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Creative Financial Designs Inc

Q4 2024 Holdings

Filed 2025-02-10 | 1794 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Humana Inc COM(HUM)Stock444859102$20.4K800.0%
Invesco Bulletshares 2026 Municipal Bond ETF(BSMQ)ETF46138J510$20.4K8650.0%
Smurfit Westrock PLC SHS(SW)StockG8267P108$20.5K3810.0%
Calamos Nasdaq-100 Structured ALT Protection ETF - September(CPNS)ETF12811T860$20.6K8100.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$20.7K6130.0%
JPMorgan U.S. Momentum Factor ETF(JMOM)ETF46641Q779$20.7K3560.0%
Centerpoint Energy Inc COM(CNP)Stock15189T107$20.8K6540.0%
AB Short Duration High Yield ETF(SYFI)ETF00039J830$20.9K5860.0%
First Trust Nasdaq-100 Technology Sector Index Fund(QTEC)ETF337345102$20.9K1110.0%
Vanguard Consumer Discretionary ETF(VCR)ETF92204A108$21.0K560.0%
Invesco Dorsey Wright Technology Momentum ETF(PTF)ETF46137V811$21.1K2910.0%
DTE Energy Co COM(DTE)Stock233331107$21.1K1750.0%
Ishares Ibonds DEC 2025 Term Corporate ETF(IBDQ)ETF46434VBD1$21.2K8460.0%
Cousins Pptys Inc COM New(CUZ)REIT222795502$21.2K6930.0%
Wisdomtree International Smallcap Dividend Fund(DLS)ETF97717W760$21.3K3380.0%
Innovator International Developed Power Buffer ETF - July(IJUL)ETF45782C722$21.3K7700.0%
Hancock John Finl Opptys FD SH BEN INT New(BTO)CEF409735206$21.4K6000.0%
Tortoise North American Pipeline FundETF56167N720$21.5K6300.0%
Clorox Co del COM(CLX)Stock189054109$21.6K1330.0%
Ishares U.S. Telecommunications ETF(IYZ)ETF464287713$21.9K8180.0%
Sibanye Stillwater LTD Sponsored ADR(SBSW)ADR82575P107$22.1K6,7000.0%
Vaneck Agribusiness ETF(MOO)ETF92189F700$22.3K3450.0%
Servicenow Inc COM(NOW)Stock81762P102$22.3K210.0%
Innovator U.S. Equity Buffer ETF - July(BJUL)ETF45782C789$22.3K5000.0%
Simplify MBS ETF(MTBA)ETF82889N525$22.4K4500.0%
Matthews Intl Corp CL A(MATW)Stock577128101$22.4K8090.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$22.4K3030.0%
HP Inc COM(HPQ)Stock40434L105$22.4K6880.0%
Dollar Tree Inc COM(DLTR)Stock256746108$22.5K3000.0%
Alger Concentrated Equity ETF(CNEQ)ETF015564404$22.6K8750.0%
Fidelity Fundamental Large Cap Core ETF(FFLC)ETF316092360$22.6K4930.0%
RLI Corp COM(RLI)Stock749607107$22.8K1380.0%
First Trust Large Cap Value Alphadex Fund(FTA)ETF33735J101$22.9K3000.0%
Innovator U.S. Equity Buffer ETF - March(BMAR)ETF45782C391$23.1K5000.0%
Kayne Anderson Energy Infrstr COM(KYN)CEF486606106$23.1K1,8190.0%
Strive U.S. Energy ETF(DRLL)ETF02072L722$23.2K8500.0%
International Paper Co COM(IP)Stock460146103$23.2K4310.0%
Chimera Invt Corp COM SHS(CIM)REIT16934Q802$23.3K1,6660.0%
American Century Diversified Corporate Bond ETF(KORP)ETF025072109$23.4K5100.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$23.5K1780.0%
Wisdomtree US Value Fund of Benef Interest(WTV)ETF97717W547$23.7K2840.0%
United States Oil Fund LP(USO)ETF91232N207$23.8K3150.0%
Peakstone Realty Trust Common Shares(PKST)REIT39818P799$24.0K2,1640.0%
Corteva Inc COM(CTVA)Stock22052L104$24.0K4210.0%
Vanguard Russell 2000 Growth ETF(VTWG)ETF92206C623$24.1K1150.0%
Goldman Sachs Activebeta International Equity ETF(GSIE)ETF381430107$24.1K7230.0%
Zoetis Inc CL A(ZTS)Stock98978V103$24.1K1480.0%
Green Brick Partners Inc COM(GRBK)Stock392709101$24.2K4280.0%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)ETF464288513$24.3K3090.0%
Gabelli Divid & Income TR COM(XGDVX)CEF36242H104$24.4K1,0100.0%
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