Creative Financial Designs Inc /adv
CIK Number: 0000819864
Main Sectors:
Top Industries:
Filing Date: Apr 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 789.62K | +5.35% | 40.33M | 42.81 | 3.22% | Share |
| 2 | IOO | iShares Global ... | 114.98 | +0.38% | 390.03K | +5.34% | 37.56M | 99.66 | 3.00% | Share |
| 3 | VONG | Vanguard Russel... | 115.87 | +0.12% | 393.81K | +4.40% | 36.54M | 65 | 2.92% | Share |
| 4 | FBND | Fidelity Total ... | 45.83 | -0.31% | 797.64K | +2.95% | 36.41M | 47.54 | 2.91% | Share |
| 5 | VTV | Vanguard Value ... | 180.44 | -0.2% | 183.68K | +8.13% | 31.73M | 127.41 | 2.53% | Share |
| 6 | VCSH | Vanguard Short-... | 79.58 | -0.12% | 397.49K | +8.12% | 31.38M | 78.19 | 2.50% | Share |
| 7 | SPTS | SPDR Portfolio ... | 29.23 | -0.12% | 924.98K | +1.24% | 27.05M | 28.87 | 2.16% | Share |
| 8 | AAPL | Apple Inc. | 232.81 | -0.22% | 121.21K | +0.49% | 26.92M | 116.7 | 2.15% | Share |
| 9 | VGIT | Vanguard Interm... | 59.64 | -0.22% | 379.56K | +6.40% | 22.55M | 58.33 | 1.80% | Share |
| 10 | VGSH | Vanguard Short-... | 58.65 | -0.1% | 375.08K | +3.90% | 22.01M | 58.37 | 1.76% | Share |
| 11 | SLQD | iShares 0-5 Yea... | 50.62 | -0.09% | 423.38K | +3.41% | 21.29M | 48.66 | 1.70% | Share |
| 12 | IMCG | iShares Morning... | 80.89 | -0.75% | 292.64K | +1.67% | 20.9M | 58.3 | 1.67% | Share |
| 13 | GLRY | Inspire Faithwa... | 34.46 | -0.61% | 712.39K | -0.08% | 20.56M | 28.03 | 1.64% | Share |
| 14 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 24.41K | +49.56% | 20.16M | 490.46 | 1.61% | Share |
| 15 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 302.15K | +20.60% | 20.04M | 65.37 | 1.60% | Share |
| 16 | IUSV | iShares Core S&... | 97.89 | -0.13% | 213.9K | +6.66% | 19.74M | 90.25 | 1.58% | Share |
| 17 | VUG | Vanguard Growth... | 463.54 | +0.15% | 52.24K | +4.19% | 19.37M | 339.36 | 1.55% | Share |
| 18 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 101.11K | +8.19% | 19.24M | 129.07 | 1.54% | Share |
| 19 | IBD | Inspire Corpora... | 24.06 | -0.21% | 673.27K | -1.03% | 15.99M | 23.75 | 1.28% | Share |
| 20 | VPU | Vanguard Utilit... | 185.81 | -0.67% | 88.84K | +8.58% | 15.18M | 160.69 | 1.21% | Share |
| 21 | CGDV | Capital Group D... | 41.12 | +0.13% | 401K | +12.14% | 14.29M | 31.61 | 1.14% | Share |
| 22 | BKIE | BNY Mellon Inte... | 87.43 | -0.09% | 175.23K | +8.78% | 13.56M | 72.83 | 1.08% | Share |
| 23 | BLES | Inspire Global ... | 41.47 | -1.05% | 349.79K | +1.84% | 13.2M | 32.45 | 1.05% | Share |
| 24 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 217.33K | -0.23% | 11.9M | 49.84 | 0.95% | Share |
| 25 | MGK | Vanguard Mega C... | 389.58 | +0.29% | 38.52K | +9.25% | 11.9M | 310.73 | 0.95% | Share |
| 26 | PTNQ | Pacer Trendpilo... | 74.94 | +0.01% | 162.78K | +4.97% | 11.56M | 63.89 | 0.92% | Share |
| 27 | SPSB | SPDR Portfolio ... | 30.16 | -0.1% | 326.56K | +1.32% | 9.83M | 29.83 | 0.78% | Share |
| 28 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 215.1K | +1.59% | 9.74M | 42.64 | 0.78% | Share |
| 29 | CGMS | Capital Group U... | 27.68 | -0.3% | 335.25K | +2.83% | 9.15M | 27.76 | 0.73% | Share |
