$455 Million is the total value of Clear Creek Financial Management, LLC's 294 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 20.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $21,388,402 | +3531.3% | 213,585 | +3536.7% | 4.70% | +3515.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $18,853,256 | +27.0% | 49,070 | +18.6% | 4.14% | +26.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $14,452,214 | +2949.0% | 43,619 | +2545.2% | 3.18% | +2953.8% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $13,433,057 | +13.6% | 298,645 | +6.0% | 2.95% | +13.2% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $12,849,786 | +2085.3% | 127,478 | +1852.5% | 2.82% | +2072.3% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $12,478,652 | -10.1% | 496,564 | -10.7% | 2.74% | -10.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $12,475,165 | +3810.7% | 85,994 | +3360.5% | 2.74% | +3815.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $10,406,595 | +17.2% | 71,312 | +5.3% | 2.29% | +16.8% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $10,233,591 | +58.1% | 256,417 | +41.8% | 2.25% | +57.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $9,481,632 | +2.7% | 35,608 | +3.0% | 2.08% | +2.4% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $9,406,895 | +3819.5% | 158,259 | +3808.6% | 2.07% | +3800.0% |
| SPSB | Buy | SPDR SER TRportfolio short | $9,212,334 | +215.4% | 313,558 | +213.6% | 2.02% | +214.3% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $7,772,687 | -13.5% | 269,044 | -13.4% | 1.71% | -13.7% |
| IGSB | Buy | ISHARES TR | $6,955,918 | +788.4% | 139,621 | +778.4% | 1.53% | +783.8% |
| MSFT | Sell | MICROSOFT CORP | $6,847,058 | -1.7% | 28,551 | -4.5% | 1.50% | -2.0% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $6,651,366 | -23.5% | 140,295 | -23.6% | 1.46% | -23.7% |
| AAPL | Buy | APPLE INC | $6,049,179 | -5.8% | 46,557 | +0.2% | 1.33% | -6.1% |
| IXUS | Buy | ISHARES TRcore msci total | $5,810,467 | +14.7% | 100,388 | +0.9% | 1.28% | +14.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $5,493,317 | +7.2% | 31,506 | +1.4% | 1.21% | +6.9% |
| ESGU | Buy | ISHARES TResg awr msci usa | $5,437,533 | +35.4% | 64,160 | +26.9% | 1.20% | +35.0% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $5,436,257 | +2.0% | 107,287 | +0.9% | 1.20% | +1.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,164,714 | -10.6% | 13,494 | -16.5% | 1.14% | -10.8% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $4,770,436 | +13.0% | 103,145 | +0.2% | 1.05% | +12.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $4,651,696 | +14.8% | 55,536 | -0.6% | 1.02% | +14.4% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $4,214,492 | -29.9% | 132,406 | -31.0% | 0.93% | -30.2% |
| AMZN | Sell | AMAZON COM INC | $4,099,368 | -27.7% | 48,802 | -2.8% | 0.90% | -27.9% |
| EDV | Buy | VANGUARD WORLD FDextended dur | $3,999,314 | -3.1% | 48,283 | +1.4% | 0.88% | -3.4% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $3,959,570 | -10.8% | 247,010 | -3.8% | 0.87% | -11.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,874,971 | +86.6% | 102,242 | +71.7% | 0.85% | +86.0% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $3,604,554 | -40.3% | 58,496 | -39.0% | 0.79% | -40.5% |
| GOVT | Sell | ISHARES TRus treas bd etf | $3,576,216 | -72.6% | 157,404 | -72.5% | 0.79% | -72.7% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $3,537,240 | +2.1% | 77,707 | +1.1% | 0.78% | +1.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,480,287 | -26.2% | 48,445 | -26.7% | 0.76% | -26.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $3,301,772 | +10.3% | 24,305 | -1.7% | 0.73% | +10.0% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $3,057,423 | +0.5% | 32,436 | +1.0% | 0.67% | +0.3% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $3,052,860 | -96.2% | 33,376 | -96.2% | 0.67% | -96.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,989,723 | +8.5% | 21,299 | -4.6% | 0.66% | +8.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,990,544 | +35.7% | 22,301 | +5.7% | 0.66% | +35.2% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,915,086 | -20.8% | 44,431 | -26.9% | 0.64% | -21.0% |
