Clear Creek Financial Management, LLC Purchases in Q3 2024

Clear Creek Financial Management, LLC

  • $854 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
411
+ 1.15%
$83.58 - $90.94 $34.4K - $37.4K
36.2K $3.28M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.06K
New
$39.95 - $45.86 $242K - $278K
6.06K $276K
SYM
Symbotic Inc.

Financial Services
11.2K
New
$17.86 - $41.44 $200K - $464K
11.2K $273K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.96K
+ 35.8%
$95.81 - $109.03 $188K - $214K
7.45K $802K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.86K
New
$49.7 - $56.11 $242K - $273K
4.86K $266K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.5K
+ 27.35%
$20.69 - $21.17 $260K - $266K
58.4K $1.23M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.44K
New
$72.18 - $107.33 $176K - $262K
2.44K $258K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
665
+ 21.1%
$256.4 - $289.78 $171K - $193K
3.82K $1.08M
VGLT
Vanguard Long Term Treasury Et

ETFs
158
+ 0.25%
$56.52 - $63.23 $8.93K - $9.99K
62.9K $3.87M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.27K
+ 13.32%
$71.19 - $76.59 $162K - $174K
19.3K $1.48M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.52K
New
$28.91 - $32.54 $217K - $245K
7.52K $242K
UMH
Umh Properties, Inc.

Real Estate
4.72K
+ 11.61%
$16.04 - $20.43 $75.7K - $96.4K
45.4K $892K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.41K
New
$69.02 - $93.84 $235K - $320K
3.41K $239K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
693
+ 1.26%
$79.58 - $91.64 $55.1K - $63.5K
55.8K $5.06M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.21K
New
$47.94 - $59.23 $202K - $249K
4.21K $238K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.87K
+ 14.5%
$45.2 - $47.87 $175K - $185K
30.6K $1.45M
EBND
Spdr Bloomberg Emerging Market

ETFs
11.1K
New
$19.74 - $21.39 $219K - $237K
11.1K $235K
ARCC
Ares Capital Corp

Financial Services
10.4K
+ 6.27%
$19.8 - $21.28 $205K - $221K
176K $3.68M
IBND
Spdr Bloomberg International C

ETFs
7.61K
New
$28.7 - $30.78 $218K - $234K
7.61K $232K
EMHC
Spdr Bloomberg Emerging Market
9.27K
New
$23.61 - $25.14 $219K - $233K
9.27K $232K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.8K
+ 24.04%
$38.81 - $41.41 $186K - $199K
24.7K $1.02M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.5K
New
$33.58 - $35.96 $218K - $234K
6.5K $231K
MGV
Vanguard Mega Cap Value

ETFs
1.81K
New
$118.0 - $128.28 $213K - $232K
1.81K $231K
LLY
Eli Lilly & CO

Healthcare
322
+ 10.22%
$772.14 - $960.02 $249K - $309K
3.47K $3.08M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.08K
New
$92.36 - $108.47 $192K - $225K
2.08K $221K
MSTR
Microstrategy Inc

Technology
1.29K
New
$114.3 - $1800.09 $148K - $2.33M
1.29K $217K
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.56%
$801.83 - $917.05 $23.3K - $26.6K
5.21K $4.62M
O
Realty Income Corp

Real Estate
3.39K
New
$52.36 - $63.42 $178K - $215K
3.39K $214K
IDU
Ishares Tr U S Utils ETF

ETFs
471
+ 4.09%
$87.2 - $102.21 $41.1K - $48.1K
12K $1.22M
SHEL
Shell PLC

Energy
3.19K
New
$65.65 - $73.28 $210K - $234K
3.19K $210K
DXCM
Dexcom Inc

Healthcare
5.19K
+ 175.11%
$64.0 - $116.06 $332K - $602K
8.15K $545K
BANR
Banner Corp

Financial Services
3.51K
New
$47.37 - $61.4 $166K - $216K
3.51K $209K
PHM
Pultegroup Inc

Consumer Cyclical
1.46K
New
$103.95 - $144.98 $151K - $211K
1.46K $208K
CZA
Invesco Exchange Traded Fd Tr

ETFs
1.91K
New
$96.53 - $108.29 $185K - $207K
1.91K $207K
DHR
Danaher Corp

Healthcare
744
New
$239.25 - $280.76 $178K - $209K
744 $206K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
11.9K
+ 11.15%
$9.67 - $10.51 $115K - $125K
118K $1.24M
VV
Vanguard Large Cap ETF

ETFs
782
New
$236.92 - $263.4 $185K - $206K
782 $205K
ARGT
Global X Msci Argentina ETF

ETFs
2.24K
+ 38.19%
$54.45 - $70.18 $122K - $157K
8.11K $537K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.95K
New
$92.63 - $105.69 $181K - $206K
1.95K $203K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
438
+ 1.91%
$100.75 - $111.62 $44.1K - $48.9K
23.3K $2.55M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.65K
+ 8.06%
$71.45 - $75.64 $118K - $125K
22.2K $1.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.27K
+ 11.02%
$77.02 - $85.06 $97.6K - $108K
12.8K $1.08M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.91K
+ 9.06%
$39.85 - $42.56 $116K - $124K
35K $1.49M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.73K
+ 15.77%
$98.97 - $99.59 $171K - $172K
12.7K $1.26M
UNH
Unitedhealth Group Inc

Healthcare
114
+ 7.97%
$488.01 - $604.18 $55.6K - $68.9K
1.54K $902K
DE
Deere & CO

Industrials
279
+ 21.54%
$344.84 - $418.0 $96.2K - $117K
1.57K $656K
PG
Procter & Gamble CO

Consumer Defensive
778
+ 17.23%
$160.76 - $177.82 $125K - $138K
5.29K $916K
PH
Parker Hannifin Corp

Industrials
125
+ 17.08%
$501.01 - $635.92 $62.6K - $79.5K
857 $541K
IYF
Ishares Tr

ETFs
434
+ 3.24%
$93.83 - $105.05 $40.7K - $45.6K
13.8K $1.44M
Activity Summary
Buys All Purchases 244 New Holdings 37 Increased Positions 207 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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