Clearwater Capital Advisors, LLC

CIK Number: 0001690531

1.09B
Market Value
167
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NEAR iShares Short M...
51.04
-0.12% 2.61M +2.43% 132.96M 49.97 12.85% Share
2 DGRW WisdomTree U.S....
87.19
-0.33% 867.21K +2.11% 69.26M 43.5 6.69% Share
3 LRGF iShares U.S. Eq...
66.72
-0.11% 1.06M +2.53% 61.4M 35.61 5.93% Share
4 SCHO Schwab Short-Te...
24.32
-0.12% 2.47M +0.72% 60M 24.12 5.80% Share
5 INTF iShares Interna...
35.34
-0.14% 1.85M +1.27% 57.16M 26.13 5.52% Share
6 IGSB iShares 1-5 Yea...
52.79
-0.15% 1.08M +0.99% 56.66M 50.56 5.48% Share
7 SPDW SPDR Portfolio ...
41.64
-0.19% 1.12M +0.51% 40.81M 30 3.94% Share
8 LMBS First Trust Low...
49.54
-0.01% 746.01K +3.04% 36.67M 49.33 3.54% Share
9 SMLF iShares MSCI US...
70.93
-1.25% 458.17K +2.40% 28.48M 35.09 2.75% Share
10 MBB iShares MBS ETF
93.62
-0.34% 296.53K +2.77% 27.81M 89.65 2.69% Share
11 SCHE Schwab Emerging...
31.34
-1.09% 712.45K +2.77% 19.64M 26.19 1.90% Share
12 GDX VanEck Gold Min...
57.70
-0.63% 425.25K -23.13% 19.55M 32.09 1.89% Share
13 SCHX Schwab U.S. Lar...
25.52
-0.06% 880.52K +4.04% 19.44M 13.42 1.88% Share
14 MUB iShares Nationa...
104.03
-0.18% 168.21K +0.16% 17.74M 105.67 1.71% Share
15 EMGF iShares MSCI Em...
53.62
-1.16% 348.13K +2.65% 16.29M 42.94 1.57% Share
16 AGG iShares Core U....
99.10
-0.27% 141.66K -2.78% 14.01M 99.16 1.35% Share
17 SPMB SPDR Portfolio ...
22.05
-0.32% 600.52K -2.9% 13.24M 22.07 1.28% Share
18 SCHA Schwab U.S. Sma...
26.63
-1.12% 563.44K +3.79% 13.2M 18.47 1.28% Share
19 CIBR First Trust NAS...
71.73
-1.52% 209.25K +1.01% 13.18M 34.07 1.27% Share
20 AAPL Apple Inc.
232.81
-0.22% 56.07K -1.09% 12.45M 77.96 1.20% Share
21 SNSR Global X Intern...
37.72
-0.74% 362.62K +2.36% 11.94M 23.44 1.15% Share
22 SCHM Schwab U.S. Mid...
28.97
-1.03% 424.69K +4.66% 11.13M 19.66 1.08% Share
23 FIW First Trust Wat...
113.07
-1.38% 105.99K +3.09% 10.67M 64.21 1.03% Share
24 XSOE WisdomTree Emer...
35.49
-1.25% 340.92K +5.27% 10.52M 34.21 1.02% Share
25 EZM WisdomTree U.S....
64.68
-1.04% 171.74K +3.02% 10.24M 39.49 0.99% Share
26 BOTZ Global X Roboti...
33.91
-1.05% 347.94K +4.28% 9.9M 23.79 0.96% Share
27 IEMG iShares Core MS...
61.97
-1.17% 164.64K -1.56% 8.89M 45.78 0.86% Share
28 ARKF ARK Fintech Inn...
54.53
-1.95% 263.96K +1.97% 8.78M 29.67 0.85% Share
29 VUG Vanguard Growth...
463.54
