CREATIVE FINANCIAL DESIGNS INC /ADV Portfolio Holdings
Q3 2025•2,015 long positions•$1.5B portfolio value
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Holding2,103 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $45.7M 3.11% | +$2.0M Bought | — 825.8K shares | 789.2K → 825.8K +$2.0M | +4.65% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $43.4M 2.96% | +$1.2M Bought | — 232.9K shares | 226.3K → 232.9K +$1.2M | +2.91% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $37.5M 2.56% | +$13.7M Bought | — 625.4K shares | 396.9K → 625.4K +$13.7M | +57.6% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $35.0M 2.38% | +$17.1M Bought | — 390.9K shares | 199.9K → 390.9K +$17.1M | +95.54% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $34.4M 2.35% | +$645.8K Bought | — 285.8K shares | 280.4K → 285.8K +$645.8K | +1.91% | — — | Q2 2020 Held for 5y 5m | |
Consumer Electronics Technology | $32.3M 2.2% | -$23.7K Sold | 0.001% 126.9K shares | 127.0K → 126.9K −$23.7K | -0.07% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $27.7M 1.89% | +$1.4M Bought | — 944.2K shares | 897.1K → 944.2K +$1.4M | +5.25% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $26.7M 1.82% | +$591.4K Bought | — 55.8K shares | 54.5K → 55.8K +$591.4K | +2.26% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $26.7M 1.82% | +$228.8K Bought | — 635.5K shares | 630.0K → 635.5K +$228.8K | +0.86% | — — | Q2 2022 Held for 3y 5m | |
Specialty Retail Consumer Cyclical | $25.5M 1.74% | -$73.6K Sold | 0.001% 116.2K shares | 116.5K → 116.2K −$73.6K | -0.29% | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $25.2M 1.72% | +$2.3M Bought | — 428.0K shares | 388.5K → 428.0K +$2.3M | +10.19% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $23.6M 1.61% | +$1.1M Bought | — 463.6K shares | 442.8K → 463.6K +$1.1M | +4.7% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $22.7M 1.54% | +$932.8K Bought | — 937.9K shares | 899.3K → 937.9K +$932.8K | +4.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.5M 1.47% | +$585.3K Bought | — 465.7K shares | 453.1K → 465.7K +$585.3K | +2.79% | — — | Q3 2020 Held for 5y 2m | |
Drug Manufacturers - General Healthcare | $20.7M 1.41% | +$75.5K Bought | 0.003% 27.2K shares | 27.1K → 27.2K +$75.5K | +0.37% | $684.00B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $20.7M 1.41% | +$667.2K Bought | — 51.5K shares | 49.8K → 51.5K +$667.2K | +3.33% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.0M 1.36% | -$11.0M Sold | — 250.3K shares | 387.4K → 250.3K −$11.0M | -35.4% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $18.9M 1.29% | +$982.1K Bought | — 99.6K shares | 94.4K → 99.6K +$982.1K | +5.49% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $17.6M 1.2% | +$718.8K Bought | — 240.5K shares | 230.7K → 240.5K +$718.8K | +4.25% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.4M 1.12% | +$867.8K Bought | — 464.7K shares | 440.1K → 464.7K +$867.8K | +5.59% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $16.0M 1.09% | +$960.9K Bought | — 335.9K shares | 315.7K → 335.9K +$960.9K | +6.41% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $14.9M 1.02% | +$917.5K Bought | — 313.4K shares | 294.2K → 313.4K +$917.5K | +6.54% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $14.3M 0.971% | +$223.0K Bought | — 183.8K shares | 181.0K → 183.8K +$223.0K | +1.59% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $14.2M 0.964% | +$818.6K Bought | — 527.3K shares | 496.8K → 527.3K +$818.6K | +6.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $14.0M 0.952% | +$1.3M Bought | — 168.3K shares | 153.2K → 168.3K +$1.3M | +9.87% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.8M 0.938% | +$225.1K Bought | — 239.6K shares | 235.6K → 239.6K +$225.1K | +1.66% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $12.3M 0.839% | +$163.1K Bought | — 148.8K shares | 146.8K → 148.8K +$163.1K | +1.34% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $12.3M 0.836% | +$452.9K Bought | — 226.5K shares | 218.1K → 226.5K +$452.9K | +3.83% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $12.1M 0.825% | +$280.4K Bought | — 20.2K shares | 19.7K → 20.2K +$280.4K | +2.37% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $11.7M 0.798% | +$224.8K Bought | — 314.9K shares | 308.8K → 314.9K +$224.8K | +1.96% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $11.4M 0.776% | +$2.8M Bought | — 274.1K shares | 206.1K → 274.1K +$2.8M | +33.02% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $11.3M 0.767% | -$13.9M Sold | — 112.6K shares | 251.2K → 112.6K −$13.9M | -55.18% | — — | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $10.5M 0.714% | -$167.5K Sold | 0.0% 56.2K shares | 57.1K → 56.2K −$167.5K | -1.57% | $4.54T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $10.4M 0.707% | +$325.0K Bought | — 233.5K shares | 226.2K → 233.5K +$325.0K | +3.23% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.8M 0.667% | +$18.8K Bought | — 323.2K shares | 322.6K → 323.2K +$18.8K | +0.19% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $9.5M 0.644% | +$140.2K Bought | — 15.4K shares | 15.2K → 15.4K +$140.2K | +1.51% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $8.9M 0.609% | +$516.7K Bought | — 12.0K shares | 11.3K → 12.0K +$516.7K | +6.13% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $8.9M 0.609% | +$541.8K Bought | — 175.3K shares | 164.7K → 175.3K +$541.8K | +6.45% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.4M 0.571% | +$189.4K Bought | — 123.3K shares | 120.6K → 123.3K +$189.4K | +2.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.3M 0.564% | +$422.6K Bought | — 122.1K shares | 115.9K → 122.1K +$422.6K | +5.38% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $7.6M 0.518% | +$741.8K Bought | — 53.9K shares | 48.7K → 53.9K +$741.8K | +10.81% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $7.5M 0.511% | -$3.7M Sold | — 26.6K shares | 39.7K → 26.6K −$3.7M | -32.97% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $7.4M 0.507% | +$294.4K Bought | — 124.1K shares | 119.2K → 124.1K +$294.4K | +4.12% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $7.0M 0.477% | +$770.8K Bought | — 298.4K shares | 265.6K → 298.4K +$770.8K | +12.37% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.0M 0.474% | +$329.0K Bought | — 251.0K shares | 239.1K → 251.0K +$329.0K | +4.96% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.8M 0.466% | +$123.0K Bought | — 104.9K shares | 103.0K → 104.9K +$123.0K | +1.83% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $6.8M 0.462% | -$2.6M Sold | — 10.2K shares | 14.1K → 10.2K −$2.6M | -27.58% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $6.8M 0.46% | -$102.0K Sold | — 211.6K shares | 214.8K → 211.6K −$102.0K | -1.49% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $6.6M 0.449% | +$1.7M Bought | — 129.9K shares | 96.6K → 129.9K +$1.7M | +34.43% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $6.5M 0.445% | +$300.1K Bought | — 139.5K shares | 133.1K → 139.5K +$300.1K | +4.82% | — — | Q1 2018 Held for 7y 8m |
