Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CREATIVE FINANCIAL DESIGNS INC /ADV 05-01-2024 03-31-2024 1669 1,057,296,481
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES U.S. REGIONAL BANKS ETF ETF 401 $222,144 5,121 0.00 0.00 -139 -2.64 03-31-2024
CVS HEALTH CORP COM Stock 402 $221,912 2,782 0.00 0.00 -131 -4.50 03-31-2024
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF ETF 403 $221,204 7,816 0.00 0.00 -803 -9.32 03-31-2024
FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF ETF 404 $221,057 4,646 0.00 0.00 -971 -17.29 03-31-2024
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