CREATIVE FINANCIAL DESIGNS INC /ADV
Top Portfolio Positions
1,165 positions ·
$312,233,780 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,430 | $31,579,089 | 10.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
129,013 | $26,869,537 | 8.61% | |
| LLY |
ELI LILLY & Co
Healthcare
|
28,285 | $26,015,694 | 8.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,558 | $12,442,846 | 3.99% | |
| NVDA |
Nvidia Corp
Technology
|
58,522 | $10,206,236 | 3.27% | |
| CAT |
Caterpillar Inc
Industrials
|
10,510 | $7,445,914 | 2.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,593 | $6,238,711 | 2.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,383 | $5,861,335 | 1.88% | |
| CVX |
Chevron Corp
Energy
|
26,974 | $5,580,920 | 1.79% | |
| MSFT |
Microsoft Corp
Technology
|
11,524 | $4,265,839 | 1.37% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GWRS
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,054 | 666 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,627 | 666 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,859 | 666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,786 | 666 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,866 | 666 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,659 | 666 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,384 | 666 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,058 | 666 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,551 | 666 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,711 | 666 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,493 | 666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,444 | 666 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,278 | 666 | Shares | Sole | 2023-04-25 | |
| No 13F history on record for this holder in this stock. | ||||||