Clearwater Capital Advisors, LLC Reduced Holdings in Q1 2025

Clearwater Capital Advisors, LLC

  • $977 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-616
- 1.09%
$209.68 - $247.1 $129K - $152K
56.1K $12.5M
MSFT
Microsoft Corp

Technology
-556
- 3.42%
$375.39 - $447.2 $209K - $249K
15.7K $5.89M
VUG
Vanguard Growth ETF

ETFs
-26
- 0.12%
$369.1 - $427.61 $9.6K - $11.1K
21.6K $7.99M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.01K
- 25.64%
$222.15 - $428.22 $224K - $433K
2.93K $759K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.44K
- 3.34%
$47.25 - $67.02 $115K - $163K
70.5K $3.35M
NVDA
Nvidia Corp

Technology
-2.39K
- 13.49%
$106.98 - $149.43 $255K - $357K
15.3K $1.66M
HD
Home Depot, Inc.

Consumer Cyclical
-877
- 17.39%
$347.25 - $424.87 $305K - $373K
4.17K $1.53M
CLOU
Global X Fds Cloud Computing E

ETFs
-3.43K
- 2.93%
$20.99 - $26.34 $72K - $90.4K
114K $2.39M
AVSF
American Centy ETF Tr Avantis

ETFs
-9.04K
- 27.67%
$45.96 - $46.74 $415K - $422K
23.6K $1.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-305
- 2.64%
$190.26 - $242.06 $58K - $73.8K
11.3K $2.14M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.55K
- 50.93%
$60.46 - $64.42 $215K - $229K
3.42K $211K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.91K
- 8.1%
$57.21 - $65.8 $109K - $126K
21.6K $1.26M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-140
- 0.45%
$108.02 - $120.45 $15.1K - $16.9K
31K $3.41M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.67K
- 17.48%
$57.11 - $62.4 $152K - $166K
12.6K $757K
IEMG
Ishares Inc

ETFs
-2.61K
- 1.56%
N/A
165K $8.83M
PINS
Pinterest, Inc.

Communication Services
-5.2K
- 32.17%
$29.79 - $40.0 $155K - $208K
11K $339K
KO
Coca Cola CO

Consumer Defensive
-2.52K
- 34.4%
$60.81 - $72.32 $153K - $182K
4.81K $344K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.05K
- 2.78%
$95.85 - $99.25 $389K - $402K
142K $14M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-147
- 1.48%
$62.43 - $84.12 $9.18K - $12.4K
9.81K $639K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.63K
- 5.24%
$37.07 - $40.63 $172K - $188K
83.8K $3.3M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-17.9K
- 2.9%
$21.23 - $22.14 $381K - $397K
601K $13.2M
PG
Procter & Gamble CO

Consumer Defensive
-536
- 12.77%
$158.56 - $176.26 $85K - $94.5K
3.66K $623K
PLTR
Palantir Technologies Inc.

Technology
-1.7K
- 21.83%
$64.98 - $124.62 $110K - $211K
6.07K $512K
DUK
Duke Energy Corp

Utilities
-1.11K
- 22.71%
$105.87 - $121.97 $117K - $135K
3.78K $460K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.05K
- 2.83%
N/A
70.3K $2.21M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-639
- 9.58%
$100.34 - $100.68 $64.1K - $64.3K
6.03K $607K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-10
- 0.04%
$31.63 - $35.22 $316 - $352
23.2K $740K
VOT
Vanguard Mid Cap Growth Index

ETFs
-67
- 1.72%
$237.72 - $276.98 $15.9K - $18.6K
3.83K $937K
META
Meta Platforms, Inc.

Communication Services
-54
- 3.62%
$576.36 - $736.67 $31.1K - $39.8K
1.44K $829K
CSCO
Cisco Systems, Inc.

Technology
-1K
- 17.41%
$58.74 - $64.87 $58.7K - $64.9K
4.75K $292K
FTC
First Tr Lge Cap Growth

ETFs
-19
- 0.32%
$127.87 - $148.89 $2.43K - $2.83K
5.85K $768K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-653
- 6.77%
$50.44 - $50.7 $32.9K - $33.1K
8.99K $455K
NNDM
Nano Dimension Ltd.

Technology
-2.12K
- 7.81%
$1.59 - $2.66 $3.37K - $5.64K
25K $39K
AVDE
American Centy ETF Tr Avantis

ETFs
-2.9K
- 8.52%
$60.63 - $68.55 $176K - $199K
31.2K $2.07M
ITM
Vaneck Intermediate Muni ETF

ETFs
-200
- 1.71%
$45.21 - $46.67 $9.04K - $9.33K
11.5K $522K
IRBO
Ishares Robotics & Artificial

ETFs
-467
- 6.68%
N/A
6.53K $209K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-655
- 1.67%
$77.7 - $78.94 $50.9K - $51.7K
38.5K $3.04M
IBB
Ishares Biotechnology ETF

ETFs
-30
- 1.24%
$127.9 - $140.56 $3.84K - $4.22K
2.38K $304K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-340
- 4.35%
$49.67 - $51.43 $16.9K - $17.5K
7.48K $381K
VO
Vanguard Mid Cap ETF

ETFs
-18
- 1.76%
$251.87 - $277.95 $4.53K - $5K
1.01K $260K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3
- 0.05%
$48.02 - $53.02 $144 - $159
6.03K $298K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-1.51K
- 1.4%
$24.29 - $24.65 $36.8K - $37.3K
106K $2.62M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-30
- 0.45%
$50.93 - $57.24 $1.53K - $1.72K
6.7K $355K
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.07%
$142.64 - $156.42 $285 - $313
2.74K $410K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-165
- 1.45%
$81.83 - $82.73 $13.5K - $13.7K
11.2K $930K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-150
- 1.79%
$39.65 - $43.35 $5.95K - $6.5K
8.22K $345K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-81
- 0.44%
$74.87 - $79.99 $6.06K - $6.48K
18.2K $1.4M
EEM
Ishares Msci Emerging Markets

ETFs
-45
- 0.3%
$40.81 - $45.34 $1.84K - $2.04K
15.2K $662K
DHS
Wisdomtree Tr U.S

ETFs
-36
- 0.56%
$91.55 - $99.74 $3.3K - $3.59K
6.4K $634K
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
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