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Bsc Private Wealth Management

Latest statistics and disclosures from Clearwater Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHO, NEAR, DGRW, LRGF, INTF, and represent 35.53% of Clearwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: NEAR, SCHO, IGSB, BBAG, MBB, GDX, JMUB, IJH, SCHE, TBLL.
Started 8 new stock positions in GLD, VUSB, MU, PSTG, TBLL, HACK, GBTC, AVSF.
Reduced shares in these 10 stocks: , LRGF, DGRW, ARKF, MUB, SCHX, SGOV, CIBR, VUG, CVNA.
Sold out of its positions in CVNA, MINT, VTEB, CRSP, CGEN.
Clearwater Capital Advisors was a net buyer of stock by $16M.
Clearwater Capital Advisors has $938M in assets under management (AUM), dropping by 5.07%.
Central Index Key (CIK): 0001690531

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Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 158 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	8.7	$82M	+5%	1.7M	48.21	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	8.1	$76M	+5%	1.5M	50.46	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	7.1	$67M		877k	76.19	View chart
Ishares Tr U S Equity Factr (LRGF)	6.0	$56M	-3%	1.0M	53.81	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.6	$53M		1.8M	29.84	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	5.4	$50M	+5%	982k	51.28	View chart
Ishares Tr Blackrock Ultra (ICSH)	4.3	$40M	+2%	790k	50.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$40M		1.1M	35.84	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	4.0	$37M	+6%	815k	45.87	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	3.1	$29M		457k	63.58	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$23M	+10%	246k	92.42	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$20M	-2%	181k	107.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$18M	-3%	292k	62.06	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.9	$18M	+10%	559k	31.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$16M	+6%	646k	25.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$15M		153k	97.94	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	1.5	$14M		655k	21.72	View chart
Global X Fds Internet Of Thng (SNSR)	1.4	$14M		373k	36.23	View chart
Ishares Emng Mkts Eqt (EMGF)	1.4	$13M	+2%	301k	44.54	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$13M		260k	49.24	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.3	$12M	-2%	208k	56.39	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.1	$11M		103k	102.10	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	1.1	$10M		328k	31.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$10M		125k	81.43	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$10M		194k	51.60	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.0	$9.4M		154k	61.02	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.9	$8.5M	-8%	282k	30.33	View chart
Apple (AAPL)	0.9	$8.5M		49k	171.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$7.8M	-4%	23k	344.20	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$7.7M	+7%	261k	29.46	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.7	$7.0M	-3%	140k	50.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$6.5M	+2%	62k	104.73	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.6	$5.5M	-3%	76k	72.19	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$5.4M	+3%	150k	35.80	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.6	$5.2M		150k	34.82	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.5	$5.1M	+9%	111k	45.79	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.5	$5.0M		161k	31.34	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.5	$5.0M	+3%	174k	28.76	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$4.7M		75k	63.33	View chart
Ishares Tr Exponential Tech (XT)	0.4	$3.7M	+11%	63k	59.62	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$3.6M	-2%	35k	103.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$3.5M	-3%	45k	77.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.2M	-2%	7.3k	444.02	View chart
Microsoft Corporation (MSFT)	0.3	$3.2M	+3%	7.5k	420.72	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$3.2M	+86%	62k	50.74	View chart
Global X Fds Cloud Computng (CLOU)	0.3	$2.8M		131k	21.75	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.3	$2.7M		22k	123.28	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.6M	-3%	72k	36.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.6M		4.9k	525.69	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.5M		74k	34.29	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$2.4M		30k	81.78	View chart
Immunitybio (IBRX)	0.3	$2.4M		443k	5.37	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$2.1M		31k	69.67	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$1.9M	-4%	48k	40.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.9M		7.9k	235.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.9M	+4%	48k	39.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.8M		3.4k	523.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.5M	-8%	14k	110.52	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$1.5M		15k	99.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.4M	+367%	23k	60.74	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$1.4M	-2%	20k	70.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.4M	-9%	15k	92.72	View chart
Amazon (AMZN)	0.1	$1.4M	-6%	7.6k	180.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M		4.5k	286.61	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.3M		25k	51.36	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$1.3M		53k	24.08	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$1.0M	NEW	9.8k	105.47	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.0M		22k	47.44	View chart
NVIDIA Corporation (NVDA)	0.1	$949k	-13%	1.1k	903.56	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$930k	-3%	37k	25.29	View chart
Eli Lilly & Co. (LLY)	0.1	$906k	-3%	1.2k	777.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$872k	-7%	17k	50.45	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$827k		17k	48.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$805k	-2%	3.9k	208.27	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$790k	-10%	11k	74.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$788k	-39%	7.8k	100.71	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$784k	NEW	12k	63.17	View chart
Home Depot (HD)	0.1	$769k	+2%	2.0k	383.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$748k		11k	65.87	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$732k		22k	32.68	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$680k		12k	58.64	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$660k	-2%	16k	41.08	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$659k		14k	48.30	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$623k		13k	46.99	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$600k		7.9k	76.38	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$599k	NEW	9.3k	64.11	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$583k	-9%	6.7k	86.66	View chart
Tesla Motors (TSLA)	0.1	$572k	+8%	3.3k	175.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$568k		16k	35.19	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$555k		572.00	970.47	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$543k	-4%	12k	46.51	View chart
McDonald's Corporation (MCD)	0.1	$529k		1.9k	281.95	View chart
Amgen (AMGN)	0.1	$529k		1.9k	284.32	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$526k		8.0k	65.70	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$523k	-11%	14k	36.72	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$496k	-2%	14k	34.88	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$488k	-3%	12k	39.63	View chart
Pepsi (PEP)	0.1	$477k		2.7k	175.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$443k	-19%	1.7k	259.90	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$441k	-19%	4.4k	100.89	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$431k		10k	41.84	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$422k		8.3k	50.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$421k	-2%	2.6k	164.35	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$421k		11k	38.74	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$413k		3.8k	108.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$412k		980.00	420.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$410k		781.00	524.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$409k		1.6k	260.72	View chart
Pinterest Cl A (PINS)	0.0	$407k	+29%	12k	34.67	View chart
Meta Platforms Cl A (META)	0.0	$406k	-5%	837.00	485.58	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$394k	-5%	8.1k	48.77	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$393k		8.3k	47.52	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$391k		3.8k	102.76	View chart
Kkr & Co (KKR)	0.0	$388k	-12%	3.9k	100.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$387k		2.5k	152.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$386k	-3%	2.6k	150.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$371k		8.9k	41.77	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$365k		656.00	556.40	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$361k		5.4k	66.57	View chart
Cisco Systems (CSCO)	0.0	$353k	-2%	7.1k	49.91	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.0	$350k		6.9k	50.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$345k		4.1k	83.58	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$340k	NEW	6.9k	49.55	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$340k	NEW	7.3k	46.28	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$322k		2.3k	137.22	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$317k		5.2k	60.42	View chart
Abbvie (ABBV)	0.0	$317k	-10%	1.7k	182.10	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$298k		15k	19.84	View chart
Palantir Technologies Cl A (PLTR)	0.0	$296k	-8%	13k	23.01	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$293k		3.2k	91.25	View chart
Walt Disney Company (DIS)	0.0	$292k	-3%	2.4k	122.33	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$291k	-2%	5.8k	50.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$290k	+4%	2.2k	131.37	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$289k	+8%	10k	28.92	View chart
Simon Property (SPG)	0.0	$282k		1.8k	156.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$266k		982.00	270.80	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$266k		3.6k	72.83	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$263k	-2%	12k	22.87	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$262k		2.5k	106.49	View chart
JPMorgan Chase & Co. (JPM)	0.0	$260k	-5%	1.3k	200.30	View chart
Ishares Tr Robotics Artif (IRBO)	0.0	$255k	-5%	7.4k	34.35	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$247k	-3%	12k	20.65	View chart
Global Payments (GPN)	0.0	$247k		1.8k	133.66	View chart
Pure Storage Cl A (PSTG)	0.0	$244k	NEW	4.7k	51.99	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$234k	-2%	5.1k	46.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$234k	-9%	937.00	249.86	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$224k		5.3k	42.12	View chart
Micron Technology (MU)	0.0	$224k	NEW	1.9k	117.89	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$219k		2.0k	109.59	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$212k		2.1k	99.71	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$203k	-16%	3.6k	56.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$202k	NEW	984.00	205.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$201k	-26%	1.7k	120.99	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$200k		3.9k	51.60	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$96k	-11%	34k	2.79	View chart
Luminar Technologies Com Cl A (LAZR)	0.0	$73k		37k	1.97	View chart
Pacific Biosciences of California (PACB)	0.0	$43k	-3%	12k	3.75	View chart
Red Cat Hldgs (RCAT)	0.0	$9.6k		13k	0.77	View chart

