$454 Million is the total value of Clear Creek Financial Management, LLC's 284 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $80,197,000 | +68.2% | 875,513 | +68.0% | 17.68% | +77.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $14,840,000 | -1.6% | 41,378 | +4.0% | 3.27% | +3.6% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $13,877,000 | -2.2% | 556,173 | +3.3% | 3.06% | +2.9% |
| GOVT | Sell | ISHARES TRus treas bd etf | $13,043,000 | -5.2% | 573,076 | -0.4% | 2.88% | -0.2% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $11,829,000 | -35.3% | 281,701 | -31.6% | 2.61% | -31.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $9,236,000 | -3.8% | 34,557 | +0.9% | 2.04% | +1.3% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $8,981,000 | +4.8% | 310,660 | +6.8% | 1.98% | +10.4% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $8,882,000 | +11.6% | 67,713 | +16.0% | 1.96% | +17.5% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $8,698,000 | -8.1% | 183,706 | -6.3% | 1.92% | -3.3% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $8,572,000 | +304.7% | 78,678 | +346.3% | 1.89% | +325.7% |
| MSFT | Sell | MICROSOFT CORP | $6,964,000 | -12.3% | 29,901 | -3.3% | 1.54% | -7.8% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $6,473,000 | -2.6% | 180,853 | +5.6% | 1.43% | +2.6% |
| AAPL | Sell | APPLE INC | $6,420,000 | -2.8% | 46,454 | -3.9% | 1.42% | +2.2% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $6,034,000 | +42.0% | 95,869 | +58.3% | 1.33% | +49.4% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $6,014,000 | -6.1% | 192,026 | -2.2% | 1.33% | -1.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,776,000 | -9.5% | 16,160 | -4.4% | 1.27% | -4.7% |
| AMZN | Buy | AMAZON COM INC | $5,672,000 | +7.0% | 50,195 | +0.6% | 1.25% | +12.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $5,328,000 | -1.8% | 106,343 | +2.5% | 1.17% | +3.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $5,122,000 | +13.2% | 31,059 | +16.3% | 1.13% | +19.2% |
| IXUS | Buy | ISHARES TRcore msci total | $5,067,000 | -1.7% | 99,506 | +10.1% | 1.12% | +3.5% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,713,000 | +237.8% | 66,068 | +256.4% | 1.04% | +255.8% |
| SH | New | PROSHARES TRshort s&p 500 ne | $4,439,000 | – | 256,897 | +100.0% | 0.98% | – |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $4,221,000 | +72.8% | 102,905 | +81.4% | 0.93% | +81.6% |
| EDV | Sell | VANGUARD WORLD FDextended dur | $4,128,000 | -13.5% | 47,608 | -0.2% | 0.91% | -9.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,053,000 | +1.3% | 55,861 | +12.4% | 0.89% | +6.6% |
| ESGU | Sell | ISHARES TResg awr msci usa | $4,015,000 | -18.6% | 50,559 | -14.0% | 0.88% | -14.3% |
| TIPZ | New | PIMCO ETF TRbroad us tips | $3,886,000 | – | 73,045 | +100.0% | 0.86% | – |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,680,000 | +8.2% | 60,795 | +12.2% | 0.81% | +13.9% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $3,465,000 | -13.0% | 76,846 | -7.8% | 0.76% | -8.5% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,353,000 | – | 26,345 | +100.0% | 0.74% | – |
| IQDY | Buy | FLEXSHARES TRint qltdvdynam | $3,070,000 | +8.9% | 152,140 | +27.0% | 0.68% | +14.7% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $3,041,000 | -2.0% | 32,107 | -0.6% | 0.67% | +3.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,993,000 | -10.1% | 24,715 | -4.8% | 0.66% | -5.3% |
| DNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $2,935,000 | +5.9% | 90,298 | +5.5% | 0.65% | +11.6% |
| SCHQ | Sell | SCHWAB STRATEGIC TRlong term us | $2,921,000 | -10.8% | 81,121 | -0.4% | 0.64% | -6.1% |
