CREATIVE FINANCIAL DESIGNS INC /ADV

CIK

819864

City

KOKOMO

State / Country

Stock

Top Portfolio Positions

1,162 positions · $310,187,400 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

Compact Export CSV

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,100	10,000	+51.5%	Shares	Sole	2026-04-13
2024-09-30	$70,290	6,600	0.0%	Shares	Sole	2024-10-28
2024-06-30	$79,464	6,600	0.0%	Shares	Sole	2024-08-06
2024-03-31	$75,042	6,600	-65.9%	Shares	Sole	2024-05-01
2023-12-31	$255,247	19,381	+15.7%	Shares	Sole	2024-01-10
2023-09-30	$199,037	16,754	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$201,736	16,700	+26.5%	Shares	Sole	2023-07-26
2023-03-31	$148,896	13,200	+37.0%	Shares	Sole	2023-04-25
2022-12-31	$111,800	9,638	-3.7%	Shares	Sole	2023-02-01
2022-09-30	$100,170	10,007	+13.3%	Shares	Sole	2022-11-01
2022-06-30	$101,944	8,834	+2.0%	Shares	Sole	2022-08-01
2022-03-31	$120,415	8,663	+1.6%	Shares	Sole	2022-04-15
2021-12-31	$135,718	8,525	+1.7%	Shares	Sole	2022-01-26
2021-09-30	$136,323	8,384	+1.4%	Shares	Sole	2021-10-08
2021-06-30	$142,771	8,267	+1.5%	Shares	Sole	2021-07-27
2021-03-31	$117,168	8,148	+1.7%	Shares	Sole	2021-04-19
2020-12-31	$106,052	8,010	+1.9%	Shares	Sole	2021-01-08
2020-09-30	$96,545	7,862	+2.0%	Shares	Sole	2020-10-06
2020-06-30	$84,006	7,707	—	Shares	Sole	2020-07-23
No 13F history on record for this holder in this stock.