| SCHQ | Buy | SCHWAB STRATEGIC TRlong term us | $2,894,376 | -0.9% | 82,133 | +1.2% | 0.64% | -1.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,854,004 | -14.9% | 20,205 | -23.3% | 0.63% | -15.2% |
| IQDY | Sell | FLEXSHARES TRint qltdvdynam | $2,788,214 | -9.2% | 115,454 | -24.1% | 0.61% | -9.5% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,775,783 | +30.0% | 37,234 | +16.4% | 0.61% | +29.5% |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $2,725,397 | -7.1% | 83,422 | -7.6% | 0.60% | -7.4% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $2,700,758 | +0.5% | 27,854 | -0.4% | 0.59% | 0.0% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $2,624,244 | -9.7% | 55,364 | -7.6% | 0.58% | -10.0% |
| GLD | Sell | SPDR GOLD TR | $2,583,799 | +5.3% | 15,231 | -4.0% | 0.57% | +5.0% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $2,404,560 | +44.9% | 18,161 | +36.6% | 0.53% | +44.3% |
| DAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us deep | $2,204,967 | +4.7% | 70,854 | +0.9% | 0.48% | +4.5% |
| HYG | New | ISHARES TRiboxx hi yd etf | $2,173,631 | – | 29,521 | +100.0% | 0.48% | – |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $2,146,399 | -75.0% | 19,841 | -74.8% | 0.47% | -75.0% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $2,135,905 | -11.5% | 88,590 | -12.6% | 0.47% | -11.8% |
| VOO | Sell | VANGUARD INDEX FDS | $2,087,184 | +2.8% | 5,941 | -3.8% | 0.46% | +2.5% |
| IYW | Sell | ISHARES TRu.s. tech etf | $2,051,148 | -13.9% | 27,536 | -15.2% | 0.45% | -14.1% |
| JNK | New | SPDR SER TRbloomberg high y | $2,028,600 | – | 22,540 | +100.0% | 0.45% | – |
| SAVA | Buy | CASSAVA SCIENCES INC | $1,987,156 | +199.3% | 67,270 | +323.6% | 0.44% | +199.3% |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $1,973,845 | – | 36,224 | +100.0% | 0.43% | – |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $1,972,894 | +129.7% | 67,867 | +98.6% | 0.43% | +129.6% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,901,875 | -9.2% | 37,954 | -11.7% | 0.42% | -9.5% |
| NVDA | Buy | NVIDIA CORPORATION | $1,890,056 | +20.5% | 12,933 | +0.1% | 0.42% | +19.9% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,862,463 | +6.4% | 56,507 | +0.1% | 0.41% | +6.0% |
| CVX | Sell | CHEVRON CORP NEW | $1,838,157 | +22.5% | 10,241 | -1.9% | 0.40% | +22.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,837,801 | +5.0% | 10,013 | -2.2% | 0.40% | +4.7% |
| EFV | Buy | ISHARES TReafe value etf | $1,796,982 | +40.4% | 39,167 | +17.9% | 0.40% | +40.1% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,736,117 | +77.9% | 16,655 | +55.7% | 0.38% | +77.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,699,850 | +10.6% | 8,891 | +3.8% | 0.37% | +10.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,675,103 | -1.2% | 3,669 | +2.2% | 0.37% | -1.6% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,661,969 | +0.2% | 37,272 | -0.9% | 0.36% | 0.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,629,159 | -24.3% | 17,214 | -30.2% | 0.36% | -24.5% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,578,796 | -27.9% | 19,450 | -27.9% | 0.35% | -28.2% |
| JMBS | Sell | JANUS DETROIT STR TRhenderson mtg | $1,540,877 | -3.8% | 33,895 | -4.8% | 0.34% | -4.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,531,508 | +20.2% | 4,460 | +2.6% | 0.34% | +19.9% |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,530,421 | – | 30,529 | +100.0% | 0.34% | – |
