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
$1.86 Million 0.21% of portfolio
8,375
Q1 2025 Reduced 4.14%
$0
$1.79 Million 0.2% of portfolio
29,843
Q1 2025 Added 16.32%
$0
$1.81 Million 0.2% of portfolio
30,707
Q1 2025 Reduced 13.67%
$198B
$1.8 Million 0.2% of portfolio
63,717
Q1 2025 Reduced 11.15%
$0
$1.74 Million 0.19% of portfolio
16,663
Q1 2025 Added 18.73%
$207B
$1.67 Million 0.19% of portfolio
16,277
Q1 2025 Added 82.19%
$0
$1.68 Million 0.19% of portfolio
27,130
Q1 2025 Added 4.51%
$0
$1.69 Million 0.19% of portfolio
16,770
Q1 2025 New
$0
$1.69 Million 0.19% of portfolio
15,561
Q1 2025 Reduced 63.83%
$0
$1.71 Million 0.19% of portfolio
14,001
Q1 2025 Reduced 0.36%
$548B
$1.66 Million 0.18% of portfolio
1,783
Q1 2025 Added 26.81%
$0
$1.61 Million 0.18% of portfolio
35,619
Q1 2025 Reduced 7.0%
$0
$1.6 Million 0.18% of portfolio
69,284
Q1 2025 Added 5.76%
$0
$1.65 Million 0.18% of portfolio
6,196
Q1 2025 Reduced 30.39%
$631B
$1.63 Million 0.18% of portfolio
3,061
Q1 2025 Added 20.51%
$0
$1.65 Million 0.18% of portfolio
33,568
Q1 2025 Added 17.68%
$0
$1.65 Million 0.18% of portfolio
10,885
Q1 2025 Reduced 27.91%
$0
$1.62 Million 0.18% of portfolio
39,327
Q1 2025 Added 46.06%
$0
$1.51 Million 0.17% of portfolio
22,073
Q1 2025 Added 21.92%
$95.2B
$1.56 Million 0.17% of portfolio
6,728
Q1 2025 Added 3.02%
$0
$1.52 Million 0.17% of portfolio
9,463
Q1 2025 Added 19.57%
$0
$1.5 Million 0.17% of portfolio
18,966
Q1 2025 Added 27.29%
$0
$1.58 Million 0.17% of portfolio
40,323
Q1 2025 New
$0
$1.57 Million 0.17% of portfolio
30,997
Q1 2025 Reduced 11.77%
$0
$1.55 Million 0.17% of portfolio
58,548
Q1 2025 Added 1.11%
$107B
$1.51 Million 0.17% of portfolio
25,175
Q1 2025 Added 3.58%
$392B
$1.57 Million 0.17% of portfolio
9,493
Q1 2025 Added 24.24%
$0
$1.49 Million 0.16% of portfolio
23,588
Q1 2025 Reduced 1.02%
$136B
$1.48 Million 0.16% of portfolio
13,201
Q1 2025 Added 3.93%
$0
$1.44 Million 0.16% of portfolio
18,773
Q1 2025 Reduced 16.06%
$5.68B
$1.44 Million 0.16% of portfolio
14,354
Q1 2025 Added 5.44%
$0
$1.4 Million 0.16% of portfolio
28,069
Q1 2025 Added 141.47%
$284B
$1.49 Million 0.16% of portfolio
9,369
Q1 2025 Reduced 4.41%
$101B
$1.43 Million 0.16% of portfolio
8,558
Q1 2025 Added 11.17%
$0
$1.39 Million 0.15% of portfolio
6,255
Q1 2025 Reduced 0.21%
$0
$1.36 Million 0.15% of portfolio
16,848
Q1 2025 Added 22.13%
$0
$1.36 Million 0.15% of portfolio
143,775
Q1 2025 Added 0.49%
$0
$1.34 Million 0.15% of portfolio
45,999
Q1 2025 Added 1.38%
$478B
$1.4 Million 0.15% of portfolio
11,754
Q1 2025 Added 18.11%
$141B
$1.36 Million 0.15% of portfolio
19,222
Q1 2025 Added 18.79%
$0
$1.33 Million 0.15% of portfolio
26,458
Q1 2025 New
$5.74B
$1.36 Million 0.15% of portfolio
11,708
Q1 2025 Reduced 0.43%
$0
$1.35 Million 0.15% of portfolio
17,081
Q1 2025 Added 10.52%
$0
$1.28 Million 0.14% of portfolio
128,589
Q1 2025 Added 2.85%
$0
$1.29 Million 0.14% of portfolio
20,864
Q1 2025 Reduced 4.0%
$142B
$1.26 Million 0.14% of portfolio
3,376
Q1 2025 Added 15.74%
$0
$1.25 Million 0.14% of portfolio
25,944
Q1 2025 Added 1.55%
$0
$1.27 Million 0.14% of portfolio
57,478
Q1 2025 Reduced 0.4%
$270B
$1.28 Million 0.14% of portfolio
15,143
Q1 2025 Added 9.07%

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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