CREATIVE FINANCIAL DESIGNS INC /ADV

Position in CVS — CVS HEALTH Corp

CIK 819864 KOKOMO, IN

Position in CVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$248,176

+$81,410 QoQ

Shares Held

2,399

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,595

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,135,437 across 7 Healthcare Plans names. CVS ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,114	$463,011
2	CVS	CVS HEALTH Corp This page	2,399	$248,176
3	ELV	Elevance Health, Inc.	619	$239,385
4	CI	Cigna Group	590	$162,651
5	MOH	Molina Healthcare, Inc.	94	$21,497
6	HUM	Humana Inc	1	$397
7	CNC	Centene Corp	5	$320

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,176	2,399	+3.3%	Shares	Sole	2026-07-28
2026-03-31	$166,766	2,322	+9.4%	Shares	Sole	2026-04-13
2025-12-31	$168,481	2,123	0.0%	Shares	Sole	2026-02-06
2025-09-30	$160,052	2,123	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$146,099	2,118	+4.5%	Shares	Sole	2025-08-04
2025-03-31	$137,261	2,026	+39.5%	Shares	Sole	2025-04-23
2024-12-31	$65,180	1,452	-69.6%	Shares	Sole	2025-02-10
2024-09-30	$299,874	4,769	-2.5%	Shares	Sole	2024-10-28
2024-06-30	$288,862	4,891	+75.8%	Shares	Sole	2024-08-06
2024-03-31	$221,892	2,782	-4.5%	Shares	Sole	2024-05-01
2023-12-31	$230,010	2,913	+7.2%	Shares	Sole	2024-01-10
2023-09-30	$189,700	2,717	+4.3%	Shares	Sole	2023-11-14
2023-06-30	$180,014	2,604	+4.5%	Shares	Sole	2023-07-26
2023-03-31	$185,106	2,491	-0.5%	Shares	Sole	2023-04-25
2022-12-31	$233,347	2,504	-0.2%	Shares	Sole	2023-02-01
2022-09-30	$239,378	2,510	+17.7%	Shares	Sole	2022-11-01
2022-06-30	$197,643	2,133	-70.8%	Shares	Sole	2022-08-01
2022-03-31	$739,035	7,302	+0.0%	Shares	Sole	2022-04-15
2021-12-31	$752,964	7,299	-47.3%	Shares	Sole	2022-01-26
2021-09-30	$1,176,244	13,861	+11.7%	Shares	Sole	2021-10-08
2021-06-30	$1,035,824	12,414	+0.7%	Shares	Sole	2021-07-27
2021-03-31	$927,209	12,325	+3.3%	Shares	Sole	2021-04-19
2020-12-31	$814,614	11,927	+1.5%	Shares	Sole	2021-01-08
2020-09-30	$686,492	11,755	-2.0%	Shares	Sole	2020-10-06
2020-06-30	$779,250	11,994	+12.7%	Shares	Sole	2020-07-23
2020-03-31	$631,627	10,646	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.