| SPSB | New | SPDR SER TRportfolio short | $2,921,000 | – | 99,977 | +100.0% | 0.64% | – |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $2,906,000 | +26.9% | 59,924 | +27.3% | 0.64% | +33.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,756,000 | -8.6% | 22,323 | -2.3% | 0.61% | -3.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $2,722,000 | +543.5% | 26,569 | +621.6% | 0.60% | +574.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $2,688,000 | -39.1% | 27,966 | -35.8% | 0.59% | -35.9% |
| GLD | Sell | SPDR GOLD TR | $2,454,000 | -12.1% | 15,864 | -4.3% | 0.54% | -7.5% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $2,414,000 | -3.6% | 101,332 | -0.9% | 0.53% | +1.3% |
| IYW | Sell | ISHARES TRu.s. tech etf | $2,381,000 | -26.4% | 32,454 | -19.8% | 0.52% | -22.5% |
| TSLA | Buy | TESLA INC | $2,264,000 | +18.5% | 8,537 | +201.0% | 0.50% | +24.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,204,000 | -26.8% | 21,092 | -21.1% | 0.49% | -23.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $2,191,000 | -27.9% | 26,982 | -26.5% | 0.48% | -24.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,151,000 | -10.1% | 24,672 | -4.7% | 0.47% | -5.4% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,135,000 | -13.9% | 32,000 | -6.8% | 0.47% | -9.2% |
| DAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us deep | $2,105,000 | -7.1% | 70,192 | +0.1% | 0.46% | -2.3% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,094,000 | -11.3% | 42,989 | -7.8% | 0.46% | -6.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,077,000 | +6.3% | 59,556 | +22.3% | 0.46% | +12.0% |
| VOO | Sell | VANGUARD INDEX FDS | $2,031,000 | -9.5% | 6,175 | -4.4% | 0.45% | -4.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,751,000 | -6.9% | 10,242 | -4.1% | 0.39% | -2.0% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,751,000 | -14.5% | 56,426 | -4.3% | 0.39% | -10.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,696,000 | -1.0% | 3,591 | +0.5% | 0.37% | +4.2% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $1,660,000 | +67.2% | 13,295 | +76.5% | 0.37% | +76.0% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,658,000 | -6.8% | 37,615 | -6.8% | 0.36% | -2.1% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $1,602,000 | +8.8% | 35,587 | +16.0% | 0.35% | +14.6% |
| NVDA | Buy | NVIDIA CORPORATION | $1,569,000 | -14.9% | 12,926 | +6.3% | 0.35% | -10.4% |
| PTNQ | Sell | PACER FDS TRtrendp 100 etf | $1,568,000 | -3.7% | 31,859 | -1.8% | 0.35% | +1.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,537,000 | -0.9% | 8,563 | +4.1% | 0.34% | +4.3% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,507,000 | -3.4% | 39,338 | -1.3% | 0.33% | +1.5% |
| CVX | Buy | CHEVRON CORP NEW | $1,500,000 | -0.1% | 10,444 | +0.6% | 0.33% | +5.1% |
| BOB | Buy | EA SERIES TRUSTmerlyn ai best | $1,420,000 | -6.1% | 70,465 | +1.1% | 0.31% | -1.3% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,357,000 | -13.0% | 28,179 | -9.9% | 0.30% | -8.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,306,000 | -8.5% | 26,068 | +1.0% | 0.29% | -3.7% |
| EFV | Buy | ISHARES TReafe value etf | $1,280,000 | +12.1% | 33,214 | +26.3% | 0.28% | +18.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,274,000 | -0.4% | 4,348 | +1.0% | 0.28% | +4.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,268,000 | -21.8% | 9,383 | -16.9% | 0.28% | -17.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,251,000 | -10.1% | 29,528 | -5.2% | 0.28% | -5.2% |
| SNUG | Sell | EA SERIES TRUSTmerlyn ai etf | $1,252,000 | -8.3% | 54,191 | -2.0% | 0.28% | -3.5% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,191,000 | -16.2% | 57,163 | -13.7% | 0.26% | -11.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,132,000 | -25.7% | 11,831 | +1592.6% | 0.25% | -21.6% |
| ARCC | Sell | ARES CAPITAL CORP | $1,067,000 | -7.0% | 63,230 | -1.2% | 0.24% | -2.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,052,000 | -12.1% | 10,946 | +1901.1% | 0.23% | -7.6% |
| T | Buy | AT&T INC | $1,036,000 | -19.5% | 67,526 | +10.0% | 0.23% | -15.6% |
