Clearwater-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "GDX",
  null,
  "ABBV",
  null,
  "GOOGL",
  "GDXJ",
  null,
  "ASML",
  "T",
  null,
  "AVDE",
  "AVGO",
  "AVEM",
  null,
  null,
  "DBEF",
  null,
  null,
  "DUK",
  "NNDM",
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  "ETHW",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  "GSIE",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "RCAT",
  null,
  "MSFT",
  "EXC",
  "EVRG",
  null,
  "GE",
  null,
  "IBRX",
  null,
  null,
  "DLN",
  "BX",
  "IJR",
  "KKR",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "PEP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "SCHX",
  null,
  "SPDW",
  null,
  null,
  null,
  "VO",
  null,
  "VWO",
  null,
  null,
  null,
  "VIG",
  null,
  "IWO",
  "VYM",
  null,
  null,
  "GSLC",
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "MGK",
  null,
  "VBK",
  "VTEB",
  "VOT",
  "VUSB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "PSX",
  null,
  "DGRO",
  null,
  null,
  null,
  "BRK-B",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "USMV",
  "QQQ",
  "MDY",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 169
Total Value: 1034753195
Accession Number: 0001690531-25-000003
Form Type: 13F-HR
CIK: clearwater-capital-advisors
Manager Name: Clearwater-Capital-Advisors

Data Enrichment

49% identified

83 identified86 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

169 positions • $1.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33738R118

Shares:—

Value:$898.3K

% of Portfolio:0.1% ($898.3K/$1.0B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$875.6K

% of Portfolio:0.1% ($875.6K/$1.0B)

46138E354

Shares:—

Value:$848.1K

% of Portfolio:0.1% ($848.1K/$1.0B)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$829.5K

% of Portfolio:0.1% ($829.5K/$1.0B)

464287291

Shares:—

Value:$796.9K

% of Portfolio:0.1% ($796.9K/$1.0B)

33735K108

Shares:—

Value:$768.6K

% of Portfolio:0.1% ($768.6K/$1.0B)

Tesla, Inc.

TSLA|88160R101

Shares:—

Value:$759.1K

% of Portfolio:0.1% ($759.1K/$1.0B)

025072604

AVEM|025072604

Shares:—

Value:$757.7K

% of Portfolio:0.1% ($757.7K/$1.0B)

97717W604

Shares:—

Value:$740.8K

% of Portfolio:0.1% ($740.8K/$1.0B)

MCDONALDS CORP

MCD|580135101

Shares:—

Value:$721.6K

% of Portfolio:0.1% ($721.6K/$1.0B)

922908769

VTI|922908769

Shares:—

Value:$665.4K

% of Portfolio:0.1% ($665.4K/$1.0B)

464287234

EEM|464287234

Shares:—

Value:$662.5K

% of Portfolio:0.1% ($662.5K/$1.0B)

97717X701

Shares:—

Value:$647.6K

% of Portfolio:0.1% ($647.6K/$1.0B)

032108664

Shares:—

Value:$646.0K

% of Portfolio:0.1% ($646.0K/$1.0B)

389637109

Shares:—

Value:$639.5K

% of Portfolio:0.1% ($639.5K/$1.0B)

97717W208

Shares:—

Value:$634.2K

% of Portfolio:0.1% ($634.2K/$1.0B)

PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$623.8K

% of Portfolio:0.1% ($623.8K/$1.0B)

46436E718

Shares:—

Value:$607.0K

% of Portfolio:0.1% ($607.0K/$1.0B)

Philip Morris International Inc.

