Clearwater Capital Advisors, LLC Portfolio Holdings
Clearwater Capital Advisors, LLC
- $977 Million
- Q1 2025
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