+0.15% 21.56K -0.12% 7.99M 108.85 0.77% Share
30 SUB iShares Short-T...
106.85
-0.05% 71.18K +4.97% 7.52M 105.64 0.73% Share
31 SCHC Schwab Internat...
43.81
-0.51% 190.53K +5.27% 6.84M 33.47 0.66% Share
32 GIGB Goldman Sachs A...
46.13
-0.22% 138.72K +4.33% 6.35M 49.35 0.61% Share
33 XT iShares Exponen...
66.39
-0.91% 107.89K +1.96% 6.21M 57.16 0.60% Share
34 WCLD WisdomTree Clou...
33.20
-1.89% 185.91K +6.79% 6.03M 40.98 0.58% Share
35 MSFT Microsoft Corpo...
522.28
+0.33% 15.7K -3.42% 5.89M 311.11 0.57% Share
36 JMUB JPMorgan Munici...
49.42
-0.14% 88.22K +19.41% 4.41M 50.58 0.43% Share
37 DLN WisdomTree U.S....
84.89
-0.09% 54.9K -0.28% 4.36M 39.07 0.42% Share
38 GEM Goldman Sachs A...
38.43
-1.29% 128.22K -2.56% 4.25M 30.5 0.41% Share
39 SCZ iShares MSCI EA...
75.10
-0.29% 65.99K +0.42% 4.19M 54.41 0.41% Share
40 ARKG ARK Genomic Rev...
25.08
-0.32% 195.88K +24.05% 4.07M 42.17 0.39% Share
41 SCHF Schwab Internat...
22.73
-0.15% 181.25K -5.44% 3.59M 17.64 0.35% Share
42 GSLC Goldman Sachs A...
126.50
-0.08% 30.99K -0.45% 3.41M 47.17 0.33% Share
43 ARKK ARK Innovation ...
77.00
-1.17% 70.51K -3.34% 3.35M 65.42 0.32% Share
44 SPEM SPDR Portfolio ...
44.19
-1.14% 83.77K -5.24% 3.3M 34.27 0.32% Share
45 VCSH Vanguard Short-...
79.58
-0.12% 38.51K -1.67% 3.04M 74.81 0.29% Share
46 TBLL Invesco Short T...
105.75
+0.02% 26.79K +1.07% 2.83M 105.53 0.27% Share
47 PSX Phillips 66
122.70
+0.10% 22.1K +100.00% 2.73M 123.48 0.26% Share
48 SCHJ Schwab 1-5 Year...
24.83
-0.16% 106.31K -1.4% 2.62M 24.31 0.25% Share
49 IBRX ImmunityBio, In...
2.71
-4.08% 846.42K 0.00% 2.55M 5.18 0.25% Share
50 GSIE Goldman Sachs A...
40.74
-0.15% 70.25K -2.83% 2.5M 25.17 0.24% Share
51 FMB First Trust Man...
49.81
-0.11% 49.11K +0.05% 2.48M 51.55 0.24% Share
52 CLOU Global X Cloud ...
21.59
-1.95% 113.72K -2.93% 2.39M 20.9 0.23% Share
53 IVV iShares Core S&...
648.15
+0.01% 3.88K +2.67% 2.18M 308.12 0.21% Share
54 AMZN Amazon.com, Inc...
230.94
+2.84% 11.25K -2.64% 2.14M 143.03 0.21% Share
55 AVDE Avantis Interna...
76.63
-0.18% 31.16K -8.52% 2.07M 61.37 0.20% Share
56 RING iShares MSCI Gl...
49.05
-0.55% 50.48K -20.86% 1.94M 26.65 0.19% Share
57 IDNA iShares Genomic...
22.42
-0.22% 85.65K +1.67% 1.76M 22.85 0.17% Share
58 IBDQ iShares iBonds ...
25.12
-0.04% 68.95K 0.00% 1.73M 25.08 0.17% Share
59 VUSB Vanguard Ultra-...
49.82
-0.03% 34.31K +7.39% 1.71M 49.44 0.17% Share
