Clearwater Capital Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $977 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock Short Maturity Bond with a value of $133M, Wisdomtree Tr Us Quality Divid with a value of $69.3M, Ishares Tr with a value of $61.4M, Schwab Short Term Us Treasury with a value of $60M, and Ishares Tr with a value of $57.2M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $967M to 977M.

Below you can find more details about Clearwater Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $977 Million
ETFs: $931 Million
Technology: $21.8 Million
Consumer Cyclical: $5.15 Million
Healthcare: $4.93 Million
Energy: $3.79 Million
Consumer Defensive: $3.32 Million
Communication Services: $3.26 Million
Financial Services: $2.96 Million
Other: $1.34 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $977 Million
  • Prior Value $967 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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