| 30 | UITB | VictoryShares U... | 46.98 | -0.29% | 184.04K | +0.90% | 8.64M | 47.88 | 0.69% | Share |
| 31 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 17.92K | -3.22% | 8.4M | 315.81 | 0.67% | Share |
| 32 | TPHD | Timothy Plan Hi... | 38.82 | -0.46% | 221.56K | +3.09% | 8.34M | 28.92 | 0.67% | Share |
| 33 | TPSC | Timothy Plan US... | 40.78 | -1.12% | 223.95K | +6.88% | 8.29M | 34.92 | 0.66% | Share |
| 34 | SCHR | Schwab Intermed... | 24.96 | -0.22% | 317.42K | +2.90% | 7.89M | 25.28 | 0.63% | Share |
| 35 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 13.32K | +2.84% | 7.45M | 398.65 | 0.59% | Share |
| 36 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 14.21K | +0.62% | 7.3M | 366.56 | 0.58% | Share |
| 37 | ZROZ | PIMCO 25+ Year ... | 64.94 | -1.2% | 101.94K | +0.02% | 7.3M | 70.62 | 0.58% | Share |
| 38 | XLF | Financial Selec... | 53.01 | +0.47% | 142.35K | -5.96% | 7.09M | 38.16 | 0.57% | Share |
| 39 | CGUS | Capital Group C... | 38.58 | +0.14% | 207.14K | +13.74% | 6.92M | 30.13 | 0.55% | Share |
| 40 | VEA | Vanguard Develo... | 58.60 | -0.18% | 122.03K | +1.62% | 6.2M | 41.69 | 0.50% | Share |
| 41 | VYM | Vanguard High D... | 137.35 | -0.17% | 46.38K | +9.35% | 5.98M | 104.11 | 0.48% | Share |
| 42 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 54.96K | +6.58% | 5.96M | 29.19 | 0.48% | Share |
| 43 | XLK | Technology Sele... | 267.74 | -0.21% | 28.52K | +1.85% | 5.89M | 184.52 | 0.47% | Share |
| 44 | SCHZ | Schwab U.S. Agg... | 23.19 | -0.28% | 253.64K | +7.77% | 5.87M | 23.91 | 0.47% | Share |
| 45 | OXY | Occidental Petr... | 44.77 | +0.06% | 116.72K | +13.28% | 5.76M | 51.03 | 0.46% | Share |
| 46 | IJH | iShares Core S&... | 63.85 | -1.31% | 98.64K | -0.45% | 5.76M | 48.74 | 0.46% | Share |
| 47 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 38.97K | -1.93% | 5.47M | 105.84 | 0.44% | Share |
| 48 | IAGG | iShares Core In... | 51.09 | -0.18% | 106.02K | +1.16% | 5.3M | 49.93 | 0.42% | Share |
| 49 | SPEM | SPDR Portfolio ... | 44.19 | -1.14% | 132.9K | +13.51% | 5.23M | 35.01 | 0.42% | Share |
| 50 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 103.04K | +10.26% | 5.22M | 50.28 | 0.42% | Share |
| 51 | TPLC | Timothy Plan US... | 45.62 | -0.72% | 121.89K | +15.73% | 5.17M | 36.92 | 0.41% | Share |
| 52 | HYDB | iShares High Yi... | 47.34 | -0.25% | 109.38K | +2.46% | 5.15M | 48.01 | 0.41% | Share |
| 53 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 13.54K | +2.55% | 5.08M | 245.56 | 0.41% | Share |
| 54 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 202.25K | +3.79% | 5.06M | 18.45 | 0.40% | Share |
| 55 | FDG | American Centur... | 115.38 | +0.05% | 55.36K | -1.36% | 5.03M | 58.94 | 0.40% | Share |
| 56 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 76.47K | -3.66% | 5.03M | 50.88 | 0.40% | Share |
| 57 | PTBD | Pacer Trendpilo... | 19.80 | -0.23% | 242.82K | +4.38% | 4.87M | 23.1 | 0.39% | Share |
| 58 | MGV | Vanguard Mega C... | 133.01 | -0.08% | 37.25K | +0.13% | 4.8M | 107.21 | 0.38% | Share |
| 59 | IEFA | iShares Core MS... | 85.61 | -0.04% | 63.29K | -6.4% | 4.79M | 64.89 | 0.38% | Share |
