Clearwater Capital Advisors, LLC Incresed Positions in Q1 2025

Clearwater Capital Advisors, LLC

  • $977 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTF
Ishares Tr

ETFs
23.2K
+ 1.27%
$28.43 - $31.96 $661K - $743K
1.85M $57.2M
NEAR
Blackrock Short Maturity Bond

ETFs
62K
+ 2.43%
$50.4 - $50.89 $3.13M - $3.16M
2.61M $133M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.73K
+ 0.51%
$33.84 - $37.77 $194K - $216K
1.12M $40.8M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
22K
+ 3.04%
$48.31 - $49.23 $1.06M - $1.08M
746K $36.7M
MBB
Ishares Tr

ETFs
7.99K
+ 2.77%
$90.37 - $94.08 $722K - $752K
297K $27.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.6K
+ 0.99%
$51.52 - $52.37 $546K - $555K
1.08M $56.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
19.2K
+ 2.77%
$25.81 - $28.52 $496K - $549K
712K $19.6M
SCHO
Schwab Short Term Us Treasury

ETFs
17.6K
+ 0.72%
$24.1 - $24.34 $425K - $430K
2.47M $60M
EMGF
Ishares Msci Emerging Markets

ETFs
8.98K
+ 2.65%
$44.18 - $48.23 $397K - $433K
348K $16.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.3K
+ 19.41%
$49.69 - $50.76 $713K - $728K
88.2K $4.41M
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.54K
+ 5.27%
$33.57 - $37.22 $320K - $355K
191K $6.84M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
17.9K
+ 2.11%
$78.0 - $84.37 $1.4M - $1.51M
867K $69.3M
SUB
Ishares Short Term National Mu

ETFs
3.37K
+ 4.97%
$105.3 - $106.24 $355K - $358K
71.2K $7.52M
ARKG
Ark Genomic Revolution ETF (De

ETFs
38K
+ 24.05%
$20.76 - $29.81 $788K - $1.13M
196K $4.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 15.45%
$442.66 - $534.52 $97.4K - $118K
1.64K $875K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
274
+ 0.42%
$59.28 - $66.1 $16.2K - $18.1K
66K $4.19M
FIW
First Trust Water ETF

ETFs
3.17K
+ 3.09%
$99.48 - $106.74 $316K - $339K
106K $10.7M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 3.86%
$890.62 - $1076.86 $47.2K - $57.1K
1.43K $1.35M
STOT
Spdr Doubleline Short Duration

ETFs
1.52K
+ 6.11%
$46.74 - $47.25 $71K - $71.8K
26.4K $1.25M
GE
General Electric CO

Industrials
21
+ 0.99%
$168.59 - $212.13 $3.54K - $4.45K
2.15K $429K
BX
Blackstone Inc.

Financial Services
984
+ 40.73%
$136.53 - $186.74 $134K - $184K
3.4K $475K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.66K
+ 9.51%
$28.92 - $29.24 $48.1K - $48.7K
19.2K $560K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.17%
$279.74 - $321.29 $1.12K - $1.29K
2.31K $721K
JPM
Jpmorgan Chase & CO

Financial Services
90
+ 2.09%
$225.19 - $279.95 $20.3K - $25.2K
4.4K $1.08M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.09K
+ 1.01%
$62.72 - $71.92 $131K - $151K
209K $13.2M
KKR
Kkr & Co. Inc.

Financial Services
1.24K
+ 36.58%
$108.17 - $167.07 $134K - $208K
4.64K $536K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
100
+ 3.38%
$87.68 - $94.52 $8.77K - $9.45K
3.06K $286K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
161
+ 2.63%
$42.5 - $46.71 $6.84K - $7.52K
6.29K $284K
XLF
Financial Sector Spdr

ETFs
34
+ 0.63%
$47.32 - $52.19 $1.61K - $1.77K
5.43K $270K
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 5.26%
$551.42 - $612.93 $73.3K - $81.5K
2.66K $1.49M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
132
+ 5.37%
$113.13 - $127.79 $14.9K - $16.9K
2.59K $293K
VUSB
Vanguard Bd Index Fds
2.36K
+ 7.39%
N/A
34.3K $0
GIGB
Goldman Sachs ETF Access Invt
5.75K
+ 4.33%
N/A
139K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
25.2K
+ 2.66%
N/A
970K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
284
+ 1.07%
N/A
26.8K $0
Bitwise Ethereum ETF
539
+ 5.08%
N/A
11.2K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21
+ 0.18%
$49.25 - $50.66 $1.03K - $1.06K
11.7K $582K
ASML
Asml Holding Nv

Technology
3
+ 0.52%
$662.63 - $776.99 $1.99K - $2.33K
575 $381K
QQQ
Invesco Qqq Trust, Series 1

ETFs
152
+ 7.08%
$468.34 - $539.52 $71.2K - $82K
2.3K $1.08M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
21
+ 2.31%
$254.58 - $302.92 $5.35K - $6.36K
929 $237K
FMB
First Tr Exchange Traded Fd Ii

ETFs
25
+ 0.05%
$50.17 - $51.45 $1.25K - $1.29K
49.1K $2.48M
DIS
Walt Disney CO

Communication Services
46
+ 1.28%
$96.87 - $114.0 $4.46K - $5.24K
3.65K $360K
IVV
Ishares Core S&P 500 ETF

ETFs
101
+ 2.67%
$554.06 - $615.85 $56K - $62.2K
3.88K $2.18M
TDIV
First Trust Nasdaq Technology

ETFs
5
+ 0.04%
$73.39 - $83.95 $367 - $420
12.2K $898K
XLK
Technology Sector Spdr

ETFs
10
+ 0.41%
$206.38 - $242.18 $2.06K - $2.42K
2.47K $510K
GOOG
Alphabet Inc.

Communication Services
53
+ 2.08%
$156.06 - $207.71 $8.27K - $11K
2.6K $406K
AVGO
Broadcom Inc.

Technology
14
+ 0.91%
$167.43 - $244.7 $2.34K - $3.43K
1.55K $258K
XT
Ishares Tr Exponential Technol

ETFs
2.07K
+ 1.96%
$57.56 - $64.0 $119K - $132K
108K $6.21M
GOOGL
Alphabet Inc.

Communication Services
69
+ 2.01%
$154.33 - $206.19 $10.6K - $14.2K
3.5K $541K
Activity Summary
Buys All Purchases 69 New Holdings 7 Increased Positions 62 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clearwater Capital Advisors, LLC Portfolio

Follow Clearwater Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email