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
$81B
$423,000 0.05% of portfolio
6,487
Q1 2025 Added 23.75%
$24.9B
$455,000 0.05% of portfolio
16,451
Q1 2025 Added 0.19%
$43.3B
$473,000 0.05% of portfolio
2,386
Q1 2025 Added 5.53%
$0
$417,000 0.05% of portfolio
2,217
Q1 2025 Reduced 0.45%
$3.39B
$425,000 0.05% of portfolio
23,465
Q1 2025 Added 89.16%
$17.5B
$418,000 0.05% of portfolio
2,111
Q1 2025 Reduced 2.04%
$26.1B
$411,000 0.05% of portfolio
18,758
Q1 2025 Added 0.06%
$0
$493,000 0.05% of portfolio
12,060
Q1 2025 Reduced 16.9%
$0
$476,000 0.05% of portfolio
10,013
Q1 2025 Reduced 5.48%
$115B
$407,000 0.05% of portfolio
4,535
Q1 2025 Added 26.15%
$43.4B
$329,000 0.04% of portfolio
3,161
Q1 2025 Reduced 15.68%
$0
$346,000 0.04% of portfolio
14,468
Q1 2025 New
$18.6B
$385,000 0.04% of portfolio
11,478
Q1 2025 Reduced 0.14%
$0
$401,000 0.04% of portfolio
5,125
Q1 2025 New
$7.84B
$341,000 0.04% of portfolio
4,312
Q1 2025 Added 9.92%
$1.34B
$370,000 0.04% of portfolio
11,881
Q1 2025 Added 29.73%
$32.2B
$404,000 0.04% of portfolio
698
Q1 2025 New
$0
$335,000 0.04% of portfolio
1,935
Q1 2025 Reduced 4.82%
$0
$370,000 0.04% of portfolio
18,726
Q1 2025 Added 2.74%
$0
$363,000 0.04% of portfolio
8,037
Q1 2025 New
$31.5B
$406,000 0.04% of portfolio
6,796
Q1 2025 Added 26.04%
$1.29B
$365,000 0.04% of portfolio
49,765
Q1 2025 Added 9.98%
$219B
$320,000 0.04% of portfolio
587
Q1 2025 New
$0
$328,000 0.04% of portfolio
10,464
Q1 2025 New
$5.63B
$366,000 0.04% of portfolio
256
Q1 2025 New
$0
$361,000 0.04% of portfolio
4,151
Q1 2025 Reduced 22.5%
$135B
$384,000 0.04% of portfolio
15,168
Q1 2025 Reduced 23.66%
$0
$343,000 0.04% of portfolio
7,463
Q1 2025 New
$0
$373,000 0.04% of portfolio
7,515
Q1 2025 Reduced 1.04%
$1.58B
$379,000 0.04% of portfolio
26,790
Q1 2025 Added 19.37%
$0
$333,000 0.04% of portfolio
2,077
Q1 2025 Reduced 21.77%
$93.6B
$392,000 0.04% of portfolio
5,778
Q1 2025 Reduced 0.62%
$67.8B
$351,000 0.04% of portfolio
2,405
Q1 2025 Added 5.48%
$2.74B
$351,000 0.04% of portfolio
5,864
Q1 2025 New
$10M
$337,000 0.04% of portfolio
270,371
Q1 2025 Added 5.46%
$52.8B
$317,000 0.04% of portfolio
1,531
Q1 2025 Added 19.98%
$0
$390,000 0.04% of portfolio
4,909
Q1 2025 Reduced 3.56%
$166B
$366,000 0.04% of portfolio
5,025
Q1 2025 Added 7.56%
$3.93B
$401,000 0.04% of portfolio
5,963
Q1 2025 Added 5.76%
$0
$385,000 0.04% of portfolio
14,556
Q1 2025 Reduced 17.86%
$258B
$383,000 0.04% of portfolio
5,229
Q1 2025 Added 23.27%
$0
$320,000 0.04% of portfolio
7,628
Q1 2025 Reduced 77.04%
$74.1B
$354,000 0.04% of portfolio
4,226
Q1 2025 Reduced 15.7%
$3.57B
$322,000 0.04% of portfolio
17,747
Q1 2025 New
$365B
$363,000 0.04% of portfolio
8,715
Q1 2025 Added 66.76%
$0
$323,000 0.04% of portfolio
7,740
Q4 2024 Added 0.13%
$58.8B
$360,000 0.04% of portfolio
1,480
Q1 2025 Added 9.31%
$30.3B
$334,000 0.04% of portfolio
6,105
Q1 2025 New
$2.64B
$349,000 0.04% of portfolio
15,475
Q1 2025 New

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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