| 60 | JMEE | JPMorgan Market... | 61.50 | -1.32% | 84.91K | +7.94% | 4.75M | 55.39 | 0.38% | Share |
| 61 | BTAL | AGFiQ U.S. Mark... | 16.45 | +0.70% | 222.13K | +16.68% | 4.63M | 19.71 | 0.37% | Share |
| 62 | XLE | Energy Select S... | 85.55 | -0.11% | 49.26K | -10.2% | 4.6M | 66.06 | 0.37% | Share |
| 63 | USTB | VictoryShares U... | 50.77 | -0.08% | 89.42K | +1.12% | 4.53M | 49.62 | 0.36% | Share |
| 64 | MUB | iShares Nationa... | 104.03 | -0.18% | 42.72K | -6.15% | 4.5M | 105.56 | 0.36% | Share |
| 65 | VBK | Vanguard Small ... | 285.85 | -1.33% | 16.7K | +20.26% | 4.21M | 219.91 | 0.34% | Share |
| 66 | IQLT | iShares MSCI In... | 42.98 | -0.14% | 101.31K | -7.48% | 4.02M | 34.47 | 0.32% | Share |
| 67 | VGT | Vanguard Inform... | 704.44 | -0.4% | 7.33K | +20.28% | 3.97M | 386.46 | 0.32% | Share |
| 68 | EDIV | SPDR S&P Emergi... | 38.92 | -0.38% | 110.12K | +1.19% | 3.93M | 35.42 | 0.31% | Share |
| 69 | FLRT | Pacer Pacific A... | 47.49 | -0.04% | 82.2K | +13.93% | 3.87M | 47.46 | 0.31% | Share |
| 70 | ILTB | iShares Core 10... | 49.33 | -0.54% | 77.17K | +3.99% | 3.86M | 49.9 | 0.31% | Share |
| 71 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 128.34K | +10.23K% | 3.81M | 29.66 | 0.30% | Share |
| 72 | FLV | American Centur... | 73.40 | -0.57% | 54.21K | +0.72% | 3.79M | 58.48 | 0.30% | Share |
| 73 | HPK | HighPeak Energy... | 7.51 | +1.01% | 298.04K | -1.89% | 3.77M | 17.83 | 0.30% | Share |
| 74 | CVX | Chevron Corpora... | 155.20 | -0.43% | 22.09K | +1.68% | 3.69M | 141.65 | 0.29% | Share |
| 75 | IWL | iShares Russell... | 160.28 | +0.11% | 26.74K | +3.84% | 3.67M | 95.8 | 0.29% | Share |
| 76 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 10.92K | -6.03% | 3.6M | 209 | 0.29% | Share |
| 77 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 39.46K | -4.74% | 3.59M | 102.18 | 0.29% | Share |
| 78 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 72.28K | +31.72% | 3.52M | 47.86 | 0.28% | Share |
| 79 | IHI | iShares U.S. Me... | 61.60 | -0.31% | 57.94K | +1.89% | 3.49M | 50.65 | 0.28% | Share |
| 80 | SDVY | First Trust SMI... | 37.27 | -1.27% | 99.91K | +47.96% | 3.35M | 34.34 | 0.27% | Share |
| 81 | PPA | Invesco Aerospa... | 146.86 | -0.73% | 28.61K | +2.00% | 3.34M | 85.9 | 0.27% | Share |
| 82 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 66.83K | -4.79% | 3.32M | 51.4 | 0.26% | Share |
| 83 | VTES | Vanguard Short-... | 101.57 | -0.04% | 32.93K | +11.73% | 3.31M | 100.29 | 0.26% | Share |
| 84 | IUSB | iShares Core To... | 46.20 | -0.26% | 71.52K | -6.74% | 3.3M | 48.84 | 0.26% | Share |
| 85 | VSS | Vanguard FTSE A... | 137.96 | -0.48% | 26.62K | -6.99% | 3.08M | 114.4 | 0.25% | Share |
| 86 | XLRE | The Real Estate... | 41.05 | -0.71% | 73.25K | -5.42% | 3.07M | 38.2 | 0.24% | Share |
| 87 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 11.68K | +2.91% | 3.02M | 209.51 | 0.24% | Share |
| 88 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 19.52K | +1.32% | 3.02M | 73.88 | 0.24% | Share |
| 89 | HYEM | VanEck Emerging... | 19.97 | -0.13% | 150.69K | +3.01% | 2.96M | 18.81 | 0.24% | Share |