60 NVDA NVIDIA Corporat...
182.02
+0.24% 15.31K -13.49% 1.66M 63.76 0.16% Share
61 HD The Home Depot,...
400.32
-1.68% 4.17K -17.39% 1.53M 329.58 0.15% Share
62 SPY SPDR S&P 500 ET...
644.93
+0.01% 2.66K +5.26% 1.49M 298.6 0.14% Share
63 DBEF Xtrackers MSCI ...
45.66
+0.32% 33.98K -0.46% 1.47M 32.19 0.14% Share
64 DTD WisdomTree U.S....
82.25
-0.1% 18.24K -0.44% 1.4M 38.45 0.14% Share
65 COST Costco Wholesal...
975.42
-0.35% 1.43K +3.86% 1.35M 889.66 0.13% Share
66 IJH iShares Core S&...
63.85
-1.31% 21.64K -8.1% 1.26M 41.99 0.12% Share
67 STOT SPDR DoubleLine...
47.27
-0.1% 26.38K +6.11% 1.25M 46.77 0.12% Share
68 IJR iShares Core S&...
115.17
-1.4% 10.95K -13.24% 1.14M 86.13 0.11% Share
69 AVSF Avantis Short-T...
46.99
-0.15% 23.63K -27.67% 1.1M 46.11 0.11% Share
70 JPM JPMorgan Chase ...
294.09
+1.23% 4.4K +2.09% 1.08M 199.32 0.10% Share
71 QQQ Invesco QQQ Tru...
579.86
-0.08% 2.3K +7.08% 1.08M 244.94 0.10% Share
72 COP ConocoPhillips
95.63
-0.26% 10.15K +100.00% 1.07M 105.02 0.10% Share
73 SHM SPDR Nuveen Blo...
48.18
-0.02% 21.53K 0.00% 1.02M 47.17 0.10% Share
74 GBIL Goldman Sachs A...
100.00
+0.01% 10.06K 0.00% 1.01M 99.98 0.10% Share
75 MGK Vanguard Mega C...
389.58
+0.29% 3.23K 0.00% 998.61K 83.46 0.10% Share
76 SCHG Schwab U.S. Lar...
30.76
+0.13% 38.47K 0.00% 963.29K 7.05 0.09% Share
77 VOT Vanguard Mid-Ca...
285.33
-0.85% 3.83K -1.72% 937.22K 111.56 0.09% Share
78 LLY Eli Lilly and C...
684.46
+3.63% 1.13K -0.7% 931.63K 248.35 0.09% Share
79 SHY iShares 1-3 Yea...
82.70
-0.11% 11.25K -1.45% 930.63K 82.03 0.09% Share
80 TDIV First Trust NAS...
92.63
-0.08% 12.2K +0.04% 898.26K 27.17 0.09% Share
81 BRK-B Berkshire Hatha...
479.02
+0.36% 1.64K +15.45% 875.56K 378.5 0.08% Share
82 SPLV Invesco S&P 500...
73.55
-0.65% 11.35K 0.00% 848.15K 47.44 0.08% Share
83 META Meta Platforms,...
781.96
+0.24% 1.44K -3.62% 829.49K 395.56 0.08% Share
84 IXN iShares Global ...
97.92
-0.18% 10.52K 0.00% 796.86K 16.22 0.08% Share
85 FTC First Trust Lar...
156.27
-0.59% 5.85K -0.32% 768.56K 50.05 0.07% Share
86 TSLA Tesla, Inc.
335.58
-1.12% 2.93K -25.64% 759.08K 209.77 0.07% Share
87 AVEM Avantis Emergin...
71.01
-1.1% 12.59K -17.48% 757.66K 58.79 0.07% Share
88 DES WisdomTree U.S....
33.22
-0.94% 23.18K -0.04% 740.8K 25.7 0.07% Share
89 MCD McDonald's Corp...
308.84
+1.24% 2.31K +0.17% 721.58K 177.55 0.07% Share
90 VTI Vanguard Total ...
317.25