| PTNQ | Sell | PACER FDS TRtrendpilot 100 | $1,516,398 | -3.3% | 30,802 | -3.3% | 0.33% | -3.8% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,472,330 | +127.9% | 33,523 | +101.8% | 0.32% | +128.2% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $1,333,189 | +6.6% | 29,528 | 0.0% | 0.29% | +6.2% | |
| MU | Buy | MICRON TECHNOLOGY INC | $1,323,783 | +1.4% | 26,486 | +1.6% | 0.29% | +1.0% |
| T | Buy | AT&T INC | $1,272,335 | +22.8% | 69,111 | +2.3% | 0.28% | +22.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,271,713 | +0.3% | 8,375 | -10.7% | 0.28% | -0.4% |
| BA | Buy | BOEING CO | $1,239,709 | +76.8% | 6,508 | +12.4% | 0.27% | +75.5% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,212,444 | +1.8% | 54,590 | -4.5% | 0.27% | +1.1% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,205,377 | -20.0% | 30,955 | -21.3% | 0.26% | -20.2% |
| ARCC | Buy | ARES CAPITAL CORP | $1,170,430 | +9.7% | 63,369 | +0.2% | 0.26% | +9.4% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,091,640 | -19.6% | 22,058 | -21.7% | 0.24% | -19.7% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $1,090,840 | +6.3% | 17,888 | +0.2% | 0.24% | +6.2% |
| TSLA | Buy | TESLA INC | $1,063,290 | -53.0% | 8,632 | +1.1% | 0.23% | -53.1% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,052,322 | +75.1% | 14,040 | +55.2% | 0.23% | +75.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $1,045,485 | +4.4% | 20,910 | -7.1% | 0.23% | +4.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,013,119 | -3.7% | 11,418 | +4.3% | 0.22% | -3.9% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $1,007,103 | +7.9% | 12,234 | -0.4% | 0.22% | +7.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,002,364 | +13.8% | 19,067 | +2.1% | 0.22% | +13.4% |
| HD | Sell | HOME DEPOT INC | $987,378 | +10.7% | 3,126 | -3.3% | 0.22% | +10.2% |
| PFE | Sell | PFIZER INC | $988,248 | +13.9% | 19,287 | -2.8% | 0.22% | +13.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $979,371 | +14.1% | 13,584 | +4.7% | 0.22% | +13.8% |
| DSEP | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $971,574 | – | 31,699 | +100.0% | 0.21% | – |
| IDA | Buy | IDACORP INC | $969,514 | +8.9% | 8,989 | +0.0% | 0.21% | +8.7% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $950,738 | +27.6% | 64,326 | +39.7% | 0.21% | +27.4% |
| MRK | Buy | MERCK & CO INC | $944,947 | +37.5% | 8,513 | +6.8% | 0.21% | +37.7% |
| PHD | Buy | PIONEER FLOATING RATE FUND I | $941,854 | +5.6% | 107,395 | +3.8% | 0.21% | +5.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $931,548 | +4.1% | 4,348 | +2.2% | 0.20% | +4.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $907,490 | +9.2% | 2,049 | -0.9% | 0.20% | +8.7% |
| WPC | New | WP CAREY INC | $901,946 | – | 11,541 | +100.0% | 0.20% | – |
| DIS | Sell | DISNEY WALT CO | $876,486 | -11.8% | 10,088 | -4.2% | 0.19% | -11.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $872,948 | -22.9% | 9,894 | -16.4% | 0.19% | -23.2% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $872,470 | +5.8% | 9,530 | +0.2% | 0.19% | +5.5% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $859,004 | +8.1% | 53,991 | +6.4% | 0.19% | +8.0% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $858,317 | -0.3% | 22,895 | +0.2% | 0.19% | -0.5% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $851,519 | -16.5% | 17,283 | -16.6% | 0.19% | -16.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $819,476 | +16.1% | 20,799 | +11.8% | 0.18% | +15.4% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $812,912 | +11.4% | 17,463 | -1.8% | 0.18% | +11.2% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $807,287 | +7.5% | 5,264 | -0.3% | 0.18% | +6.6% |
| USSG | Sell | DBX ETF TRxtrckr msci us | $805,279 | +6.7% | 23,110 | -0.3% | 0.18% | +6.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $797,242 | +19.2% | 5,659 | +0.6% | 0.18% | +19.0% |