| VWOB | Sell | VANGUARD WHITEHALL FDSem mk gov bd etf | $1,026,000 | -10.5% | 17,851 | -4.6% | 0.23% | -5.8% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $1,020,000 | -76.4% | 20,711 | -76.4% | 0.22% | -75.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,001,000 | -4.2% | 22,518 | +2.7% | 0.22% | +0.9% |
| DIS | Buy | DISNEY WALT CO | $994,000 | +1.0% | 10,534 | +1.0% | 0.22% | +6.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $976,000 | -2.0% | 10,694 | +7.8% | 0.22% | +2.9% |
| ARKK | Sell | ARK ETF TRinnovation etf | $938,000 | -14.6% | 24,863 | -9.7% | 0.21% | -10.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $933,000 | +93.6% | 12,286 | +105.7% | 0.21% | +104.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $919,000 | +348.3% | 8,968 | +381.4% | 0.20% | +372.1% |
| HD | Sell | HOME DEPOT INC | $892,000 | -2.1% | 3,234 | -2.6% | 0.20% | +3.1% |
| PHD | Buy | PIONEER FLOATING RATE FUND I | $892,000 | +1.4% | 103,442 | +4.4% | 0.20% | +7.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $895,000 | -2.2% | 4,254 | +1.7% | 0.20% | +2.6% |
| IDA | Buy | IDACORP INC | $890,000 | +5.1% | 8,988 | +12.5% | 0.20% | +10.7% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $881,000 | -22.3% | 18,669 | -16.9% | 0.19% | -18.1% |
| PFE | Sell | PFIZER INC | $868,000 | -32.0% | 19,845 | -18.5% | 0.19% | -28.5% |
| MCHI | Sell | ISHARES TRmsci china etf | $863,000 | -31.5% | 20,282 | -10.1% | 0.19% | -28.0% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $861,000 | -1.6% | 22,859 | -1.9% | 0.19% | +3.8% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $859,000 | -39.3% | 34,174 | -31.6% | 0.19% | -36.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $858,000 | -7.9% | 12,975 | -2.3% | 0.19% | -3.1% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $836,000 | -8.5% | 16,680 | -6.0% | 0.18% | -3.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $836,000 | -8.6% | 1,655 | -7.1% | 0.18% | -4.2% |
| KNG | Sell | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $829,000 | -20.2% | 18,186 | -14.1% | 0.18% | -16.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $831,000 | +50.3% | 2,068 | +54.7% | 0.18% | +57.8% |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $829,000 | -4.7% | 7,663 | +3.7% | 0.18% | +0.5% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $825,000 | -7.8% | 9,515 | +0.0% | 0.18% | -2.7% |
| ICSH | Buy | ISHARES TRblackrock ultra | $823,000 | +139.2% | 16,457 | +139.2% | 0.18% | +151.4% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $795,000 | -6.9% | 50,740 | +3.8% | 0.18% | -2.2% |
| WM | Sell | WASTE MGMT INC DEL | $791,000 | +3.0% | 4,938 | -1.6% | 0.17% | +8.1% |
| IGSB | Sell | ISHARES TR | $783,000 | -31.0% | 15,895 | -29.2% | 0.17% | -27.3% |
| HEGD | Sell | LISTED FD TRswan hedged eqty | $762,000 | -15.2% | 45,291 | -14.2% | 0.17% | -10.6% |
| USSG | Sell | DBX ETF TRxtrckr msci us | $755,000 | -7.8% | 23,168 | -0.9% | 0.17% | -3.5% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $751,000 | -8.9% | 5,280 | -2.4% | 0.17% | -4.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $745,000 | +290.1% | 46,038 | +334.2% | 0.16% | +310.0% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $730,000 | -1.4% | 17,781 | -0.5% | 0.16% | +3.9% |
| EVV | Buy | EATON VANCE LTD DURATION INC | $719,000 | -7.9% | 78,111 | +3.3% | 0.16% | -3.7% |
| EOG | Buy | EOG RES INC | $716,000 | +2.0% | 6,410 | +0.8% | 0.16% | +7.5% |
| GIS | Sell | GENERAL MLS INC | $716,000 | -10.8% | 9,345 | -12.2% | 0.16% | -6.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $706,000 | -33.9% | 18,605 | -11.6% | 0.16% | -30.4% |
| BA | Buy | BOEING CO | $701,000 | -9.3% | 5,792 | +2.4% | 0.16% | -4.3% |
| DJUL | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $699,000 | +2.3% | 23,567 | +5.8% | 0.15% | +7.7% |
