CREATIVE FINANCIAL DESIGNS INC /ADV has disclosed 1579 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $962.00 Mil. The turnover rate is 10%.
In CREATIVE FINANCIAL DESIGNS INC /ADV's current portfolio as of 2023-12-31, the top 5 holdings are
iShares Morningstar Mid-Cap Growth ETF (JKH), SPDR Portfolio S&P 500 Value ETF (SPYV), Vanguard Russell 1000 Growth Index Fund (VONG), Fidelity Total Bond ETF (FBND), SPDR Portfolio Short Term Treasury ETF (SPTS), not including call and put options.
CREATIVE FINANCIAL DESIGNS INC /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for CREATIVE FINANCIAL DESIGNS INC /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for CREATIVE FINANCIAL DESIGNS INC /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for CREATIVE FINANCIAL DESIGNS INC /ADV.
