Clearwater Capital Advisors, LLC Portfolio Holdings
Clearwater Capital Advisors, LLC
- $973 Million
- Q3 2024
Clearwater Capital Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $973 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackrock Short Maturity Bond with a value of $123M, Wisdomtree Tr Us Quality Divid with a value of $73.1M, Ishares Tr with a value of $60.7M, Schwab Short Term Us Treasury with a value of $57M, and Ishares Tr with a value of $56.3M.
Examining the 13F form we can see an increase of $77.2M in the current position value, from $896M to 973M.
Below you can find more details about Clearwater Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$973 Million
ETFs: $925 Million
Technology: $25 Million
Consumer Cyclical: $6.77 Million
Healthcare: $4.65 Million
Consumer Defensive: $4.08 Million
Communication Services: $3.18 Million
Financial Services: $2.58 Million
Utilities: $786,000
Other: $616,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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