| FB | Sell | META PLATFORMS INCcl a | $689,000 | -30.1% | 5,078 | -17.0% | 0.15% | -26.2% |
| MBB | Buy | ISHARES TRmbs etf | $687,000 | +114.0% | 7,498 | +127.5% | 0.15% | +125.4% |
| MRK | Sell | MERCK & CO INC | $687,000 | -6.3% | 7,972 | -0.8% | 0.15% | -1.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $680,000 | -6.5% | 5,270 | -1.3% | 0.15% | -1.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $669,000 | -15.0% | 5,628 | +1.0% | 0.15% | -10.9% |
| SAVA | Sell | CASSAVA SCIENCES INC | $664,000 | -12.5% | 15,880 | -41.1% | 0.15% | -8.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $648,000 | -10.5% | 3,966 | -2.8% | 0.14% | -5.9% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $646,000 | +31.0% | 16,615 | +38.0% | 0.14% | +37.9% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $638,000 | -5.8% | 38,525 | -3.7% | 0.14% | -0.7% | |
| REGN | Sell | REGENERON PHARMACEUTICALS | $637,000 | +15.8% | 924 | -0.8% | 0.14% | +21.7% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $601,000 | -6.2% | 9,047 | -1.4% | 0.13% | -1.5% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $589,000 | +72.7% | 5,873 | +72.5% | 0.13% | +83.1% |
| V | Sell | VISA INC | $589,000 | -9.9% | 3,314 | -0.3% | 0.13% | -5.1% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $588,000 | -94.9% | 6,529 | -94.7% | 0.13% | -94.6% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $581,000 | -32.8% | 25,198 | -33.6% | 0.13% | -29.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $581,000 | +1.0% | 2,714 | +5.2% | 0.13% | +6.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $572,000 | -9.6% | 1,216 | -8.0% | 0.13% | -5.3% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $566,000 | -12.2% | 33,550 | -8.2% | 0.12% | -7.4% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $563,000 | -95.1% | 6,827 | -94.8% | 0.12% | -94.9% |
| KO | Sell | COCA COLA CO | $561,000 | -11.8% | 10,011 | -1.0% | 0.12% | -6.8% |
| IEF | New | ISHARES TR7-10 yr trsy bd | $553,000 | – | 5,762 | +100.0% | 0.12% | – |
| VMC | Buy | VULCAN MATLS CO | $545,000 | +11.2% | 3,456 | +0.2% | 0.12% | +16.5% |
| FALN | Buy | ISHARES TRfaln angls usd | $546,000 | -1.1% | 22,844 | +1.8% | 0.12% | +3.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $539,000 | -16.9% | 8,227 | -11.1% | 0.12% | -12.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $536,000 | -23.1% | 5,562 | -18.9% | 0.12% | -19.2% |
| NEE | Sell | NEXTERA ENERGY INC | $536,000 | -4.3% | 6,830 | -5.5% | 0.12% | +0.9% |
| CAT | Buy | CATERPILLAR INC | $521,000 | -5.1% | 3,174 | +3.3% | 0.12% | 0.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $518,000 | -1.5% | 1,940 | +0.8% | 0.11% | +3.6% |
| LRCX | Buy | LAM RESEARCH CORP | $504,000 | -11.7% | 1,377 | +2.8% | 0.11% | -7.5% |
| XOM | Sell | EXXON MOBIL CORP | $496,000 | -7.6% | 5,680 | -9.5% | 0.11% | -2.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $474,000 | +6.8% | 1,649 | +14.3% | 0.10% | +11.8% |
| IYR | Sell | ISHARES TRu.s. real es etf | $466,000 | -42.8% | 5,718 | -35.5% | 0.10% | -39.8% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $465,000 | -44.0% | 17,746 | -42.2% | 0.10% | -40.8% |
| PFN | Buy | PIMCO INCOME STRATEGY FD II | $462,000 | -10.3% | 66,886 | +2.8% | 0.10% | -5.6% |
| TJX | Sell | TJX COS INC NEW | $460,000 | +10.3% | 7,411 | -0.7% | 0.10% | +16.1% |
| WFC | Sell | WELLS FARGO CO NEW | $454,000 | -1.3% | 11,291 | -3.9% | 0.10% | +4.2% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $455,000 | -72.4% | 10,461 | -70.6% | 0.10% | -71.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $441,000 | -34.6% | 3,494 | -25.5% | 0.10% | -31.2% |
| PEP | Sell | PEPSICO INC | $439,000 | -5.8% | 2,691 | -3.7% | 0.10% | -1.0% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $430,000 | -2.5% | 7,127 | -1.4% | 0.10% | +3.3% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $424,000 | +2.9% | 2,974 | -0.8% | 0.09% | +8.1% |
