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CIK: 0000819864
Total reported value
$2.1B
$2.1B
2060 檔
8.7%
During the Q1 2025 filing period, Creative Financial Designs Inc /adv (CIK: 0000819864) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 2060 reported positions.
In Q1 2025, Creative Financial Designs Inc /adv displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2060 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.22% | -0.08% | +5.35% | |
| 2 | IOO | Ishares Global 100 ETF | ETF-Other | 3.00% | +0.04% | +5.34% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.92% | -0.86% | +4.40% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.91% | -0.91% | +2.95% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.53% | -0.95% | +8.13% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.51% | -0.47% | +8.12% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.16% | -0.53% | +1.24% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.15% | -0.22% | +0.49% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.80% | -0.41% | +6.40% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.76% | -0.30% | +3.90% | |
| 11 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.70% | -0.36% | +3.41% | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.67% | -0.06% | +1.67% | |
| 13 | GLRY | Inspire Growth ETF | ETF-Other | 1.64% | -0.24% | -0.08% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.61% | +0.11% | +49.56% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.60% | -0.10% | +20.60% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.58% | -0.08% | +6.66% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.55% | -0.17% | +4.19% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.15% | +8.19% | |
| 19 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 1.28% | -0.43% | -1.03% | |
| 20 | VPU | Vanguard Utilities ETF | ETF-Other | 1.21% | -0.27% | +8.58% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 1.14% | -0.21% | +12.14% | |
| 22 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 1.08% | -0.12% | +8.78% | |
| 23 | BLES | Inspire Global Hope ETF | ETF-Other | 1.05% | +0.14% | +1.84% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.95% | -0.05% | -0.23% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.95% | -0.04% | +9.25% | |
| 26 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.92% | -0.65% | +4.97% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.78% | -0.16% | +1.32% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.26% | +1.59% | |
| 29 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.73% | -0.42% | +2.83% | |
| 30 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.69% | -0.28% | +0.90% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.09% | -3.22% | |
| 32 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.67% | -0.02% | +3.09% | |
| 33 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.66% | -0.06% | +6.88% | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.63% | -0.02% | +2.90% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.08% | +2.84% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +0.62% | |
| 37 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.58% | — | +0.02% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.20% | -5.96% | |
| 39 | CGUS | Cap Group Core Equity | ETF-Other | 0.55% | -0.13% | +13.74% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | +0.01% | +1.62% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | -0.08% | +9.35% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | -0.09% | +6.58% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.26% | +1.85% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.47% | -0.09% | +7.77% | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.46% | — | +13.28% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.08% | -0.45% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.44% | -0.18% | -1.93% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.42% | -0.01% | +1.16% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | -0.06% | +13.51% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.42% | -0.09% | +10.26% |
According to official SEC Form 13F filings, Creative Financial Designs Inc /adv reported a total U.S. public equity portfolio value of $2.1B across 2060 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, IOO, VONG) accounted for 8.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYV
市值: $40.3M
During Q1 2025, Creative Financial Designs Inc /adv's top holdings by market value included SPYV (3.2%)、IOO (3.0%)、VONG (2.9%). The largest single position, SPYV, represented 3.2% of total portfolio value.
In Q1 2025, Creative Financial Designs Inc /adv made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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