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 |
|---|---|---|---|---|---|---|---|---|---|
| HIGHPEAK ENERGY INC COM | Stock | 51 | $4,784,522 | 303,394 | 0.00 | 0.00 | 51,159 | 20.28 | 03-31-2024 |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | ETF | 52 | $4,712,332 | 57,133 | 0.00 | 0.00 | 2,992 | 5.53 | 03-31-2024 |
| PACER TRENDPILOT 100 ETF | ETF | 53 | $4,556,014 | 66,337 | 0.00 | 0.00 | 1,668 | 2.58 | 03-31-2024 |
| NVIDIA CORPORATION COM | Stock | 54 | $4,484,132 | 4,963 | 0.00 | 0.00 | 303 | 6.50 | 03-31-2024 |
