Clearwater Capital Advisors, LLC Purchases in Q3 2024

Clearwater Capital Advisors, LLC

  • $973 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
655K
New
$47.95 - $49.61 $31.4M - $32.5M
655K $32.4M
NEAR
Blackrock Short Maturity Bond

ETFs
73.3K
+ 3.14%
$50.09 - $51.31 $3.67M - $3.76M
2.41M $123M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.29K
+ 0.84%
$75.88 - $83.21 $553K - $607K
878K $73.1M
INTF
Ishares Tr

ETFs
32.4K
+ 1.84%
$28.08 - $31.79 $910K - $1.03M
1.79M $56.3M
MSFT
Microsoft Corp

Technology
10.1K
+ 126.3%
$395.15 - $467.56 $3.98M - $4.71M
18K $7.76M
LRGF
Ishares Tr

ETFs
17.9K
+ 1.76%
$52.89 - $58.77 $944K - $1.05M
1.03M $60.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.3K
+ 2.51%
$33.74 - $37.96 $919K - $1.03M
1.11M $41.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
32.7K
+ 3.28%
$51.02 - $52.74 $1.67M - $1.73M
1.03M $54.3M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
11.2K
+ 2.45%
$60.1 - $66.57 $672K - $744K
467K $31M
AAPL
Apple Inc.

Technology
7.3K
+ 14.46%
$207.23 - $234.82 $1.51M - $1.71M
57.8K $13.5M
HD
Home Depot, Inc.

Consumer Cyclical
4.37K
+ 227.34%
$333.64 - $405.2 $1.46M - $1.77M
6.29K $2.55M
MBB
Ishares Tr

ETFs
8.32K
+ 3.26%
$90.85 - $96.66 $755K - $804K
263K $25.2M
EMGF
Ishares Msci Emerging Markets

ETFs
15.1K
+ 4.88%
$44.02 - $50.58 $664K - $763K
324K $16.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.88K
+ 2.02%
$61.11 - $67.85 $360K - $399K
297K $20.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.42K
+ 2.48%
$46.9 - $51.96 $301K - $333K
265K $13.7M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
16.9K
+ 6.28%
$29.23 - $33.51 $495K - $568K
287K $9.47M
COST
Costco Wholesale Corp

Consumer Defensive
1.33K
New
$801.83 - $917.05 $1.06M - $1.22M
1.33K $1.18M
FIW
First Trust Water ETF

ETFs
1.93K
+ 1.91%
$98.0 - $109.33 $189K - $211K
103K $11.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.68K
+ 3.72%
$75.47 - $83.18 $353K - $389K
130K $10.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
40K
New
$24.78 - $25.11 $990K - $1M
40K $1M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
4.44K
+ 2.88%
$56.83 - $62.44 $252K - $277K
158K $9.87M
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.18K
+ 5.84%
$34.48 - $38.87 $316K - $357K
166K $6.41M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
23.4K
+ 14.78%
$28.88 - $32.61 $677K - $764K
182K $5.82M
AMZN
Amazon Com Inc

Consumer Cyclical
4.35K
+ 56.76%
$161.02 - $200.0 $700K - $869K
12K $2.24M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.88K
+ 1.38%
$52.1 - $59.66 $150K - $172K
211K $12.5M
BOTZ
Global X Fds

ETFs
9.62K
+ 2.97%
$27.68 - $32.27 $266K - $311K
333K $10.7M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6.07K
+ 2.24%
$24.38 - $30.06 $148K - $183K
278K $8.28M
KO
Coca Cola CO

Consumer Defensive
9.58K
New
$62.69 - $73.01 $601K - $700K
9.58K $688K
PG
Procter & Gamble CO

Consumer Defensive
3.74K
+ 227.39%
$160.76 - $177.82 $601K - $664K
5.38K $931K
ARKG
Ark Genomic Revolution ETF (De

ETFs
11.3K
+ 6.52%
$22.89 - $27.41 $258K - $309K
184K $4.71M
JNJ
Johnson & Johnson

Healthcare
3.76K
New
$145.48 - $167.38 $547K - $629K
3.76K $609K
DUK
Duke Energy Corp

Utilities
5K
New
$99.35 - $117.71 $496K - $588K
5K $576K
PM
Philip Morris International Inc.

Consumer Defensive
4.38K
New
$101.25 - $127.45 $443K - $558K
4.38K $531K
JPM
Jpmorgan Chase & CO

Financial Services
2.3K
+ 94.89%
$194.9 - $224.8 $448K - $517K
4.73K $996K
NVDA
Nvidia Corp

Technology
4.19K
+ 32.49%
$98.91 - $134.91 $414K - $565K
17.1K $2.07M
SUB
Ishares Short Term National Mu

ETFs
3.54K
+ 5.61%
$104.3 - $106.3 $369K - $376K
66.6K $7.08M
XT
Ishares Tr Exponential Technol

ETFs
4.16K
+ 4.18%
$54.51 - $61.59 $227K - $256K
104K $6.31M
TSLA
Tesla, Inc.

Consumer Cyclical
452
+ 12.84%
$191.76 - $263.26 $86.7K - $119K
3.97K $1.04M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.86K
+ 6.97%
$50.15 - $51.27 $244K - $249K
74.5K $3.82M
PFE
Pfizer Inc

Healthcare
10.3K
New
$27.7 - $31.39 $287K - $325K
10.3K $299K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
521
+ 48.06%
$405.19 - $478.57 $211K - $249K
1.61K $738K
VZ
Verizon Communications Inc

Communication Services
6.32K
New
$38.89 - $45.0 $246K - $285K
6.32K $284K
MO
Altria Group, Inc.

Consumer Defensive
5.57K
New
$45.95 - $54.71 $256K - $305K
5.57K $284K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.13K
New
$110.06 - $128.44 $234K - $273K
2.13K $270K
VGT
Vanguard Information Technolog

ETFs
409
+ 68.97%
$514.43 - $606.85 $210K - $248K
1K $587K
XLV
Select Sector Spdr Fund Health

ETFs
1.45K
New
$143.3 - $157.24 $208K - $228K
1.45K $223K
META
Meta Platforms, Inc.

Communication Services
223
+ 17.42%
$453.41 - $572.44 $101K - $128K
1.5K $860K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.08K
+ 4.37%
$36.98 - $41.55 $76.9K - $86.4K
49.6K $2.04M
XOM
Exxon Mobil Corp

Energy
1.83K
New
$109.72 - $119.0 $201K - $218K
1.83K $214K
Activity Summary
Buys All Purchases 85 New Holdings 20 Increased Positions 65 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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