| CME | Sell | CME GROUP INC | $415,000 | -15.1% | 2,340 | -2.0% | 0.09% | -10.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $409,000 | -11.5% | 1,438 | -1.8% | 0.09% | -7.2% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $409,000 | -22.7% | 12,505 | -21.6% | 0.09% | -18.9% |
| BAC | Buy | BK OF AMERICA CORP | $402,000 | -1.5% | 13,308 | +1.7% | 0.09% | +4.7% |
| MMM | Buy | 3M CO | $404,000 | -14.2% | 3,658 | +0.4% | 0.09% | -10.1% |
| FITB | Sell | FIFTH THIRD BANCORP | $405,000 | -7.7% | 12,665 | -3.1% | 0.09% | -3.3% |
| INTC | Sell | INTEL CORP | $406,000 | -37.9% | 15,741 | -10.0% | 0.09% | -35.0% |
| AOA | Sell | ISHARES TRaggres alloc etf | $405,000 | -9.4% | 7,299 | -2.3% | 0.09% | -5.3% |
| DVN | Sell | DEVON ENERGY CORP NEW | $401,000 | -2.0% | 6,676 | -10.1% | 0.09% | +2.3% |
| DOG | New | PROSHARES TR | $391,000 | – | 10,132 | +100.0% | 0.09% | – |
| IYE | Buy | ISHARES TRu.s. energy etf | $375,000 | +3.3% | 9,533 | +0.0% | 0.08% | +9.2% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $370,000 | -8.4% | 2,930 | -7.8% | 0.08% | -3.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $372,000 | -1.6% | 4,681 | +5.7% | 0.08% | +3.8% |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & P | $371,000 | -5.6% | 34,711 | +2.0% | 0.08% | 0.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $372,000 | -7.2% | 1,733 | +10.5% | 0.08% | -2.4% |
| CVS | Sell | CVS HEALTH CORP | $363,000 | -35.1% | 3,802 | -37.0% | 0.08% | -31.6% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $363,000 | -63.2% | 5,045 | -63.4% | 0.08% | -61.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $358,000 | -28.3% | 1,902 | -25.0% | 0.08% | -24.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $355,000 | +15.3% | 4,125 | -6.5% | 0.08% | +21.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $356,000 | -9.4% | 4,444 | +3.1% | 0.08% | -4.9% |
| ABBV | Sell | ABBVIE INC | $350,000 | -22.7% | 2,606 | -11.9% | 0.08% | -18.9% |
| NFLX | Buy | NETFLIX INC | $351,000 | +38.7% | 1,490 | +3.0% | 0.08% | +45.3% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $343,000 | +17.9% | 17,096 | +10.3% | 0.08% | +24.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $329,000 | -8.4% | 648 | -2.0% | 0.07% | -2.7% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $328,000 | -13.2% | 2,695 | -7.6% | 0.07% | -8.9% |
| AOM | Sell | ISHARES TRmodert alloc etf | $325,000 | -9.5% | 8,871 | -3.7% | 0.07% | -4.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $322,000 | -21.1% | 8,859 | -11.5% | 0.07% | -16.5% |
| KEY | Sell | KEYCORP | $321,000 | -15.5% | 20,024 | -9.1% | 0.07% | -11.2% |
| XHE | Buy | SPDR SER TRhlth cr equip | $320,000 | +0.9% | 3,753 | +0.5% | 0.07% | +7.6% |
| LUV | Buy | SOUTHWEST AIRLS CO | $316,000 | -12.9% | 10,253 | +2.1% | 0.07% | -7.9% |
| BX | Buy | BLACKSTONE INC | $318,000 | -5.1% | 3,803 | +3.6% | 0.07% | 0.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $319,000 | -97.3% | 2,485 | -97.1% | 0.07% | -97.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $312,000 | -5.2% | 5,019 | -1.5% | 0.07% | 0.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $314,000 | -20.7% | 5,600 | -11.7% | 0.07% | -16.9% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $310,000 | -48.8% | 3,140 | -48.5% | 0.07% | -46.5% |
| HPQ | HP INC | $308,000 | -24.0% | 12,359 | 0.0% | 0.07% | -20.0% | |
| HEEM | Buy | ISHARES INCcur hd msci em | $304,000 | -10.1% | 13,283 | +0.7% | 0.07% | -5.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $301,000 | -13.3% | 1,448 | +0.8% | 0.07% | -9.6% |
| SO | Sell | SOUTHERN CO | $296,000 | -9.5% | 4,351 | -5.1% | 0.06% | -4.4% |
| ENB | Sell | ENBRIDGE INC | $294,000 | -15.3% | 7,934 | -3.5% | 0.06% | -11.0% |
| DAL | Buy | DELTA AIR LINES INC DEL | $297,000 | +4.9% | 10,597 | +8.6% | 0.06% | +10.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $285,000 | -15.2% | 5,418 | -5.0% | 0.06% | -10.0% |
