CREATIVE FINANCIAL DESIGNS INC /ADV Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.6B
Holdings
2,064
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,064 positions)
| Stock | Value |
|---|---|
VIGVANGUARD DIVIDEND APPRECIATION ETF | $1.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $1.3M |
FIXDFIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $1.3M |
METAMETA PLATFORMS INC CL A | $1.3M |
WYWEYERHAEUSER CO MTN BE COM NEW | $1.3M |
IEMGISHARES CORE MSCI EMERGING MKTS | $1.2M |
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $1.2M |
CRMSALESFORCE INC COM | $1.2M |
REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $1.2M |
AMDADVANCED MICRO DEVICES INC COM | $1.2M |
SCHPSCHWAB US TIPS ETF | $1.2M |
ORCLORACLE CORP COM | $1.2M |
PBTPINVESCO 0-5 YR US TIPS ETF | $1.2M |
LOWLOWES COS INC COM | $1.2M |
TXNTEXAS INSTRS INC COM | $1.1M |
CRWDCROWDSTRIKE HLDGS INC CL A | $1.1M |
ICVTISHARES CONVERTIBLE BOND ETF | $1.1M |
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1.1M |
BACVERIZON COMMUNICATIONS INC COM | $1.1M |
JANUALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF | $1.1M |
CSXCSX CORP COM | $1.1M |
PRPERMIAN RESOURCES CORP CLASS A COM | $1.1M |
NEENEXTERA ENERGY INC COM | $1.0M |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.0M |
VISVANGUARD INDUSTRIALS ETF | $1.0M |
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.0M |
COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $1.0M |
EMREMERSON ELEC CO COM | $1.0M |
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $1.0M |
PANWPALO ALTO NETWORKS INC COM | $997K |
AVEMAVANTIS EMERGING MARKETS EQUITY ETF | $988K |
BACBANK AMERICA CORP COM | $978K |
SILASILA REALTY TRUST INC COMMON STOCK | $977K |
WMTWALMART INC COM | $972K |
MCDMCDONALDS CORP COM | $966K |
JNJJOHNSON & JOHNSON COM | $959K |
NOCTINNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | $938K |
AGZISHARES AGENCY BOND ETF | $933K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $928K |
NOCNORTHROP GRUMMAN CORP COM | $922K |
ATOATMOS ENERGY CORP COM | $915K |
BNDVANGUARD TOTAL BOND MARKET ETF | $893K |
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $892K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $888K |
EDCONSOLIDATED EDISON INC COM | $860K |
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $852K |
SYYSYSCO CORP COM | $849K |
USBUS BANCORP DEL COM NEW | $848K |
OREALTY INCOME CORP COM | $846K |
NAPRINNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | $833K |
LQDISHARES IBOXX CORPORATE BOND ETF | $831K |
EVTREATON VANCE TOTAL RETURN BOND ETF | $830K |
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND | $827K |
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF | $824K |
PPGPPG INDS INC COM | $821K |
SWKSTANLEY BLACK & DECKER INC COM | $820K |
ESEVERSOURCE ENERGY COM | $817K |
ETNEATON CORP PLC SHS | $812K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $811K |
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | $808K |
APDAIR PRODS & CHEMS INC COM | $807K |
SPDWSPDR S&P WORLD EX-US | $795K |
FJULFT VEST U.S. EQUITY BUFFER ETF - JULY | $794K |
MUMICRON TECHNOLOGY INC COM | $791K |
ESSESSEX PPTY TR INC COM | $788K |
MCXMCCORMICK & CO INC COM NON VTG | $787K |
LHXL3HARRIS TECHNOLOGIES INC COM | $782K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $772K |
AFLAFLAC INC COM | $762K |
SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF | $762K |
NJANINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $761K |
CLMCORNERSTONE STRATEGIC INVESTME COM | $761K |
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $755K |
VVISA INC COM CL A | $753K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $752K |
IJRISHARES CORE S&P SMALL CAP ETF | $740K |
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $733K |
RSGREPUBLIC SVCS INC COM | $733K |
NSCNORFOLK SOUTHN CORP COM | $726K |
THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $718K |
WPMWHEATON PRECIOUS METALS CORP COM | $715K |
SCHASCHWAB U.S. SMALL-CAP ETF | $709K |
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $700K |
FTFFRANKLIN LTD DURATION INCOME T COM | $691K |
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF | $678K |
CALFPACER US SMALL CAP CASH COWS ETF | $677K |
QQLVINVESCO S&P 500 ENHANCED VALUE ETF | $675K |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $674K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $672K |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $672K |
IYKISHARES U.S. CONSUMER STAPLES ETF | $660K |
VDCVANGUARD CONSUMER STAPLES ETF | $655K |
XSVMINVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | $651K |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $650K |
KORPAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF | $649K |
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $649K |
XLSRSTATE STREET US SECTOR ROTATION ETF | $636K |
VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $636K |
CMICUMMINS INC COM | $627K |
VOOVVANGUARD S&P 500 VALUE ETF | $612K |