Clearwater Capital Advisors, LLC Portfolio Holdings
Clearwater Capital Advisors, LLC
- $998 Million
- Q2 2025
Clearwater Capital Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $998 Million distributed in 164 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 $73.4M, Ishares Tr with a value of $68.4M, Ishares Tr with a value of $63.1M, and Schwab Short Term Us Treasury with a value of $60M.
Examining the 13F form we can see an increase of $20.7M in the current position value, from $977M to 998M.
Below you can find more details about Clearwater Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$998 Million
ETFs: $953 Million
Technology: $24.2 Million
Consumer Cyclical: $5.76 Million
Healthcare: $4.42 Million
Communication Services: $3.81 Million
Financial Services: $3.21 Million
Consumer Defensive: $2.69 Million
Industrials: $752,000
Other: $674,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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