Clearwater Capital Advisors, LLC Portfolio Holdings

Clearwater Capital Advisors, LLC

  • $967 Million
  • Q4 2024

Clearwater Capital Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $967 Million distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock Short Maturity Bond with a value of $129M, Wisdomtree Tr Us Quality Divid with a value of $68.7M, Ishares Tr with a value of $62.4M, Schwab Short Term Us Treasury with a value of $58.9M, and Ishares Trust Ishares 1 5 Year with a value of $55.4M.

Examining the 13F form we can see an decrease of $5.86M in the current position value, from $973M to 967M.

Below you can find more details about Clearwater Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $967 Million
ETFs: $920 Million
Technology: $25.6 Million
Consumer Cyclical: $7.02 Million
Healthcare: $4.57 Million
Consumer Defensive: $3.6 Million
Communication Services: $2.88 Million
Financial Services: $2.81 Million
Utilities: $526,000
Other: $354,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $967 Million
  • Prior Value $973 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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