Portfolio (Quarterly)
Guide ↗
CREATIVE FINANCIAL DESIGNS INC /ADV
· CIK 0000819864| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | — | 250 | $8K | — | SOLD |
| 22 | ILF | ISHARES LATIN AMERICA 40 ETF | — | 238 | $7K | — | SOLD |
| 23 | NDIA | GLOBAL X INDIA ACTIVE ETF | — | 233 | $7K | — | SOLD |
| 24 | FFBC | FIRST FINL BANCORP OH COM | Financial Services | 250 | $6K | — | SOLD |
| 25 | — | DYNAVAX TECHNOLOGIES CORP COM NEW | — | 400 | $6K | — | SOLD |
| 26 | — | MAGIC SOFTWARE ENTERPRISES LTD ORD | — | 200 | $5K | — | SOLD |
| 27 | ITB | ISHARES U.S. HOME CONSTRUCTION ETF | — | 50 | $5K | — | SOLD |
| 28 | — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | — | 1,005 | $4K | — | SOLD |
| 29 | — | PIPER SANDLER COMPANIES COM | — | 11 | $4K | — | SOLD |
| 30 | MOO | VANECK AGRIBUSINESS ETF | — | 45 | $3K | — | SOLD |
| 31 | — | SOTHERLY HOTELS INC COM | — | 1,500 | $3K | — | SOLD |
| 32 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | — | 45 | $3K | — | SOLD |
| 33 | ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | — | 64 | $3K | — | SOLD |
| 34 | HOV | HOVNANIAN ENTERPRISES INC CL A NEW | Consumer Cyclical | 30 | $3K | — | SOLD |
| 35 | MEDP | MEDPACE HLDGS INC COM | Healthcare | 5 | $3K | — | SOLD |
| 36 | NCNO | NCINO INC COM | Technology | 100 | $3K | — | SOLD |
| 37 | — | MSC INCOME FUND INC COM | — | 178 | $2K | — | SOLD |
| 38 | MSEX | MIDDLESEX WTR CO COM | Utilities | 42 | $2K | — | SOLD |
| 39 | ST | SENSATA TECHNOLOGIES HLDG PLC SHS | Technology | 50 | $2K | — | SOLD |
| 40 | FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | — | 10 | $2K | — | SOLD |
Sector Allocation
Technology
23.5%
Financial Services
17.0%
Healthcare
12.4%
Consumer Cyclical
11.6%
Industrials
9.4%
Energy
6.0%
Consumer Defensive
5.3%
Communication Services
4.2%
Utilities
4.1%
Basic Materials
3.3%