Clear Creek Financial Management, LLC Incresed Positions in Q3 2024

Clear Creek Financial Management, LLC

  • $854 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UMH
Umh Properties, Inc.

Real Estate
4.72K
+ 11.61%
$16.04 - $20.43 $75.7K - $96.4K
45.4K $892K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
693
+ 1.26%
$79.58 - $91.64 $55.1K - $63.5K
55.8K $5.06M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.87K
+ 14.5%
$45.2 - $47.87 $175K - $185K
30.6K $1.45M
ARCC
Ares Capital Corp

Financial Services
10.4K
+ 6.27%
$19.8 - $21.28 $205K - $221K
176K $3.68M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.8K
+ 24.04%
$38.81 - $41.41 $186K - $199K
24.7K $1.02M
LLY
Eli Lilly & CO

Healthcare
322
+ 10.22%
$772.14 - $960.02 $249K - $309K
3.47K $3.08M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.56%
$801.83 - $917.05 $23.3K - $26.6K
5.21K $4.62M
IDU
Ishares Tr U S Utils ETF

ETFs
471
+ 4.09%
$87.2 - $102.21 $41.1K - $48.1K
12K $1.22M
DXCM
Dexcom Inc

Healthcare
5.19K
+ 175.11%
$64.0 - $116.06 $332K - $602K
8.15K $545K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
11.9K
+ 11.15%
$9.67 - $10.51 $115K - $125K
118K $1.24M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
438
+ 1.91%
$100.75 - $111.62 $44.1K - $48.9K
23.3K $2.55M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.65K
+ 8.06%
$71.45 - $75.64 $118K - $125K
22.2K $1.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.27K
+ 11.02%
$77.02 - $85.06 $97.6K - $108K
12.8K $1.08M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.91K
+ 9.06%
$39.85 - $42.56 $116K - $124K
35K $1.49M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.73K
+ 15.77%
$98.97 - $99.59 $171K - $172K
12.7K $1.26M
UNH
Unitedhealth Group Inc

Healthcare
114
+ 7.97%
$488.01 - $604.18 $55.6K - $68.9K
1.54K $902K
DE
Deere & CO

Industrials
279
+ 21.54%
$344.84 - $418.0 $96.2K - $117K
1.57K $656K
PG
Procter & Gamble CO

Consumer Defensive
778
+ 17.23%
$160.76 - $177.82 $125K - $138K
5.29K $916K
PH
Parker Hannifin Corp

Industrials
125
+ 17.08%
$501.01 - $635.92 $62.6K - $79.5K
857 $541K
IYF
Ishares Tr

ETFs
434
+ 3.24%
$93.83 - $105.05 $40.7K - $45.6K
13.8K $1.44M
VO
Vanguard Mid Cap ETF

ETFs
293
+ 7.21%
$237.84 - $263.83 $69.7K - $77.3K
4.36K $1.15M
V
Visa Inc.

Financial Services
271
+ 3.77%
$253.74 - $291.56 $68.8K - $79K
7.46K $2.05M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
13.4K
+ 10.82%
$9.37 - $9.99 $126K - $134K
138K $1.36M
MBB
Ishares Tr

ETFs
1.21K
+ 12.69%
$90.85 - $96.66 $110K - $117K
10.8K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
986
+ 4.25%
$61.11 - $67.85 $60.3K - $66.9K
24.2K $1.64M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
383
+ 2.13%
$82.19 - $91.05 $31.5K - $34.9K
18.3K $1.66M
VZ
Verizon Communications Inc

Communication Services
487
+ 1.45%
$38.89 - $45.0 $18.9K - $21.9K
34K $1.53M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2K
+ 18.2%
$56.04 - $62.99 $112K - $126K
13K $792K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.21K
+ 7.16%
$51.0 - $52.05 $113K - $115K
33.1K $1.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 1.47%
$405.19 - $478.57 $13.8K - $16.3K
2.34K $1.08M
DGRO
Ishares Core Dividend Growth E

ETFs
292
+ 1.25%
$57.47 - $62.76 $16.8K - $18.3K
23.7K $1.49M
AVGO
Broadcom Inc.

Technology
6.21K
+ 947.33%
$136.27 - $1745.86 $846K - $10.8M
6.86K $1.18M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
439
+ 3.28%
$67.08 - $79.32 $29.4K - $34.8K
13.8K $1.04M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
6.88K
+ 14.87%
$10.46 - $12.45 $71.9K - $85.6K
53.1K $627K
IWC
Russell Micro Cap ETF

ETFs
757
+ 19.89%
$112.21 - $129.46 $84.9K - $98K
4.56K $562K
GIS
General Mills Inc

Consumer Defensive
942
+ 18.01%
$62.5 - $75.15 $58.9K - $70.8K
6.17K $455K
CMCSA
Comcast Corp

Communication Services
2.25K
+ 23.23%
$37.33 - $41.78 $84.1K - $94.2K
12K $499K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
947
+ 4.13%
$52.1 - $59.66 $49.3K - $56.5K
23.9K $1.41M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
675
+ 23.33%
$110.06 - $128.44 $74.3K - $86.7K
3.57K $454K
IDA
Idacorp Inc

Utilities
7
+ 0.06%
$92.02 - $104.62 $644 - $732
11.7K $1.21M
MMM
3 M CO

Industrials
44
+ 1.36%
$99.69 - $139.42 $4.39K - $6.13K
3.28K $447K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
603
+ 3.46%
$114.52 - $127.8 $69.1K - $77.1K
18.1K $2.26M
SHOP
Shopify Inc.

Technology
172
+ 2.44%
$52.26 - $80.75 $8.99K - $13.9K
7.22K $578K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
103
+ 0.25%
$44.24 - $49.47 $4.56K - $5.1K
41.9K $2.07M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.11K
+ 4.75%
$37.45 - $44.25 $79.1K - $93.5K
46.6K $1.99M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
991
+ 3.98%
$33.88 - $36.77 $33.6K - $36.4K
25.9K $945K
GE
General Electric CO

Industrials
285
+ 16.98%
$156.66 - $189.66 $44.6K - $54.1K
1.96K $370K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.02%
$162.64 - $179.3 $325 - $359
12.1K $2.16M
ISRG
Intuitive Surgical Inc

Healthcare
66
+ 4.44%
$416.14 - $494.01 $27.5K - $32.6K
1.55K $762K
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
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