| WM | Buy | WASTE MGMT INC DEL | $791,331 | +0.0% | 5,044 | +2.1% | 0.17% | 0.0% |
| EOG | Sell | EOG RES INC | $785,150 | +9.7% | 6,062 | -5.4% | 0.17% | +9.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $778,746 | +20.2% | 4,408 | +11.1% | 0.17% | +19.6% |
| KNG | Sell | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $773,809 | -6.7% | 15,146 | -16.7% | 0.17% | -7.1% |
| CAT | Buy | CATERPILLAR INC | $774,058 | +48.6% | 3,231 | +1.8% | 0.17% | +47.8% |
| ORCL | Buy | ORACLE CORP | $768,683 | +260.9% | 9,404 | +169.8% | 0.17% | +259.6% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $746,322 | +9.8% | 5,382 | +2.1% | 0.16% | +9.3% |
| DJUL | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $728,611 | +4.2% | 23,572 | +0.0% | 0.16% | +3.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $713,521 | +61.8% | 4,708 | +34.7% | 0.16% | +61.9% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $714,275 | +12.1% | 990 | +7.1% | 0.16% | +12.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $704,079 | -15.8% | 1,328 | -19.8% | 0.16% | -15.8% |
| HEGD | Sell | LISTED FD TRswan hedged eqty | $692,711 | -9.1% | 40,356 | -10.9% | 0.15% | -9.5% |
| EVV | Sell | EATON VANCE LTD DURATION INC | $688,214 | -4.3% | 73,292 | -6.2% | 0.15% | -4.4% |
| ILCG | New | ISHARES TRmorningstar grwt | $672,563 | – | 13,816 | +100.0% | 0.15% | – |
| MCHI | Sell | ISHARES TRmsci china etf | $670,368 | -22.3% | 14,113 | -30.4% | 0.15% | -22.6% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $624,339 | +15.8% | 8,856 | +7.6% | 0.14% | +15.1% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $612,269 | -4.0% | 36,795 | -4.5% | 0.14% | -4.3% | |
| VMC | Buy | VULCAN MATLS CO | $606,556 | +11.3% | 3,464 | +0.2% | 0.13% | +10.8% |
| XOM | Sell | EXXON MOBIL CORP | $598,655 | +20.7% | 5,428 | -4.4% | 0.13% | +21.1% |
| FB | Sell | META PLATFORMS INCcl a | $600,316 | -12.9% | 4,989 | -1.8% | 0.13% | -13.2% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $592,737 | +2.0% | 22,376 | -11.2% | 0.13% | +1.6% |
| MUB | Buy | ISHARES TRnational mun etf | $582,154 | +132.9% | 5,517 | +126.7% | 0.13% | +132.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $579,640 | +8.1% | 5,976 | +7.4% | 0.13% | +7.6% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $573,982 | +0.3% | 1,052 | -13.5% | 0.13% | 0.0% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $574,720 | +1.5% | 32,000 | -4.6% | 0.13% | +0.8% | |
| NEE | Sell | NEXTERA ENERGY INC | $569,292 | +6.2% | 6,810 | -0.3% | 0.12% | +5.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $566,947 | -2.4% | 2,660 | -2.0% | 0.12% | -2.3% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $561,789 | -32.8% | 10,934 | -34.4% | 0.12% | -33.2% |
| ARKK | Sell | ARK ETF TRinnovation etf | $555,686 | -40.8% | 17,788 | -28.5% | 0.12% | -41.1% |
| FALN | Sell | ISHARES TRfaln angls usd | $549,246 | +0.6% | 22,318 | -2.3% | 0.12% | +0.8% |
| LRCX | Sell | LAM RESEARCH CORP | $545,907 | +8.3% | 1,298 | -5.7% | 0.12% | +8.1% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $547,551 | +17.8% | 20,265 | +14.2% | 0.12% | +16.5% |
| KO | Sell | COCA COLA CO | $507,761 | -9.5% | 7,982 | -20.3% | 0.11% | -9.7% |
| V | Sell | VISA INC | $505,182 | -14.2% | 2,432 | -26.6% | 0.11% | -14.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $503,105 | +76.5% | 8,162 | +50.6% | 0.11% | +76.2% |
| DVN | Buy | DEVON ENERGY CORP NEW | $498,821 | +24.4% | 8,110 | +21.5% | 0.11% | +25.0% |
| SHV | New | ISHARES TRshort treas bd | $498,707 | – | 4,537 | +100.0% | 0.11% | – |
