Clear Creek Financial Management, LLC Purchases in Q3 2024

Clear Creek Financial Management, LLC

  • $854 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
336
+ 1.29%
$45.87 - $48.53 $15.4K - $16.3K
26.4K $1.28M
SOUN
Soundhound Ai, Inc.

Technology
2.71K
+ 3.77%
$3.89 - $6.2 $10.5K - $16.8K
74.6K $347K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
405
+ 11.14%
$85.03 - $94.56 $34.4K - $38.3K
4.04K $376K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
274
+ 9.31%
$117.9 - $128.2 $32.3K - $35.1K
3.22K $412K
QTEC
First Trust Nasdaq 100 Technol

ETFs
370
+ 22.12%
$169.92 - $205.38 $62.9K - $76K
2.04K $390K
UPS
United Parcel Service Inc

Industrials
441
+ 16.92%
$123.32 - $147.38 $54.4K - $65K
3.05K $415K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
800
+ 2.44%
$40.6 - $42.32 $32.5K - $33.9K
33.6K $1.42M
ABT
Abbott Laboratories

Healthcare
74
+ 1.59%
$100.07 - $118.13 $7.41K - $8.74K
4.74K $540K
BLK
Black Rock Inc.

Financial Services
6
+ 1.97%
$782.27 - $949.51 $4.69K - $5.7K
311 $295K
ORCL
Oracle Corp

Technology
70
+ 4.64%
$125.9 - $170.35 $8.81K - $11.9K
1.58K $268K
SYK
Stryker Corp

Healthcare
17
+ 0.75%
$315.94 - $371.96 $5.37K - $6.32K
2.27K $820K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
48
+ 1.09%
$95.1 - $106.76 $4.56K - $5.12K
4.44K $473K
IDEV
Ishares Core Msci Intl Develop

ETFs
11
+ 0.11%
$63.46 - $71.43 $698 - $786
9.85K $697K
MGK
Vanguard Mega Cap Growth ETF

ETFs
133
+ 17.03%
$285.48 - $330.24 $38K - $43.9K
914 $294K
PMM
Putnam Managed Municipal Income Trust

Financial Services
6K
+ 21.16%
$6.14 - $6.58 $36.8K - $39.5K
34.4K $223K
DFAT
Dimensional ETF Tr U S Target

ETFs
200
+ 2.02%
$51.0 - $57.07 $10.2K - $11.4K
10.1K $560K
DLR
Digital Realty Trust, Inc.

Real Estate
59
+ 1.56%
$144.47 - $162.98 $8.52K - $9.62K
3.84K $620K
DUK
Duke Energy Corp

Utilities
93
+ 4.0%
$99.35 - $117.71 $9.24K - $10.9K
2.42K $278K
PEP
Pepsico Inc

Consumer Defensive
161
+ 4.55%
$161.9 - $179.3 $26.1K - $28.9K
3.7K $629K
CORP
Pimco Investment Grade Corp Bd

ETFs
214
+ 4.16%
$94.36 - $100.01 $20.2K - $21.4K
5.36K $533K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
30
+ 0.09%
$94.39 - $96.15 $2.83K - $2.88K
31.9K $3.06M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
2.6K
+ 20.73%
$12.23 - $13.11 $31.8K - $34.1K
15.1K $198K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
3.8K
+ 29.23%
$10.84 - $11.33 $41.2K - $43.1K
16.8K $188K
NFLX
Netflix Inc

Communication Services
17
+ 2.29%
$598.55 - $722.26 $10.2K - $12.3K
759 $538K
ALL
Allstate Corp

Financial Services
4
+ 0.31%
$158.43 - $192.86 $634 - $771
1.28K $241K
PFN
Pimco Income Strategy Fund Ii

Financial Services
105
+ 0.13%
$7.02 - $7.62 $737 - $800
80.1K $610K
DMAR
First Tr Ex Tr Viii Cboe Vest
752
+ 12.85%
$35.04 - $37.34 $26.4K - $28.1K
6.6K $246K
CSX
Csx Corp

Industrials
634
+ 5.83%
$32.48 - $35.45 $20.6K - $22.5K
11.5K $397K
ETN
Eaton Corp PLC

Industrials
27
+ 1.9%
$272.52 - $333.02 $7.36K - $8.99K
1.45K $479K
CCL
Carnival Corp

Consumer Cyclical
2.37K
+ 5.06%
$14.01 - $19.18 $33.2K - $45.5K
49.3K $910K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
1.7K
+ 8.82%
$11.65 - $12.45 $19.8K - $21.2K
21K $257K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
12
+ 0.07%
$39.18 - $42.26 $470 - $507
17.5K $737K
CGXU
Capital Group Intl Focus Equit

ETFs
187
+ 0.93%
$24.27 - $27.46 $4.54K - $5.14K
20.3K $547K
KMI
Kinder Morgan, Inc.

Energy
89
+ 0.7%
$19.72 - $22.22 $1.76K - $1.98K
12.7K $281K
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.67%
$179.99 - $201.6 $1.8K - $2.02K
1.5K $301K
EPD
Enterprise Products Partners L.P.

Energy
936
+ 11.41%
$27.88 - $30.0 $26.1K - $28.1K
9.14K $265K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
2K
+ 7.43%
$8.42 - $8.84 $16.8K - $17.7K
28.9K $255K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
8
+ 0.34%
$141.31 - $161.48 $1.13K - $1.29K
2.37K $381K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29
+ 0.16%
$25.21 - $28.46 $731 - $825
17.7K $498K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
487
+ 2.95%
$26.36 - $28.69 $12.8K - $14K
17K $487K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
39
+ 0.57%
$42.22 - $48.62 $1.65K - $1.9K
6.87K $319K
AOR
Ishares Tr Core Growth Allocat

ETFs
159
+ 3.73%
$55.15 - $59.31 $8.77K - $9.43K
4.42K $261K
IYM
Ishares Tr

ETFs
1
+ 0.05%
$136.13 - $151.64 $136 - $152
2.15K $322K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
64
+ 0.54%
$68.53 - $74.13 $4.39K - $4.74K
12K $881K
EOG
Eog Resources Inc

Energy
304
+ 4.88%
$117.9 - $132.65 $35.8K - $40.3K
6.53K $802K
MS
Morgan Stanley

Financial Services
35
+ 1.59%
$92.07 - $106.96 $3.22K - $3.74K
2.24K $233K
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.03%
$70.51 - $81.07 $70.5 - $81.1
3.51K $282K
XLK
Technology Sector Spdr

ETFs
59
+ 6.13%
$197.34 - $237.68 $11.6K - $14K
1.02K $230K
BRT
Brt Apartments Corp.

Real Estate
568
+ 3.78%
$16.73 - $19.66 $9.5K - $11.2K
15.6K $274K
Activity Summary
Buys All Purchases 244 New Holdings 37 Increased Positions 207 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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