Clear Creek Financial Management, LLC Portfolio Holdings

Clear Creek Financial Management, LLC

  • $903 Million
  • Q1 2025

Clear Creek Financial Management, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $903 Million distributed in 519 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $54.9M, Ishares S&P 500 Growth ETF with a value of $33.6M, Spdr Portfolio Aggregate Bond with a value of $31.1M, Ishares Core S&P 500 ETF with a value of $29.8M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $29.7M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $877M to 903M.

Below you can find more details about Clear Creek Financial Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $903 Million
ETFs: $692 Million
Technology: $62.3 Million
Financial Services: $30.3 Million
Consumer Cyclical: $20.2 Million
Healthcare: $18.1 Million
Communication Services: $16.5 Million
Consumer Defensive: $16.2 Million
Industrials: $16 Million
Other: $23.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$14.1 Million 1.56% of portfolio
63,529
Q1 2025 Added 7.07%
$409B
$13.3 Million 1.47% of portfolio
122,900
Q1 2025 Added 9.69%
$3.75T
$11.1 Million 1.23% of portfolio
29,546
Q1 2025 Added 4.34%
$2.3T
$8.68 Million 0.96% of portfolio
45,610
Q1 2025 Added 3.07%
$434B
$5.43 Million 0.6% of portfolio
5,737
Q1 2025 Added 10.45%
$760B
$4.04 Million 0.45% of portfolio
4,895
Q1 2025 Added 2.02%
$0
$4.1 Million 0.45% of portfolio
185,015
Q1 2025 Added 1.44%
$573B
$4.03 Million 0.45% of portfolio
11,500
Q1 2025 Added 9.59%
$847B
$3.78 Million 0.42% of portfolio
15,391
Q1 2025 Added 17.5%
$1T
$3.48 Million 0.39% of portfolio
13,440
Q1 2025 Added 8.64%
$1.07T
$3.45 Million 0.38% of portfolio
22,314
Q1 2025 Added 14.67%
$297B
$3.19 Million 0.35% of portfolio
19,057
Q1 2025 Added 7.55%
$1.11T
$2.74 Million 0.3% of portfolio
17,548
Q1 2025 Added 13.88%
$129B
$2.63 Million 0.29% of portfolio
30,287
Q1 2025 Added 3.86%
$1.62T
$2.66 Million 0.29% of portfolio
4,616
Q1 2025 Added 20.43%
$137B
$2.57 Million 0.28% of portfolio
15,052
Q1 2025 Added 4.72%
$175B
$2.01 Million 0.22% of portfolio
44,324
Q1 2025 Added 16.31%
$527B
$1.86 Million 0.21% of portfolio
3,398
Q1 2025 Reduced 0.53%
$194B
$1.8 Million 0.2% of portfolio
63,717
Q1 2025 Reduced 11.15%
$236B
$1.67 Million 0.19% of portfolio
16,277
Q1 2025 Added 82.19%
$562B
$1.66 Million 0.18% of portfolio
1,783
Q1 2025 Added 26.81%
$631B
$1.63 Million 0.18% of portfolio
3,061
Q1 2025 Added 20.51%
$94.1B
$1.56 Million 0.17% of portfolio
6,728
Q1 2025 Added 3.02%
$104B
$1.51 Million 0.17% of portfolio
25,175
Q1 2025 Added 3.58%
$410B
$1.57 Million 0.17% of portfolio
9,493
Q1 2025 Added 24.24%
$140B
$1.48 Million 0.16% of portfolio
13,201
Q1 2025 Added 3.93%
$5.39B
$1.44 Million 0.16% of portfolio
14,354
Q1 2025 Added 5.44%
$280B
$1.49 Million 0.16% of portfolio
9,369
Q1 2025 Reduced 4.41%
$112B
$1.43 Million 0.16% of portfolio
8,558
Q1 2025 Added 11.17%
$0
$1.36 Million 0.15% of portfolio
143,775
Q1 2025 Added 0.49%
$475B
$1.4 Million 0.15% of portfolio
11,754
Q1 2025 Added 18.11%
$147B
$1.36 Million 0.15% of portfolio
19,222
Q1 2025 Added 18.79%
$5.98B
$1.36 Million 0.15% of portfolio
11,708
Q1 2025 Reduced 0.43%
$0
$1.28 Million 0.14% of portfolio
128,589
Q1 2025 Added 2.85%
$148B
$1.26 Million 0.14% of portfolio
3,376
Q1 2025 Added 15.74%
$293B
$1.28 Million 0.14% of portfolio
15,143
Q1 2025 Added 9.07%
$91.5B
$1.27 Million 0.14% of portfolio
28,652
Q1 2025 Added 1.81%
$320B
$1.15 Million 0.13% of portfolio
1,738
Q1 2025 Added 66.95%
$364B
$1.19 Million 0.13% of portfolio
6,973
Q1 2025 Added 23.11%
$102B
$1.2 Million 0.13% of portfolio
3,405
Q1 2025 Added 13.96%
$167B
$1.18 Million 0.13% of portfolio
2,368
Q1 2025 Added 12.55%
$260B
$1.11 Million 0.12% of portfolio
12,653
Q1 2025 Added 1.43%
$187B
$1.08 Million 0.12% of portfolio
7,228
Q1 2025 Added 36.27%
$73B
$988,000 0.11% of portfolio
8,991
Q1 2025 Added 16.46%
$32.6B
$1.01 Million 0.11% of portfolio
51,652
Q1 2025 Added 2.89%
$3B
$929,000 0.1% of portfolio
23,588
Q1 2025 Added 4.62%
$171B
$938,000 0.1% of portfolio
2,448
Q1 2025 Added 93.36%
$71.8B
$875,000 0.1% of portfolio
6,826
Q1 2025 Added 0.57%
$55.3B
$879,000 0.1% of portfolio
3,462
Q1 2025 Added 23.82%

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $903 Million
  • Prior Value $877 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 80 stocks
  • Additional Purchases 250 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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