Portfolio (Quarterly)
Guide ↗
Clear Creek Financial Management, LLC
· CIK 0001784235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SYM | SYMBOTIC INC | Industrials | 11,652 | $620K | 0.05% | SOLD |
| 22 | — | FORTINET INC | — | 6,349 | $519K | 0.04% | SOLD |
| 23 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,686 | $462K | 0.04% | SOLD |
| 24 | NFTY | FIRST TR EXCH TRD ALPHDX FD | — | 8,746 | $450K | 0.04% | SOLD |
| 25 | SOUN | SOUNDHOUND AI INC | Technology | 60,622 | $416K | 0.03% | SOLD |
| 26 | LEU | CENTRUS ENERGY CORP | Energy | 2,326 | $404K | 0.03% | SOLD |
| 27 | COWG | PACER FDS TR | — | 11,380 | $384K | 0.03% | SOLD |
| 28 | MSTR | STRATEGY INC | Technology | 2,611 | $326K | 0.03% | SOLD |
| 29 | RR | RICHTECH ROBOTICS INC | Industrials | 146,769 | $307K | 0.02% | SOLD |
| 30 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 3,208 | $306K | 0.02% | SOLD |
| 31 | LEGN | LEGEND BIOTECH CORP | Healthcare | 16,750 | $303K | 0.02% | SOLD |
| 32 | BAUG | INNOVATOR ETFS TRUST | — | 6,163 | $301K | 0.02% | SOLD |
| 33 | DFSV | DIMENSIONAL ETF TRUST | — | 8,252 | $289K | 0.02% | SOLD |
| 34 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 1,303 | $285K | 0.02% | SOLD |
| 35 | BP | BP PLC | Energy | 5,445 | $256K | 0.02% | SOLD |
| 36 | QQXT | FIRST TR EXCHANGE-TRADED FD | — | 2,500 | $244K | 0.02% | SOLD |
| 37 | COP | CONOCOPHILLIPS | Energy | 1,845 | $244K | 0.02% | SOLD |
| 38 | NJUL | INNOVATOR ETFS TRUST | — | 3,372 | $241K | 0.02% | SOLD |
| 39 | INCO | COLUMBIA ETF TR II | — | 4,333 | $238K | 0.02% | SOLD |
| 40 | MDT | MEDTRONIC PLC | Healthcare | 2,644 | $229K | 0.02% | SOLD |
Sector Allocation
Technology
36.6%
Financial Services
21.9%
Industrials
9.3%
Consumer Cyclical
8.9%
Healthcare
6.3%
Communication Services
6.1%
Consumer Defensive
3.7%
Utilities
2.4%
Energy
2.2%
Basic Materials
1.5%