CREATIVE FINANCIAL DESIGNS INC /ADV
Top Portfolio Positions
1,165 positions ·
$312,924,806 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,430 | $31,579,089 | 10.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
129,013 | $26,869,537 | 8.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
28,285 | $26,015,694 | 8.31% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,558 | $12,442,846 | 3.98% | |
| NVDA |
Nvidia Corp
Technology
|
58,522 | $10,206,236 | 3.26% | |
| CAT |
Caterpillar Inc
Industrials
|
10,510 | $7,445,914 | 2.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,593 | $6,238,711 | 1.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,383 | $5,861,335 | 1.87% | |
| CVX |
Chevron Corp
Energy
|
26,974 | $5,580,920 | 1.78% | |
| MSFT |
Microsoft Corp
Technology
|
11,524 | $4,265,839 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SU
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,924 | 135 | Shares | Sole | 2026-04-13 | |
| 2021-09-30 | $6,014 | 290 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $6,951 | 290 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,040 | 289 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $5,218 | 311 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $3,791 | 310 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,866 | 170 | Shares | Sole | 2020-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||