-0.13% 2.42K 0.00% 665.36K 220.64 0.06% Share
91 EEM iShares MSCI Em...
49.86
-1.27% 15.16K -0.3% 662.49K 38.14 0.06% Share
92 HEDJ WisdomTree Euro...
50.12
+1.15% 13.64K 0.00% 647.63K 27.66 0.06% Share
93 HACK Amplify Cyberse...
82.36
-1.82% 9K 0.00% 645.99K 64.23 0.06% Share
94 GBTC Grayscale Bitco...
92.76
-3.98% 9.81K -1.48% 639.51K 62.18 0.06% Share
95 DHS WisdomTree U.S....
99.63
-0.25% 6.4K -0.56% 634.23K 77.54 0.06% Share
96 PG The Procter & G...
153.70
-1.1% 3.66K -12.77% 623.76K 170 0.06% Share
97 SGOV iShares 0-3 Mon...
100.53
+0.02% 6.03K -9.58% 607.04K 100.56 0.06% Share
98 PM Philip Morris I...
165.25
-0.38% 3.74K -14.62% 593.49K 121.4 0.06% Share
99 VTEB Vanguard Tax-Ex...
48.88
-0.14% 11.74K +0.18% 582.79K 50.13 0.06% Share
100 AMGN Amgen Inc.
290.28
+0.33% 1.82K -0.6% 566.4K 157.42 0.05% Share
101 SPTS SPDR Portfolio ...
29.23
-0.12% 19.17K +9.51% 560.44K 29.03 0.05% Share
102 GOOGL Alphabet Inc.
202.88
+0.46% 3.5K +2.01% 541.87K 126.28 0.05% Share
103 JNJ Johnson & Johns...
174.72
+0.17% 3.23K -0.09% 536.31K 162.06 0.05% Share
104 KKR KKR & Co. Inc.
146.08
-0.94% 4.64K +36.58% 536.08K 62.45 0.05% Share
105 ITM VanEck Intermed...
45.56
-0.13% 11.48K -1.71% 522.27K 47.47 0.05% Share
106 PLTR Palantir Techno...
181.00
-1.83% 6.07K -21.83% 512.56K 16.36 0.05% Share
107 XLK Technology Sele...
267.74
-0.21% 2.47K +0.41% 510.42K 71.77 0.05% Share
108 FTA First Trust Lar...
81.40
-0.36% 6.59K 0.00% 505.28K 41.53 0.05% Share
109 DTH WisdomTree Inte...
48.81
-0.22% 11.85K -3.77% 503.29K 30.31 0.05% Share
110 GDXJ VanEck Junior G...
72.75
-0.4% 8.78K -18.81% 502.05K 46.79 0.05% Share
111 VGT Vanguard Inform...
704.44
-0.4% 891 0.00% 483.26K 427.49 0.05% Share
112 BX Blackstone Inc.
174.53
-1.17% 3.4K +40.73% 475.28K 106.33 0.05% Share
113 RSPT Invesco S&P 500...
41.55
-0.61% 13.59K 0.00% 464.78K 42.76 0.04% Share
114 DUK Duke Energy Cor...
124.26
-1.15% 3.77K -22.71% 460.44K 115.3 0.04% Share
115 ICSH iShares Ultra S...
50.62
+0.01% 8.99K -6.77% 455.86K 50.43 0.04% Share
116 RPG Invesco S&P 500...
46.44
-0.94% 11.79K 0.00% 451.12K 22.94 0.04% Share
117 T AT&T Inc.
28.75
+1.27% 15.42K +100.00% 436.08K 28.28 0.04% Share
118 GE GE Aerospace
269.72
+0.32% 2.15K +0.99% 429.72K 169.68 0.04% Share
119 QUAL iShares MSCI US...
188.56
-0.07% 2.42K 0.00% 413.9K 85.32 0.04% Share
120 PEP PepsiCo, Inc.
148.62
-0.49% 2.74K -0.07% 411.06K 158 0.04% Share
