Creative Financial Designs Inc /adv
CIK Number: 0000819864
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russel... | 107.91 | +0.93% | 377.2K | +0.25% | 38.96M | 63.77 | 3.17% |
| 2 | SPYV | SPDR Portfolio ... | 51.93 | +0.56% | 749.5K | +4.21% | 38.33M | 42.37 | 3.11% |
| 3 | IOO | iShares Global ... | 106.68 | +0.82% | 370.24K | +2.97K% | 37.31M | 99.84 | 3.03% |
| 4 | FBND | Fidelity Total ... | 45.88 | +0.34% | 774.78K | +2.46% | 34.76M | 47.59 | 2.83% |
| 5 | AAPL | Apple Inc. | 201.21 | -0.18% | 120.62K | -0.25% | 30.21M | 116.18 | 2.45% |
| 6 | VTV | Vanguard Value ... | 176.23 | +0.72% | 169.88K | +1.25% | 28.76M | 123.72 | 2.34% |
| 7 | VCSH | Vanguard Short-... | 79.41 | +0.18% | 367.65K | -6.33% | 28.68M | 78.13 | 2.33% |
| 8 | SPTS | SPDR Portfolio ... | 29.29 | +0.12% | 913.65K | +0.33% | 26.51M | 28.86 | 2.15% |
| 9 | GLRY | Inspire Faithwa... | 32.85 | +0.89% | 712.98K | +0.66% | 22.01M | 28.03 | 1.79% |
| 10 | IMCG | iShares Morning... | 79.24 | +0.80% | 287.83K | +2.29% | 21.74M | 58.08 | 1.77% |
| 11 | VGSH | Vanguard Short-... | 58.76 | +0.10% | 361.01K | +2.54% | 21M | 58.36 | 1.71% |
| 12 | VGIT | Vanguard Interm... | 59.74 | +0.23% | 356.74K | +10.32% | 20.69M | 58.27 | 1.68% |
| 13 | VUG | Vanguard Growth... | 433.78 | +0.82% | 50.13K | -24.23% | 20.58M | 338.04 | 1.67% |
| 14 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 93.45K | -0.81% | 20.5M | 124.06 | 1.67% |
| 15 | SLQD | iShares 0-5 Yea... | 50.52 | +0.11% | 409.44K | +7.55% | 20.37M | 48.6 | 1.65% |
| 16 | IUSV | iShares Core S&... | 93.92 | +0.71% | 200.54K | +8.85% | 18.57M | 90.11 | 1.51% |
| 17 | SPHQ | Invesco S&P 500... | 70.31 | +0.49% | 250.53K | +0.90% | 16.79M | 65.16 | 1.36% |
| 18 | IBD | Inspire Corpora... | 23.92 | +0.29% | 680.28K | +1.87% | 15.95M | 23.75 | 1.30% |
| 19 | VPU | Vanguard Utilit... | 175.46 | +0.10% | 81.83K | +715.48% | 13.37M | 159.82 | 1.09% |
| 20 | BLES | Inspire Global ... | 40.44 | +0.10% | 343.48K | +5.03% | 12.71M | 32.35 | 1.03% |
| 21 | CGDV | Capital Group D... | 39.30 | +1.00% | 357.58K | -0.54% | 12.61M | 31.13 | 1.02% |
| 22 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 16.32K | -0.12% | 12.6M | 324.21 | 1.02% |
| 23 | COWZ | Pacer US Cash C... | 54.78 | +0.81% | 217.82K | +4.87% | 12.3M | 49.84 | 1.00% |
| 24 | MGK | Vanguard Mega C... | 362.58 | +0.87% | 35.25K | +292.45% | 12.11M | 310.9 | 0.98% |
| 25 | BKIE | BNY Mellon Inte... | 85.23 | +1.22% | 161.08K | +100.00% | 11.67M | 72.43 | 0.95% |
| 26 | PTNQ | Pacer Trendpilo... | 70.58 | +1.01% | 155.08K | +124.94% | 11.48M | 63.54 | 0.93% |
| 27 | SPSB | SPDR Portfolio ... | 30.16 | +0.10% | 322.31K | -0.68% | 9.62M | 29.83 | 0.78% |
| 28 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 18.51K | +6.35% | 9.46M | 315.81 | 0.77% |
| 29 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 211.74K | +1.91% | 9.32M | 42.6 | 0.76% |
