CREATIVE FINANCIAL DESIGNS INC /ADV Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$1.4B

Holdings

2,008

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,008 positions)

StockValue
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
$32K
QMNVFT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER
$32K
TIPZPIMCO BROAD U.S. TIPS INDEX ETF
$32K
XRAYDENTSPLY SIRONA INC COM
$32K
PXEINVESCO ENERGY EXPLORATION & PRODUCTION ETF
$32K
DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY
$31K
FLTRVANECK IG FLOATING RATE ETF
$31K
FMATFIDELITY MSCI MATERIALS INDEX ETF
$31K
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF
$31K
8CWCROWN CASTLE INC COM
$31K
CDNSCADENCE DESIGN SYSTEM INC COM
$31K
LLOEWS CORP COM
$31K
SMMUPIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
$31K
LRGFISHARES U.S. EQUITY FACTOR ETF
$31K
LVLNSPDR S&P REGIONAL BANKING ETF
$30K
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST
$30K
LUVSOUTHWEST AIRLS CO COM
$30K
PSECPROSPECT CAP CORP COM
$30K
CSHINEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF
$30K
BAXBAXTER INTL INC COM
$30K
ARKFARK FINTECH INNOVATION ETF
$30K
DLTRDOLLAR TREE INC COM
$30K
PKSTPEAKSTONE REALTY TRUST COMMON SHARES
$30K
SBSWSIBANYE STILLWATER LTD SPONSORED ADR
$30K
BMAYINNOVATOR U.S. EQUITY BUFFER ETF - MAY
$30K
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
$30K
XYLXYLEM INC COM
$29K
ENPHENPHASE ENERGY INC COM
$29K
CRPTFIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF
$29K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$29K
CHDCHURCH & DWIGHT CO INC COM
$29K
NXTGFIRST TRUST INDXX NEXTG ETF
$29K
FTAIFTAI AVIATION LTD SHS
$29K
FEBWALLIANZIM U.S. LARGE CAP BUFFER20 FEB ETF
$29K
ORIOLD REP INTL CORP COM
$29K
SCHBSCHWAB U.S. BROAD MARKET ETF
$29K
FLUTFLUTTER ENTMT PLC SHS
$29K
CLIPGLOBAL X 1-3 MONTH T-BILL ETF
$28K
IMAYINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY
$28K
GPGICOMPOSECURE INC COM CL A
$28K
DFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
$28K
CBSHCOMMERCE BANCSHARES INC COM
$28K
CNPCENTERPOINT ENERGY INC COM
$28K
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF
$28K
JULUALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF
$28K
NVDXT-REX 2X LONG NVIDIA DAILY TARGET ETF
$27K
FRELFIDELITY MSCI REAL ESTATE INDEX ETF
$27K
HUBBHUBBELL INC COM
$27K
CPSNCALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER
$26K
XGDVXGABELLI DIVID & INCOME TR COM
$26K
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$26K
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
$26K
VPLVANGUARD FTSE PACIFIC ETF
$26K
DDLSWISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND
$26K
GSKGSK PLC SPONSORED ADR
$26K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$26K
MOOVANECK AGRIBUSINESS ETF
$25K
EXREXTRA SPACE STORAGE INC COM
$25K
RJFRAYMOND JAMES FINL INC COM
$25K
BWXTBWX TECHNOLOGIES INC COM
$25K
IDMOINVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
$25K
GMEGAMESTOP CORP NEW CL A
$25K
ESEVERSOURCE ENERGY COM
$25K
XFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - JULY
$25K
FRMEFIRST MERCHANTS CORP COM
$25K
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF
$25K
IQVIQVIA HLDGS INC COM
$25K
IYZISHARES U.S. TELECOMMUNICATIONS ETF
$25K
IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY
$25K
KORPAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF
$25K
BMARINNOVATOR U.S. EQUITY BUFFER ETF - MARCH
$25K
ZTSZOETIS INC CL A
$24K
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM
$24K
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF
$24K
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF
$24K
GDXVANECK GOLD MINERS ETF
$24K
RBLXROBLOX CORP CL A
$24K
SDYSPDR S&P DIVIDEND ETF
$24K
EWEDWARDS LIFESCIENCES CORP COM
$24K
LKFNLAKELAND FINL CORP COM
$24K
NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF
$24K
7HPHP INC COM
$24K
VTWGVANGUARD RUSSELL 2000 GROWTH ETF
$24K
SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
$24K
XHYEBONDBLOXX USD HIGH YIELD BOND ENERGY SECTOR ETF
$24K
GNTXGENTEX CORP COM
$24K
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
$24K
FTAFIRST TRUST LARGE CAP VALUE ALPHADEX FUND
$24K
BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY
$24K
ENQENTEGRIS INC COM
$23K
VDEVANGUARD ENERGY ETF
$23K
CLCOLGATE PALMOLIVE CO COM
$23K
FNOVFT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
$23K
CBRECBRE GROUP INC CL A
$23K
DRLLSTRIVE U.S. ENERGY ETF
$23K
MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF
$23K
DOCUDOCUSIGN INC COM
$23K
DTEDTE ENERGY CO COM
$23K
QCAPFT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - APRIL
$23K
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$23K
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