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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.58 Million 0.4% of portfolio
100,496
Q1 2025 Added 16.13%
$1.02T
$3.48 Million 0.39% of portfolio
13,440
Q1 2025 Added 8.64%
$0
$3.5 Million 0.39% of portfolio
60,768
Q1 2025 Reduced 1.57%
$0
$3.51 Million 0.39% of portfolio
38,732
Q1 2025 Added 9.93%
$0
$3.43 Million 0.38% of portfolio
134,454
Q1 2025 Added 1.11%
$0
$3.45 Million 0.38% of portfolio
12,554
Q1 2025 Added 8.75%
$0
$3.42 Million 0.38% of portfolio
73,765
Q1 2025 Reduced 0.35%
$0
$3.42 Million 0.38% of portfolio
45,774
Q1 2025 Added 9.69%
$995B
$3.45 Million 0.38% of portfolio
22,314
Q1 2025 Added 14.67%
$293B
$3.19 Million 0.35% of portfolio
19,057
Q1 2025 Added 7.55%
$0
$3.15 Million 0.35% of portfolio
18,220
Q1 2025 Reduced 4.24%
$0
$3.04 Million 0.34% of portfolio
133,833
Q1 2025 Added 0.82%
$0
$3.11 Million 0.34% of portfolio
71,749
Q1 2025 Added 1.3%
$0
$3.05 Million 0.34% of portfolio
43,727
Q1 2025 Reduced 64.33%
$0
$2.96 Million 0.33% of portfolio
58,194
Q1 2025 Added 117.91%
$0
$3 Million 0.33% of portfolio
37,578
Q1 2025 Added 7.78%
$0
$2.75 Million 0.3% of portfolio
30,640
Q1 2025 Reduced 14.69%
$0
$2.73 Million 0.3% of portfolio
28,447
Q1 2025 Reduced 6.35%
$1.02T
$2.74 Million 0.3% of portfolio
17,548
Q1 2025 Added 13.88%
$134B
$2.63 Million 0.29% of portfolio
30,287
Q1 2025 Added 3.86%
$0
$2.61 Million 0.29% of portfolio
7,049
Q1 2025 Reduced 10.1%
$1.53T
$2.66 Million 0.29% of portfolio
4,616
Q1 2025 Added 20.43%
$0
$2.61 Million 0.29% of portfolio
21,544
Q1 2025 Reduced 1.22%
$118B
$2.57 Million 0.28% of portfolio
15,052
Q1 2025 Added 4.72%
$0
$2.49 Million 0.28% of portfolio
14,581
Q1 2025 Added 11.56%
$0
$2.4 Million 0.27% of portfolio
16,444
Q1 2025 Reduced 9.47%
$0
$2.41 Million 0.27% of portfolio
73,656
Q1 2025 Reduced 1.92%
$0
$2.48 Million 0.27% of portfolio
9,598
Q1 2025 Added 106.36%
$0
$2.44 Million 0.27% of portfolio
26,764
Q1 2025 Reduced 26.04%
$0
$2.27 Million 0.25% of portfolio
11,276
Q1 2025 Added 6.75%
$358B
$2.22 Million 0.25% of portfolio
6,045
Q1 2025 Added 11.74%
$0
$2.17 Million 0.24% of portfolio
30,598
Q1 2025 Added 5.48%
$0
$2.15 Million 0.24% of portfolio
59,027
Q1 2025 Added 9.13%
$0
$2.13 Million 0.24% of portfolio
37,276
Q1 2025 Reduced 0.73%
$0
$2.18 Million 0.24% of portfolio
44,668
Q1 2025 Reduced 0.21%
$0
$2.12 Million 0.24% of portfolio
60,584
Q1 2025 Reduced 0.76%
$0
$2.21 Million 0.24% of portfolio
21,321
Q1 2025 Reduced 5.75%
$0
$2.12 Million 0.23% of portfolio
21,228
Q1 2025 Reduced 75.57%
$0
$2.07 Million 0.23% of portfolio
54,494
Q1 2025 Reduced 2.16%
$0
$2.09 Million 0.23% of portfolio
22,381
Q1 2025 Added 2.22%
$0
$1.96 Million 0.22% of portfolio
24,348
Q1 2025 Added 0.46%
$0
$2.01 Million 0.22% of portfolio
50,173
Q1 2025 Added 5.68%
$0
$1.96 Million 0.22% of portfolio
38,786
Q1 2025 Reduced 1.03%
$0
$1.97 Million 0.22% of portfolio
10,313
Q1 2025 Reduced 87.55%
$0
$2.02 Million 0.22% of portfolio
5,589
Q1 2025 Reduced 5.94%
$175B
$2.01 Million 0.22% of portfolio
44,324
Q1 2025 Added 16.31%
$508B
$1.86 Million 0.21% of portfolio
3,398
Q1 2025 Reduced 0.53%
$0
$1.92 Million 0.21% of portfolio
41,762
Q1 2025 Added 6.9%
$0
$1.88 Million 0.21% of portfolio
24,727
Q1 2025 Reduced 6.49%

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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