| 30 | CGMS | Capital Group U... | 27.66 | +0.27% | 326.03K | +1.29% | 8.89M | 27.78 | 0.72% |
| 31 | UITB | VictoryShares U... | 46.99 | +0.29% | 182.39K | +1.90% | 8.38M | 47.89 | 0.68% |
| 32 | TPSC | Timothy Plan US... | 38.70 | +1.35% | 209.53K | +7.82% | 8.18M | 34.77 | 0.66% |
| 33 | TPHD | Timothy Plan Hi... | 37.71 | +0.80% | 214.92K | +0.91% | 7.81M | 28.65 | 0.63% |
| 34 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 14.13K | +2.46% | 7.61M | 365.65 | 0.62% |
| 35 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 12.96K | +2.70% | 7.59M | 394.08 | 0.62% |
| 36 | SCHR | Schwab Intermed... | 25.01 | +0.24% | 308.49K | +103.34% | 7.49M | 25.3 | 0.61% |
| 37 | XLF | Financial Selec... | 51.80 | +0.75% | 151.37K | +0.72% | 7.32M | 38.16 | 0.59% |
| 38 | ZROZ | PIMCO 25+ Year ... | 66.69 | +0.87% | 101.92K | +654.34% | 6.99M | 70.62 | 0.57% |
| 39 | BAC | Bank of America... | 47.51 | +1.40% | 157.71K | -4.05% | 6.93M | 34.37 | 0.56% |
| 40 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 51.57K | +3.90% | 6.93M | 23.99 | 0.56% |
| 41 | XLK | Technology Sele... | 251.16 | +0.73% | 28K | +0.82% | 6.51M | 184.11 | 0.53% |
| 42 | CGUS | Capital Group C... | 36.69 | +1.00% | 182.12K | -0.01% | 6.37M | 29.68 | 0.52% |
| 43 | IYW | iShares U.S. Te... | 171.64 | +0.87% | 39.74K | +0.13% | 6.34M | 105.84 | 0.52% |
| 44 | IJH | iShares Core S&... | 61.88 | +1.38% | 99.09K | +0.68% | 6.17M | 48.74 | 0.50% |
| 45 | FDG | American Centur... | 107.50 | +1.31% | 56.13K | -8.23% | 5.83M | 58.94 | 0.47% |
| 46 | VEA | Vanguard Develo... | 56.48 | +1.10% | 120.09K | -17.23% | 5.74M | 41.54 | 0.47% |
| 47 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 13.21K | -8.3% | 5.57M | 242.25 | 0.45% |
| 48 | SPLG | SPDR Portfolio ... | 72.20 | +0.80% | 79.37K | -9.13% | 5.47M | 50.88 | 0.44% |
| 49 | SCHG | Schwab U.S. Lar... | 28.88 | +0.87% | 194.86K | +260.18% | 5.43M | 18.2 | 0.44% |
| 50 | VYM | Vanguard High D... | 132.15 | +0.88% | 42.41K | +8.04% | 5.41M | 101.79 | 0.44% |
| 51 | SCHZ | Schwab U.S. Agg... | 23.20 | +0.28% | 235.36K | +103.14% | 5.34M | 23.97 | 0.43% |
| 52 | IAGG | iShares Core In... | 51.09 | +0.10% | 104.81K | -0.3% | 5.23M | 49.93 | 0.43% |
| 53 | OXY | Occidental Petr... | 43.16 | +1.73% | 103.04K | +21.61% | 5.09M | 51.25 | 0.41% |
| 54 | HYDB | iShares High Yi... | 47.33 | +0.30% | 106.75K | +2.72% | 5.02M | 48.03 | 0.41% |
| 55 | MUB | iShares Nationa... | 104.33 | +0.13% | 45.52K | -17.04% | 4.85M | 105.56 | 0.39% |
| 56 | JMEE | JPMorgan Market... | 59.16 | +1.40% | 78.67K | +11.92% | 4.76M | 55.34 | 0.39% |
| 57 | IEFA | iShares Core MS... | 82.55 | +1.22% | 67.61K | +1.95% | 4.75M | 64.89 | 0.39% |
| 58 | JPST | JPMorgan Ultra-... | 50.65 | +0.07% | 93.45K | +4.06% | 4.71M | 50.24 | 0.38% |
| 59 | XLE | Energy Select S... | 85.73 | +1.41% | 54.85K | -0.96% | 4.7M | 66.06 | 0.38% |