| 90 | RDVY | First Trust Ris... | 65.38 | -0.29% | 49.81K | +103.95% | 2.92M | 57.27 | 0.23% | Share |
| 91 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 16.85K | +6.38% | 2.88M | 141.78 | 0.23% | Share |
| 92 | DGRO | iShares Core Di... | 66.23 | -0.14% | 45.59K | +11.92% | 2.82M | 45.7 | 0.22% | Share |
| 93 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 5.16K | -4.29% | 2.75M | 302.26 | 0.22% | Share |
| 94 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 22.49K | +0.10% | 2.74M | 94.12 | 0.22% | Share |
| 95 | IVW | iShares S&P 500... | 115.82 | +0.14% | 29.11K | -4.83% | 2.7M | 84.23 | 0.22% | Share |
| 96 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 15.58K | +19.62% | 2.7M | 161.92 | 0.22% | Share |
| 97 | JIRE | JPMorgan Intern... | 72.31 | +0.12% | 41.49K | +20.40% | 2.64M | 63.01 | 0.21% | Share |
| 98 | USB | U.S. Bancorp | 46.83 | +0.46% | 62.45K | -1.86% | 2.64M | 42.21 | 0.21% | Share |
| 99 | C | Citigroup Inc. | 95.45 | +0.85% | 37.05K | -5.98% | 2.63M | 52.44 | 0.21% | Share |
| 100 | SCHF | Schwab Internat... | 22.73 | -0.15% | 132.85K | -4.08% | 2.63M | 17.09 | 0.21% | Share |
| 101 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 10.09K | +33.21% | 2.62M | 165.95 | 0.21% | Share |
| 102 | PG | The Procter & G... | 153.70 | -1.1% | 15.17K | -0.47% | 2.58M | 154.61 | 0.21% | Share |
| 103 | VBR | Vanguard Small ... | 204.30 | -1.15% | 13.65K | +15.98% | 2.54M | 135.49 | 0.20% | Share |
| 104 | VB | Vanguard Small ... | 246.81 | -1.26% | 10.9K | +2.67% | 2.42M | 198.73 | 0.19% | Share |
| 105 | MBB | iShares MBS ETF | 93.62 | -0.34% | 25.5K | +10.30% | 2.39M | 97.94 | 0.19% | Share |
| 106 | IVV | iShares Core S&... | 648.15 | +0.01% | 4.23K | -1.31% | 2.38M | 391.48 | 0.19% | Share |
| 107 | USRT | iShares Core U.... | 56.17 | -0.83% | 41.27K | +4.51% | 2.38M | 57.32 | 0.19% | Share |
| 108 | MDT | Medtronic plc | 91.95 | -1.03% | 25.91K | +5.48% | 2.33M | 94.41 | 0.19% | Share |
| 109 | VHT | Vanguard Health... | 248.84 | +0.49% | 8.73K | +11.51% | 2.31M | 250.96 | 0.18% | Share |
| 110 | FLIN | Franklin FTSE I... | 37.56 | -0.63% | 62.42K | +0.47% | 2.3M | 37.76 | 0.18% | Share |
| 111 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 79.73K | +1.46% | 2.23M | 25.1 | 0.18% | Share |
| 112 | PTLC | Pacer Trendpilo... | 52.97 | +0.08% | 42.56K | +7.51% | 2.19M | 35.93 | 0.17% | Share |
| 113 | XLY | Consumer Discre... | 229.61 | -0.1% | 11.06K | -18.17% | 2.18M | 184.31 | 0.17% | Share |
| 114 | STIP | iShares 0-5 Yea... | 103.11 | -0.07% | 20.07K | +6.56% | 2.08M | 98.4 | 0.17% | Share |
| 115 | HON | Honeywell Inter... | 218.15 | -0.73% | 9.77K | +1.35% | 2.07M | 175.15 | 0.17% | Share |
| 116 | XLC | Communication S... | 111.20 | +0.08% | 19.92K | -35.34% | 1.92M | 85.31 | 0.15% | Share |
| 117 | AMGN | Amgen Inc. | 290.28 | +0.33% | 6.11K | +15.26% | 1.9M | 239.86 | 0.15% | Share |
| 118 | SJM | The J. M. Smuck... | 111.42 | -1.41% | 15.99K | +11.44% | 1.89M | 118.63 | 0.15% | Share |
| 119 | CTSH | Cognizant Techn... | 69.35 | -1.52% | 24.63K | +7.13% | 1.88M | 64.54 | 0.15% | Share |
| 120 | JHMM | John Hancock Mu... | 63.00 | -1.04% | 32.2K | -2.64% | 1.84M | 49.2 | 0.15% | Share |
