Clear Creek Financial Management, LLC Purchases in Q4 2024

Clear Creek Financial Management, LLC

  • $877 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.05K
+ 15.8%
$76.21 - $82.24 $233K - $251K
22.4K $1.74M
IDU
Ishares Tr U S Utils ETF

ETFs
3.44K
+ 28.71%
$94.65 - $105.73 $326K - $364K
15.4K $1.49M
ENB
Enbridge Inc

Energy
5.13K
+ 22.3%
$40.4 - $43.92 $207K - $225K
28.1K $1.19M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.01K
+ 62.53%
$126.68 - $134.74 $255K - $271K
5.23K $666K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.36K
+ 66.12%
$119.34 - $127.78 $282K - $301K
5.93K $707K
CGXU
Capital Group Intl Focus Equit

ETFs
12K
+ 58.95%
$24.67 - $26.94 $295K - $323K
32.3K $796K
RDVY
First Trust Rising Dividend Ac

ETFs
4.16K
+ 43.92%
$58.65 - $64.37 $244K - $268K
13.6K $805K
PAVE
Global X Fds Us Infrastructure

ETFs
6.62K
+ 20.72%
$40.41 - $45.95 $268K - $304K
38.6K $1.56M
NFG
National Fuel Gas CO

Energy
3.92K
New
$58.89 - $64.23 $231K - $252K
3.92K $238K
BBAR
Banco Bbva Argentina S.A.

Financial Services
12.4K
New
$10.45 - $19.68 $130K - $244K
12.4K $236K
SYK
Stryker Corp

Healthcare
646
+ 28.45%
$345.14 - $392.15 $223K - $253K
2.92K $1.05M
CSL
Carlisle Companies Inc

Industrials
617
New
$368.67 - $480.91 $227K - $297K
617 $227K
GLDM
World Gold Trust

ETFs
4.34K
New
$50.76 - $55.23 $220K - $240K
4.34K $225K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.91K
+ 6.96%
$49.03 - $53.35 $143K - $155K
44.8K $2.29M
MGV
Vanguard Mega Cap Value

ETFs
1.83K
+ 101.44%
$124.06 - $133.48 $227K - $245K
3.64K $454K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.04K
+ 10.71%
$69.58 - $74.87 $281K - $302K
41.7K $2.92M
SBAC
Sba Communications Corp

Real Estate
1.04K
New
$198.24 - $249.31 $206K - $259K
1.04K $211K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.18K
New
$49.38 - $59.52 $206K - $249K
4.18K $211K
DFS
Discover Financial Services

Financial Services
1.21K
New
$136.3 - $182.67 $165K - $221K
1.21K $209K
NKE
Nike, Inc.

Consumer Cyclical
2.74K
New
$73.36 - $89.13 $201K - $244K
2.74K $207K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
898
+ 1.93%
$42.05 - $48.31 $37.8K - $43.4K
47.5K $2.2M
FTS
Fortis Inc.

Utilities
4.89K
New
$41.04 - $45.81 $201K - $224K
4.89K $203K
VTV
Vanguard Value ETF

ETFs
1.73K
+ 9.98%
$168.32 - $181.87 $291K - $314K
19K $3.22M
BKH
Black Hills Corp

Utilities
3.43K
New
$57.6 - $64.66 $198K - $222K
3.43K $200K
HYLS
First Tr Tactical High Yield L

ETFs
7.52K
+ 3.99%
$41.29 - $42.03 $310K - $316K
196K $8.09M
NEE
Nextera Energy Inc

Utilities
4.63K
+ 40.07%
$69.77 - $85.43 $323K - $395K
16.2K $1.16M
META
Meta Platforms, Inc.

Communication Services
200
+ 5.51%
$554.08 - $632.68 $111K - $127K
3.83K $2.26M
PEP
Pepsico Inc

Consumer Defensive
1.6K
+ 43.35%
$151.29 - $176.1 $243K - $282K
5.3K $806K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.02K
+ 8.42%
$176.42 - $186.91 $179K - $190K
13.1K $2.33M
BX
Blackstone Inc.

Financial Services
427
+ 9.34%
$148.45 - $199.05 $63.4K - $85K
5K $862K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.88K
+ 8.99%
$80.93 - $85.66 $233K - $246K
34.9K $2.82M
CGDV
Capital Group Divid Value ETF

ETFs
6.92K
+ 8.69%
$35.16 - $37.12 $243K - $257K
86.5K $3.05M
AIQ
Global X Funds Global X Artifi

ETFs
1.72K
+ 3.28%
$36.57 - $40.57 $62.9K - $69.7K
54.1K $2.09M
SNOW
Snowflake Inc.

Technology
451
+ 24.66%
$109.65 - $186.51 $49.5K - $84.1K
2.28K $352K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.98K
+ 55.96%
$43.61 - $45.3 $130K - $135K
8.29K $369K
SBUX
Starbucks Corp

Consumer Cyclical
1.92K
+ 32.38%
$87.44 - $102.5 $168K - $196K
7.84K $714K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.71K
+ 28.62%
$55.45 - $61.08 $206K - $227K
16.7K $925K
WMT
Walmart Inc.

Consumer Defensive
156
+ 1.27%
$79.1 - $95.7 $12.3K - $14.9K
12.5K $1.13M
VTI
Vanguard Total Stock Market Et

ETFs
194
+ 1.71%
$280.04 - $302.45 $54.3K - $58.7K
11.5K $3.35M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
391
+ 10.25%
$278.19 - $315.36 $109K - $123K
4.21K $1.21M
IWC
Russell Micro Cap ETF

ETFs
716
+ 15.69%
$120.3 - $138.84 $86.1K - $99.4K
5.28K $688K
WMB
Williams Companies, Inc.

Energy
381
+ 3.16%
$46.37 - $59.74 $17.7K - $22.8K
12.4K $672K
QCOM
Qualcomm Inc

Technology
963
+ 57.02%
$150.4 - $178.04 $145K - $171K
2.65K $407K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.8K
+ 8.0%
$80.18 - $88.79 $144K - $159K
24.2K $1.95M
JNJ
Johnson & Johnson

Healthcare
1.54K
+ 25.14%
$143.34 - $165.86 $220K - $255K
7.64K $1.11M
MSFT
Microsoft Corp

Technology
843
+ 3.07%
$406.35 - $454.46 $343K - $383K
28.3K $11.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
86
+ 2.07%
$47.29 - $84.74 $4.07K - $7.29K
4.25K $316K
DGRO
Ishares Core Dividend Growth E

ETFs
2.22K
+ 9.36%
$60.73 - $64.94 $135K - $144K
26K $1.59M
MO
Altria Group, Inc.

Consumer Defensive
1.39K
+ 6.08%
$49.06 - $57.74 $68.3K - $80.4K
24.3K $1.27M
Activity Summary
Buys All Purchases 280 New Holdings 62 Increased Positions 218 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clear Creek Financial Management, LLC Portfolio

Follow Clear Creek Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Creek Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Creek Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email