Portfolio (Quarterly)
Guide ↗
CREATIVE FINANCIAL DESIGNS INC /ADV
· CIK 0000819864| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | TBLL | INVESCO SHORT TERM TREASURY ETF | — | 15 | $2K | — | SOLD |
| 42 | VGM | INVESCO TR INVT GRADE MUNS COM | Financial Services | 146 | $2K | — | SOLD |
| 43 | CGUI | CAPITAL GROUP ULTRA SHORT INCOME ETF | — | 59 | $1K | — | SOLD |
| 44 | HMC | HONDA MOTOR LTD ADR ECH CNV IN 3 | Consumer Cyclical | 47 | $1K | — | SOLD |
| 45 | WS | WORTHINGTON STL INC COM SHS | Basic Materials | 30 | $1K | — | SOLD |
| 46 | — | TELEFONICA S A SPONSORED ADR | — | 253 | $1K | — | SOLD |
| 47 | — | CONFLUENT INC CLASS A COM | — | 32 | $968.0 | — | SOLD |
| 48 | SNX | TD SYNNEX CORPORATION COM | Technology | 6 | $936.0 | — | SOLD |
| 49 | ADSK | AUTODESK INC COM | Technology | 3 | $888.0 | — | SOLD |
| 50 | EL | LAUDER ESTEE COS INC CL A | Consumer Defensive | 8 | $838.0 | — | SOLD |
| 51 | ARES | ARES MANAGEMENT CORPORATION CL A COM STK | Financial Services | 5 | $808.0 | — | SOLD |
| 52 | BBLU | EA BRIDGEWAY BLUE CHIP ETF | — | 51 | $773.0 | — | SOLD |
| 53 | CPNG | COUPANG INC CL A | Consumer Cyclical | 30 | $708.0 | — | SOLD |
| 54 | CMS | CMS ENERGY CORP COM | Utilities | 10 | $699.0 | — | SOLD |
| 55 | CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETF | — | 15 | $688.0 | — | SOLD |
| 56 | GDDY | GODADDY INC CL A | Technology | 5 | $620.0 | — | SOLD |
| 57 | MSCI | MSCI INC COM | Financial Services | 1 | $574.0 | — | SOLD |
| 58 | LEN | LENNAR CORP CL A | Consumer Cyclical | 5 | $514.0 | — | SOLD |
| 59 | RBLX | ROBLOX CORP CL A | Technology | 5 | $405.0 | — | SOLD |
| 60 | BXP | BXP INC COM | Real Estate | 5 | $337.0 | — | SOLD |
Sector Allocation
Technology
23.2%
Financial Services
16.9%
Healthcare
12.3%
Consumer Cyclical
11.5%
Industrials
9.3%
Energy
6.0%
Consumer Defensive
5.2%
Communication Services
5.1%
Utilities
4.0%
Basic Materials
3.3%