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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
FT Cboe Vest U.S. Equity Deep Buffer ETF - July(DJUL)ETF33740F698$24.9K6810.0%
Chimera Invt Corp COM NewREIT16934Q208$25.0K5,0000.0%
Alliant Energy Corp COM(LNT)Stock018802108$25.0K4870.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$25.1K2330.0%
Flexshares US Quality Large Cap Index Fund(QLC)ETF33939L746$25.1K4740.0%
CF Inds Hldgs Inc COM(CF)Stock125269100$25.2K3170.0%
Invesco DB Commodity Index Tracking Fund(DBC)ETF46138B103$25.3K1,1500.0%
Lakeland Finl Corp COM(LKFN)Stock511656100$25.5K3920.0%
Cemex SAB de CV Spon ADR New(CX)ADR151290889$25.6K3,3000.0%
Resmed Inc COM(RMD)Stock761152107$25.6K1490.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$25.7K6930.0%
Kraft Heinz Co COM(KHC)Stock500754106$25.7K6950.0%
Ishares Core 1-5 Year USD Bond ETF(ISTB)ETF46432F859$25.8K5420.0%
Allianzim U.S. Large Cap Buffer20 AUG ETF(AUGW)ETF00888H711$25.9K1,0000.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$26.1K1500.0%
Western Asset Investment Grade COM(PAI)CEF95766T100$26.1K2,1690.0%
Shell PLC Spon ADS(SHEL)ADR780259305$26.2K3980.0%
Westrock Co COM(WRKUSD)Stock96145D105$26.3K6330.0%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$26.4K3010.0%
Ishares U.S. Equity Factor ETF(LRGF)ETF46434V282$26.5K5480.0%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$26.5K9940.0%
Motley Fool 100 Index ETF(TMFC)ETF74933W601$26.7K5990.0%
Cardinal Health Inc COM(CAH)Stock14149Y108$26.8K2660.0%
Amplify High Income ETF(YYY)ETF032108847$26.8K2,3100.0%
Hunt J B Trans Svcs Inc COM(JBHT)Stock445658107$27.0K1350.0%
Diamondback Energy Inc COM(FANG)Stock25278X109$27.1K1750.0%
Ishares Core Msci Europe ETF(IEUR)ETF46434V738$27.2K4940.0%
Western Digital Corp. COM(WDC)Stock958102105$27.2K5200.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$27.3K1080.0%
Gartner Inc COM(IT)Stock366651107$27.5K610.0%
Travelers Companies Inc COM(TRV)Stock89417E109$28.0K1470.0%
Artisan Partners Asset Mgmt in CL A(APAM)Stock04316A108$28.1K6370.0%
Global X Lithium & Battery Tech ETF(LIT)ETF37954Y855$28.2K5530.0%
Equifax Inc COM(EFX)Stock294429105$28.2K1140.0%
First Trust Consumer Staples Alphadex Fund(FXG)ETF33734X119$28.3K4490.0%
Church & Dwight Co Inc COM(CHD)Stock171340102$28.3K2990.0%
First Trust Municipal High Income ETF(FMHI)ETF33739P301$28.7K6020.0%
Ishares U.S. Basic Materials ETF(IYM)ETF464287838$28.7K2080.0%
Roku Inc COM CL A(ROKU)Stock77543R102$28.9K3150.0%
Ecolab Inc COM(ECL)Stock278865100$29.0K1460.0%
International Paper Co COM(IP)Stock460146103$29.1K8060.0%
Invesco S&P 500 Equal Weight Energy ETF(RSPG)ETF46137V365$29.2K3960.0%
Ishares Self-Driving EV & Tech ETF(IDRV)ETF46435U366$29.5K8250.0%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$29.7K2750.0%
Allstate Corp COM(ALL)Stock020002101$29.8K2130.0%
Neos ETF Trust(CSHI)ETF78433H501$30.0K6000.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$30.1K5860.0%
Invesco Optimum Yield Diversified Commodity Strategy NO K-1 ETF(PDBC)ETF46090F100$30.2K2,2680.0%
Alaska AIR Group Inc COM(ALK)Stock011659109$30.3K7750.0%
Invesco Dorsey Wright Momentum ETF(PDP)ETF46137V837$30.4K3560.0%
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