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CIK: 0001690531
Total reported value
$1.4B
$1.4B
169 檔
27.9%
According to the latest 13F quarterly dataset, Clearwater Capital Advisors, LLC managed an equity portfolio of $1.4B at the end of Q1 2025, spanning 169 distinct U.S. exchange-listed positions.
In Q1 2025, Clearwater Capital Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 12.85% | -0.73% | +2.43% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.69% | -0.01% | +2.11% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 5.93% | +0.36% | +2.53% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.80% | -0.19% | +0.72% | |
| 5 | INTF | Ishares International Equity | ETF-Other | 5.52% | -0.27% | +1.27% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.48% | -0.28% | +0.99% | |
| 7 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 4.32% | -0.13% | +2.66% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.94% | -0.04% | +0.51% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.54% | -0.18% | +3.04% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.75% | +0.18% | +2.40% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.69% | -0.08% | +2.77% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.90% | — | +2.77% | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.89% | -0.47% | -23.13% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.88% | +0.12% | +4.04% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.71% | -0.09% | +0.16% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.57% | +0.01% | +2.65% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.35% | -0.09% | -2.78% | |
| 18 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.28% | -0.07% | -2.90% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.28% | +0.13% | +3.79% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.27% | +0.33% | +1.01% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.07% | -1.09% | |
| 22 | SNSR | Global X Internet Of Things | ETF-Other | 1.15% | — | +2.36% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.08% | +0.08% | +4.66% | |
| 24 | FIW | First Trust Water ETF | ETF-Other | 1.03% | -0.02% | +3.09% | |
| 25 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.02% | — | +5.27% | |
| 26 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.99% | +0.03% | +3.02% | |
| 27 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.96% | +0.05% | +4.28% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | +0.01% | -1.56% | |
| 29 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.85% | +0.01% | +1.97% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.05% | -0.12% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.06% | +4.97% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.66% | -0.05% | +5.27% | |
| 33 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 0.61% | — | +4.33% | |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.60% | +0.05% | +1.96% | |
| 35 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 0.58% | +0.11% | +6.79% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.02% | -3.42% | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.43% | -0.08% | +19.41% | |
| 38 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.42% | -0.02% | -0.28% | |
| 39 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.41% | — | -2.56% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.41% | -0.03% | +0.42% | |
| 41 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.39% | -0.01% | +24.05% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | +0.02% | -5.44% | |
| 43 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.33% | +0.04% | -0.45% | |
| 44 | ARKK | Ark Innovation ETF | ETF-Other | 0.32% | — | -3.34% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.32% | — | -5.24% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.29% | -0.01% | -1.67% | |
| 47 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.27% | -0.02% | +1.07% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.26% | -0.02% | EXIT | |
| 49 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.25% | — | -1.40% | |
| 50 | IBRX | Immunitybio Inc | Stock-Healthcare | 0.25% | +0.02% | — |
According to official SEC Form 13F filings, Clearwater Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 169 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NEAR, DGRW, LRGF) accounted for 27.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
NEAR
市值: $133.0M
During Q1 2025, Clearwater Capital Advisors, LLC's top holdings by market value included NEAR (12.8%)、DGRW (6.7%)、LRGF (5.9%). The largest single position, NEAR, represented 12.8% of total portfolio value.
In Q1 2025, Clearwater Capital Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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