CREATIVE FINANCIAL DESIGNS INC /ADV
Top Portfolio Positions
1,161 positions ·
$310,177,542 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% |
Holdings in SW
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,182 | 381 | Shares | Sole | 2026-04-13 | |
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