CREATIVE FINANCIAL DESIGNS INC /ADV
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLTR | 14K | $2.64M |
 | PG | 14K | $2.13M |
 | MRCC | 14K | $96.24K |
 | FSK | 13K | $198.78K |
 | BBDC | 13K | $115.97K |
 | WTTR | 13K | $140.26K |
 | TROW | 13K | $1.34M |
 | O | 13K | $789.60K |
 | SYY | 13K | $1.06M |
 | PFE | 13K | $321.24K |
 | PEP | 12K | $1.74M |
 | SMCI | 12K | $567.80K |
 | PLD | 12K | $1.33M |
 | NEE | 11K | $851.68K |
 | MSFT | 11K | $5.69M |
 | HBAN | 11K | $189.31K |
 | INTC | 11K | $364.69K |
 | RY | 11K | $1.59M |
 | ET | 11K | $183.10K |
 | CMPO | 11K | $220.65K |
Palantir Technologies Inc.
PLTR
Shares Held
14K
Value
$2.64M
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.13M
Monroe Capital Corporation
MRCC
Shares Held
14K
Value
$96.24K
FS KKR Capital Corp.
FSK
Shares Held
13K
Value
$198.78K
Barings BDC, Inc.
BBDC
Shares Held
13K
Value
$115.97K
Select Water Solutions, Inc.
WTTR
Shares Held
13K
Value
$140.26K
T. Rowe Price Group, Inc.
TROW
Shares Held
13K
Value
$1.34M
Realty Income Corporation
O
Shares Held
13K
Value
$789.60K
Sysco Corporation
SYY
Shares Held
13K
Value
$1.06M
Pfizer Inc.
PFE
Shares Held
13K
Value
$321.24K
PepsiCo, Inc.
PEP
Shares Held
12K
Value
$1.74M
Super Micro Computer, Inc.
SMCI
Shares Held
12K
Value
$567.80K
Prologis, Inc.
PLD
Shares Held
12K
Value
$1.33M
NextEra Energy, Inc.
NEE
Shares Held
11K
Value
$851.68K
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.69M
Huntington Bancshares Incorporated
HBAN
Shares Held
11K
Value
$189.31K
Intel Corporation
INTC
Shares Held
11K
Value
$364.69K
Royal Bank of Canada
RY
Shares Held
11K
Value
$1.59M
Energy Transfer LP
ET
Shares Held
11K
Value
$183.10K
CompoSecure, Inc.
CMPO
Shares Held
11K
Value
$220.65K