Financial Designs Corp Top Holdings and 13F Report (2025) About Financial Designs CorpInvestment ActivityFinancial Designs Corp has $151.82 million in total holdings as of December 31, 2024.Financial Designs Corp owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.86% of the portfolio was purchased this quarter.About 2.23% of the portfolio was sold this quarter.This quarter, Financial Designs Corp has purchased 19 new stocks and bought additional shares in 10 stocks.Financial Designs Corp sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $35,848,709iShares Core U.S. Aggregate Bond ETF $23,454,548Invesco Russell 1000 Dynamic Multifactor ETF $12,877,890Amplify YieldShares CWP Dividend & Option Income ETF $11,762,759iShares Core MSCI Total International Stock ETF $10,785,714 Largest New Holdings this Quarter FIDELITY ETHEREUM FD $704,984 HoldingSchwab US Large-Cap ETF $328,507 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 74,006 shares (about $2.02M)Schwab US Broad Market ETF 80,459 shares (about $1.83M)Schwab U.S. Aggregate Bond ETF 58,781 shares (about $1.33M)FIDELITY WISE ORIGIN BITCOIN 13,176 shares (about $1.07M)FIDELITY ETHEREUM FD 21,101 shares (about $704.98K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 17,860 shares (about $2.30M)Innovator Equity Managed Floor ETF 9,136 shares (about $298.29K)Amplify YieldShares CWP Dividend & Option Income ETF 5,888 shares (about $238.35K)VictoryShares Free Cash Flow ETF 6,223 shares (about $212.14K)Innovator Defined Wealth Shield ETF 6,603 shares (about $207.47K) 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$35,848,709$2,297,153 ▼-6.0%278,71823.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$23,454,548$389,150 ▲1.7%242,04915.4%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$12,877,890$213,395 ▲1.7%237,4688.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$11,762,759$238,346 ▼-2.0%290,5827.7%ETFIXUSiShares Core MSCI Total International Stock ETF$10,785,714$391,615 ▲3.8%163,0747.1%ManufacturingIVVBiShares Large Cap Deep Buffer ETF$10,122,524$269,580 ▲2.7%331,4476.7%ETFVFLOVictoryShares Free Cash Flow ETF$8,160,976$212,142 ▼-2.5%239,3955.4%ETFGTOInvesco Total Return Bond ETF$6,999,626$18,189 ▼-0.3%150,8544.6%ETFSPGPInvesco S&P 500 GARP ETF$6,872,262$290,518 ▲4.4%65,5254.5%ETFBALTInnovator Defined Wealth Shield ETF$5,586,979$207,466 ▼-3.6%177,8163.7%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$4,678,494$76,217 ▼-1.6%95,0223.1%ETFSCHDSchwab US Dividend Equity ETF$3,148,603$2,021,844 ▲179.4%115,2492.1%ETFSCHBSchwab US Broad Market ETF$2,884,437$1,826,415 ▲172.6%127,0681.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,511,823$1,334,329 ▲113.3%110,6531.7%ETFSFLRInnovator Equity Managed Floor ETF$2,369,182$298,290 ▼-11.2%72,5631.6%ETFFIDELITY WISE ORIGIN BITCOIN$2,071,969$1,074,898 ▲107.8%25,3981.4%SHSFIDELITY ETHEREUM FD$704,984$704,984 ▲New Holding21,1010.5%SHSSGOLabrdn Physical Gold Shares ETF$362,423$52,179 ▲16.8%14,4680.2%ETFSCHXSchwab US Large-Cap ETF$328,507$328,507 ▲New Holding14,1720.2%ETFSLViShares Silver Trust$286,602$10,005 ▼-3.4%10,8850.2%ETFLILMLilium$0$32,220 ▼-100.0%00.0%Computer and TechnologyShowing 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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