IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Creative Financial Designs Inc

Q4 2024 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Centene Corp del COM(CNC)Stock15135B101$2.6K430.0%
Dimensional US High Profitability ETF(DUHP)ETF25434V831$2.7K790.0%
Flexshares Iboxx 5 Year Target Duration Tips Index Fund(TDTF)ETF33939L605$2.7K1170.0%
Tidewater Inc New COM(TDW)Stock88642R109$2.7K500.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$2.8K240.0%
Atmus Filtration Technologies COM(ATMU)Stock04956D107$2.8K720.0%
Xtrackers Russell 1000 US Quality at A Reasonable Price ETF(QARP)ETF233051242$2.8K540.0%
Kirby Corp COM(KEX)Stock497266106$2.9K270.0%
Rockwell Automation Inc COM(ROK)Stock773903109$2.9K100.0%
Orix Corp Sponsored ADR(IX)ADR686330101$2.9K270.0%
Getty Rlty Corp New COM(GTY)REIT374297109$2.9K960.0%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$2.9K560.0%
Innovator U.S. Small Cap Power Buffer ETF - July(KJUL)ETF45782C284$2.9K1000.0%
Rayonier Inc COM(RYN)REIT754907103$2.9K1130.0%
Abrdn Bloomberg All Commodity Strategy K-1 Free ETF(BCI)ETF003261104$3.0K1500.0%
Opus Small Cap Value ETF(OSCV)ETF26922A446$3.0K800.0%
Invesco Dorsey Wright Healthcare Momentum ETF(PTH)ETF46137V852$3.0K750.0%
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF(NUSA)ETF67092P110$3.0K1310.0%
Omnicom Group Inc COM(OMC)Stock681919106$3.0K350.0%
Vodafone Group PLC New Sponsored ADR(VOD)ADR92857W308$3.0K3550.0%
Innovator International Developed Power Buffer ETF - January(IJAN)ETF45782C524$3.0K1000.0%
Carmax Inc COM(KMX)Stock143130102$3.0K370.0%
Ishares Core 1-5 Year USD Bond ETF(ISTB)ETF46432F859$3.1K640.0%
Invesco Energy Exploration & Production ETF(PXE)ETF46137V761$3.1K1030.0%
Ishares Core Moderate Allocation ETF(AOM)ETF464289875$3.1K700.0%
Redfin Corp 0.5 04/01/2027Convertible75737FAE8$3.1K4,0000.0%
Invitation Homes Inc COM(INVH)REIT46187W107$3.1K960.0%
Invesco KBW Bank ETF(KBWB)ETF46138E628$3.1K470.0%
Ishares Msci Eafe MIN VOL Factor ETF(EFAV)ETF46429B689$3.1K440.0%
Ishares Self-Driving EV & Tech ETF(IDRV)ETF46435U366$3.1K1060.0%
Workday Inc CL A(WDAY)Stock98138H101$3.1K120.0%
Houlihan Lokey Inc CL A(HLI)Stock441593100$3.1K180.0%
Global X Conscious Companies ETF(KRMA)ETF37954Y731$3.1K800.0%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$3.1K490.0%
Viatris Inc COM(VTRS)Stock92556V106$3.1K2520.0%
AES Corp COM(AES)Stock00130H105$3.1K2440.0%
Diamond Hill Invt Group Inc COM New(DHIL)Stock25264R207$3.2K200.0%
First Trust Indxx Innovative Transaction & Process ETF(LEGR)ETF33741X201$3.2K690.0%
Ishares Ibonds DEC 2029 Term Treasury ETF(IBTJ)ETF46436E825$3.2K1520.0%
Teledyne Technologies Inc COM(TDY)Stock879360105$3.2K70.0%
Invesco Taxable Municipal Bond ETF(BAB)ETF46138G805$3.3K1250.0%
Vaneck Preferred Securities EX Financials ETF(PFXF)ETF92189F429$3.3K1900.0%
PG&E Corp COM(PCG)Stock69331C108$3.3K1630.0%
Piper Sandler Companies COM(PIPR)Stock724078100$3.3K110.0%
Lithium Argentina AG COM SHS(LAR)StockH5012F103$3.3K1,2700.0%
Icon PLC SHS(ICLR)StockG4705A100$3.4K160.0%
Solaredge Technologies Inc COM(SEDG)Stock83417M104$3.4K2500.0%
Ishares Global REIT ETF(REET)ETF46434V647$3.4K1420.0%
Innoviva Inc COM(INVA)Stock45781M101$3.5K2000.0%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$3.5K530.0%
PreviousPage 6 of 36Next