| GIS | Sell | GENERAL MLS INC | $489,852 | -31.6% | 5,842 | -37.5% | 0.11% | -31.6% |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & P | $478,791 | +29.1% | 42,446 | +22.3% | 0.10% | +28.0% |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $479,242 | -42.2% | 3,841 | -49.9% | 0.10% | -42.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $478,486 | -7.6% | 1,549 | -20.2% | 0.10% | -7.9% |
| PFN | Buy | PIMCO INCOME STRATEGY FD II | $479,927 | +3.9% | 67,882 | +1.5% | 0.10% | +2.9% |
| ABBV | Buy | ABBVIE INC | $474,519 | +35.6% | 2,936 | +12.7% | 0.10% | +35.1% |
| TJX | Sell | TJX COS INC NEW | $469,595 | +2.1% | 5,899 | -20.4% | 0.10% | +2.0% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $465,777 | +8.3% | 7,129 | +0.0% | 0.10% | +7.4% |
| IYE | Buy | ISHARES TRu.s. energy etf | $460,576 | +22.8% | 9,907 | +3.9% | 0.10% | +21.7% |
| SO | Buy | SOUTHERN CO | $456,291 | +54.2% | 6,390 | +46.9% | 0.10% | +53.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $448,528 | +26.0% | 5,438 | +22.4% | 0.10% | +26.9% |
| AOA | Buy | ISHARES TRaggres alloc etf | $448,070 | +10.6% | 7,499 | +2.7% | 0.10% | +10.1% |
| GOVZ | New | ISHARES TRishares 25+ yr t | $447,061 | – | 35,285 | +100.0% | 0.10% | – |
| JPUS | New | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $442,243 | – | 4,666 | +100.0% | 0.10% | – |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $434,501 | -4.5% | 9,893 | -5.4% | 0.10% | -5.0% |
| DFEB | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $416,849 | +1.9% | 12,505 | 0.0% | 0.09% | +2.2% | |
| PEP | Sell | PEPSICO INC | $418,683 | -4.6% | 2,317 | -13.9% | 0.09% | -5.2% |
| WMB | Buy | WILLIAMS COS INC | $416,202 | +104.0% | 12,651 | +77.3% | 0.09% | +102.2% |
| AMAT | New | APPLIED MATLS INC | $409,854 | – | 4,209 | +100.0% | 0.09% | – |
| LLY | Buy | LILLY ELI & CO | $411,570 | +55.9% | 1,125 | +38.0% | 0.09% | +55.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $402,904 | -1.5% | 1,159 | -19.4% | 0.09% | -1.1% |
| IWR | Buy | ISHARES TRrus mid cap etf | $406,521 | +30.3% | 6,027 | +20.1% | 0.09% | +29.0% |
| WFC | Sell | WELLS FARGO CO NEW | $404,758 | -10.8% | 9,803 | -13.2% | 0.09% | -11.0% |
| IYR | Sell | ISHARES TRu.s. real es etf | $399,482 | -14.3% | 4,745 | -17.0% | 0.09% | -14.6% |
| MMM | Sell | 3M CO | $395,278 | -2.2% | 3,296 | -9.9% | 0.09% | -2.2% |
| NFLX | Sell | NETFLIX INC | $394,255 | +12.3% | 1,337 | -10.3% | 0.09% | +13.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $394,300 | +25.6% | 6,007 | +7.3% | 0.09% | +26.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $386,250 | +20.0% | 9,203 | +3.9% | 0.08% | +19.7% |
| BIF | New | SRH TOTAL RETURN FUND INC | $388,620 | – | 30,600 | +100.0% | 0.08% | – |
| AOM | Buy | ISHARES TRmodert alloc etf | $382,381 | +17.7% | 10,060 | +13.4% | 0.08% | +16.7% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $382,055 | -9.9% | 2,958 | -0.5% | 0.08% | -9.7% |
| INTC | Sell | INTEL CORP | $378,229 | -6.8% | 14,311 | -9.1% | 0.08% | -6.7% |
| BAC | Sell | BANK AMERICA CORP | $371,668 | -7.5% | 11,222 | -15.7% | 0.08% | -7.9% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $374,545 | -86.2% | 3,762 | -85.8% | 0.08% | -86.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $366,857 | +32.0% | 5,664 | +28.9% | 0.08% | +32.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $364,925 | +67.4% | 11,953 | +73.6% | 0.08% | +66.7% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $358,411 | -3.7% | 1,692 | -2.4% | 0.08% | -3.7% |
| ICSH | Sell | ISHARES TRblackrock ultra | $354,186 | -57.0% | 7,078 | -57.0% | 0.08% | -56.9% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $351,959 | -1.7% | 1,727 | -9.2% | 0.08% | -2.5% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $349,007 | -5.7% | 2,834 | -3.3% | 0.08% | -6.1% |
| LUV | Sell | SOUTHWEST AIRLS CO | $344,535 | +9.0% | 10,233 | -0.2% | 0.08% | +8.6% |
| DAL | Sell | DELTA AIR LINES INC DEL | $346,640 | +16.7% | 10,549 | -0.5% | 0.08% | +16.9% |
