CREATIVE FINANCIAL DESIGNS INC /ADV

Position in PM — Philip Morris International Inc.

CIK 819864 KOKOMO, IN

Position in PM

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

Position Value

$680,040

+$59,519 QoQ

Shares Held

3,759

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,680

of 2,914 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,340,824 across 4 Tobacco names. PM ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	3,759	$680,040
2	BTI	British American Tobacco p.l.c.	4,335	$267,729
3	TPB	Turning Point Brands, Inc.	3,155	$267,575
4	MO	Altria Group, Inc.	1,744	$125,480

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,040	3,759	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$620,521	3,753	+4.6%	Shares	Sole	2026-04-13
2025-12-31	$575,515	3,588	-15.7%	Shares	Sole	2026-02-06
2025-09-30	$690,485	4,257	+14.2%	Shares	Sole	2025-11-12
2025-06-30	$678,798	3,727	+2.8%	Shares	Sole	2025-08-04
2025-03-31	$575,237	3,624	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$436,629	3,628	+2.1%	Shares	Sole	2025-02-10
2024-09-30	$431,577	3,555	+0.2%	Shares	Sole	2024-10-28
2024-06-30	$359,417	3,547	+20.1%	Shares	Sole	2024-08-06
2024-03-31	$270,553	2,953	+7.7%	Shares	Sole	2024-05-01
2023-12-31	$257,967	2,742	-15.1%	Shares	Sole	2024-01-10
2023-09-30	$299,125	3,231	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$313,262	3,209	-1.8%	Shares	Sole	2023-07-26
2023-03-31	$317,910	3,269	-37.4%	Shares	Sole	2023-04-25
2022-12-31	$528,417	5,221	-4.0%	Shares	Sole	2023-02-01
2022-09-30	$451,491	5,439	+140.1%	Shares	Sole	2022-11-01
2022-06-30	$223,646	2,265	+448.4%	Shares	Sole	2022-08-01
2022-03-31	$38,797	413	+83.6%	Shares	Sole	2022-04-15
2021-12-31	$21,375	225	-0.9%	Shares	Sole	2022-01-26
2021-09-30	$21,517	227	-48.9%	Shares	Sole	2021-10-08
2021-06-30	$44,004	444	+29.4%	Shares	Sole	2021-07-27
2021-03-31	$30,437	343	+0.6%	Shares	Sole	2021-04-19
2020-12-31	$28,231	341	+0.6%	Shares	Sole	2021-01-08
2020-09-30	$25,421	339	+5.3%	Shares	Sole	2020-10-06
2020-06-30	$22,559	322	-50.5%	Shares	Sole	2020-07-23
2020-03-31	$47,424	650	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.