Past Filings by Clearwater Capital Advisors

SEC 13F filings are viewable for Clearwater Capital Advisors going back to 2016

Clearwater Capital Advisors 2024 Q1 filed May 9, 2024
Clearwater Capital Advisors 2023 Q4 filed Feb. 7, 2024
Clearwater Capital Advisors 2023 Q3 filed Oct. 24, 2023
Clearwater Capital Advisors 2023 Q2 filed Aug. 8, 2023
Clearwater Capital Advisors 2023 Q1 filed May 10, 2023
Clearwater Capital Advisors 2022 Q4 filed Jan. 27, 2023
Clearwater Capital Advisors 2022 Q3 filed Nov. 1, 2022
Clearwater Capital Advisors 2022 Q2 filed July 21, 2022
Clearwater Capital Advisors 2022 Q1 filed May 3, 2022
Clearwater Capital Advisors 2021 Q4 filed Jan. 26, 2022
Clearwater Capital Advisors 2021 Q3 filed Nov. 3, 2021
Clearwater Capital Advisors 2021 Q2 filed Aug. 4, 2021
Clearwater Capital Advisors 2021 Q1 filed April 21, 2021
Clearwater Capital Advisors 2020 Q4 filed Jan. 21, 2021
Clearwater Capital Advisors 2020 Q3 filed Oct. 16, 2020
Clearwater Capital Advisors 2020 Q2 filed July 30, 2020

View all past filings

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