CREATIVE FINANCIAL DESIGNS INC /ADV Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$1.4B

Holdings

2,008

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,008 positions)

StockValue
DOCSDOXIMITY INC CL A
$131K
FJULFT VEST U.S. EQUITY BUFFER ETF - JULY
$130K
ZBHZIMMER BIOMET HOLDINGS INC COM
$130K
IBHFISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
$129K
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$129K
RSPGINVESCO S&P 500 EQUAL WEIGHT ENERGY ETF
$128K
PSIXPOWER SOLUTIONS INTL INC COM NEW
$128K
EWJISHARES MSCI JAPAN ETF
$128K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$127K
HOODROBINHOOD MKTS INC COM CL A
$127K
DELLDELL TECHNOLOGIES INC CL C
$127K
PMARINNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
$127K
CBCHUBB LIMITED COM
$125K
HEGDSWAN HEDGED EQUITY US LARGE CAP ETF
$124K
RCLROYAL CARIBBEAN GROUP COM
$124K
VIRTVIRTU FINL INC CL A
$123K
VTWVVANGUARD RUSSELL 2000 VALUE ETF
$123K
QQQINEOS NASDAQ 100 HIGH INCOME ETF
$123K
AHRAMERICAN HEALTHCARE REIT INC COM SHS
$122K
IWDISHARES RUSSELL 1000 VALUE ETF
$122K
YJUNFT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE
$122K
REGNREGENERON PHARMACEUTICALS COM
$121K
PHYLPGIM ACTIVE HIGH YIELD BOND ETF
$120K
FTXOFIRST TRUST NASDAQ BANK ETF
$119K
IDIINTERDIGITAL INC COM
$119K
LECOLINCOLN ELEC HLDGS INC COM
$119K
SONSONOCO PRODS CO COM
$118K
HTOH2O AMERICA COM
$118K
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
$117K
COINCOINBASE GLOBAL INC COM CL A
$117K
TRYBARINGS BDC INC COM
$117K
NYFISHARES NEW YORK MUNI BOND ETF
$116K
FXUFIRST TRUST UTILITIES ALPHADEX FUND
$114K
AIOOALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF
$114K
FENYFIDELITY MSCI ENERGY INDEX ETF
$113K
MTNVAIL RESORTS INC COM
$113K
TBILUS TREASURY 3 MONTH BILL ETF
$112K
DVADAVITA INC COM
$112K
IGMISHARES EXPANDED TECH SECTOR ETF
$112K
VGLTVANGUARD LONG-TERM TREASURY ETF
$111K
WECWEC ENERGY GROUP INC COM
$111K
AXPAMERICAN EXPRESS CO COM
$111K
EVSMEATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
$111K
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$111K
DNPDNP SELECT INCOME FD INC COM
$111K
HERDPACER CASH COWS FUND OF FUNDS ETF
$110K
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF
$110K
FQIDIGITAL RLTY TR INC COM
$110K
FICOFAIR ISAAC CORP COM
$110K
NNOVINNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER
$109K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$109K
ODFLOLD DOMINION FREIGHT LINE INC COM
$108K
MNANYLI MERGER ARBITRAGE ETF
$108K
TJXTJX COS INC NEW COM
$107K
LYVLIVE NATION ENTERTAINMENT INC COM
$106K
OREALTY INCOME CORP COM
$106K
RPMRPM INTL INC COM
$104K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$104K
MOALTRIA GROUP INC COM
$103K
MINOPIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND
$103K
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$103K
FCXFREEPORT-MCMORAN INC CL B
$102K
CTBICOMMUNITY TR BANCORP INC COM
$102K
GBDCGOLUB CAP BDC INC COM
$102K
ROPROPER TECHNOLOGIES INC COM
$101K
DOCNDIGITALOCEAN HLDGS INC COM
$101K
NTAPNETAPP INC COM
$101K
RWOSPDR DJ GLOBAL REAL ESTATE ETF
$100K
IWNISHARES RUSSELL 2000 VALUE ETF
$100K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$100K
ADMARCHER DANIELS MIDLAND CO COM
$99K
WRBBERKLEY W R CORP COM
$99K
EIRLISHARES MSCI IRELAND ETF
$99K
BRCBRADY CORP CL A
$99K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$98K
NDECINNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER
$98K
INODINNODATA INC COM NEW
$97K
CNRCANADIAN NATL RY CO COM
$97K
SIXOALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF
$97K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$95K
UBSUBS GROUP AG SHS
$95K
SCHQSCHWAB LONG-TERM U.S. TREASURY ETF
$94K
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
$94K
PKWINVESCO BUYBACK ACHIEVERS ETF
$94K
YMARFT VEST INTERNATIONAL EQUITY MODERATE BUFFER
$93K
WELLWELLTOWER INC COM
$92K
HTRBHARTFORD TOTAL RETURN BOND ETF
$92K
ARMKARAMARK COM
$92K
MLB1MERCADOLIBRE INC COM
$91K
DALDELTA AIR LINES INC DEL COM NEW
$91K
USMFWISDOMTREE U.S. MULTIFACTOR FUND
$91K
DGRSWISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND
$91K
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
$91K
AQLTISHARES DJ SELECT DIVIDEND
$91K
VTCVANGUARD TOTAL CORPORATE BOND ETF
$90K
NEMNEWMONT CORP COM
$90K
HCAHCA HEALTHCARE INC COM
$89K
PFFDGLOBAL X U.S. PREFERRED ETF
$88K
EDFVIRTUS STONE HBR EMRG MKTS INC COM
$88K
SPGPINVESCO S&P 500 GARP ETF
$88K
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