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 701–750 of 2,064
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | 2K | $50K–$100K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 288 | $50K–$100K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | 987 | $50K–$100K | SH |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 1K | $50K–$100K | SH |
| MFC | MANULIFE FINL CORP COM | 2K | $50K–$100K | SH |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | 3K | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 331 | $50K–$100K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | 2K | $50K–$100K | SH |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 806 | $50K–$100K | SH |
| SEPW | ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | 3K | $50K–$100K | SH |
| ARMK | ARAMARK COM | 2K | $50K–$100K | SH |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | 2K | $50K–$100K | SH |
| HACK | AMPLIFY CYBERSECURITY ETF | 1K | $50K–$100K | SH |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2K | $50K–$100K | SH |
| CPRJ | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | 3K | $50K–$100K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 3K | $50K–$100K | SH |
| KLAC | KLA CORP COM NEW | 65 | $50K–$100K | SH |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | 2K | $50K–$100K | SH |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | 2K | $50K–$100K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 177 | $50K–$100K | SH |
| SYSB | ISHARES SYSTEMATIC BOND ETF | 875 | $50K–$100K | SH |
| VFH | VANGUARD FINANCIALS ETF | 585 | $50K–$100K | SH |
| F | FORD MTR CO COM | 6K | $50K–$100K | SH |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 2K | $50K–$100K | SH |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 2K | $50K–$100K | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 2K | $50K–$100K | SH |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | 2K | $50K–$100K | SH |
| CPSD | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER | 3K | $50K–$100K | SH |
| TNDM | TANDEM DIABETES CARE INC COM NEW | 3K | $50K–$100K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 129 | $50K–$100K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | 3K | $50K–$100K | SH |
| WRB | BERKLEY W R CORP COM | 1K | $50K–$100K | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 655 | $50K–$100K | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 492 | $50K–$100K | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 68 | $50K–$100K | SH |
| GLXY | GALAXY DIGITAL INC. CL A | 3K | $50K–$100K | SH |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | 3K | $50K–$100K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | 14K | $50K–$100K | SH |
| SPTB | STATE STREET SPDR PORTFOLIO TREASURY ETF | 2K | $50K–$100K | SH |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | 1K | $50K–$100K | SH |
| SNPS | SYNOPSYS INC COM | 152 | $50K–$100K | SH |
| SOUN | SOUNDHOUND AI INC CLASS A COM | 7K | $50K–$100K | SH |
| KEY | KEYCORP COM | 3K | $50K–$100K | SH |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | 2K | $50K–$100K | SH |
| EPS | WISDOMTREE U.S. LARGECAP FUND | 994 | $50K–$100K | SH |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 814 | $50K–$100K | SH |
| PFFD | GLOBAL X U.S. PREFERRED ETF | 4K | $50K–$100K | SH |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | 1K | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 13 | $50K–$100K | SH |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 1K | $50K–$100K | SH |