",
  "CACI",
  "CHRW",
  "WHD",
  "CADE",
  "BWXT",
  "BXP",
  "AI",
  "BURL",
  "CALX",
  "CWH",
  "CWT",
  "CALM",
  "CCJ",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CVNA",
  "CARG",
  "CPRI",
  "CARR",
  "CCL",
  "CSL",
  "CBRE",
  "CDW",
  "IGR",
  "SAVA",
  "CPRX",
  "CASY",
  "CENT",
  "CENTA",
  "CCS",
  "CNC",
  "CNP",
  "CF",
  "CC",
  "SKY",
  "CPK",
  "CRL",
  "CVX",
  "CIM",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CWEN-A",
  "CME",
  "KO",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COLM",
  "CAG",
  "COP",
  "CVLT",
  "CTBI",
  "CMPO",
  "CODI",
  "CFLT",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRBG",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRGY",
  "CXT",
  "CRNX",
  "CRDO",
  "CBRL",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "CUBE",
  "CFR",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DK",
  "DELL",
  "DE",
  "DHIL",
  "DB",
  "DSGX",
  "DNTH",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  "DDS",
  "DFS",
  "DLR",
  "DOCU",
  "DOCN",
  "DBRG",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "WULF",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: creative-financial-designs-inc-adv
Manager Name: Creative-Financial-Designs-Inc-Adv

Data Enrichment

62% identified

1,285 identified775 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,060 positions • $1,252,586.841K total value

2,060 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 1 of 103

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78464A508

SPYV|78464A508

Shares:789.6K

Value:$40.3M

464287572

Shares:390.0K

Value:$37.6M

92206C680

VONG|92206C680

Shares:393.8K

Value:$36.5M

316188309

Shares:797.6K

Value:$36.4M

922908744

VTV|922908744

Shares:183.7K

Value:$31.7M

92206C409

Shares:397.5K

Value:$31.4M

78468R101

Shares:925.0K

Value:$27.0M

Apple Inc.