121 GOOG Alphabet Inc.
203.77
+0.36% 2.6K +2.08% 406.36K 98.4 0.04% Share
122 VLUE iShares MSCI US...
117.91
+0.15% 3.63K 0.00% 387.03K 79.6 0.04% Share
123 VBK Vanguard Small ...
285.85
-1.33% 1.52K 0.00% 381.94K 137.76 0.04% Share
124 USIG iShares Broad U...
51.58
-0.27% 7.48K -4.35% 381.93K 51.25 0.04% Share
125 ASML ASML Holding N....
755.11
-0.06% 575 +0.52% 381.01K 374.46 0.04% Share
126 DIS The Walt Disney...
116.33
-0.27% 3.65K +1.28% 360.45K 93.27 0.03% Share
127 FXO First Trust Fin...
58.30
+0.11% 6.7K -0.45% 355.05K 24.1 0.03% Share
128 MDY SPDR S&P MIDCAP...
583.00
-1.34% 656 0.00% 349.96K 419.92 0.03% Share
129 VZ Verizon Communi...
43.49
-0.49% 7.7K +100.00% 349.03K 45.36 0.03% Share
130 SPHQ Invesco S&P 500...
72.51
-0.6% 5.25K 0.00% 348.15K 27.81 0.03% Share
131 DEM WisdomTree Emer...
46.25
-0.98% 8.22K -1.79% 345.94K 36.8 0.03% Share
132 ABBV AbbVie Inc.
204.72
+1.61% 1.65K -5.18% 345.29K 161.5 0.03% Share
133 GSST Goldman Sachs A...
50.52
0.00% 6.83K 0.00% 345.14K 49.61 0.03% Share
134 KO The Coca-Cola C...
69.52
-1.33% 4.81K -34.4% 344.21K 71.86 0.03% Share
135 PINS Pinterest, Inc.
36.34
+1.55% 10.95K -32.17% 339.54K 34.28 0.03% Share
136 FEX First Trust Lar...
113.44
-0.61% 3.3K 0.00% 338.22K 46.17 0.03% Share
137 HEFA iShares Currenc...
38.95
+0.53% 8.98K 0.00% 325.88K 25.95 0.03% Share
138 IBB iShares Biotech...
137.27
+0.12% 2.38K -1.24% 304.91K 111.77 0.03% Share
139 DON WisdomTree U.S....
51.95
-0.99% 6.03K -0.05% 298.7K 31.01 0.03% Share
140 FSMB First Trust Sho...
20.01
-0.07% 15K 0.00% 298.05K 19.74 0.03% Share
141 GRID First Trust NAS...
143.98
-0.23% 2.59K +5.37% 293.12K 125.51 0.03% Share
142 CSCO Cisco Systems, ...
69.28
-1.58% 4.75K -17.41% 292.81K 42.02 0.03% Share
143 USMV iShares MSCI US...
93.24
-0.35% 3.06K +3.38% 286.41K 58.39 0.03% Share
144 VWO Vanguard Emergi...
51.20
-1.15% 6.29K +2.63% 284.55K 42.49 0.03% Share
145 PHO Invesco Water R...
72.63
-1.2% 4.21K 0.00% 271.44K 36.68 0.03% Share
146 XLF Financial Selec...
53.01
+0.47% 5.43K +0.63% 270.37K 24.51 0.03% Share
147 FEM First Trust Eme...
25.95
-1.07% 11.4K 0.00% 260.64K 20.96 0.03% Share
148 VO Vanguard Mid Ca...
286.38
-0.71% 1.01K -1.76% 260.17K 160.49 0.03% Share
149 AVGO Broadcom Inc.
311.19
+0.68% 1.55K +0.91% 258.85K 165.86 0.03% Share
150 PEY Invesco High Yi...
21.22
-0.61% 11.97K 0.00% 256.91K 17.6 0.02% Share