Clearwater Capital Advisors, LLC Reduced Holdings in Q4 2024

Clearwater Capital Advisors, LLC

  • $967 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-29.1K
- 3.31%
$80.93 - $85.66 $2.35M - $2.49M
849K $68.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.18K
- 70.69%
$481.22 - $538.17 $2.49M - $2.79M
2.15K $1.1M
FTC
First Tr Lge Cap Growth

ETFs
-15.7K
- 72.82%
$130.13 - $149.09 $2.05M - $2.34M
5.87K $807K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-18.7K
- 25.36%
$77.23 - $82.11 $1.44M - $1.54M
55.1K $4.28M
TDIV
First Trust Nasdaq Technology

ETFs
-18.3K
- 60.0%
$78.03 - $82.13 $1.43M - $1.5M
12.2K $957K
FEX
First Tr Large Cap Core Alphde

ETFs
-11.7K
- 78.03%
$103.29 - $112.88 $1.21M - $1.32M
3.3K $344K
MUB
Ishares National Muni Bond ETF

ETFs
-6.77K
- 3.87%
$105.78 - $108.7 $716K - $735K
168K $17.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
-4.24K
- 52.1%
$241.48 - $274.89 $1.02M - $1.17M
3.9K $989K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-26K
- 14.15%
$22.66 - $27.11 $590K - $705K
158K $3.72M
MSFT
Microsoft Corp

Technology
-1.78K
- 9.89%
$406.35 - $454.46 $725K - $811K
16.3K $6.85M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-10K
- 7.08%
$31.92 - $36.14 $320K - $362K
132K $4.2M
FIW
First Trust Water ETF

ETFs
-70
- 0.07%
$102.02 - $110.91 $7.14K - $7.76K
103K $10.5M
IEMG
Ishares Inc

ETFs
-13.4K
- 7.4%
N/A
167K $8.97M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.78K
- 4.06%
$60.13 - $67.31 $167K - $187K
65.7K $3.99M
HD
Home Depot, Inc.

Consumer Cyclical
-1.24K
- 19.76%
$385.02 - $431.37 $478K - $536K
5.04K $1.96M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-13.1K
- 27.69%
$40.97 - $42.66 $535K - $558K
34.1K $1.41M
SNSR
Global X Fds Internet Of Thing

ETFs
-13.8K
- 3.75%
$34.03 - $36.88 $469K - $508K
354K $12.4M
ROBO
Robo Global Robotics And Autom

ETFs
-6.5K
- 63.01%
$55.06 - $58.6 $358K - $381K
3.82K $214K
XLK
Technology Sector Spdr

ETFs
-1.47K
- 37.42%
$220.26 - $241.44 $324K - $355K
2.46K $572K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.27K
- 7.7%
$77.86 - $79.27 $254K - $259K
39.2K $3.05M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.18K
- 26.79%
$316.94 - $357.88 $375K - $423K
3.23K $1.11M
KO
Coca Cola CO

Consumer Defensive
-2.26K
- 23.55%
$61.74 - $71.71 $139K - $162K
7.33K $456K
PG
Procter & Gamble CO

Consumer Defensive
-1.18K
- 21.99%
$161.05 - $179.7 $191K - $213K
4.2K $703K
JNJ
Johnson & Johnson

Healthcare
-523
- 13.91%
$143.34 - $165.86 $75K - $86.7K
3.24K $468K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-656
- 0.88%
$50.02 - $51.24 $32.8K - $33.6K
73.9K $3.7M
FTA
First Tr Large Cap Value

ETFs
-1.14K
- 14.76%
$75.21 - $83.49 $85.7K - $95.2K
6.59K $503K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.08K
- 25.61%
$50.53 - $55.55 $105K - $115K
6.04K $307K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.53K
- 15.44%
$40.41 - $45.12 $61.7K - $68.9K
8.37K $338K
SPY
Spdr S&P 500 ETF Trust

ETFs
-218
- 7.94%
$567.81 - $607.81 $124K - $133K
2.53K $1.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-181
- 11.28%
$442.29 - $483.08 $80.1K - $87.4K
1.42K $645K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-906
- 4.71%
$75.44 - $80.53 $68.3K - $73K
18.3K $1.39M
EEM
Ishares Msci Emerging Markets

ETFs
-176
- 1.14%
$41.82 - $47.36 $7.36K - $8.34K
15.2K $635K
VIG
Vanguard Dividend Appreciation

ETFs
-326
- 23.52%
N/A
1.06K $193K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-2K
- 14.47%
$38.88 - $44.07 $77.6K - $88K
11.8K $486K
DUK
Duke Energy Corp

Utilities
-113
- 2.26%
$105.76 - $120.76 $12K - $13.6K
4.88K $526K
GE
General Electric CO

Industrials
-8
- 0.37%
$159.95 - $194.23 $1.28K - $1.55K
2.13K $354K
ABBV
Abb Vie Inc.

Healthcare
-57
- 3.18%
$164.99 - $203.87 $9.4K - $11.6K
1.74K $308K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1.31K
- 16.26%
$50.63 - $59.0 $66.2K - $77.1K
6.73K $364K
MO
Altria Group, Inc.

Consumer Defensive
-993
- 17.82%
$49.06 - $57.74 $48.7K - $57.3K
4.58K $239K
VTI
Vanguard Total Stock Market Et

ETFs
-216
- 8.19%
$280.04 - $302.45 $60.5K - $65.3K
2.42K $701K
IVV
Ishares Core S&P 500 ETF

ETFs
-153
- 3.89%
$570.51 - $610.59 $87.3K - $93.4K
3.78K $2.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-226
- 8.53%
$176.42 - $186.91 $39.9K - $42.2K
2.42K $431K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 1.11%
$288.47 - $316.54 $7.5K - $8.23K
2.31K $668K
VGT
Vanguard Information Technolog

ETFs
-111
- 11.08%
$571.78 - $647.97 $63.5K - $71.9K
891 $554K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-239
- 2.05%
$81.68 - $82.93 $19.5K - $19.8K
11.4K $935K
VLUE
Ishares Msci Usa Value Factor

ETFs
-160
- 4.22%
$104.01 - $115.38 $16.6K - $18.5K
3.63K $383K
PFE
Pfizer Inc

Healthcare
-110
- 1.06%
$24.8 - $30.19 $2.73K - $3.32K
10.2K $271K
FEM
First Trust Emerging Markets A

ETFs
-80
- 0.7%
$22.03 - $24.21 $1.76K - $1.94K
11.4K $251K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-173
- 5.53%
$88.59 - $94.57 $15.3K - $16.4K
2.96K $262K
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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