Clearwater Capital Advisors, LLC New Holdings 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
COST
Costco Wholesale Corp

Consumer Defensive
1.33K
New
$801.83 - $917.05 $1.06M - $1.22M
1.33K $1.18M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
40K
New
$24.78 - $25.11 $990K - $1M
40K $1M
KO
Coca Cola CO

Consumer Defensive
9.58K
New
$62.69 - $73.01 $601K - $700K
9.58K $688K
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
PFE
Pfizer Inc

Healthcare
10.3K
New
$27.7 - $31.39 $287K - $325K
10.3K $299K
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
XLV
Select Sector Spdr Fund Health

ETFs
1.45K
New
$143.3 - $157.24 $208K - $228K
1.45K $223K
XOM
Exxon Mobil Corp

Energy
1.83K
New
$109.72 - $119.0 $201K - $218K
1.83K $214K
EXC
Exelon Corp

Utilities
5.18K
New
$34.24 - $40.55 $177K - $210K
5.18K $210K
IEFA
Ishares Tr

ETFs
2.64K
New
$70.09 - $78.74 $185K - $207K
2.64K $205K
LOW
Lowes Companies Inc

Consumer Cyclical
755
New
$213.3 - $270.78 $161K - $204K
755 $204K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.8K
New
$50.85 - $53.88 $193K - $205K
3.8K $204K
T
At&T Inc.

Communication Services
9.14K
New
$18.21 - $22.28 $166K - $204K
9.14K $201K
Bitwise Ethereum ETF
10.2K
New
N/A
10.2K $0
Grayscale Bitcoin Mini Tr Bt
13.7K
New
N/A
13.7K $0
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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