Portfolio (Quarterly)
Guide ↗
Clear Creek Financial Management, LLC
· CIK 0001784235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | PFE | PFIZER INC | Healthcare | 14,138.0 | $352K | 0.03% | NEW | — | $24.90 | +1.7% |
| 462 | CRPT | FIRST TR EXCHNG TRADED FD VI | — | 23,394.0 | $351K | 0.03% | NEW | — | $15.01 | -3.1% |
| 463 | RKLB | ROCKET LAB CORP | Industrials | 5,020.0 | $350K | 0.03% | NEW | — | $69.76 | +88.0% |
| 464 | NUE | NUCOR CORP | Basic Materials | 2,116.0 | $345K | 0.03% | NEW | — | $163.10 | +38.9% |
| 465 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 4,788.0 | $345K | 0.03% | NEW | — | $72.01 | +15.7% |
| 466 | — | FIRST TR EXCHNG TRADED FD VI | — | 10,239.0 | $344K | 0.03% | NEW | — | $33.60 | — |
| 467 | TWLO | TWILIO INC | Communication Services | 2,395.0 | $341K | 0.03% | NEW | — | $142.24 | +39.0% |
| 468 | UEC | URANIUM ENERGY CORP | Energy | 28,949.0 | $338K | 0.03% | NEW | — | $11.68 | +13.0% |
| 469 | — | FIRST TR EXCHNG TRADED FD VI | — | 14,000.0 | $332K | 0.03% | NEW | — | $23.73 | — |
| 470 | THRO | BLACKROCK ETF TRUST | — | 8,521.0 | $329K | 0.03% | NEW | — | $38.56 | +8.6% |
| 471 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,849.0 | $329K | 0.03% | NEW | — | $115.31 | +11.8% |
| 472 | ZION | ZIONS BANCORPORATION N A | Financial Services | 5,601.0 | $328K | 0.03% | NEW | — | $58.54 | +2.6% |
| 473 | MDYG | SPDR SERIES TRUST | — | 3,537.0 | $327K | 0.03% | NEW | — | $92.44 | +12.0% |
| 474 | VGIT | VANGUARD SCOTTSDALE FDS | — | 5,411.0 | $324K | 0.03% | NEW | — | $59.93 | -2.5% |
| 475 | WFC | WELLS FARGO CO NEW | Financial Services | 3,479.0 | $324K | 0.03% | NEW | — | $93.21 | -20.2% |
| 476 | IYM | ISHARES TR | — | 2,103.0 | $324K | 0.03% | NEW | — | $153.96 | +14.5% |
| 477 | GNTX | GENTEX CORP | Consumer Cyclical | 13,820.0 | $322K | 0.03% | NEW | — | $23.27 | -2.5% |
| 478 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 11,603.0 | $320K | 0.03% | NEW | — | $27.62 | -1.3% |
| 479 | HPQ | HP INC | Technology | 14,373.0 | $320K | 0.03% | NEW | — | $22.28 | -6.1% |
| 480 | DMAY | FIRST TR EXCHNG TRADED FD VI | — | 7,070.0 | $320K | 0.03% | NEW | — | $45.24 | +3.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
30.5%
Technology
27.5%
Consumer Cyclical
10.1%
Industrials
6.9%
Communication Services
6.4%
Healthcare
6.2%
Consumer Defensive
4.2%
Energy
3.0%
Utilities
2.3%
Real Estate
1.4%