Financial Designs Corp Top Holdings and 13F Report (2025) About Financial Designs CorpInvestment ActivityFinancial Designs Corp has $143.60 million in total holdings as of March 31, 2025.Financial Designs Corp owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 13.84% of the portfolio was purchased this quarter.About 18.32% of the portfolio was sold this quarter.This quarter, Financial Designs Corp has purchased 20 new stocks and bought additional shares in 8 stocks.Financial Designs Corp sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $33,108,634iShares Core U.S. Aggregate Bond ETF $23,726,160Invesco Russell 1000 Dynamic Multifactor ETF $12,574,550Amplify YieldShares CWP Dividend & Option Income ETF $11,817,878Swan Hedged Equity US Large Cap ETF $11,438,545 Largest New Holdings this Quarter 53656F599 - Swan Hedged Equity US Large Cap ETF $11,438,545 Holding48817R870 - Running Oak Efficient Growth ETF $7,636,357 Holding Largest Purchases this Quarter Swan Hedged Equity US Large Cap ETF 522,308 shares (about $11.44M)Running Oak Efficient Growth ETF 235,472 shares (about $7.64M)Pacer Lunt Large Cap Multi-Factor Alternator ETF 4,045 shares (about $193.95K)Innovator Defined Wealth Shield ETF 4,765 shares (about $149.53K)VictoryShares Free Cash Flow ETF 3,623 shares (about $124.20K) Largest Sales this Quarter iShares Large Cap Deep Buffer ETF 321,412 shares (about $9.42M)Invesco Total Return Bond ETF 133,321 shares (about $6.26M)iShares Core S&P Total U.S. Stock Market ETF 7,358 shares (about $897.75K)iShares Core U.S. Aggregate Bond ETF 2,197 shares (about $217.33K)iShares Core MSCI Total International Stock ETF 1,361 shares (about $95.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Designs Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$33,108,634$897,750 ▼-2.6%271,36023.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$23,726,160$217,327 ▼-0.9%239,85216.5%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$12,574,550$84,870 ▼-0.7%235,8768.8%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$11,817,878$29,151 ▼-0.2%289,8678.2%ETFHEGDSwan Hedged Equity US Large Cap ETF$11,438,545$11,438,545 ▲New Holding522,3088.0%ETFIXUSiShares Core MSCI Total International Stock ETF$11,289,185$95,011 ▼-0.8%161,7137.9%ManufacturingVFLOVictoryShares Free Cash Flow ETF$8,330,657$124,196 ▲1.5%243,0185.8%ETFRUNNRunning Oak Efficient Growth ETF$7,636,357$7,636,357 ▲New Holding235,4725.3%ETFBALTInnovator Defined Wealth Shield ETF$5,729,392$149,526 ▲2.7%182,5814.0%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$4,750,025$193,948 ▲4.3%99,0673.3%ETFSCHDSchwab US Dividend Equity ETF$3,247,806$25,444 ▲0.8%116,1592.3%ETFSCHBSchwab US Broad Market ETF$2,836,978$101,212 ▲3.7%131,7692.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,607,168$44,444 ▲1.7%112,5721.8%ETFFIDELITY WISE ORIGIN BITCOIN$1,903,103$75,209 ▲4.1%26,4431.3%SHSGTOInvesco Total Return Bond ETF$822,824$6,256,757 ▼-88.4%17,5330.6%ETFFIDELITY ETHEREUM FD$470,065$84,972 ▲22.1%25,7570.3%SHSSGOLabrdn Physical Gold Shares ETF$389,688$41,748 ▼-9.7%13,0680.3%ETFSLViShares Silver Trust$318,391$18,935 ▼-5.6%10,2740.2%ETFSCHXSchwab US Large-Cap ETF$312,9180.0%14,1720.2%ETFIVVBiShares Large Cap Deep Buffer ETF$294,226$9,423,793 ▼-97.0%10,0350.2%ETFSPGPInvesco S&P 500 GARP ETF$0$6,872,262 ▼-100.0%00.0%ETFSFLRInnovator Equity Managed Floor ETF$0$2,369,182 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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