| MOH | Buy | MOLINA HEALTHCARE INC | $341,447 | +32.3% | 1,034 | +32.4% | 0.08% | +31.6% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $341,728 | -5.9% | 3,907 | -22.6% | 0.08% | -6.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $338,889 | +38.9% | 3,358 | +12.5% | 0.07% | +37.0% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $336,363 | +21.4% | 16,148 | +9.1% | 0.07% | +21.3% | |
| ET | Buy | ENERGY TRANSFER L P | $335,731 | +31.1% | 28,284 | +21.8% | 0.07% | +32.1% |
| XHE | Sell | SPDR SER TRhlth cr equip | $319,394 | -0.2% | 3,553 | -5.3% | 0.07% | -1.4% |
| CVS | Sell | CVS HEALTH CORP | $320,387 | -11.7% | 3,438 | -9.6% | 0.07% | -12.5% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $318,269 | -7.2% | 14,762 | -13.7% | 0.07% | -7.9% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $318,661 | +11.8% | 3,541 | -0.7% | 0.07% | +11.1% |
| HEEM | Buy | ISHARES INCcur hd msci em | $312,624 | +2.8% | 13,628 | +2.6% | 0.07% | +3.0% |
| HPQ | Sell | HP INC | $315,964 | +2.6% | 11,759 | -4.9% | 0.07% | +1.5% |
| PSEC | Buy | PROSPECT CAP CORP | $312,320 | +40.7% | 44,681 | +24.9% | 0.07% | +40.8% |
| ENB | Buy | ENBRIDGE INC | $315,027 | +7.2% | 8,057 | +1.6% | 0.07% | +6.2% |
| MCK | Sell | MCKESSON CORP | $309,382 | +10.1% | 825 | -0.1% | 0.07% | +9.7% |
| IGR | New | CBRE GBL REAL ESTATE INC FD | $309,420 | – | 54,000 | +100.0% | 0.07% | – |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $303,987 | +1.0% | 1,460 | +0.8% | 0.07% | +1.5% |
| CME | Sell | CME GROUP INC | $302,688 | -27.1% | 1,800 | -23.1% | 0.07% | -26.4% |
| ASML | Sell | ASML HOLDING N V | $303,798 | +10.9% | 556 | -15.8% | 0.07% | +11.7% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $300,756 | +29.6% | 890 | +23.4% | 0.07% | +29.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $299,049 | +45.2% | 1,127 | +2.5% | 0.07% | +46.7% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $301,962 | -46.4% | 3,307 | -51.6% | 0.07% | -46.8% |
| SBUX | Sell | STARBUCKS CORP | $298,198 | +13.4% | 3,006 | -3.9% | 0.07% | +13.8% |
| FDX | New | FEDEX CORP | $295,417 | – | 1,705 | +100.0% | 0.06% | – |
| ALL | Buy | ALLSTATE CORP | $295,201 | +10.6% | 2,177 | +1.4% | 0.06% | +10.2% |
| IPKW | Buy | INVESCO EXCH TRADED FD TR IIintl buyback | $291,252 | +16.5% | 8,704 | +0.2% | 0.06% | +16.4% |
| ABT | Buy | ABBOTT LABS | $289,592 | +21.7% | 2,638 | +7.1% | 0.06% | +23.1% |
| MCD | New | MCDONALDS CORP | $287,775 | – | 1,092 | +100.0% | 0.06% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $287,159 | -19.1% | 4,032 | -2.3% | 0.06% | -19.2% |
| KBWY | Buy | INVESCO EXCH TRADED FD TR IIkbw prem yield | $280,110 | +29.7% | 14,372 | +26.4% | 0.06% | +29.2% |
| FITB | Sell | FIFTH THIRD BANCORP | $282,330 | -30.3% | 8,605 | -32.1% | 0.06% | -30.3% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $282,826 | -8.8% | 2,858 | -9.0% | 0.06% | -8.8% |
| NKE | Sell | NIKE INCcl b | $275,442 | +25.8% | 2,354 | -10.5% | 0.06% | +27.1% |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $272,966 | – | 11,317 | +100.0% | 0.06% | – |
| AVGO | New | BROADCOM INC | $270,939 | – | 485 | +100.0% | 0.06% | – |
| SPMV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 min var | $271,660 | -1.2% | 7,454 | -9.0% | 0.06% | -1.6% |
| ASPY | ASYMMETRIC ETFS TRUST | $270,421 | -1.3% | 10,263 | 0.0% | 0.06% | -1.7% | |
| WMT | Sell | WALMART INC | $269,318 | -5.5% | 1,896 | -13.7% | 0.06% | -6.3% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $262,897 | +20.0% | 15,649 | +19.6% | 0.06% | +20.8% |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $264,703 | +13.1% | 5,118 | 0.0% | 0.06% | +11.5% | |
| EFZ | New | PROSHARES TR | $263,600 | – | 13,180 | +100.0% | 0.06% | – |
| DHS | Buy | WISDOMTREE TRus high dividend | $265,753 | +17.1% | 3,088 | +3.3% | 0.06% | +16.0% |