| 60 | PTBD | Pacer Trendpilo... | 19.70 | -0.35% | 232.63K | +11.58% | 4.65M | 23.23 | 0.38% |
| 61 | MGV | Vanguard Mega C... | 130.75 | +0.64% | 37.21K | +45.89% | 4.65M | 107.18 | 0.38% |
| 62 | TPLC | Timothy Plan US... | 44.63 | +0.80% | 105.33K | +6.35% | 4.51M | 36.05 | 0.37% |
| 63 | SPEM | SPDR Portfolio ... | 42.67 | +0.85% | 117.08K | +7.74% | 4.49M | 34.43 | 0.37% |
| 64 | HPK | HighPeak Energy... | 10.05 | +3.50% | 303.77K | +2.84% | 4.47M | 17.83 | 0.36% |
| 65 | USTB | VictoryShares U... | 50.76 | +0.06% | 88.44K | +1.22% | 4.44M | 49.61 | 0.36% |
| 66 | RLY | SPDR SSgA Multi... | 29.13 | +1.13% | 159.33K | +1.97% | 4.31M | 28.52 | 0.35% |
| 67 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 11.62K | +3.42% | 4.22M | 209 | 0.34% |
| 68 | IQLT | iShares MSCI In... | 42.80 | +0.93% | 109.5K | +12.82% | 4.06M | 34.47 | 0.33% |
| 69 | VBK | Vanguard Small ... | 275.93 | +1.40% | 13.89K | +10.22% | 3.89M | 213.45 | 0.32% |
| 70 | EDIV | SPDR S&P Emergi... | 38.34 | +0.99% | 108.83K | +2.86% | 3.84M | 35.42 | 0.31% |
| 71 | VGT | Vanguard Inform... | 656.89 | +0.75% | 6.09K | -48.94% | 3.79M | 354.84 | 0.31% |
| 72 | IWL | iShares Russell... | 151.59 | +0.85% | 25.75K | +5.97% | 3.73M | 94.2 | 0.30% |
| 73 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 19.26K | +0.48% | 3.65M | 72.82 | 0.30% |
| 74 | TLT | iShares 20+ Yea... | 87.93 | +0.48% | 41.43K | -61.34% | 3.62M | 102.18 | 0.29% |
| 75 | ILTB | iShares Core 10... | 49.20 | +0.50% | 74.21K | +18.41% | 3.61M | 49.9 | 0.29% |
| 76 | FLV | American Centur... | 68.94 | +0.32% | 53.83K | +2.70% | 3.59M | 58.39 | 0.29% |
| 77 | VTEB | Vanguard Tax-Ex... | 48.95 | +0.09% | 70.2K | +2.28% | 3.52M | 51.4 | 0.29% |
| 78 | BTAL | AGFiQ U.S. Mark... | 17.77 | -0.95% | 190.37K | +20.01% | 3.52M | 19.52 | 0.29% |
| 79 | IUSB | iShares Core To... | 46.16 | +0.27% | 76.7K | -4.46% | 3.47M | 48.84 | 0.28% |
| 80 | FLRT | Pacer Pacific A... | 47.30 | -0.58% | 72.15K | +7.70% | 3.43M | 47.51 | 0.28% |
| 81 | IHI | iShares U.S. Me... | 61.77 | +0.01% | 56.87K | -1.8% | 3.32M | 50.47 | 0.27% |
| 82 | VSS | Vanguard FTSE A... | 133.16 | +1.34% | 28.62K | +4.46% | 3.28M | 114.4 | 0.27% |
| 83 | PPA | Invesco Aerospa... | 138.84 | +1.49% | 28.05K | -10.17% | 3.22M | 85.29 | 0.26% |
| 84 | XLRE | The Real Estate... | 40.98 | -0.59% | 77.44K | +0.73% | 3.15M | 38.2 | 0.26% |
| 85 | CVX | Chevron Corpora... | 144.42 | +0.83% | 21.72K | +53.46% | 3.15M | 141.22 | 0.26% |
| 86 | IVW | iShares S&P 500... | 108.89 | +0.98% | 30.59K | -3.51% | 3.11M | 84.23 | 0.25% |
| 87 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 7.58K | -5.45% | 3.06M | 134.99 | 0.25% |
| 88 | USB | U.S. Bancorp | 45.64 | +1.83% | 63.63K | -1.05% | 3.04M | 42.21 | 0.25% |
| 89 | XLY | Consumer Discre... | 215.15 | +0.98% | 13.52K | -9.76% | 3.03M | 184.31 | 0.25% |