AAPL|037833100

Shares:121.2K

Value:$26.9M

92206C706

VGIT|92206C706

Shares:379.6K

Value:$22.5M

92206C102

VGSH|92206C102

Shares:375.1K

Value:$22.0M

46434V100

Shares:423.4K

Value:$21.3M

464288307

Shares:292.6K

Value:$20.9M

66538H369

Shares:712.4K

Value:$20.6M

ELI LILLY & Co

LLY|532457108

Shares:24.4K

Value:$20.2M

46137V241

Shares:302.2K

Value:$20.0M

464287663

IUSV|464287663

Shares:213.9K

Value:$19.7M

922908736

VUG|922908736

Shares:52.2K

Value:$19.4M

AMAZON COM INC

AMZN|023135106

Shares:101.1K

Value:$19.2M

66538H633

Shares:673.3K

Value:$16.0M

92204A876

Shares:88.8K

Value:$15.2M

Instrument	Shares		Other Manager	Value
(SPYVcusip78464A508)	789.6K	QoQ +5.35% (+40.1K) YoY +10.25% (+73.5K)	All Managers (Combined)	$40.3M	QoQ +5.20% (+$2.0M) YoY +12.39% (+$4.4M)
(cusip464287572)✕	390.0K	QoQ +5.34% (+19.8K) YoY +2432.63% (+374.6K)	All Managers (Combined)	$37.6M	QoQ +0.65% (+$246.1K) YoY +2627.51% (+$36.2M)
(VONGcusip92206C680)	393.8K	QoQ +4.40% (-16.6K) YoY -3.72% (-15.2K)	All Managers (Combined)	$36.5M	QoQ -6.21% (-$2.4M) YoY +3.07% (-$1.1M)
(cusip316188309)✕	797.6K	QoQ +2.95% (+22.9K) YoY +12.61% (+89.4K)	All Managers (Combined)	$36.4M	QoQ +4.74% (+$1.6M) YoY +13.46% (+$4.3M)
(VTVcusip922908744)	183.7K	QoQ +8.12% (+13.8K) YoY +8.09% (+13.8K)	All Managers (Combined)	$31.7M	QoQ +10.32% (+$3.0M) YoY +14.65% (+$4.1M)
(cusip92206C409)✕	397.5K	QoQ +8.11% (+29.8K) YoY +15.22% (+52.5K)	All Managers (Combined)	$31.4M	QoQ +9.40% (+$2.7M) YoY +17.65% (+$4.7M)
(cusip78468R101)✕	925.0K	QoQ +1.24% (+11.3K) YoY -15.71% (-172.4K)	All Managers (Combined)	$27.0M	QoQ +2.04% (+$541.4K) YoY -14.77% (-$4.7M)
Apple Inc.(AAPLcusip037833100)	121.2K	QoQ +0.49% (-593) YoY +15.03% (+15.8K)	All Managers (Combined)	$26.9M	QoQ -10.86% (-$3.3M) YoY +49.01% (+$8.9M)
(VGITcusip92206C706)	379.6K	QoQ +6.39% (+22.8K) YoY +45.34% (+118.4K)	All Managers (Combined)	$22.5M	QoQ +8.96% (+$1.9M) YoY +47.45% (+$7.3M)
(VGSHcusip92206C102)	375.1K	QoQ +3.89% (+14.1K) YoY +10.38% (+35.3K)	All Managers (Combined)	$22.0M	QoQ +4.80% (+$1.0M) YoY +11.55% (+$2.3M)
(cusip46434V100)✕	423.4K	QoQ +3.40% (+13.9K) YoY +23.91% (+81.7K)	All Managers (Combined)	$21.3M	QoQ +4.52% (+$922.3K) YoY +26.58% (+$4.5M)
(cusip464288307)✕	292.6K	QoQ +1.66% (-4.8K) YoY +2.96% (+8.4K)	All Managers (Combined)	$20.9M	QoQ -3.85% (-$837.0K) YoY +4.05% (+$814.8K)
(cusip66538H369)✕	712.4K	QoQ -0.08% (-590) YoY -4.05% (-30.1K)	All Managers (Combined)	$20.6M	QoQ -6.56% (-$1.4M) YoY -7.84% (-$1.8M)
ELI LILLY & Co(LLYcusip532457108)	24.4K	QoQ +49.56% (+8.1K) YoY +60.67% (+9.2K)	All Managers (Combined)	$20.2M	QoQ +60.00% (+$7.6M) YoY +70.57% (+$8.3M)
(cusip46137V241)✕	302.2K	QoQ +20.60% (+51.6K) YoY +6539.26% (+297.6K)	All Managers (Combined)	$20.0M	QoQ +19.36% (+$3.3M) YoY +7189.78% (+$19.8M)
(IUSVcusip464287663)	213.9K	QoQ +6.66% (+13.4K) YoY +45.37% (+66.8K)	All Managers (Combined)	$19.7M	QoQ +6.31% (+$1.2M) YoY +48.34% (+$6.4M)
(VUGcusip922908736)	52.2K	QoQ +4.19% (-2.1K) YoY +242.03% (+37.0K)	All Managers (Combined)	$19.4M	QoQ -5.86% (-$1.2M) YoY +268.48% (+$14.1M)
AMAZON COM INC(AMZNcusip023135106)	101.1K	QoQ +8.18% (-7.7K) YoY +13.32% (+11.9K)	All Managers (Combined)	$19.2M	QoQ -6.17% (-$1.3M) YoY +19.52% (+$3.1M)
(cusip66538H633)✕	673.3K	QoQ -1.03% (-7.0K) YoY +31.38% (+160.8K)	All Managers (Combined)	$16.0M	QoQ +0.27% (-$44.4K) YoY +32.89% (+$4.0M)
(cusip92204A876)✕	88.8K	QoQ +8.57% (+7.0K) YoY +746.38% (+78.3K)	All Managers (Combined)	$15.2M	QoQ +13.48% (+$1.8M) YoY +913.93% (+$13.7M)