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CREATIVE FINANCIAL DESIGNS INC /ADV

2704 S. GOYER RD, KOKOMO, IN 46902 • 3174539600

Q2 2025 · Filed 2025-08-04
Market Value
$1.4B
+10.6%
Holdings
2,131
+57
New Purchases
140
Added To
621
Closed
182
Reduced
595
Top 10 Concentration
21.2%
Turnover
15.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WWJD 1.09% 0.02% +1.07% $15M
PIZ 0.98% 0.00% +0.98% $14M
PYLD 0.95% 0.00% +0.95% $13M
ELCV 0.94% 0.03% +0.91% $13M
IMCB 0.88% 0.04% +0.84% $12M
CGDV 1.80% 1.14% +0.66% $25M
BIBL 0.68% 0.11% +0.56% $9M
JPIB 0.43% 0.00% +0.43% $6M
EFV 0.53% 0.13% +0.41% $7M
UITB 1.07% 0.69% +0.38% $15M
MGK 1.32% 0.95% +0.37% $18M
VTV 2.89% 2.54% +0.35% $40M
VABS 0.35% 0.00% +0.35% $5M
FDLS 0.35% 0.02% +0.33% $5M
ISMD 0.39% 0.07% +0.32% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IOO 0.23% 3.01% -2.77% $3M
FBND 1.50% 2.91% -1.41% $21M
BLES 0.08% 1.06% -0.98% $1M
GLRY 0.74% 1.65% -0.91% $10M
IMCG 0.85% 1.67% -0.82% $12M
VONG 2.22% 2.92% -0.71% $31M
SCHR 0.17% 0.63% -0.46% $2M
TPHD 0.24% 0.67% -0.42% $3M
SPHQ 1.19% 1.60% -0.41% $16M
HYDB 0.01% 0.41% -0.40% $110K
IAGG 0.03% 0.42% -0.39% $472K
TPLC 0.13% 0.41% -0.28% $2M
VCSH 2.23% 2.51% -0.28% $31M
AAPL 1.89% 2.15% -0.27% $26M
SPTS 1.90% 2.16% -0.26% $26M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 84.2%
Technology 4.4%
Healthcare 2.3%
Consumer Cyclical 2.2%
Industrials 1.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $250M 18.1%
Large Cap 844 $656M 47.5%
Mid Cap 564 $182M 13.2%
Small Cap 433 $229M 16.6%
Micro Cap 211 $64M 4.6%

Portfolio Analytics

Avg Market Cap
$48.7B
Median Market Cap
$7.0B
Avg P/E
33.4
Median P/E
22.5
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
1,196
# ETFs / Funds
935