| 90 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 11.35K | +2.56% | 3M | 208.08 | 0.24% |
| 91 | XLC | Communication S... | 106.44 | +1.17% | 30.81K | -10.51% | 2.98M | 85.31 | 0.24% |
| 92 | VTES | Vanguard Short-... | 100.83 | +0.02% | 29.47K | +63.16% | 2.95M | 100.27 | 0.24% |
| 93 | HYEM | VanEck Emerging... | 19.79 | +0.28% | 146.29K | +9.22% | 2.85M | 18.79 | 0.23% |
| 94 | QUAL | iShares MSCI US... | 180.45 | +0.60% | 15.84K | +1.30% | 2.82M | 139.92 | 0.23% |
| 95 | DYNF | BlackRock U.S. ... | 53.90 | +0.96% | 54.87K | +37.75% | 2.81M | 47.57 | 0.23% |
| 96 | C | Citigroup Inc. | 84.42 | +2.17% | 39.4K | +2.58% | 2.77M | 52.44 | 0.23% |
| 97 | SCHF | Schwab Internat... | 21.89 | +1.08% | 138.51K | -61.72% | 2.56M | 17.09 | 0.21% |
| 98 | PG | The Procter & G... | 158.66 | -0.19% | 15.24K | +25.59% | 2.55M | 154.61 | 0.21% |
| 99 | VB | Vanguard Small ... | 237.05 | +1.40% | 10.62K | +10.85% | 2.55M | 198.12 | 0.21% |
| 100 | IVV | iShares Core S&... | 614.96 | +0.82% | 4.29K | +5.98% | 2.52M | 391.48 | 0.21% |
| 101 | DGRO | iShares Core Di... | 63.44 | +0.69% | 40.73K | -2.77% | 2.5M | 43.78 | 0.20% |
| 102 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 5.39K | +8.67% | 2.44M | 302.26 | 0.20% |
| 103 | SDVY | First Trust SMI... | 35.21 | +1.06% | 67.53K | +51.07% | 2.42M | 34.74 | 0.20% |
| 104 | DUK | Duke Energy Cor... | 116.38 | +0.37% | 22.46K | +0.34% | 2.42M | 94.09 | 0.20% |
| 105 | SOXX | iShares Semicon... | 239.16 | +0.82% | 11.18K | +4.90% | 2.41M | 213.1 | 0.20% |
| 106 | FLIN | Franklin FTSE I... | 39.86 | +1.40% | 62.12K | +5.54% | 2.35M | 37.77 | 0.19% |
| 107 | VBR | Vanguard Small ... | 195.46 | +1.41% | 11.77K | +1.19% | 2.33M | 127.37 | 0.19% |
| 108 | RSP | Invesco S&P 500... | 180.32 | +0.81% | 13.03K | +16.86% | 2.28M | 159.7 | 0.19% |
| 109 | USRT | iShares Core U.... | 56.10 | +0.04% | 39.49K | +100.00% | 2.26M | 57.31 | 0.18% |
| 110 | PYPL | PayPal Holdings... | 73.22 | +0.20% | 25.93K | -0.68% | 2.21M | 66.58 | 0.18% |
| 111 | HON | Honeywell Inter... | 226.44 | +2.10% | 9.64K | -1.37% | 2.18M | 174.66 | 0.18% |
| 112 | LMT | Lockheed Martin... | 458.13 | -0.06% | 4.48K | +1.77% | 2.18M | 462.59 | 0.18% |
| 113 | SCHD | Schwab U.S. Div... | 26.39 | +0.71% | 78.58K | +224.26% | 2.15M | 25.06 | 0.17% |
| 114 | MBB | iShares MBS ETF | 93.88 | +0.36% | 23.12K | -2.7% | 2.12M | 98.36 | 0.17% |
| 115 | EMR | Emerson Electri... | 132.87 | +2.65% | 17.1K | -7.21% | 2.12M | 72.45 | 0.17% |
| 116 | PTLC | Pacer Trendpilo... | 50.26 | +0.88% | 39.59K | +11.10% | 2.12M | 34.77 | 0.17% |
| 117 | FTGS | First Trust Gro... | 33.66 | +0.66% | 67.34K | -2.69% | 2.11M | 30.5 | 0.17% |
| 118 | XLP | Consumer Staple... | 80.14 | -0.12% | 26.62K | -13.48% | 2.09M | 76.34 | 0.17% |
| 119 | XLV | Health Care Sel... | 134.22 | +0.24% | 14.88K | +3.61% | 2.05M | 141.19 | 0.17% |
| 120 | JIRE | JPMorgan Intern... | 70.01 | +1.17% | 34.46K | -84.01% | 2.02M | 62.86 | 0.16% |
