CREATIVE FINANCIAL DESIGNS INC /ADV Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.5B

Holdings

2,047

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (2,047 positions)

StockValue
VPLVANGUARD FTSE PACIFIC ETF
$12K
RNRRENAISSANCERE HLDGS LTD COM
$12K
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF
$12K
AYIACUITY INC COM
$12K
DTCRGLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF
$12K
FISVFISERV INC COM
$12K
FTXLFIRST TRUST NASDAQ SEMICONDUCTOR ETF
$12K
TELTE CONNECTIVITY PLC ORD SHS
$12K
COLLCOLLEGIUM PHARMACEUTICAL INC COM
$12K
BLDRBUILDERS FIRSTSOURCE INC COM
$12K
EEMISHARES MSCI EMERGING MARKETS ETF
$12K
FBCVFIDELITY BLUE CHIP VALUE ETF
$12K
NINISOURCE INC COM
$12K
ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
$12K
JBHTHUNT J B TRANS SVCS INC COM
$12K
SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
$12K
IYRISHARES U.S. REAL ESTATE ETF
$12K
XEADXALLSPRING INCOME OPPORTUNIT INC OPPTY FD
$12K
WINNHARBOR LONG-TERM GROWERS ETF
$12K
PSKYPARAMOUNT SKYDANCE CORP COM CL B
$12K
HLNHALEON PLC SPON ADS
$12K
ZIONZIONS BANCORPORATION N A COM
$12K
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$12K
NFJVIRTUS DIVIDEND INTEREST & PR COM
$12K
SHELSHELL PLC SPON ADS
$12K
BBMCJPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF
$12K
DEAEASTERLY GOVT PPTYS INC COM SHS
$11K
PECOPHILLIPS EDISON & CO INC COMMON STOCK
$11K
CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF
$11K
WABWABTEC COM
$11K
WULFTERAWULF INC COM
$11K
FEFIRSTENERGY CORP COM
$11K
CCSCENTURY CMNTYS INC COM
$11K
BCSBARCLAYS PLC ADR
$11K
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$11K
BBSCJPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND
$11K
XSDSPDR S&P SEMICONDUCTOR ETF
$11K
FSMDFIDELITY SMALL-MID MULTIFACTOR ETF
$11K
METMETLIFE INC COM
$11K
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
$11K
LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF
$11K
SYLDCAMBRIA SHAREHOLDER YIELD ETF
$11K
ALBALBEMARLE CORP COM
$11K
EMDMFIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF
$11K
XPOXPO INC COM
$11K
NLRVANECK URANIUM AND NUCLEAR ETF
$11K
AJGGALLAGHER ARTHUR J & CO COM
$11K
KELKELLANOVA COM
$11K
YUMCYUM CHINA HLDGS INC COM
$11K
ZTSZOETIS INC CL A
$11K
AMZUDIREXION DAILY AMZN BULL 2X SHARES
$11K
GLWCORNING INC COM
$11K
VKTXVIKING THERAPEUTICS INC COM
$11K
ADSKAUTODESK INC COM
$10K
LIVNLIVANOVA PLC SHS
$10K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$10K
ESGEISHARES ESG AWARE MSCI EM ETF
$10K
CMGCHIPOTLE MEXICAN GRILL INC COM
$10K
SNDKSANDISK CORP COM
$10K
AIGAMERICAN INTL GROUP INC COM NEW
$10K
PPTPUTNAM PREMIER INCOME TR SH BEN INT
$10K
FASTFASTENAL CO COM
$10K
RALRALLIANT CORP COM
$10K
LTPZPIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
$10K
UTESVIRTUS REAVES UTILITIES ETF
$10K
NVBTALLIANZIM U.S. LARGE CAP BUFFER10 NOV ETF
$10K
CA8ACACI INTL INC CL A
$10K
ETSYETSY INC COM
$10K
ZETAZETA GLOBAL HOLDINGS CORP CL A
$10K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$10K
SOLVSOLVENTUM CORP COM SHS
$10K
DTMDT MIDSTREAM INC COMMON STOCK
$10K
SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
$10K
UFPIUFP INDUSTRIES INC COM
$10K
BLVVANGUARD LONG-TERM BOND ETF
$10K
SOXQINVESCO PHLX SEMICONDUCTOR ETF
$10K
GLUGABELLI GLOBL UTIL & INCOME TR COM SH BEN INT
$10K
CARTMAPLEBEAR INC COM
$10K
6RJ0ROCKET LAB CORP COM
$10K
OCTQINNOVATOR PREMIUM INCOME 40 BARRIER ETF - OCTOBER
$10K
GPNGLOBAL PMTS INC COM
$10K
PTCPTC INC COM
$10K
JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF
$10K
STTSTATE STR CORP COM
$9K
MODMODINE MFG CO COM
$9K
TCBKTRICO BANCSHARES COM
$9K
MDBMONGODB INC CL A
$9K
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
$9K
MRSHMARSH & MCLENNAN COS INC COM
$9K
NRANRG ENERGY INC COM NEW
$9K
IRMIRON MTN INC DEL COM
$9K
BHPBHP GROUP LTD SPONSORED ADS
$9K
WF2WINTRUST FINL CORP COM
$9K
CFGCITIZENS FINL GROUP INC COM
$9K
MASMASCO CORP COM
$9K
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF
$9K
UVVUNIVERSAL CORP VA COM
$9K
PSFFPACER SWAN SOS FUND OF FUNDS ETF
$9K
ULUNILEVER PLC SPON ADR NEW
$9K
NVONOVO-NORDISK A S ADR
$9K
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