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Creative Financial Designs Inc

Q4 2023 Holdings

Filed 2024-01-10 | 1610 holdings | $984.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
YUM Brands Inc COM(YUM)Stock988498101$7.9K600.0%
Canadian NAT RES LTD COM(CNQ)Stock136385101$7.9K1200.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$7.9K4640.0%
Healthcare Rlty TR CL A COM(HR)REIT42226K105$7.9K4580.0%
Hartford Multifactor Small Cap ETF(ROSC)ETF518416508$7.9K1920.0%
Allianzim U.S. Large Cap 6 Month Buffer10 JAN ETF(SIXJ)ETF00888H869$8.0K3000.0%
Lithium Americas Argentina COR COM SHS(LAR)Stock53681K100$8.0K1,2700.0%
Conagra Brands Inc COM(CAG)Stock205887102$8.1K2820.0%
Restaurant Brands Intl Inc COM(QSR)Stock76131D103$8.1K1040.0%
Dell Technologies Inc CL C(DELL)Stock24703L202$8.2K1070.0%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$8.2K2240.0%
Centerpoint Energy Inc COM(CNP)Stock15189T107$8.3K2900.0%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$8.3K1100.0%
Caci Intl Inc CL A(CACI)Stock127190304$8.4K260.0%
Trip COM Group LTD ADS(CLV)ADR89677Q107$8.4K2340.0%
Wintrust Finl Corp COM(WTFC)Stock97650W108$8.4K910.0%
Pinnacle Finl Partners Inc COMStock72346Q104$8.5K970.0%
Vornado Rlty TR SH BEN INT(VNO)REIT929042109$8.5K3000.0%
Gladstone Invt Corp COM(GAIN)CEF376546107$8.5K6000.0%
Spdr S&P 500 Fossil Fuel Reserves Free ETF(SPYX)ETF78468R796$8.5K2190.0%
Commercial Metals Co COM(CMC)Stock201723103$8.5K1700.0%
Spdr ICE Preferred Securities ETF(PSK)ETF78464A292$8.5K2540.0%
Cyberark Software LTD SHSStockM2682V108$8.5K390.0%
Ishares Broad USD High Yield Corporate Bond ETF(USHY)ETF46435U853$8.6K2360.0%
Penn Entertainment Inc COM(PENN)Stock707569109$8.6K3300.0%
NIO Inc Spon ADS(NIO)ADR62914V106$8.6K9500.0%
Stifel Finl Corp COM(SF)Stock860630102$8.6K1250.0%
Ishares Global Clean Energy ETF(ICLN)ETF464288224$8.7K5570.0%
Metlife Inc COM(MET)Stock59156R108$8.7K1310.0%
Idex Corp COM(IEX)Stock45167R104$8.7K400.0%
National Grid PLC Sponsored ADR NE(NGG)ADR636274409$8.7K1280.0%
Global WTR RES Inc COM(GWRS)Stock379463102$8.7K6660.0%
Ishares Core Moderate Allocation ETF(AOM)ETF464289875$8.7K2100.0%
Weyerhaeuser Co MTN BE COM New(WY)REIT962166104$8.8K2520.0%
Southern Copper Corp COM(SCCO)Stock84265V105$8.8K1020.0%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$8.9K1450.0%
Hims & Hers Health Inc COM CL A(HIMS)Stock433000106$8.9K1,0000.0%
Invesco Msci Sustainable Future ETF(ERTH)ETF46137V407$8.9K1890.0%
ON Semiconductor Corp COM(ON)Stock682189105$8.9K1070.0%
KKR & Co Inc COM(KKR)Stock48251W104$8.9K1080.0%
First Trust Nasdaq Semiconductor ETF(FTXL)ETF33738R811$9.0K1100.0%
Haleon PLC Spon ADS(HLN)ADR405552100$9.0K1,0880.0%
Iqvia Hldgs Inc COM(IQV)Stock46266C105$9.0K390.0%
Adma Biologics Inc COM(ADMA)Stock000899104$9.0K2,0000.0%
Trico Bancshares COM(TCBK)Stock896095106$9.1K2110.0%
Nuveen ESG Small-Cap ETF(NUSC)ETF67092P607$9.1K2320.0%
Mosaic Co New COM(MOS)Stock61945C103$9.1K2550.0%
Whirlpool Corp COM(WHR)Stock963320106$9.1K750.0%
Flowers Foods Inc COM(FLO)Stock343498101$9.2K4110.0%
Textron Inc COM(TXT)Stock883203101$9.3K1160.0%
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