Clearwater Capital Advisors, LLC Portfolio Holdings
Clearwater Capital Advisors, LLC
- $1.07 Billion
- Q3 2025
Clearwater Capital Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackrock Short Maturity Bond with a value of $144M, Wisdomtree Tr Us Quality Divid with a value of $78.9M, Ishares Tr with a value of $73.4M, Ishares Tr with a value of $66.3M, and Schwab Short Term Us Treasury with a value of $63.1M.
Examining the 13F form we can see an increase of $71.8M in the current position value, from $998M to 1.07B.
Below you can find more details about Clearwater Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.07 Billion
ETFs: $1 Billion
Technology: $28.8 Million
Consumer Cyclical: $6.83 Million
Healthcare: $4.66 Million
Communication Services: $4.02 Million
Financial Services: $3.42 Million
Consumer Defensive: $2.6 Million
Industrials: $833,000
Other: $716,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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