Clearwater Capital Advisors, LLC Incresed Positions in Q3 2024

Clearwater Capital Advisors, LLC

  • $973 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
28.3K
+ 4.41%
$25.45 - $29.53 $721K - $837K
671K $19.6M
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
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
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
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
521
+ 48.06%
$405.19 - $478.57 $211K - $249K
1.61K $738K
VGT
Vanguard Information Technolog

ETFs
409
+ 68.97%
$514.43 - $606.85 $210K - $248K
1K $587K
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
GE
General Electric CO

Industrials
750
+ 54.19%
$156.66 - $189.66 $117K - $142K
2.13K $402K
VOT
Vanguard Mid Cap Growth Index

ETFs
256
+ 3.25%
$218.05 - $243.47 $55.8K - $62.3K
8.14K $1.98M
AVSF
American Centy ETF Tr Avantis

ETFs
2.9K
+ 11.13%
$45.96 - $47.18 $133K - $137K
29K $1.37M
PLTR
Palantir Technologies Inc.

Technology
200
+ 1.67%
$24.09 - $37.95 $4.82K - $7.59K
12.2K $452K
MCD
Mcdonalds Corp

Consumer Cyclical
115
+ 5.19%
$245.82 - $304.51 $28.3K - $35K
2.33K $710K
DIS
Walt Disney CO

Communication Services
1.5K
+ 51.68%
$85.6 - $98.61 $128K - $148K
4.39K $422K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
584
+ 2.74%
$57.32 - $62.65 $33.5K - $36.6K
21.9K $1.37M
BX
Blackstone Inc.

Financial Services
230
+ 10.4%
$120.77 - $159.66 $27.8K - $36.7K
2.44K $373K
IDNA
Ishares Tr Genomics Immunology

ETFs
370
+ 0.68%
$22.86 - $25.49 $8.46K - $9.43K
55.2K $1.36M
AVGO
Broadcom Inc.

Technology
1.78K
+ 1166.01%
$136.27 - $1745.86 $243K - $3.11M
1.94K $334K
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 0.21%
$434.77 - $502.96 $6.52K - $7.54K
7.33K $3.58M
LLY
Eli Lilly & CO

Healthcare
91
+ 8.71%
$772.14 - $960.02 $70.3K - $87.4K
1.14K $1.01M
ABBV
Abb Vie Inc.

Healthcare
41
+ 2.34%
$163.84 - $199.33 $6.72K - $8.17K
1.8K $354K
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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