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CIK: 0001690531
Total reported value
$1.4B
$1.4B
171 檔
27.4%
As reported in its official Q4 2024 Form 13F filing, Clearwater Capital Advisors, LLC's tracked investment portfolio stood at $1.4B with 171 total positions.
During Q4 2024, Clearwater Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 12.61% | -0.73% | +5.94% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.72% | -0.01% | -3.31% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 6.11% | +0.36% | +0.26% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.76% | -0.19% | +110.18% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.42% | -0.28% | +3.89% | |
| 6 | INTF | Ishares International Equity | ETF-Other | 5.14% | -0.27% | +2.23% | |
| 7 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 4.18% | -0.13% | +7.84% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.72% | -0.04% | +0.13% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.45% | -0.18% | +10.49% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.95% | +0.18% | -4.19% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.59% | -0.08% | +9.55% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.92% | +0.12% | +185.41% | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.84% | -0.47% | +2.11% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.81% | — | +3.29% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.75% | -0.09% | -3.87% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.50% | +0.01% | +4.61% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.07% | -1.87% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.38% | -0.09% | +3.77% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.37% | +0.13% | +104.77% | |
| 20 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.30% | -0.07% | +0.82% | |
| 21 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.29% | +0.33% | -1.94% | |
| 22 | SNSR | Global X Internet Of Things | ETF-Other | 1.21% | — | -3.75% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.10% | +0.08% | +211.44% | |
| 24 | BOTZ | Global X Robotics & Artifici | ETF-Other | 1.04% | +0.05% | +0.14% | |
| 25 | FIW | First Trust Water ETF | ETF-Other | 1.03% | -0.02% | -0.07% | |
| 26 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.02% | +0.03% | +5.25% | |
| 27 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.97% | — | +12.98% | |
| 28 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.94% | +0.01% | -6.80% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.05% | -3.10% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.01% | -7.40% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.70% | -0.06% | +1.75% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.02% | -9.89% | |
| 33 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 0.64% | +0.11% | -4.35% | |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.62% | +0.05% | +2.06% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.61% | -0.05% | +8.85% | |
| 36 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 0.59% | — | +11.12% | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.42% | -0.02% | -25.36% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.41% | — | -7.08% | |
| 39 | ARKK | Ark Innovation ETF | ETF-Other | 0.41% | — | -4.89% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.39% | -0.03% | -4.06% | |
| 41 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.36% | -0.01% | -14.15% | |
| 42 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.36% | -0.08% | -0.88% | |
| 43 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.35% | +0.04% | -0.57% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | +0.02% | +286.13% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.33% | — | +28.20% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | -0.01% | -7.70% | |
| 47 | CLOU | Global X Cloud Computing ETF | ETF-Other | 0.27% | — | +6.24% | |
| 48 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.27% | -0.02% | +3.90% | |
| 49 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.26% | — | +452.54% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.03% | -3.72% |
According to official SEC Form 13F filings, Clearwater Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 171 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NEAR, DGRW, LRGF) accounted for 27.4% of total reported equity market value during Q4 2024.
During Q4 2024, Clearwater Capital Advisors, LLC's top holdings by market value included NEAR (12.6%)、DGRW (6.7%)、LRGF (6.1%). The largest single position, NEAR, represented 12.6% of total portfolio value.
In Q4 2024, Clearwater Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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