| WMT | Buy | WALMART INC | $285,000 | +10.5% | 2,197 | +3.3% | 0.06% | +16.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $285,000 | -5.3% | 3,565 | +1.1% | 0.06% | 0.0% |
| MCK | Sell | MCKESSON CORP | $281,000 | -12.2% | 826 | -15.7% | 0.06% | -7.5% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $277,000 | -1.4% | 14,806 | +8.9% | 0.06% | +3.4% | |
| MPC | Sell | MARATHON PETE CORP | $276,000 | +16.0% | 2,777 | -4.1% | 0.06% | +22.0% |
| SPMV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 min var | $275,000 | +22.2% | 8,187 | +30.0% | 0.06% | +29.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $278,000 | -14.5% | 4,393 | +3.4% | 0.06% | -10.3% |
| ASPY | Sell | ASYMMETRIC ETFS TRUST | $274,000 | -3.9% | 10,263 | -2.6% | 0.06% | 0.0% |
| ASML | ASML HOLDING N V | $274,000 | -12.7% | 660 | 0.0% | 0.06% | -9.1% | |
| MO | Buy | ALTRIA GROUP INC | $274,000 | -2.8% | 6,794 | +0.7% | 0.06% | +1.7% |
| ALL | Sell | ALLSTATE CORP | $267,000 | -23.1% | 2,147 | -21.7% | 0.06% | -19.2% |
| SBUX | Buy | STARBUCKS CORP | $263,000 | +10.5% | 3,127 | +0.2% | 0.06% | +16.0% |
| LLY | Sell | LILLY ELI & CO | $264,000 | -24.1% | 815 | -24.0% | 0.06% | -20.5% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $263,000 | -14.3% | 22,555 | -3.7% | 0.06% | -9.4% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $261,000 | +1.6% | 4,439 | +0.3% | 0.06% | +7.4% |
| IHAK | Buy | ISHARES TRcybersecurity | $257,000 | -1.9% | 7,560 | +1.0% | 0.06% | +3.6% |
| MOH | Buy | MOLINA HEALTHCARE INC | $258,000 | +19.4% | 781 | +1.3% | 0.06% | +26.7% |
| ET | Buy | ENERGY TRANSFER L P | $256,000 | +13.8% | 23,214 | +3.1% | 0.06% | +19.1% |
| TIP | Sell | ISHARES TRtips bd etf | $252,000 | -65.7% | 2,407 | -62.7% | 0.06% | -63.6% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $253,000 | -24.9% | 919 | -0.1% | 0.06% | -21.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $250,000 | -15.0% | 3,008 | +0.9% | 0.06% | -11.3% |
| IPKW | Buy | INVESCO EXCH TRADED FD TR IIintl buyback | $250,000 | -10.1% | 8,685 | +1.4% | 0.06% | -5.2% |
| MUB | Sell | ISHARES TRnational mun etf | $250,000 | -58.9% | 2,434 | -57.5% | 0.06% | -57.0% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $249,000 | -2.0% | 16,235 | +3.0% | 0.06% | +3.8% |
| ENPH | New | ENPHASE ENERGY INC | $243,000 | – | 875 | +100.0% | 0.05% | – |
| New | RIVIAN AUTOMOTIVE INC | $243,000 | – | 7,380 | +100.0% | 0.05% | – | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $244,000 | -16.4% | 2,985 | -1.7% | 0.05% | -11.5% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $240,000 | -10.1% | 2,360 | -6.9% | 0.05% | -5.4% |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $240,000 | – | 4,049 | +100.0% | 0.05% | – |
| FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $241,000 | -2.0% | 7,202 | 0.0% | 0.05% | +1.9% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $234,000 | -13.3% | 5,118 | -2.1% | 0.05% | -8.8% |
| DOCU | Buy | DOCUSIGN INC | $235,000 | -4.9% | 4,397 | +2.2% | 0.05% | 0.0% |
| ABT | Sell | ABBOTT LABS | $238,000 | -11.5% | 2,464 | -0.4% | 0.05% | -7.1% |
| TGT | Sell | TARGET CORP | $231,000 | -55.7% | 1,558 | -57.8% | 0.05% | -53.2% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $232,000 | +8.4% | 721 | +1.0% | 0.05% | +13.3% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $230,000 | – | 3,973 | +100.0% | 0.05% | – |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $232,000 | -11.1% | 28,538 | -0.7% | 0.05% | -7.3% |
| ALLY | Sell | ALLY FINL INC | $232,000 | -17.4% | 8,345 | -0.4% | 0.05% | -13.6% |
| DHS | WISDOMTREE TRus high dividend | $227,000 | -7.7% | 2,988 | 0.0% | 0.05% | -3.8% | |