Top Holdings (2,131 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPYV 2.99% 789,159 $41M $52.34 $979K -456 -0.1%
2 VTV 2.89% 226,274 $40M $176.74 $8M +42,592 +23.2%
3 VCSH 2.23% 387,411 $31M $79.50 -$578K -10,074 -2.5%
4 VONG 2.22% 280,438 $31M $109.20 -$6M -113,377 -28.8%
5 SPTS 1.90% 897,060 $26M $29.29 -$772K -27,923 -3.0%
6 AAPL 1.89% 127,000 $26M $205.17 -$868K +5,789 +4.8%
7 AMZN 1.85% 116,498 $26M $219.39 $6M +15,390 +15.2%
8 CGDV 1.80% 630,009 $25M $39.49 $11M +229,014 +57.1%
9 VUG 1.73% 54,537 $24M $438.40 $5M +2,301 +4.4%
10 IUSV 1.72% 251,187 $24M $94.63 $4M +37,284 +17.4%
11 VGIT 1.72% 396,850 $24M $59.81 $1M +17,293 +4.6%
12 VGSH 1.65% 388,473 $23M $58.78 $821K +13,389 +3.6%
13 SLQD 1.62% 442,768 $22M $50.59 $1M +19,383 +4.6%
14 IBD 1.56% 899,262 $22M $24.01 $6M +225,994 +33.6%
15 LLY 1.53% 27,076 $21M $779.53 $949K +2,669 +10.9%
16 FBND 1.50% 453,086 $21M $45.75 -$16M -344,559 -43.2%
17 MGK 1.32% 49,833 $18M $366.17 $6M +11,317 +29.4%
18 BKIE 1.25% 199,927 $17M $86.17 $4M +24,697 +14.1%
19 VPU 1.21% 94,440 $17M $176.51 $1M +5,595 +6.3%
20 SPHQ 1.19% 230,707 $16M $71.26 -$4M -71,446 -23.6%
21 WWJD 1.09% 440,058 $15M $34.27 $15M +433,179 +6297.1%
22 UITB 1.07% 315,653 $15M $47.07 $6M +131,612 +71.5%
23 PIZ 0.98% 294,152 $14M $45.95 +294,152 NEW
24 PYLD 0.95% 496,783 $13M $26.54 +496,783 NEW
25 COWZ 0.94% 235,634 $13M $55.10 $1M +18,302 +8.4%
26 ELCV 0.94% 510,605 $13M $25.40 $13M +495,481 +3276.1%
27 PTNQ 0.93% 180,961 $13M $71.37 $1M +18,184 +11.2%
28 IMCB 0.88% 153,163 $12M $79.66 $12M +146,140 +2080.9%
29 IMCG 0.85% 146,812 $12M $80.23 -$9M -145,824 -49.8%
30 QQQ 0.79% 19,697 $11M $551.63 $2M +1,780 +9.9%
31 VWO 0.78% 218,091 $11M $49.46 $1M +2,990 +1.4%
32 GLRY 0.74% 308,831 $10M $32.94 -$10M -403,559 -56.6%
33 XLK 0.73% 39,663 $10M $253.23 $4M +11,148 +39.1%
34 SPSB 0.70% 322,586 $10M $30.19 -$91K -3,979 -1.2%
35 BIBL 0.68% 226,196 $9M $41.33 $8M +189,094 +509.7%
36 NVDA 0.65% 57,093 $9M $157.99 $3M +2,130 +3.9%
37 SPY 0.63% 14,068 $9M $617.85 $1M +745 +5.6%
38 VOO 0.62% 15,207 $9M $568.02 $1M +995 +7.0%
39 USTB 0.61% 164,656 $8M $50.82 $4M +75,233 +84.1%
40 ZROZ 0.58% 120,555 $8M $67.07 $783K +18,611 +18.3%
41 TPSC 0.58% 206,062 $8M $38.68 -$322K -17,884 -8.0%
42 VGT 0.54% 11,282 $7M $663.26 $4M +3,957 +54.0%
43 EFV 0.53% 115,895 $7M $63.48 $6M +89,298 +335.7%
44 VEA 0.49% 119,190 $7M $57.01 $592K -2,842 -2.3%
45 XLF 0.48% 126,508 $7M $52.37 -$465K -15,842 -11.1%
46 CGMS 0.48% 239,126 $7M $27.62 -$3M -96,123 -28.7%
47 VYM 0.47% 48,670 $6M $133.31 $507K +2,293 +4.9%
48 IJH 0.46% 102,976 $6M $62.02 $631K +4,336 +4.4%
49 SCHG 0.45% 214,833 $6M $29.21 $1M +12,584 +6.2%
50 SCHZ 0.45% 265,566 $6M $23.24 $297K +11,927 +4.7%
51 FDG 0.43% 54,890 $6M $109.26 $967K -474 -0.9%
52 JPIB 0.43% 121,557 $6M $48.62 +121,557 NEW
53 SPEM 0.41% 133,082 $6M $42.74 $455K +178 +0.1%
54 EDIV 0.41% 148,511 $6M $38.12 $2M +38,394 +34.9%
