Clearwater Capital Advisors, LLC Incresed Positions in Q3 2025

Clearwater Capital Advisors, LLC

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
196K
+ 7.53%
$50.8 - $51.32 $9.98M - $10.1M
2.8M $144M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11.2K
+ 1.28%
$84.28 - $89.46 $944K - $1M
887K $78.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
62.1K
+ 5.72%
$52.39 - $53.11 $3.25M - $3.3M
1.15M $60.9M
INTF
Ishares Tr

ETFs
2.28K
+ 0.12%
$33.72 - $36.17 $76.7K - $82.3K
1.85M $66.3M
SCHO
Schwab Short Term Us Treasury

ETFs
124K
+ 5.03%
$24.23 - $24.42 $3M - $3.02M
2.59M $63.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
51.5K
+ 6.81%
$49.05 - $49.99 $2.52M - $2.57M
807K $40.2M
MBB
Ishares Tr

ETFs
21.8K
+ 7.28%
$92.46 - $95.73 $2.02M - $2.09M
322K $30.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.56K
+ 0.74%
$62.54 - $68.42 $223K - $244K
484K $32.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 1.19%
$24.46 - $26.5 $260K - $282K
902K $23.8M
XT
Ishares Tr Exponential Technol

ETFs
14.7K
+ 13.17%
$65.04 - $71.97 $957K - $1.06M
126K $9.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
22.1K
+ 23.43%
$49.09 - $50.58 $1.08M - $1.12M
116K $5.87M
BOTZ
Global X Fds

ETFs
1.43K
+ 0.4%
$32.14 - $35.96 $46.1K - $51.5K
364K $12.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.05K
+ 1.59%
$28.15 - $30.13 $199K - $212K
450K $13.3M
AVGO
Broadcom Inc.

Technology
2.48K
+ 167.52%
$264.74 - $369.57 $657K - $917K
3.96K $1.31M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
1.15K
+ 0.64%
$61.83 - $67.07 $70.8K - $76.8K
180K $11.9M
NVDA
Nvidia Corp

Technology
1.39K
+ 8.51%
$153.3 - $186.58 $214K - $260K
17.8K $3.31M
AMZN
Amazon Com Inc

Consumer Cyclical
2.68K
+ 23.25%
$211.65 - $238.24 $567K - $639K
14.2K $3.12M
FIW
First Trust Water ETF

ETFs
607
+ 0.57%
$107.54 - $115.08 $65.3K - $69.9K
107K $12M
GOOGL
Alphabet Inc.

Communication Services
59
+ 1.64%
$174.36 - $254.72 $10.3K - $15K
3.65K $886K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.14%
$357.4 - $423.42 $2.14K - $2.54K
4.18K $1.69M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.06K
+ 3.82%
$49.32 - $50.93 $102K - $105K
56K $2.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.48%
$617.65 - $666.84 $8.03K - $8.67K
2.71K $1.81M
AVDE
American Centy ETF Tr Avantis

ETFs
261
+ 1.18%
$73.24 - $79.04 $19.1K - $20.6K
22.4K $1.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.21%
$546.99 - $602.2 $2.73K - $3.01K
2.39K $1.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
181
+ 1.78%
$108.46 - $120.63 $19.6K - $21.8K
10.4K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 0.41%
$282.78 - $316.06 $5.09K - $5.69K
4.4K $1.39M
JNJ
Johnson & Johnson

Healthcare
13
+ 0.4%
$155.17 - $185.42 $2.02K - $2.41K
3.23K $599K
SUB
Ishares Short Term National Mu

ETFs
671
+ 0.92%
$106.17 - $107.3 $71.2K - $72K
73.8K $7.88M
ASML
Asml Holding Nv

Technology
2
+ 0.35%
$689.63 - $968.09 $1.38K - $1.94K
580 $561K
ABBV
Abb Vie Inc.

Healthcare
30
+ 1.82%
$184.85 - $231.54 $5.55K - $6.95K
1.68K $388K
AVSF
American Centy ETF Tr Avantis

ETFs
1.51K
+ 6.23%
$46.71 - $47.3 $70.3K - $71.2K
25.7K $1.21M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
13
+ 1.43%
$284.45 - $324.95 $3.7K - $4.22K
921 $294K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 1.12%
$291.67 - $316.99 $7.58K - $8.24K
2.34K $710K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.66%
$459.11 - $506.91 $5.05K - $5.58K
1.69K $849K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2
+ 0.08%
$138.08 - $151.2 $276 - $302
2.57K $388K
CLOU
Global X Fds Cloud Computing E

ETFs
1.5K
+ 1.42%
$21.23 - $23.98 $31.8K - $35.9K
107K $2.48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
63
+ 3.4%
$132.9 - $142.03 $8.37K - $8.95K
1.91K $269K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
73
+ 3.05%
$107.27 - $113.94 $7.83K - $8.32K
2.46K $279K
PEP
Pepsico Inc

Consumer Defensive
23
+ 1.03%
$133.81 - $152.16 $3.08K - $3.5K
2.26K $317K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2
+ 0.01%
$48.5 - $50.19 $97 - $100
17.9K $898K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.45%
$279.83 - $293.74 $1.4K - $1.47K
1.12K $329K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17
+ 0.56%
$92.18 - $95.14 $1.57K - $1.62K
3.08K $292K
VZ
Verizon Communications Inc

Communication Services
1
+ 0.02%
$40.84 - $45.06 $40.8 - $45.1
6.23K $273K
SPTS
Spdr Portfolio Short Term Trea

ETFs
15
+ 0.08%
$29.12 - $29.34 $437 - $440
18.8K $552K
VUSB
Vanguard Bd Index Fds
3.43K
+ 9.43%
N/A
39.7K $0
American Centy ETF Tr
4.84K
+ 1.21%
N/A
406K $0
XC
Wisdomtree Tr Emerging Mkts Ex
7.74K
+ 1.75%
N/A
451K $0
Bitwise Bitcoin ETF Tr
1
+ 0.03%
N/A
3.89K $0
GIGB
Goldman Sachs ETF Access Invt
6.32K
+ 4.67%
N/A
142K $0
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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