Portfolio (Quarterly)
Guide ↗
Clear Creek Financial Management, LLC
· CIK 0001784235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BROS | DUTCH BROS INC | Consumer Cyclical | 3,446 | $211K | 0.02% | SOLD |
| 42 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 1,088 | $210K | 0.02% | SOLD |
| 43 | — | INNOVATOR ETFS TRUST | — | 7,547 | $209K | 0.02% | SOLD |
| 44 | IHAK | ISHARES TR | — | 4,328 | $208K | 0.02% | SOLD |
| 45 | QLD | PROSHARES TR | — | 2,950 | $208K | 0.02% | SOLD |
| 46 | BALI | BLACKROCK ETF TRUST | — | 6,400 | $203K | 0.02% | SOLD |
| 47 | XLY | SELECT SECTOR SPDR TR | — | 1,692 | $202K | 0.02% | SOLD |
| 48 | — | DIREXION SHS ETF TR | — | 64,000 | $200K | 0.02% | SOLD |
| 49 | UNIT | UNITI GROUP LLC | Real Estate | 11,404 | $80K | 0.01% | SOLD |
| 50 | IBIT CALL | ISHARES BITCOIN TRUST ETF | Financial Services | 19,600 | $11K | 0.00% | SOLD |
Sector Allocation
Technology
29.2%
Financial Services
26.7%
Consumer Cyclical
9.8%
Industrials
8.4%
Communication Services
6.5%
Healthcare
6.5%
Consumer Defensive
4.5%
Energy
3.2%
Utilities
2.5%
Basic Materials
1.5%