| ATGE | New | ADTALEM GLOBAL ED INC | $259,931 | – | 7,322 | +100.0% | 0.06% | – |
| FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $256,200 | +6.3% | 7,202 | 0.0% | 0.06% | +5.7% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $256,622 | -22.0% | 466 | -28.1% | 0.06% | -23.3% |
| KBH | Sell | KB HOME | $250,977 | +18.9% | 7,880 | -3.3% | 0.06% | +17.0% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $252,406 | – | 7,380 | +100.0% | 0.06% | – |
| KRE | Sell | SPDR SER TRs&p regl bkg | $244,125 | -6.5% | 4,156 | -6.4% | 0.05% | -6.9% |
| LDOS | Sell | LEIDOS HOLDINGS INC | $234,790 | +16.2% | 2,232 | -3.3% | 0.05% | +15.6% |
| MS | New | MORGAN STANLEY | $238,056 | – | 2,800 | +100.0% | 0.05% | – |
| ENPH | ENPHASE ENERGY INC | $231,840 | -4.6% | 875 | 0.0% | 0.05% | -5.6% | |
| GOF | Sell | GUGGENHEIM STRATEGIC OPPORTU | $233,663 | -6.2% | 15,352 | -5.4% | 0.05% | -7.3% |
| IHAK | Sell | ISHARES TRcybersecurity | $233,947 | -9.0% | 7,085 | -6.3% | 0.05% | -10.5% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $226,677 | -13.8% | 18,672 | -17.2% | 0.05% | -13.8% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $229,623 | +9.3% | 5,932 | +8.5% | 0.05% | +8.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $227,824 | -8.9% | 2,251 | -25.2% | 0.05% | -9.1% |
| DOCU | Sell | DOCUSIGN INC | $228,552 | -2.7% | 4,124 | -6.2% | 0.05% | -3.8% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $225,477 | – | 2,985 | +100.0% | 0.05% | – |
| EAD | Buy | ALLSPRING INCOME OPPORTUNITinc oppty fd | $225,841 | +4.6% | 35,343 | +1.3% | 0.05% | +4.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $224,830 | +8.6% | 2,990 | +7.5% | 0.05% | +6.5% |
| BANR | BANNER CORP | $221,958 | +7.2% | 3,512 | 0.0% | 0.05% | +6.5% | |
| TGT | Sell | TARGET CORP | $221,921 | -3.9% | 1,489 | -4.4% | 0.05% | -3.9% |
| TIP | Sell | ISHARES TRtips bd etf | $224,056 | -11.1% | 2,105 | -12.5% | 0.05% | -12.5% |
| OKTA | New | OKTA INCcl a | $224,601 | – | 3,287 | +100.0% | 0.05% | – |
| PXD | New | PIONEER NAT RES CO | $217,656 | – | 953 | +100.0% | 0.05% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $218,556 | -76.2% | 2,073 | -76.9% | 0.05% | -76.4% |
| GM | Sell | GENERAL MTRS CO | $216,170 | +1.0% | 6,426 | -3.5% | 0.05% | +2.1% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $220,583 | -4.1% | 3,815 | -4.0% | 0.05% | -5.9% |
| CSX | New | CSX CORP | $220,237 | – | 7,109 | +100.0% | 0.05% | – |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $212,687 | -15.9% | 632 | -31.2% | 0.05% | -16.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $214,488 | -3.4% | 6,133 | -19.1% | 0.05% | -4.1% |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $215,755 | +10.1% | 12,632 | -3.3% | 0.05% | +9.3% |
| KMI | New | KINDER MORGAN INC DEL | $215,273 | – | 11,907 | +100.0% | 0.05% | – |
| KEY | Sell | KEYCORP | $207,211 | -35.4% | 11,895 | -40.6% | 0.05% | -35.2% |
| NXST | Sell | NEXSTAR MEDIA GROUP INC | $209,628 | +3.8% | 1,198 | -0.9% | 0.05% | +2.2% |
| MO | Sell | ALTRIA GROUP INC | $210,037 | -23.3% | 4,595 | -32.4% | 0.05% | -23.3% |
| MBB | Sell | ISHARES TRmbs etf | $210,296 | -69.4% | 2,267 | -69.8% | 0.05% | -69.5% |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $203,559 | – | 2,290 | +100.0% | 0.04% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $203,071 | – | 4,306 | +100.0% | 0.04% | – |
| BX | Sell | BLACKSTONE INC | $206,775 | -35.0% | 2,787 | -26.7% | 0.04% | -35.7% |
| HNW | New | PIONEER DIVERSIFIED HIGH INC | $206,237 | – | 20,460 | +100.0% | 0.04% | – |
| PSQ | Sell | PROSHARES TRshort qqq new | $197,999 | -6.6% | 13,451 | -5.2% | 0.04% | -6.4% |
| IYF | Sell | ISHARES TRu.s. finls etf | $202,486 | -1.2% | 2,683 | -11.7% | 0.04% | -2.2% |
| BLK | New | BLACKROCK INC | $200,542 | – | 283 | +100.0% | 0.04% | – |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $196,700 | – | 10,000 | +100.0% | 0.04% | – |