55 AVUV 0.41% 62,010 $6M $91.10 $4M +44,515 +254.4%
56 MSFT 0.41% 11,324 $6M $497.43 $548K -2,221 -16.4%
57 IYW 0.40% 32,213 $6M $173.27 $108K -6,760 -17.4%
58 ISMD 0.39% 152,350 $5M $35.53 $4M +125,491 +467.2%
59 STIP 0.39% 52,559 $5M $102.91 $3M +32,494 +161.9%
60 CGUS 0.39% 145,220 $5M $36.93 -$2M -61,919 -29.9%
61 OXY 0.38% 126,584 $5M $42.01 -$444K +9,861 +8.4%
62 IEFA 0.38% 62,831 $5M $83.48 $458K -455 -0.7%
63 PTBD 0.36% 255,008 $5M $19.75 $165K +12,187 +5.0%
64 VBK 0.36% 17,861 $5M $276.94 $741K +1,159 +6.9%
65 JPST 0.35% 96,603 $5M $50.68 -$321K -6,439 -6.2%
66 JMEE 0.35% 81,215 $5M $59.21 $55K -3,697 -4.3%
67 VABS 0.35% 195,489 $5M $24.55 +195,489 NEW
68 FDLS 0.35% 151,123 $5M $31.74 $5M +143,725 +1942.8%
69 MGV 0.33% 35,024 $5M $131.20 -$205K -2,230 -6.0%
70 HPK 0.33% 461,757 $5M $9.80 $752K +163,720 +54.9%
71 IQLT 0.32% 103,461 $4M $43.22 $451K +2,155 +2.1%
72 XLE 0.32% 52,488 $4M $84.81 -$152K +3,232 +6.6%
73 DYNF 0.32% 81,063 $4M $54.46 $890K +8,784 +12.2%
74 PPA 0.31% 30,166 $4M $141.69 $939K +1,551 +5.4%
75 TLT 0.31% 48,168 $4M $88.25 $659K +8,705 +22.1%
76 CAT 0.31% 10,942 $4M $388.20 $647K +23 +0.2%
77 BUFR 0.30% 129,935 $4M $31.80 $321K +1,590 +1.2%
78 FLRT 0.29% 85,074 $4M $47.60 $179K +2,872 +3.5%
79 SPLG 0.29% 54,652 $4M $72.69 -$1M -21,814 -28.5%
80 MUB 0.29% 37,917 $4M $104.48 -$543K -4,804 -11.2%
81 IHI 0.28% 62,057 $4M $62.64 $400K +4,115 +7.1%
82 VTES 0.28% 38,438 $4M $100.93 $570K +5,506 +16.7%
83 BTAL 0.28% 218,805 $4M $17.70 -$756K -3,322 -1.5%
84 FLV 0.27% 54,377 $4M $69.79 $6K +164 +0.3%
85 ILTB 0.27% 75,996 $4M $49.42 -$103K -1,175 -1.5%
86 IWL 0.27% 24,455 $4M $153.12 $70K -2,286 -8.6%
87 SDVY 0.27% 104,824 $4M $35.28 $351K +4,912 +4.9%
88 GOOGL 0.26% 20,133 $4M $176.23 $530K +617 +3.2%
89 VSS 0.25% 26,172 $4M $134.39 $440K -445 -1.7%
90 TSLA 0.25% 11,047 $4M $317.66 $893K +954 +9.4%
91 RISN 0.25% 127,618 $4M $27.47 $3M +125,390 +5627.9%
92 VO 0.25% 12,219 $3M $279.83 $399K +541 +4.6%
93 TPHD 0.24% 88,765 $3M $37.80 -$5M -132,795 -59.9%
94 RDVY 0.24% 53,159 $3M $62.74 $419K +3,351 +6.7%
95 C 0.24% 39,117 $3M $85.12 $700K +2,070 +5.6%
96 VTEB 0.24% 66,757 $3M $49.03 -$43K -78 -0.1%
97 CVX 0.24% 22,828 $3M $143.19 -$426K +742 +3.4%
98 RSP 0.24% 17,948 $3M $181.74 $563K +2,365 +15.2%
99 IOO 0.23% 29,970 $3M $107.81 -$34M -360,056 -92.3%
100 USB 0.23% 69,910 $3M $45.25 $527K +7,465 +11.9%

New Positions

SymbolValue% Port
PIZ $14M 0.98%
PYLD $13M 0.95%
JPIB $6M 0.43%
VABS $5M 0.35%
VFMV $3M 0.21%
PBTP $1M 0.09%
THRO $552K 0.04%
BSV $451K 0.03%
BAI $442K 0.03%
FYLD $243K 0.02%
IWV $211K 0.02%
QTUM $198K 0.01%
B $190K 0.01%
IBHF $129K 0.01%
MELI $91K 0.01%

Sold Out Positions

SymbolValue% Port
IBP —%
RH —%
AIZ —%
WY —%
HR —%
ATI —%
NOK —%
BRX —%
ARE —%
WD —%
ECG —%
STLA —%
THQ —%
WST —%
CPRI —%
View SEC EDGAR Filings for CREATIVE FINANCIAL DESIGNS INC /ADV →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms