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 201–250 of 2,064
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 6K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 4K | $1M+ | SH |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | 29K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 2K | $1M+ | SH |
| WY | WEYERHAEUSER CO MTN BE COM NEW | 53K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | 19K | $1M+ | SH |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 52K | $1M+ | SH |
| CRM | SALESFORCE INC COM | 5K | $1M+ | SH |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 15K | $1M+ | SH |
| SCHP | SCHWAB US TIPS ETF | 46K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 6K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 6K | $1M+ | SH |
| PBTP | INVESCO 0-5 YR US TIPS ETF | 45K | $1M+ | SH |
| LOW | LOWES COS INC COM | 5K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 7K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 2K | $1M+ | SH |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 11K | $1M+ | SH |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 34K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 27K | $1M+ | SH |
| JANU | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF | 39K | $1M+ | SH |
| CSX | CSX CORP COM | 29K | $1M+ | SH |
| PR | PERMIAN RESOURCES CORP CLASS A COM | 75K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 13K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 38K | $1M+ | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 3K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 11K | $1M+ | SH |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 29K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 8K | $1M+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 9K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 5K | $500K+ | SH |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 13K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 18K | $500K+ | SH |
| SILA | SILA REALTY TRUST INC COMMON STOCK | 42K | $500K+ | SH |
| WMT | WALMART INC COM | 9K | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 5K | $500K+ | SH |
| NOCT | INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | 16K | $500K+ | SH |
| AGZ | ISHARES AGENCY BOND ETF | 8K | $500K+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | 147K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 2K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP COM | 5K | $500K+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 12K | $500K+ | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 10K | $500K+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 4K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC COM | 9K | $500K+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 5K | $500K+ | SH |
| SYY | SYSCO CORP COM | 12K | $500K+ | SH |
| USB | US BANCORP DEL COM NEW | 16K | $500K+ | SH |
| O | REALTY INCOME CORP COM | 15K | $500K+ | SH |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | 16K | $500K+ | SH |