CREATIVE FINANCIAL DESIGNS INC /ADV
Top Portfolio Positions
1,162 positions ·
$310,187,400 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,430 | $31,579,089 | 10.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
129,013 | $26,869,537 | 8.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
28,285 | $26,015,694 | 8.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,558 | $12,442,846 | 4.01% | |
| NVDA |
Nvidia Corp
Technology
|
58,522 | $10,206,236 | 3.29% | |
| CAT |
Caterpillar Inc
Industrials
|
10,510 | $7,445,914 | 2.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,593 | $6,238,711 | 2.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,383 | $5,861,335 | 1.89% | |
| CVX |
Chevron Corp
Energy
|
26,974 | $5,580,920 | 1.80% | |
| MSFT |
Microsoft Corp
Technology
|
11,524 | $4,265,839 | 1.38% |
Portfolio Trend
Holdings in CODA
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,215 | 727 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,761 | 727 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,834 | 727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,239 | 1,374 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,573 | 1,374 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,758 | 1,374 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,427 | 1,852 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $26,383 | 4,379 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $20,281 | 3,515 | Shares | Sole | 2024-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||