| PSEC | Buy | PROSPECT CAP CORP | $222,000 | -10.8% | 35,784 | +0.4% | 0.05% | -5.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $222,000 | -31.9% | 7,583 | -8.7% | 0.05% | -27.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $218,000 | -28.1% | 6,884 | -25.2% | 0.05% | -23.8% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $219,000 | -33.8% | 13,085 | -31.9% | 0.05% | -30.4% |
| EAD | Sell | ALLSPRING INCOME OPPORTUNITinc oppty fd | $216,000 | -5.7% | 34,886 | -1.3% | 0.05% | 0.0% |
| KBWY | New | INVESCO EXCH TRADED FD TR IIkbw prem yield | $216,000 | – | 11,370 | +100.0% | 0.05% | – |
| NKE | Sell | NIKE INCcl b | $219,000 | -59.1% | 2,629 | -49.8% | 0.05% | -57.1% |
| GM | Sell | GENERAL MTRS CO | $214,000 | -0.5% | 6,660 | -1.4% | 0.05% | +4.4% |
| FHN | New | FIRST HORIZON CORPORATION | $212,000 | – | 9,261 | +100.0% | 0.05% | – |
| KBH | Buy | KB HOME | $211,000 | -8.3% | 8,148 | +1.0% | 0.05% | -2.1% |
| PSQ | Sell | PROSHARES TRshort qqq new | $212,000 | -8.6% | 14,193 | -11.8% | 0.05% | -4.1% |
| ORCL | Sell | ORACLE CORP | $213,000 | -22.3% | 3,485 | -11.0% | 0.05% | -17.5% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $209,000 | +4.5% | 6,346 | -0.2% | 0.05% | +9.5% |
| BANR | New | BANNER CORP | $207,000 | – | 3,512 | +100.0% | 0.05% | – |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $210,000 | -4.5% | 5,465 | +0.1% | 0.05% | 0.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $207,000 | -2.4% | 2,782 | +0.0% | 0.05% | +4.5% |
| UNP | Sell | UNION PAC CORP | $210,000 | -11.4% | 1,080 | -3.0% | 0.05% | -8.0% |
| NXST | New | NEXSTAR MEDIA GROUP INC | $202,000 | – | 1,209 | +100.0% | 0.04% | – |
| WMB | Sell | WILLIAMS COS INC | $204,000 | -39.5% | 7,134 | -33.9% | 0.04% | -36.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $206,000 | 0.0% | 1,099 | +7.0% | 0.04% | +4.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $206,000 | -14.5% | 2,214 | -1.3% | 0.04% | -10.0% |
| LDOS | Buy | LEIDOS HOLDINGS INC | $202,000 | -9.8% | 2,309 | +3.6% | 0.04% | -4.3% |
| IYF | ISHARES TRu.s. finls etf | $205,000 | -3.8% | 3,037 | 0.0% | 0.04% | 0.0% | |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $196,000 | -20.6% | 13,057 | -12.7% | 0.04% | -17.3% |
| BIT | Sell | BLACKROCK MULTI SECTOR INC T | $194,000 | -5.8% | 13,621 | -6.1% | 0.04% | 0.0% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIG | $183,000 | -13.3% | 20,565 | -4.9% | 0.04% | -9.1% |
| HOLI | HOLLYSYS AUTOMATION TCHNGY L | $177,000 | +15.7% | 10,357 | 0.0% | 0.04% | +21.9% | |
| ICPT | INTERCEPT PHARMACEUTICALS IN | $178,000 | +1.1% | 12,763 | 0.0% | 0.04% | +5.4% | |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $174,000 | +10.1% | 11,798 | +2.5% | 0.04% | +15.2% |
| FEMY | Buy | FEMASYS INC | $172,000 | -52.6% | 151,851 | +0.7% | 0.04% | -50.0% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $131,000 | -9.7% | 10,912 | 0.0% | 0.03% | -3.3% | |
| AGD | Sell | ABRDN GLOBAL DYNAMIC DIVIDEN | $128,000 | -20.0% | 15,149 | -11.1% | 0.03% | -17.6% |
| VTRS | Buy | VIATRIS INC | $124,000 | -17.9% | 14,596 | +0.9% | 0.03% | -15.6% |
| PPT | Buy | PUTNAM PREMIER INCOME TRsh ben int | $119,000 | +1.7% | 33,319 | +8.2% | 0.03% | +4.0% |
| VVR | INVESCO SR INCOME TR | $116,000 | -4.1% | 31,225 | 0.0% | 0.03% | +4.0% | |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $118,000 | – | 11,098 | +100.0% | 0.03% | – |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $117,000 | -13.3% | 46,514 | +0.4% | 0.03% | -7.1% |
| KGC | KINROSS GOLD CORP | $93,000 | +5.7% | 24,708 | 0.0% | 0.02% | +16.7% | |
| QS | Buy | QUANTUMSCAPE CORP | $87,000 | +1.2% | 10,360 | +3.5% | 0.02% | +5.6% |
| DSM | BNY MELLON STRATEGIC MUN BD | $68,000 | -8.1% | 11,970 | 0.0% | 0.02% | 0.0% | |
| VSTM | Buy | VERASTEM INC | $69,000 | -21.6% | 81,122 | +6.4% | 0.02% | -16.7% |
| LDI | Buy | LOANDEPOT INC | $60,000 | +81.8% | 45,240 | +98.2% | 0.01% | +85.7% |
| GOTU | GAOTU TECHEDU INCsponsored ads | $52,000 | -38.1% | 43,000 | 0.0% | 0.01% | -38.9% | |
