IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Creative Financial Designs Inc

Q4 2022 Holdings

Filed 2023-02-01 | 1300 holdings | $677.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab U.S. REIT ETF(SCHH)ETF808524847$76.1K3,9450.0%
Plug Power Inc COM New(PLUG)Stock72919P202$76.4K6,1750.0%
Pimco Enhanced Short Maturity Active ETF(MINT)ETF72201R833$76.5K7750.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$76.6K6010.0%
Iridium Communications Inc COM(IRDM)Stock46269C102$77.1K1,5000.0%
Cigna Corp New COM(CI)Stock125523100$77.2K2330.0%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$77.4K3,1200.0%
Davita Inc COM(DVA)Stock23918K108$77.8K1,0420.0%
Fidelity Msci Energy Index ETF(FENY)ETF316092402$78.1K3,2750.0%
Generac Hldgs Inc COM(GNRC)Stock368736104$79.0K7850.0%
Allianzim U.S. Large Cap Buffer20 DEC ETF(DECW)ETF00888H794$79.3K3,2500.0%
First Trust Nasdaq Bank ETF(FTXO)ETF33738R860$79.5K3,0350.0%
Energy Transfer L P COM UT LTD PTN(ET)Stock29273V100$79.6K6,7100.0%
MP Materials Corp COM CL A(MP)Stock553368101$80.3K3,3080.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$81.0K8240.0%
Ishares Short Treasury Bond ETF(SHV)ETF464288679$81.0K7370.0%
Welltower Inc COM(WELL)REIT95040Q104$81.0K1,2350.0%
Global X MLP ETF(MLPA)ETF37954Y343$81.6K1,9770.0%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$82.1K3,1000.0%
BlackRock U.S. Carbon Transition Readiness ETF(LCTU)ETF09290C509$82.3K1,9390.0%
Vanguard Financials ETF(VFH)ETF92204A405$82.7K1,0000.0%
First Trust Energy Alphadex Fund(FXN)ETF33734X127$82.8K4,8440.0%
First Busey Corp COM New(BUSE)Stock319383204$83.3K3,3680.0%
American Elec PWR Co Inc COM(AEP)Stock025537101$84.0K8850.0%
Dynavax Technologies Corp COM New(DVAX)Stock268158201$84.1K7,9000.0%
Theratechnologies Inc COMStock88338H100$84.1K95,2690.0%
BHP Group LTD Sponsored ADS(BHP)ADR088606108$84.7K1,3640.0%
Spdr Russell 1000 LOW Volatility Focus ETF(ONEV)ETF78468R754$85.1K8260.0%
Spdr High Yield Bond ETF(JNK)ETF78468R622$85.3K9480.0%
Vail Resorts Inc COM(MTN)Stock91879Q109$85.8K3600.0%
Marvell Technology Inc COM(MRVL)Stock573874104$87.0K2,3490.0%
Ishares Msci Global Metals & Mining Producers ETF(PICK)ETF46434G848$88.4K2,1560.0%
Kroger Co COM(KR)Stock501044101$89.2K2,0000.0%
Barings BDC Inc COM(BBDC)CEF06759L103$89.7K11,0030.0%
AAM S&P 500 High Dividend Value ETF(SPDV)ETF26922A594$90.0K3,0880.0%
Nutrien LTD COM(NTR)Stock67077M108$90.5K1,2400.0%
Schwab Fundamental International Large Co. Index ETF(FNDF)ETF808524755$90.7K3,1200.0%
Pepsico Inc COM(PEP)Stock713448108$92.0K5090.0%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$92.8K8810.0%
Airbnb Inc COM CL A(ABNB)Stock009066101$93.0K1,0880.0%
Truist Finl Corp COM(TFC)Stock89832Q109$94.3K2,1930.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$94.6K2,7050.0%
Enbridge Inc COM(ENB)Stock29250N105$96.3K2,4630.0%
Mcdonalds Corp COM(MCD)Stock580135101$97.2K3690.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$97.3K5580.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$98.0K6760.0%
Guggenheim Strategic Opportun COM SBI(GOF)CEF40167F101$98.7K6,4850.0%
Linde PLC SHS(LIN)StockG5494J103$99.0K3040.0%
Nutanix Inc CL A(NTNX)Stock67059N108$99.2K3,8080.0%
Vanguard Russell 2000 Value ETF(VTWV)ETF92206C649$100.5K8250.0%
PreviousPage 17 of 26Next