CIK 819864
CREATIVE FINANCIAL DESIGNS INC /ADV
Institutional 13F holdings & portfolio
Holdings
2,064
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 2,064
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC COM CL A | 2K | $100K–$500K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 3K | $100K–$500K | SH |
| NFEB | INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY | 6K | $100K–$500K | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| WMS | ADVANCED DRAIN SYS INC DEL COM | 1K | $100K–$500K | SH |
| MTBA | SIMPLIFY MBS ETF | 3K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC COM | 835 | $100K–$500K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 6K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 3K | $100K–$500K | SH |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | 1K | $100K–$500K | SH |
| SIXJ | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | 5K | $100K–$500K | SH |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X SHARES | 1K | $100K–$500K | SH |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | 7K | $100K–$500K | SH |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | 4K | $100K–$500K | SH |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| NEM | NEWMONT CORP COM | 2K | $100K–$500K | SH |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | 6K | $100K–$500K | SH |
| NYM | AB NEW YORK INTERMEDIATE MUNICIPAL ETF | 7K | $100K–$500K | SH |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 7K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC COM | 515 | $100K–$500K | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 648 | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC COM | 10K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO COM | 840 | $100K–$500K | SH |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | 15K | $100K–$500K | SH |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 1K | $100K–$500K | SH |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | 4K | $100K–$500K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 1K | $100K–$500K | SH |
| NDEC | INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER | 6K | $100K–$500K | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 2K | $100K–$500K | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 660 | $100K–$500K | SH |
| RWO | SPDR DJ GLOBAL REAL ESTATE ETF | 4K | $100K–$500K | SH |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 890 | $100K–$500K | SH |
| FTS | FORTIS INC COM | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 804 | $100K–$500K | SH |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 3K | $100K–$500K | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 2K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 557 | $100K–$500K | SH |
| SAUG | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | 6K | $100K–$500K | SH |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | 5K | $100K–$500K | SH |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| NET | CLOUDFLARE INC CL A COM | 776 | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 1K | $100K–$500K | SH |
| PSX | PHILLIPS 66 COM | 1K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 406 | $100K–$500K | SH |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | 4K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 2K | $100K–$500K | SH |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | 4K | $100K–$500K | SH |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | 4K | $100K–$500K | SH |