| ATHA | Sell | ATHIRA PHARMA INC | $30,000 | -25.0% | 10,000 | -24.7% | 0.01% | -12.5% |
| DNMR | Buy | DANIMER SCIENTIFIC INC | $31,000 | -34.0% | 10,450 | +1.5% | 0.01% | -30.0% |
| LOAN | Sell | MANHATTAN BRDG CAP INC | $19,000 | -64.2% | 19,433 | -63.7% | 0.00% | -63.6% |
| TRVN | Sell | TREVENA INC | $2,000 | -80.0% | 13,500 | -41.3% | 0.00% | -100.0% |
| ATHX | Exit | ATHERSYS INC NEW | $0 | – | -21,500 | -100.0% | -0.00% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -10,893 | -100.0% | -0.03% | – | |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,617 | -100.0% | -0.04% | – |
| RISN | Exit | NORTHERN LTS FD TR IVinspire tactical | $0 | – | -8,406 | -100.0% | -0.04% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -3,276 | -100.0% | -0.04% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -822 | -100.0% | -0.04% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,465 | -100.0% | -0.04% | – |
| BCD | Exit | ABRDN ETFS | $0 | – | -5,739 | -100.0% | -0.04% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,406 | -100.0% | -0.04% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -4,650 | -100.0% | -0.04% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -882 | -100.0% | -0.04% | – |
| Exit | LIGHTSPEED COMMERCE INC | $0 | – | -9,746 | -100.0% | -0.04% | – | |
| FJUN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -6,150 | -100.0% | -0.04% | – |
| SRE | Exit | SEMPRA | $0 | – | -1,483 | -100.0% | -0.05% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -2,470 | -100.0% | -0.05% | – |
| EMSG | Exit | DBX ETF TRxtkr msci emrg | $0 | – | -9,103 | -100.0% | -0.05% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -480 | -100.0% | -0.05% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,399 | -100.0% | -0.05% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -9,710 | -100.0% | -0.05% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -3,753 | -100.0% | -0.05% | – |
| CZA | Exit | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $0 | – | -3,049 | -100.0% | -0.05% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -5,151 | -100.0% | -0.05% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -6,371 | -100.0% | -0.06% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -5,899 | -100.0% | -0.06% | – |
| WFH | Exit | DIREXION SHS ETF TRwork from home | $0 | – | -6,602 | -100.0% | -0.07% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,429 | -100.0% | -0.07% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -4,046 | -100.0% | -0.07% | – |
| MET | Exit | METLIFE INC | $0 | – | -5,633 | -100.0% | -0.07% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -7,384 | -100.0% | -0.09% | – |
| RPV | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $0 | – | -10,155 | -100.0% | -0.16% | – |
| GTIP | Exit | GOLDMAN SACHS ETF TRaccess inflati | $0 | – | -15,039 | -100.0% | -0.16% | – |
| PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -38,625 | -100.0% | -0.17% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -15,815 | -100.0% | -0.17% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -21,899 | -100.0% | -0.19% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -119,718 | -100.0% | -0.98% | – |
| FXG | Exit | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | -139,903 | -100.0% | -1.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 18 | Q3 2023 | 10.8% |
| ISHARES TR | 18 | Q3 2023 | 4.2% |
| ISHARES TR | 18 | Q3 2023 | 3.0% |
| ISHARES TR | 18 | Q3 2023 | 1.7% |
| SPDR SER TR | 17 | Q3 2023 | 17.0% |
| SPDR SER TR | 17 | Q3 2023 | 11.4% |
| FIRST TR EXCHANGE-TRADED FD | 17 | Q3 2023 | 5.2% |
| ISHARES TR | 17 | Q3 2023 | 6.4% |
| FIRST TR VALUE LINE DIVID IN | 17 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 17 | Q3 2023 | 2.7% |
View Clear Creek Financial Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-14 |
View Clear Creek Financial Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.