PM|718172109

Shares:—

Value:$593.5K

% of Portfolio:0.1% ($593.5K/$1.0B)

922907746

VTEB|922907746

Shares:—

Value:$582.8K

% of Portfolio:0.1% ($582.8K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738R118)✕	—	QoQ - YoY -	All Managers (Combined)	$898.3K	0.1% ($898.3K/$1.0B)	QoQ -6.14% (-$58.8K) YoY -57.71% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$875.6K	0.1% ($875.6K/$1.0B)	QoQ +35.64% (+$230.1K) YoY +112.45% (+$463.5K)
(cusip46138E354)✕	—	QoQ - YoY -	All Managers (Combined)	$848.1K	0.1% ($848.1K/$1.0B)	QoQ +6.74% (+$53.6K) YoY +13.43% (+$100.5K)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$829.5K	0.1% ($829.5K/$1.0B)	QoQ -5.12% (-$44.8K) YoY +104.08% (+$423.1K)
(cusip464287291)✕	—	QoQ - YoY -	All Managers (Combined)	$796.9K	0.1% ($796.9K/$1.0B)	QoQ -10.63% (-$94.8K) YoY +0.92% (+$7.3K)
(cusip33735K108)✕	—	QoQ - YoY -	All Managers (Combined)	$768.6K	0.1% ($768.6K/$1.0B)	QoQ -5.26% (-$42.7K) YoY -71.98% (-$2.0M)
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ - YoY -	All Managers (Combined)	$759.1K	0.1% ($759.1K/$1.0B)	QoQ -52.28% (-$831.6K) YoY +32.61% (+$186.7K)
(AVEMcusip025072604)	—	QoQ - YoY NEW	All Managers (Combined)	$757.7K	0.1% ($757.7K/$1.0B)	QoQ -15.54% (-$139.4K) YoY NEW(+$757.7K)
(cusip97717W604)✕	—	QoQ - YoY -	All Managers (Combined)	$740.8K	0.1% ($740.8K/$1.0B)	QoQ -6.99% (-$55.7K) YoY +1.23% (+$9.0K)
MCDONALDS CORP(MCDcusip580135101)	—	QoQ - YoY -	All Managers (Combined)	$721.6K	0.1% ($721.6K/$1.0B)	QoQ +7.94% (+$53.1K) YoY +36.49% (+$192.9K)
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$665.4K	0.1% ($665.4K/$1.0B)	QoQ -5.15% (-$36.2K) YoY +50.15% (+$222.2K)
(EEMcusip464287234)	—	QoQ - YoY -	All Managers (Combined)	$662.5K	0.1% ($662.5K/$1.0B)	QoQ +4.18% (+$26.6K) YoY +0.33% (+$2.2K)
(cusip97717X701)✕	—	QoQ - YoY -	All Managers (Combined)	$647.6K	0.1% ($647.6K/$1.0B)	QoQ +8.60% (+$51.3K) YoY -1.69% (-$11.2K)
(cusip032108664)✕	—	QoQ - YoY -	All Managers (Combined)	$646.0K	0.1% ($646.0K/$1.0B)	QoQ -3.61% (-$24.2K) YoY +7.80% (+$46.7K)
(cusip389637109)✕	—	QoQ - YoY -	All Managers (Combined)	$639.5K	0.1% ($639.5K/$1.0B)	QoQ -13.25% (-$97.7K) YoY -18.46% (-$144.9K)
(cusip97717W208)✕	—	QoQ - YoY -	All Managers (Combined)	$634.2K	0.1% ($634.2K/$1.0B)	QoQ +5.61% (+$33.7K) YoY +8.81% (+$51.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY NEW	All Managers (Combined)	$623.8K	0.1% ($623.8K/$1.0B)	QoQ -11.32% (-$79.7K) YoY NEW(+$623.8K)
(cusip46436E718)✕	—	QoQ - YoY -	All Managers (Combined)	$607.0K	0.1% ($607.0K/$1.0B)	QoQ -9.26% (-$62.0K) YoY -22.95% (-$180.8K)
Philip Morris International Inc.(PMcusip718172109)	—	QoQ - YoY NEW	All Managers (Combined)	$593.5K	0.1% ($593.5K/$1.0B)	QoQ +12.61% (+$66.5K) YoY NEW(+$593.5K)
(VTEBcusip922907746)	—	QoQ - YoY NEW	All Managers (Combined)	$582.8K	0.1% ($582.8K/$1.0B)	QoQ -0.84% (-$4.9K) YoY NEW(+$582.8K)