CREATIVE FINANCIAL DESIGNS INC /ADV
Top Portfolio Positions
1,163 positions ·
$312,923,152 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,430 | $31,579,089 | 10.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
129,013 | $26,869,537 | 8.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
28,285 | $26,015,694 | 8.31% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,558 | $12,442,846 | 3.98% | |
| NVDA |
Nvidia Corp
Technology
|
58,522 | $10,206,236 | 3.26% | |
| CAT |
Caterpillar Inc
Industrials
|
10,510 | $7,445,914 | 2.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,593 | $6,238,711 | 1.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,383 | $5,861,335 | 1.87% | |
| CVX |
Chevron Corp
Energy
|
26,974 | $5,580,920 | 1.78% | |
| MSFT |
Microsoft Corp
Technology
|
11,524 | $4,265,839 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $812 | 6 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $778 | 6 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $781 | 6 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $5,470 | 56 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,441 | 55 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,640 | 55 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,876 | 54 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,722 | 53 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,801 | 53 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,557 | 52 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,000 | 52 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,016 | 51 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $5,884 | 59 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $6,051 | 59 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,258 | 59 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,485 | 59 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $3,446 | 59 | Shares | Sole | 2020-10-06 | |
| No 13F history on record for this holder in this stock. | ||||||