Clearwater Capital Advisors, LLC Purchases in Q4 2024

Clearwater Capital Advisors, LLC

  • $967 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
143K
+ 5.94%
$50.28 - $51.08 $7.2M - $7.31M
2.55M $129M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
68.7K
+ 10.49%
$48.48 - $49.47 $3.33M - $3.4M
724K $35.2M
AVDE
American Centy ETF Tr Avantis

ETFs
34.1K
New
$60.9 - $66.69 $2.07M - $2.27M
34.1K $2.09M
SCHO
Schwab Short Term Us Treasury

ETFs
1.28M
+ 110.18%
$24.06 - $48.88 $30.9M - $62.7M
2.45M $58.9M
LRGF
Ishares Tr

ETFs
2.73K
+ 0.26%
$58.25 - $63.26 $159K - $173K
1.03M $62.4M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
88.3K
+ 452.54%
$24.31 - $49.53 $2.15M - $4.37M
108K $2.63M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
142K
+ 286.13%
$18.41 - $40.87 $2.62M - $5.81M
192K $3.55M
FMB
First Tr Exchange Traded Fd Ii

ETFs
26.7K
+ 119.27%
$50.62 - $52.07 $1.35M - $1.39M
49.1K $2.5M
MBB
Ishares Tr

ETFs
25.2K
+ 9.55%
$91.26 - $95.82 $2.3M - $2.41M
289K $26.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
40.1K
+ 3.89%
$51.54 - $52.55 $2.07M - $2.11M
1.07M $55.4M
RING
Ishares Inc Msci Global Gold M

ETFs
31.7K
+ 98.56%
$27.93 - $36.45 $884K - $1.15M
63.8K $1.79M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
29K
+ 72.55%
$25.0 - $25.11 $725K - $728K
69K $1.73M
GBIL
Goldman Sachs Access Treasury

ETFs
7.09K
+ 238.54%
$99.85 - $100.22 $708K - $710K
10.1K $1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.7K
New
$49.79 - $51.14 $584K - $600K
11.7K $587K
IDNA
Ishares Tr Genomics Immunology

ETFs
29.1K
+ 52.73%
$22.38 - $25.53 $651K - $743K
84.2K $1.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.4K
+ 28.2%
$38.37 - $42.82 $746K - $833K
88.4K $3.39M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
8.32K
+ 5.25%
$61.21 - $68.19 $509K - $567K
167K $10.4M
CLOU
Global X Fds Cloud Computing E

ETFs
6.88K
+ 6.24%
$20.08 - $25.59 $138K - $176K
117K $2.81M
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.5K
New
$28.88 - $29.33 $505K - $513K
17.5K $507K
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.64K
New
$50.35 - $50.69 $486K - $489K
9.64K $486K
DGRO
Ishares Core Dividend Growth E

ETFs
6.97K
New
$60.73 - $64.94 $424K - $453K
6.97K $427K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
276K
+ 211.44%
$27.54 - $83.04 $7.59M - $22.9M
406K $11.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
37.2K
+ 12.98%
$30.48 - $34.2 $1.13M - $1.27M
324K $9.87M
SCHA
Schwab Strategic Tr Us Small C

ETFs
278K
+ 104.77%
$25.33 - $51.16 $7.04M - $14.2M
543K $14M
IBRX
Immunity Bio, Inc.

Healthcare
364K
+ 75.41%
$2.56 - $6.17 $932K - $2.25M
846K $2.17M
NVDA
Nvidia Corp

Technology
615
+ 3.6%
$117.0 - $148.88 $72K - $91.6K
17.7K $2.38M
PSTG
Pure Storage, Inc.

Technology
3.84K
New
$48.19 - $66.6 $185K - $256K
3.84K $235K
V
Visa Inc.

Financial Services
668
New
$273.87 - $320.91 $183K - $214K
668 $211K
AVSF
American Centy ETF Tr Avantis

ETFs
3.7K
+ 12.76%
$46.02 - $47.0 $170K - $174K
32.7K $1.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.62K
+ 7.41%
$61.68 - $67.87 $100K - $110K
23.5K $1.47M
GOOGL
Alphabet Inc.

Communication Services
36
+ 1.06%
$161.86 - $196.66 $5.83K - $7.08K
3.44K $650K
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 3.39%
$873.59 - $994.69 $39.3K - $44.8K
1.37K $1.26M
SUB
Ishares Short Term National Mu

ETFs
1.17K
+ 1.75%
$104.94 - $106.2 $123K - $124K
67.8K $7.15M
LOW
Lowes Companies Inc

Consumer Cyclical
341
+ 45.17%
$244.52 - $284.07 $83.4K - $96.9K
1.1K $270K
PINS
Pinterest, Inc.

Communication Services
3.24K
+ 25.05%
$28.24 - $34.15 $91.4K - $110K
16.1K $468K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
459
+ 7.39%
$100.16 - $100.7 $46K - $46.2K
6.67K $669K
CSCO
Cisco Systems, Inc.

Technology
24
+ 0.42%
$52.45 - $60.02 $1.26K - $1.44K
5.75K $340K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
496
+ 4.09%
$113.92 - $127.38 $56.5K - $63.2K
12.6K $1.45M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
333
+ 15.66%
$119.34 - $127.78 $39.7K - $42.6K
2.46K $293K
XT
Ishares Tr Exponential Technol

ETFs
2.13K
+ 2.06%
$58.7 - $62.72 $125K - $134K
106K $6.32M
GIGB
Goldman Sachs ETF Access Invt
13.3K
+ 11.12%
N/A
133K $0
VUSB
Vanguard Bd Index Fds
5.36K
+ 20.17%
N/A
31.9K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
996
+ 3.9%
N/A
26.5K $0
American Centy ETF Tr
6.12K
New
N/A
6.12K $0
Bitwise Ethereum ETF
426
+ 4.18%
N/A
10.6K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
68.6K
+ 7.84%
N/A
945K $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
66
+ 0.85%
$50.14 - $52.56 $3.31K - $3.47K
7.82K $393K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.27K
+ 88.97%
$22.63 - $47.53 $96.5K - $203K
9.06K $205K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.07%
$136.28 - $154.74 $136 - $155
1.45K $200K
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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