Clear Creek Financial Management, LLC Portfolio Holdings

Clear Creek Financial Management, LLC

  • $903 Million
  • Q1 2025

Clear Creek Financial Management, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $903 Million distributed in 519 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $54.9M, Ishares S&P 500 Growth ETF with a value of $33.6M, Spdr Portfolio Aggregate Bond with a value of $31.1M, Ishares Core S&P 500 ETF with a value of $29.8M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $29.7M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $877M to 903M.

Below you can find more details about Clear Creek Financial Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $903 Million
ETFs: $692 Million
Technology: $62.3 Million
Financial Services: $30.3 Million
Consumer Cyclical: $20.2 Million
Healthcare: $18.1 Million
Communication Services: $16.5 Million
Consumer Defensive: $16.2 Million
Industrials: $16 Million
Other: $23.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.9 Million 6.08% of portfolio
834,875
Q1 2025 Added 37.82%
$0
$33.6 Million 3.72% of portfolio
362,022
Q1 2025 Added 28.45%
$0
$31.1 Million 3.44% of portfolio
1,216,728
Q1 2025 Added 39.5%
$0
$29.8 Million 3.3% of portfolio
53,040
Q1 2025 Reduced 6.44%
$0
$29.7 Million 3.28% of portfolio
70,619
Q1 2025 Added 89.51%
$0
$21.4 Million 2.37% of portfolio
266,823
Q1 2025 Added 1.72%
$0
$21 Million 2.33% of portfolio
44,870
Q1 2025 Added 24.63%
$0
$20.9 Million 2.31% of portfolio
227,933
Q1 2025 Added 133.39%
$3.2T
$14.1 Million 1.56% of portfolio
63,529
Q1 2025 Added 7.07%
$0
$13.6 Million 1.5% of portfolio
165,863
Q1 2025 Added 1,092.74%
$284B
$13.3 Million 1.47% of portfolio
122,900
Q1 2025 Added 9.69%
$0
$13.2 Million 1.46% of portfolio
575,478
Q1 2025 Added 26.02%
$3.25T
$11.1 Million 1.23% of portfolio
29,546
Q1 2025 Added 4.34%
$0
$11 Million 1.22% of portfolio
216,162
Q1 2025 Reduced 3.6%
$0
$9.91 Million 1.1% of portfolio
334,813
Q1 2025 Added 0.96%
$0
$9.8 Million 1.08% of portfolio
178,878
Q1 2025 Added 1.64%
$0
$9.57 Million 1.06% of portfolio
194,589
Q1 2025 Reduced 29.95%
$0
$8.67 Million 0.96% of portfolio
211,275
Q1 2025 Added 7.95%
$1.9T
$8.68 Million 0.96% of portfolio
45,610
Q1 2025 Added 3.07%
$0
$8.13 Million 0.9% of portfolio
186,036
Q1 2025 Reduced 8.14%
$0
$7.26 Million 0.8% of portfolio
277,248
Q1 2025 Reduced 13.98%
$0
$7.13 Million 0.79% of portfolio
159,875
Q1 2025 Reduced 8.27%
$0
$7.08 Million 0.78% of portfolio
155,066
Q1 2025 Added 18.3%
$0
$6.98 Million 0.77% of portfolio
75,391
Q1 2025 Added 4.81%
$0
$6.66 Million 0.74% of portfolio
227,612
Q1 2025 Added 529.21%
$0
$6.54 Million 0.72% of portfolio
11,698
Q1 2025 Reduced 15.31%
$0
$6.29 Million 0.7% of portfolio
123,961
Q1 2025 Added 18.88%
$0
$6.27 Million 0.69% of portfolio
31,440
Q1 2025 Reduced 58.57%
$0
$6.18 Million 0.68% of portfolio
93,102
Q1 2025 Added 5.91%
$0
$6 Million 0.66% of portfolio
32,937
Q1 2025 Reduced 2.25%
$0
$5.61 Million 0.62% of portfolio
50,758
Q1 2025 Added 15.11%
$0
$5.4 Million 0.6% of portfolio
27,971
Q1 2025 Reduced 3.21%
$449B
$5.43 Million 0.6% of portfolio
5,737
Q1 2025 Added 10.45%
$0
$5.05 Million 0.56% of portfolio
108,473
Q1 2025 New
$0
$4.88 Million 0.54% of portfolio
96,381
Q1 2025 Added 16.05%
$0
$4.82 Million 0.53% of portfolio
27,817
Q1 2025 Added 20.15%
$0
$4.82 Million 0.53% of portfolio
97,638
Q1 2025 New
$0
$4.52 Million 0.5% of portfolio
131,932
Q1 2025 Added 14.52%
$106B
$4.4 Million 0.49% of portfolio
15,287
Q1 2025 Added 27.18%
$0
$4.21 Million 0.47% of portfolio
91,375
Q1 2025 Added 17.94%
$781B
$4.04 Million 0.45% of portfolio
4,895
Q1 2025 Added 2.02%
$0
$4.1 Million 0.45% of portfolio
185,015
Q1 2025 Added 1.44%
$0
$4.09 Million 0.45% of portfolio
41,996
Q1 2025 Reduced 59.57%
$570B
$4.03 Million 0.45% of portfolio
11,500
Q1 2025 Added 9.59%
$0
$3.93 Million 0.43% of portfolio
32,785
Q1 2025 New
$0
$3.83 Million 0.42% of portfolio
7,443
Q1 2025 Reduced 1.85%
$741B
$3.78 Million 0.42% of portfolio
15,391
Q1 2025 Added 17.5%
$0
$3.74 Million 0.41% of portfolio
52,557
Q1 2025 Reduced 1.43%
$0
$3.72 Million 0.41% of portfolio
111,232
Q1 2025 Added 13.37%

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $903 Million
  • Prior Value $877 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 80 stocks
  • Additional Purchases 250 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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