Clearwater Capital Advisors, LLC Reduced Holdings in Q2 2025

Clearwater Capital Advisors, LLC

  • $998 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-684K
- 95.97%
$24.38 - $30.18 $16.7M - $20.6M
28.7K $866K
EMGF
Ishares Msci Emerging Markets

ETFs
-331K
- 95.01%
$41.37 - $52.07 $13.7M - $17.2M
17.4K $903K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-328K
- 96.26%
$27.26 - $34.48 $8.95M - $11.3M
12.8K $439K
IEMG
Ishares Inc

ETFs
-148K
- 90.15%
N/A
16.2K $870K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-119K
- 92.68%
$29.41 - $37.21 $3.49M - $4.42M
9.38K $349K
MUB
Ishares National Muni Bond ETF

ETFs
-11.1K
- 6.62%
$102.31 - $105.8 $1.14M - $1.18M
157K $16.4M
AAPL
Apple Inc.

Technology
-1.52K
- 2.7%
$172.42 - $223.89 $261K - $339K
54.6K $11.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10.8K
- 7.61%
$96.84 - $99.46 $1.04M - $1.07M
131K $13M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-27K
- 4.49%
$21.55 - $22.2 $581K - $599K
574K $12.7M
AVDE
American Centy ETF Tr Avantis

ETFs
-9.01K
- 28.9%
$59.32 - $74.36 $534K - $670K
22.2K $1.64M
RING
Ishares Inc Msci Global Gold M

ETFs
-12.9K
- 25.58%
$34.72 - $45.62 $448K - $589K
37.6K $1.64M
DUK
Duke Energy Corp

Utilities
-1.75K
- 46.3%
$112.46 - $124.05 $197K - $217K
2.03K $239K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.36K
- 6.12%
$77.94 - $79.5 $184K - $187K
36.1K $2.87M
PM
Philip Morris International Inc.

Consumer Defensive
-1.23K
- 32.84%
$149.23 - $184.95 $183K - $227K
2.51K $457K
STOT
Spdr Doubleline Short Duration

ETFs
-2.8K
- 10.61%
$46.87 - $47.35 $131K - $133K
23.6K $1.12M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.45K
- 12.86%
$82.21 - $83.12 $119K - $120K
9.8K $812K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.54K
- 11.78%
$47.02 - $47.83 $119K - $121K
19K $908K
PEP
Pepsico Inc

Consumer Defensive
-502
- 18.31%
$128.02 - $151.37 $64.3K - $76K
2.24K $295K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.57K
- 5.08%
N/A
66.7K $2.1M
VZ
Verizon Communications Inc

Communication Services
-1.47K
- 19.1%
$41.67 - $45.62 $61.3K - $67.1K
6.23K $269K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.19K
- 13.28%
$50.48 - $50.71 $60.3K - $60.5K
7.8K $395K
DHS
Wisdomtree Tr U.S

ETFs
-312
- 4.88%
$87.71 - $98.37 $27.4K - $30.7K
6.08K $583K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-455
- 7.55%
$100.35 - $100.71 $45.7K - $45.8K
5.58K $561K
JNJ
Johnson & Johnson

Healthcare
-13
- 0.4%
$146.36 - $159.82 $1.9K - $2.08K
3.22K $492K
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.36%
$157.66 - $172.39 $2.05K - $2.24K
3.65K $581K
VLUE
Ishares Msci Usa Value Factor

ETFs
-500
- 13.78%
$93.5 - $113.21 $46.8K - $56.6K
3.13K $354K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-749
- 6.84%
$90.56 - $109.49 $67.8K - $82K
10.2K $1.11M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-369
- 3.08%
$18.68 - $21.54 $6.89K - $7.95K
11.6K $236K
IRBO
Ishares Robotics & Artificial

ETFs
-519
- 7.95%
N/A
6.01K $192K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-621
- 1.83%
$38.18 - $45.52 $23.7K - $28.3K
33.4K $1.46M
HEFA
Ishares Currency Hedged Msci E

ETFs
-722
- 8.04%
$32.11 - $38.21 $23.2K - $27.6K
8.26K $313K
GBIL
Goldman Sachs Access Treasury

ETFs
-107
- 1.06%
$99.83 - $100.19 $10.7K - $10.7K
9.95K $996K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-355
- 1.85%
$29.07 - $29.38 $10.3K - $10.4K
18.8K $551K
ITM
Vaneck Intermediate Muni ETF

ETFs
-125
- 1.09%
$44.27 - $45.82 $5.53K - $5.73K
11.4K $516K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-35
- 0.15%
$28.02 - $32.37 $981 - $1.13K
23.1K $735K
VIG
Vanguard Dividend Appreciation

ETFs
-15
- 1.42%
N/A
1.05K $190K
GIGB
Goldman Sachs ETF Access Invt
-3.32K
- 2.39%
N/A
135K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-63
- 3.29%
$114.78 - $133.31 $7.23K - $8.4K
1.85K $246K
Amplify ETF Tr
-950
- 10.56%
N/A
8.05K $0
DTH
Wisdomtree Tr

ETFs
-920
- 7.76%
$37.84 - $46.83 $34.8K - $43.1K
10.9K $506K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-76
- 1.76%
$42.54 - $50.99 $3.23K - $3.88K
4.23K $215K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-448
- 0.42%
$24.32 - $24.81 $10.9K - $11.1K
106K $2.63M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-221
- 3.3%
$45.9 - $56.06 $10.1K - $12.4K
6.48K $363K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-73
- 2.96%
$86.05 - $107.7 $6.28K - $7.86K
2.39K $257K
FTA
First Tr Large Cap Value

ETFs
-8
- 0.12%
$67.12 - $78.63 $537 - $629
6.58K $517K
COST
Costco Wholesale Corp

Consumer Defensive
-52
- 3.65%
$908.13 - $1056.85 $47.2K - $55K
1.37K $1.36M
SCHO
Schwab Short Term Us Treasury

ETFs
-3.28K
- 0.13%
$24.19 - $24.45 $79.4K - $80.3K
2.46M $60M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-21
- 2.26%
$224.16 - $285.86 $4.71K - $6K
908 $259K
VBK
Vanguard Small Cap Growth ETF

ETFs
-35
- 2.31%
$219.76 - $276.94 $7.69K - $9.69K
1.48K $410K
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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