CREATIVE FINANCIAL DESIGNS INC /ADV

Position in ELV — Elevance Health, Inc.

CIK 819864 KOKOMO, IN

Position in ELV

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

Position Value

$239,385

+$59,344 QoQ

Shares Held

619

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,239

of 1,597 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. ELV ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,114	$463,011
2	CVS	CVS HEALTH Corp	2,399	$248,176
3	ELV	Elevance Health, Inc. This page	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	$239,385	619	+0.7%	Shares	Sole	2026-07-28
2026-03-31	$180,041	615	-1.1%	Shares	Sole	2026-04-13
2025-12-31	$218,042	622	-18.3%	Shares	Sole	2026-02-06
2025-09-30	$245,894	761	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$297,165	764	-3.5%	Shares	Sole	2025-08-04
2025-03-31	$344,488	792	+17.2%	Shares	Sole	2025-04-23
2024-12-31	$249,376	676	+21.4%	Shares	Sole	2025-02-10
2024-09-30	$289,640	557	+0.5%	Shares	Sole	2024-10-28
2024-06-30	$300,190	554	+3.0%	Shares	Sole	2024-08-06
2024-03-31	$278,974	538	-9.0%	Shares	Sole	2024-05-01
2023-12-31	$278,691	591	0.0%	Shares	Sole	2024-01-10
2023-09-30	$257,333	591	0.0%	Shares	Sole	2023-11-14
2023-06-30	$262,575	591	+0.2%	Shares	Sole	2023-07-26
2023-03-31	$271,287	590	0.0%	Shares	Sole	2023-04-25
2022-12-31	$302,652	590	0.0%	Shares	Sole	2023-02-01
2022-09-30	$268,001	590	+21.4%	Shares	Sole	2022-11-01
2022-06-30	$234,533	486	-0.6%	Shares	Sole	2022-08-01
2022-03-31	$240,206	489	0.0%	Shares	Sole	2022-04-15
2021-12-31	$226,671	489	-3.0%	Shares	Sole	2022-01-26
2021-09-30	$187,891	504	+0.6%	Shares	Sole	2021-10-08
2021-06-30	$191,281	501	0.0%	Shares	Sole	2021-07-27
2021-03-31	$179,833	501	0.0%	Shares	Sole	2021-04-19
2020-12-31	$160,866	501	0.0%	Shares	Sole	2021-01-08
2020-09-30	$134,563	501	+2.9%	Shares	Sole	2020-10-06
2020-06-30	$128,071	487	+9.7%	Shares	Sole	2020-07-23
2020-03-31	$100,805	444	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.