| 121 | VHT | Vanguard Health... | 247.45 | -0.1% | 7.83K | +5.42% | 1.99M | 249.37 | 0.16% |
| 122 | JHMM | John Hancock Mu... | 60.69 | +0.64% | 33.07K | +2.16% | 1.98M | 49.2 | 0.16% |
| 123 | MDT | Medtronic plc | 86.28 | +0.36% | 24.56K | -0.91% | 1.96M | 94.66 | 0.16% |
| 124 | STIP | iShares 0-5 Yea... | 102.83 | +0.15% | 18.83K | +15.08% | 1.89M | 98.07 | 0.15% |
| 125 | FTCS | First Trust Cap... | 89.98 | +0.27% | 20.23K | +11.29% | 1.78M | 70.37 | 0.14% |
| 126 | CTSH | Cognizant Techn... | 77.61 | +0.82% | 22.99K | +0.72% | 1.77M | 63.68 | 0.14% |
| 127 | SLYG | SPDR S&P 600 Sm... | 88.42 | +1.56% | 19.56K | -34.52% | 1.77M | 85.84 | 0.14% |
| 128 | FV | First Trust Dor... | 58.63 | +1.09% | 29.55K | +2.91% | 1.75M | 35.18 | 0.14% |
| 129 | FIXD | First Trust TCW... | 43.80 | -0.15% | 40.01K | +2.29% | 1.72M | 45.48 | 0.14% |
| 130 | AVUV | Avantis U.S. Sm... | 90.91 | +1.61% | 17.73K | +5.04% | 1.71M | 92.97 | 0.14% |
| 131 | VIG | Vanguard Divide... | 203.59 | +0.62% | 8.64K | +7.48% | 1.69M | 127.56 | 0.14% |
| 132 | VZ | Verizon Communi... | 42.13 | +0.01% | 41.6K | +8.43% | 1.66M | 44.76 | 0.14% |
| 133 | XLI | Industrial Sele... | 145.42 | +1.14% | 12.62K | +0.97% | 1.66M | 119.38 | 0.14% |
| 134 | HRL | Hormel Foods Co... | 30.25 | +1.36% | 51.44K | +3.03% | 1.61M | 38 | 0.13% |
| 135 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 8.45K | +5.10% | 1.61M | 98.76 | 0.13% |
| 136 | EFV | iShares MSCI EA... | 63.08 | +1.07% | 30.2K | +26.97% | 1.58M | 50.63 | 0.13% |
| 137 | SJM | The J. M. Smuck... | 96.04 | +0.34% | 14.35K | +4.69% | 1.58M | 118.65 | 0.13% |
| 138 | EFG | iShares MSCI EA... | 110.53 | +1.15% | 15.94K | -22.23% | 1.54M | 92.55 | 0.13% |
| 139 | SCHX | Schwab U.S. Lar... | 24.23 | +0.81% | 66.5K | +186.77% | 1.54M | 17.37 | 0.13% |
| 140 | ALTO | Alto Ingredient... | 1.16 | +6.94% | 984.1K | -12.57% | 1.54M | 3 | 0.12% |
| 141 | PINS | Pinterest, Inc. | 35.16 | -0.52% | 51.71K | +4.31% | 1.5M | 25.33 | 0.12% |
| 142 | CGW | Invesco S&P Glo... | 62.14 | +1.06% | 27.53K | +0.34% | 1.49M | 51.01 | 0.12% |
| 143 | ILDR | First Trust Inn... | 28.70 | +0.38% | 58.3K | +17.07% | 1.49M | 22.01 | 0.12% |
| 144 | XMHQ | Invesco S&P Mid... | 97.72 | +1.18% | 15.05K | +20.17% | 1.48M | 97.11 | 0.12% |
| 145 | INTC | Intel Corporati... | 22.50 | +1.37% | 73.66K | +11.13% | 1.48M | 31.03 | 0.12% |
| 146 | FDL | First Trust Mor... | 41.76 | -0.25% | 36.57K | +173.30% | 1.47M | 38.51 | 0.12% |
| 147 | UNP | Union Pacific C... | 229.69 | +1.27% | 6.43K | +0.75% | 1.47M | 205.48 | 0.12% |
| 148 | RDVY | First Trust Ris... | 62.10 | +0.66% | 24.42K | +43.93% | 1.44M | 55.95 | 0.12% |
| 149 | FRTY | Alger Mid Cap 4... | 19.02 | +0.75% | 76.36K | +0.68% | 1.43M | 12.24 | 0.12% |
| 150 | VTIP | Vanguard Short-... | 50.26 | +0.15% | 29.46K | -0.78% | 1.43M | 48.94 | 0.12% |