Clear Creek Financial Management, LLC Reduced Holdings in Q2 2025

Clear Creek Financial Management, LLC

  • $962 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-6.79K
- 15.52%
$62.37 - $77.63 $423K - $527K
36.9K $2.86M
PAVE
Global X Fds Us Infrastructure

ETFs
-8.44K
- 28.89%
$33.78 - $43.68 $285K - $369K
20.8K $905K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
-4.07K
- 15.67%
$47.03 - $48.37 $191K - $197K
21.9K $1.06M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-24.3K
- 32.75%
$6.87 - $7.56 $167K - $184K
49.9K $368K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.64K
- 2.7%
$53.66 - $58.71 $88.1K - $96.3K
59.1K $3.32M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.84K
- 6.47%
$94.78 - $95.97 $174K - $177K
26.6K $2.55M
T
At&T Inc.

Communication Services
-7.43K
- 11.65%
$26.33 - $28.94 $196K - $215K
56.3K $1.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.33K
- 18.39%
$72.02 - $73.82 $168K - $172K
10.3K $759K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.65K
- 10.58%
$105.23 - $109.61 $173K - $181K
13.9K $1.53M
VGT
Vanguard Information Technolog

ETFs
-449
- 39.95%
$470.37 - $663.28 $211K - $298K
675 $447K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-4.69K
- 24.02%
$37.41 - $42.4 $175K - $199K
14.8K $629K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.93K
- 2.36%
$49.79 - $50.75 $146K - $149K
121K $6.14M
PULS
Pgim ETF Tr

ETFs
-2.88K
- 38.26%
$49.39 - $49.76 $142K - $143K
4.64K $230K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.39K
- 13.39%
$99.1 - $99.49 $138K - $139K
9.02K $896K
VBR
Vanguard Small Cap Value ETF

ETFs
-822
- 32.61%
$162.76 - $195.77 $134K - $161K
1.7K $331K
VO
Vanguard Mid Cap ETF

ETFs
-1.22K
- 12.68%
$228.54 - $279.83 $278K - $341K
8.38K $2.35M
VOE
Vanguard Mid Cap Value Index F

ETFs
-992
- 10.48%
$141.87 - $164.49 $141K - $163K
8.47K $1.39M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-4.6K
- 18.48%
$36.35 - $41.07 $167K - $189K
20.3K $833K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.94K
- 5.21%
$51.14 - $57.0 $99.4K - $111K
35.3K $2.01M
GLDM
World Gold Trust

ETFs
-2.13K
- 26.32%
$58.96 - $67.97 $126K - $145K
5.97K $390K
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.23%
$170.16 - $206.27 $1.7K - $2.06K
4.37K $811K
XLU
Utilities Sector Spdr

ETFs
-1.87K
- 10.94%
$73.09 - $82.77 $137K - $155K
15.2K $1.24M
XLP
Consumer Staples Sector Spdr

ETFs
-1.35K
- 5.45%
N/A
23.4K $1.78M
AMGN
Amgen Inc

Healthcare
-110
- 5.1%
$262.28 - $309.85 $28.9K - $34.1K
2.05K $571K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.57K
- 13.68%
$71.86 - $82.66 $185K - $212K
16.2K $1.34M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.49K
- 30.37%
$70.44 - $86.87 $105K - $130K
3.42K $296K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.6K
- 34.02%
$39.23 - $45.02 $102K - $117K
5.03K $226K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.45K
- 30.53%
$39.89 - $49.46 $97.9K - $121K
5.58K $276K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.88K
- 19.02%
$16.93 - $17.81 $82.6K - $86.9K
20.8K $369K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-432
- 0.93%
$24.32 - $27.87 $10.5K - $12K
46.2K $1.22M
SBUX
Starbucks Corp

Consumer Cyclical
-282
- 3.5%
$79.69 - $99.41 $22.5K - $28K
7.77K $711K
APA
Apa Corp

Energy
-2.14K
- 15.22%
$14.03 - $21.24 $30K - $45.3K
11.9K $217K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-301
- 1.41%
$97.29 - $105.63 $29.3K - $31.8K
21K $2.14M
LHX
L3 Harris Technologies, Inc.

Industrials
-529
- 39.83%
$200.21 - $256.99 $106K - $136K
799 $200K
EAD
Allspring Income Opportunities Fund

Financial Services
-11.4K
- 38.35%
$6.11 - $7.06 $69.7K - $80.6K
18.3K $129K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2.77K
- 6.31%
$24.48 - $24.9 $67.8K - $68.9K
41.1K $1.02M
PKG
Packaging Corp Of America

Consumer Cyclical
-191
- 9.05%
$175.97 - $201.36 $33.6K - $38.5K
1.92K $361K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.02K
- 24.5%
$76.98 - $98.31 $78.3K - $100K
3.13K $308K
CCI
Crown Castle International Corp

Real Estate
-466
- 14.74%
$94.83 - $107.06 $44.2K - $49.9K
2.7K $276K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-5.14K
- 32.14%
$9.73 - $11.03 $50K - $56.7K
10.9K $119K
DNP
Dnp Select Income Fund Inc

Financial Services
-4.56K
- 6.76%
$8.89 - $9.88 $40.5K - $45K
62.8K $615K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.06K
- 17.08%
$38.3 - $44.42 $78.9K - $91.5K
10K $444K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-908
- 5.61%
$50.34 - $51.86 $45.7K - $47.1K
15.3K $784K
CB
Chubb LTD

Financial Services
-122
- 13.3%
$274.32 - $302.46 $33.5K - $36.9K
795 $230K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.7K
- 9.11%
$44.8 - $53.97 $76.2K - $91.7K
17K $915K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.25K
- 8.58%
$54.27 - $63.01 $67.8K - $78.8K
13.3K $834K
MO
Altria Group, Inc.

Consumer Defensive
-69
- 0.27%
$55.56 - $60.91 $3.83K - $4.2K
25.1K $1.47M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.53K
- 11.24%
$51.6 - $62.74 $78.7K - $95.7K
12.1K $756K
ON
On Semiconductor Corp

Technology
-5.05K
- 26.04%
$31.95 - $54.21 $161K - $274K
14.3K $751K
Activity Summary
Buys All Purchases 310 New Holdings 66 Increased Positions 244 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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