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
EFV
Msci Eafe Value ETF

ETFs
4.86K
+ 15.82%
$51.78 - $57.15 $252K - $278K
35.6K $1.87M
CSCO
Cisco Systems, Inc.

Technology
823
+ 10.59%
$52.45 - $60.02 $43.2K - $49.4K
8.6K $508K
VBR
Vanguard Small Cap Value ETF

ETFs
499
+ 33.2%
$197.36 - $217.3 $98.5K - $108K
2K $396K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
12.3K
New
$7.17 - $12.28 $88.2K - $151K
12.3K $91K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
286
+ 4.71%
$201.32 - $217.44 $57.6K - $62.2K
6.36K $1.32M
OKE
Oneok Inc

Energy
324
+ 5.91%
$92.28 - $117.05 $29.9K - $37.9K
5.81K $583K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.39K
+ 6.82%
$60.51 - $65.57 $84K - $91K
21.7K $1.32M
PH
Parker Hannifin Corp

Industrials
120
+ 14.0%
$621.74 - $709.46 $74.6K - $85.1K
977 $621K
FBT
First Trust Nyse Arca Biotechn

ETFs
633
+ 13.02%
$161.65 - $178.69 $102K - $113K
5.5K $913K
VO
Vanguard Mid Cap ETF

ETFs
292
+ 6.7%
$261.5 - $284.63 $76.4K - $83.1K
4.65K $1.23M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
942
+ 23.31%
$89.9 - $100.66 $84.7K - $94.8K
4.98K $450K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
198
+ 8.45%
$442.29 - $483.08 $87.6K - $95.6K
2.54K $1.15M
UEC
Uranium Energy Corp

Energy
9.69K
+ 77.6%
$6.55 - $8.6 $63.5K - $83.3K
22.2K $148K
UBER
Uber Technologies, Inc

Technology
1.78K
+ 61.55%
$59.93 - $86.34 $107K - $154K
4.67K $281K
ISRG
Intuitive Surgical Inc

Healthcare
31
+ 2.0%
$471.27 - $550.62 $14.6K - $17.1K
1.58K $825K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.83K
+ 26.62%
$43.84 - $48.76 $80.1K - $89.1K
8.7K $382K
EPD
Enterprise Products Partners L.P.

Energy
1.31K
+ 14.33%
$28.66 - $34.43 $37.5K - $45.1K
10.4K $327K
FDX
Fedex Corp

Industrials
191
+ 16.42%
$260.5 - $305.15 $49.8K - $58.3K
1.35K $380K
VOE
Vanguard Mid Cap Value Index F

ETFs
642
+ 8.83%
$160.89 - $176.18 $103K - $113K
7.91K $1.28M
SHEL
Shell PLC

Energy
1.05K
+ 32.81%
$60.63 - $70.23 $63.5K - $73.6K
4.24K $266K
FTSL
First Trust Senior Ln Fund

ETFs
175
+ 0.13%
$45.9 - $46.48 $8.03K - $8.13K
131K $6.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
35
+ 4.39%
$338.38 - $446.21 $11.8K - $15.6K
832 $361K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
7.1K
+ 57.62%
$5.7 - $8.27 $40.4K - $58.7K
19.4K $131K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.63K
+ 11.52%
$50.06 - $55.0 $182K - $200K
35.1K $1.76M
VGT
Vanguard Information Technolog

ETFs
45
+ 8.65%
$571.78 - $647.97 $25.7K - $29.2K
565 $351K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
215K
+ 201.31%
$27.54 - $83.04 $5.93M - $17.9M
322K $8.93M
ZS
Zscaler, Inc.

Technology
109
+ 5.07%
$166.99 - $211.99 $18.2K - $23.1K
2.26K $407K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35K
+ 114.39%
$22.63 - $47.53 $791K - $1.66M
65.5K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
370
+ 6.99%
$161.05 - $179.7 $59.6K - $66.5K
5.66K $949K
RTX
Raytheon Technologies Corp

Industrials
374
+ 17.15%
$114.45 - $127.21 $42.8K - $47.6K
2.56K $295K
ABBV
Abb Vie Inc.

Healthcare
537
+ 15.95%
$164.99 - $203.87 $88.6K - $109K
3.9K $693K
IEMG
Ishares Inc

ETFs
546
+ 7.56%
N/A
7.77K $416K
EOG
Eog Resources Inc

Energy
257
+ 3.94%
$118.22 - $136.54 $30.4K - $35.1K
6.79K $831K
NXST
Nexstar Media Group, Inc.

Communication Services
273
+ 13.04%
$157.01 - $188.5 $42.9K - $51.5K
2.37K $373K
XLK
Technology Sector Spdr

ETFs
88
+ 8.61%
$220.26 - $241.44 $19.4K - $21.2K
1.11K $258K
ORCL
Oracle Corp

Technology
195
+ 12.35%
$165.41 - $192.43 $32.3K - $37.5K
1.77K $295K
BAC
Bank Of America Corp

Financial Services
94
+ 1.83%
$39.22 - $47.77 $3.69K - $4.49K
5.23K $229K
VB
Vanguard Small Cap ETF

ETFs
18
+ 0.29%
$233.76 - $261.58 $4.21K - $4.71K
6.27K $1.51M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
5.54K
+ 4.03%
$9.61 - $9.95 $53.3K - $55.1K
143K $1.38M
PKG
Packaging Corp Of America

Consumer Cyclical
8
+ 0.37%
$211.98 - $248.85 $1.7K - $1.99K
2.16K $485K
ABT
Abbott Laboratories

Healthcare
196
+ 4.14%
$111.93 - $119.39 $21.9K - $23.4K
4.93K $557K
INTU
Intuit Inc

Technology
16
+ 2.08%
$602.01 - $706.25 $9.63K - $11.3K
785 $493K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
574
+ 5.29%
$35.45 - $40.33 $20.3K - $23.1K
11.4K $409K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.27K
+ 3.03%
$28.6 - $29.27 $93.5K - $95.7K
111K $3.19M
HPE
Hewlett Packard Enterprise CO

Technology
66
+ 0.53%
$19.31 - $23.95 $1.27K - $1.58K
12.5K $267K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
137
+ 2.13%
$52.0 - $55.66 $7.12K - $7.63K
6.58K $351K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
5
+ 0.14%
$81.6 - $90.89 $408 - $454
3.64K $312K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
1.79K
+ 8.53%
$11.71 - $12.47 $20.9K - $22.3K
22.8K $268K
O
Realty Income Corp

Real Estate
802
+ 23.66%
$51.76 - $64.71 $41.5K - $51.9K
4.19K $223K
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
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