| BIT | Buy | BLACKROCK MULTI SECTOR INC T | $195,403 | +0.7% | 13,751 | +1.0% | 0.04% | 0.0% |
| FEMY | Buy | FEMASYS INC | $188,297 | +9.5% | 209,219 | +37.8% | 0.04% | +7.9% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIG | $183,294 | +0.2% | 19,880 | -3.3% | 0.04% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $177,938 | +35.8% | 11,149 | +2.2% | 0.04% | +34.5% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $170,066 | -26.7% | 26,490 | -7.2% | 0.04% | -27.5% |
| AGD | Buy | ABRDN GLOBAL DYNAMIC DIVIDEN | $144,947 | +13.2% | 15,322 | +1.1% | 0.03% | +14.3% |
| VTRS | Sell | VIATRIS INC | $145,660 | +17.5% | 13,087 | -10.3% | 0.03% | +18.5% |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $126,668 | – | 11,330 | +100.0% | 0.03% | – |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $126,184 | +6.9% | 11,098 | 0.0% | 0.03% | +7.7% | |
| PPT | PUTNAM PREMIER INCOME TRsh ben int | $120,948 | +1.6% | 33,319 | 0.0% | 0.03% | +3.8% | |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $122,733 | +4.9% | 46,667 | +0.3% | 0.03% | +3.8% |
| VVR | INVESCO SR INCOME TR | $119,592 | +3.1% | 31,225 | 0.0% | 0.03% | 0.0% | |
| HYT | New | BLACKROCK CORPOR HI YLD FD I | $97,678 | – | 11,176 | +100.0% | 0.02% | – |
| KGC | Sell | KINROSS GOLD CORP | $92,058 | -1.0% | 22,508 | -8.9% | 0.02% | -4.8% |
| LDI | Buy | LOANDEPOT INC | $89,796 | +49.7% | 54,422 | +20.3% | 0.02% | +53.8% |
| PHT | New | PIONEER HIGH INCOME FUND INC | $73,125 | – | 11,250 | +100.0% | 0.02% | – |
| DSM | BNY MELLON STRATEGIC MUN BD | $69,187 | +1.7% | 11,970 | 0.0% | 0.02% | 0.0% | |
| LOAN | Buy | MANHATTAN BRDG CAP INC | $50,598 | +166.3% | 45,242 | +132.8% | 0.01% | +175.0% |
| TRVN | Exit | TREVENA INC | $0 | – | -13,500 | -100.0% | 0.00% | – |
| ATHA | Exit | ATHIRA PHARMA INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| DNMR | Exit | DANIMER SCIENTIFIC INC | $0 | – | -10,450 | -100.0% | -0.01% | – |
| GOTU | Exit | GAOTU TECHEDU INCsponsored ads | $0 | – | -43,000 | -100.0% | -0.01% | – |
| VSTM | Exit | VERASTEM INC | $0 | – | -81,122 | -100.0% | -0.02% | – |
| QS | Exit | QUANTUMSCAPE CORP | $0 | – | -10,360 | -100.0% | -0.02% | – |
| CHPT | Exit | CHARGEPOINT HOLDINGS INC | $0 | – | -11,798 | -100.0% | -0.04% | – |
| ICPT | Exit | INTERCEPT PHARMACEUTICALS IN | $0 | – | -12,763 | -100.0% | -0.04% | – |
| HOLI | Exit | HOLLYSYS AUTOMATION TCHNGY L | $0 | – | -10,357 | -100.0% | -0.04% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,214 | -100.0% | -0.04% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,080 | -100.0% | -0.05% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -6,346 | -100.0% | -0.05% | – |
| FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -9,261 | -100.0% | -0.05% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -8,345 | -100.0% | -0.05% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -2,360 | -100.0% | -0.05% | – |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -7,380 | -100.0% | -0.05% | – | |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -2,777 | -100.0% | -0.06% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -2,695 | -100.0% | -0.07% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -4,681 | -100.0% | -0.08% | – |
| DOG | Exit | PROSHARES TR | $0 | – | -10,132 | -100.0% | -0.09% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -5,762 | -100.0% | -0.12% | – |
| SNUG | Exit | EA SERIES TRUSTmerlyn ai etf | $0 | – | -54,191 | -100.0% | -0.28% | – |
| BOB | Exit | EA SERIES TRUSTmerlyn ai best | $0 | – | -70,465 | -100.0% | -0.31% | – |
| TIPZ | Exit | PIMCO ETF TRbroad us tips | $0 | – | -73,045 | -100.0% | -0.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-24
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.