| 121 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 11.05K | +16.20% | 1.83M | 160.52 | 0.15% | Share |
| 122 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 6.34K | +19.84% | 1.83M | 215.15 | 0.15% | Share |
| 123 | EMR | Emerson Electri... | 134.37 | -0.43% | 16.55K | -3.18% | 1.82M | 72.45 | 0.14% | Share |
| 124 | PYPL | PayPal Holdings... | 69.35 | -1.81% | 27.31K | +5.32% | 1.78M | 66.52 | 0.14% | Share |
| 125 | UBER | Uber Technologi... | 91.40 | +0.63% | 24.02K | +2.00% | 1.75M | 36.84 | 0.14% | Share |
| 126 | KNG | FT Cboe Vest S&... | 50.31 | -0.69% | 34.63K | +146.30% | 1.75M | 51.36 | 0.14% | Share |
| 127 | FIXD | First Trust TCW... | 43.94 | -0.26% | 39K | -2.51% | 1.71M | 45.48 | 0.14% | Share |
| 128 | VZ | Verizon Communi... | 43.49 | -0.49% | 37.55K | -9.75% | 1.7M | 44.76 | 0.14% | Share |
| 129 | UNP | Union Pacific C... | 221.35 | -0.82% | 7.2K | +11.92% | 1.7M | 208.76 | 0.14% | Share |
| 130 | HRL | Hormel Foods Co... | 28.31 | -2.28% | 54.7K | +6.33% | 1.69M | 37.58 | 0.14% | Share |
| 131 | SLYG | SPDR S&P 600 Sm... | 92.08 | -1.64% | 20.05K | +2.48% | 1.66M | 85.77 | 0.13% | Share |
| 132 | VIG | Vanguard Divide... | 210.08 | +0.06% | 8.56K | -0.89% | 1.66M | 127.56 | 0.13% | Share |
| 133 | PINS | Pinterest, Inc. | 36.34 | +1.55% | 53.36K | +3.18% | 1.65M | 25.51 | 0.13% | Share |
| 134 | KO | The Coca-Cola C... | 69.52 | -1.33% | 23.05K | +12.73% | 1.65M | 57.12 | 0.13% | Share |
| 135 | XLV | Health Care Sel... | 133.94 | +0.49% | 11.15K | -25.09% | 1.63M | 141.19 | 0.13% | Share |
| 136 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 62.33K | +897.76% | 1.59M | 25.48 | 0.13% | Share |
| 137 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 26.6K | -11.92% | 1.57M | 50.63 | 0.13% | Share |
| 138 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 17.01K | +13.02% | 1.56M | 96.47 | 0.12% | Share |
| 139 | VOT | Vanguard Mid-Ca... | 285.33 | -0.85% | 6.26K | +19.08% | 1.53M | 225.16 | 0.12% | Share |
| 140 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 17.5K | -1.31% | 1.53M | 92.97 | 0.12% | Share |
| 141 | RTX | RTX Corporation | 155.06 | -0.42% | 11.47K | +10.52% | 1.52M | 88.73 | 0.12% | Share |
| 142 | CGW | Invesco S&P Glo... | 64.59 | -0.84% | 27.25K | -1.04% | 1.52M | 51.01 | 0.12% | Share |
| 143 | BAC | Bank of America... | 47.70 | +0.97% | 35.9K | -77.23% | 1.5M | 34.37 | 0.12% | Share |
| 144 | VTIP | Vanguard Short-... | 50.31 | -0.06% | 29.34K | -0.41% | 1.46M | 48.94 | 0.12% | Share |
| 145 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 9.37K | +10.89% | 1.46M | 104.4 | 0.12% | Share |
| 146 | SCMB | Schwab Municipa... | 25.09 | -0.08% | 57.49K | +80.37% | 1.46M | 25.66 | 0.12% | Share |
| 147 | MRK | Merck & Co., In... | 82.74 | +0.04% | 16.1K | +216.91% | 1.44M | 87.34 | 0.12% | Share |
| 148 | FTCS | First Trust Cap... | 92.65 | -0.6% | 16.11K | -20.34% | 1.44M | 70.37 | 0.12% | Share |
| 149 | BIBL | Inspire 100 ESG... | 42.70 | -0.56% | 37.1K | +20.47% | 1.43M | 34.99 | 0.11% | Share |
| 150 | EPD | Enterprise Prod... | 31.93 | +0.57% | 41.39K | +9.98% | 1.41M | 29.34 | 0.11% | Share |