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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AMGEN INC

AMGN|031162100

Shares:—

Value:$566.4K

% of Portfolio:0.1% ($566.4K/$1.0B)

78468R101

Shares:—

Value:$560.4K

% of Portfolio:0.1% ($560.4K/$1.0B)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$541.9K

% of Portfolio:0.1% ($541.9K/$1.0B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$536.3K

% of Portfolio:0.1% ($536.3K/$1.0B)

KKR & Co. Inc.

KKR|48251W104

Shares:—

Value:$536.1K

% of Portfolio:0.1% ($536.1K/$1.0B)

92189H201

Shares:—

Value:$522.3K

% of Portfolio:0.1% ($522.3K/$1.0B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:—

Value:$512.6K

% of Portfolio:0.0% ($512.6K/$1.0B)

81369Y803

XLK|81369Y803

Shares:—

Value:$510.4K

% of Portfolio:0.0% ($510.4K/$1.0B)

33735J101

Shares:—

Value:$505.3K

% of Portfolio:0.0% ($505.3K/$1.0B)

97717W802

Shares:—

Value:$503.3K

% of Portfolio:0.0% ($503.3K/$1.0B)

92189F791

GDXJ|92189F791

Shares:—

Value:$502.0K

% of Portfolio:0.0% ($502.0K/$1.0B)

92204A702

VGT|92204A702

Shares:—

Value:$483.3K

% of Portfolio:0.0% ($483.3K/$1.0B)

Blackstone Inc.

BX|09260D107

Shares:—

Value:$475.3K

% of Portfolio:0.0% ($475.3K/$1.0B)

46137V282

Shares:—

Value:$464.8K

% of Portfolio:0.0% ($464.8K/$1.0B)

Duke Energy CORP

DUK|26441C204

Shares:—

Value:$460.4K

% of Portfolio:0.0% ($460.4K/$1.0B)

46434V878

Shares:—

Value:$455.9K

% of Portfolio:0.0% ($455.9K/$1.0B)

46137V266

Shares:—

Value:$451.1K

% of Portfolio:0.0% ($451.1K/$1.0B)

AT&T INC.

T|00206R102

Shares:—

Value:$436.1K

% of Portfolio:0.0% ($436.1K/$1.0B)

GENERAL ELECTRIC CO

GE|369604301

Shares:—

Value:$429.7K

% of Portfolio:0.0% ($429.7K/$1.0B)

46432F339

QUAL|46432F339

Shares:—

Value:$413.9K

% of Portfolio:0.0% ($413.9K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMGEN INC(AMGNcusip031162100)	—	QoQ - YoY -	All Managers (Combined)	$566.4K	0.1% ($566.4K/$1.0B)	QoQ +18.81% (+$89.7K) YoY +7.16% (+$37.8K)
(cusip78468R101)✕	—	QoQ - YoY -	All Managers (Combined)	$560.4K	0.1% ($560.4K/$1.0B)	QoQ +10.37% (+$52.7K) YoY +93.84% (+$271.3K)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$541.9K	0.1% ($541.9K/$1.0B)	QoQ -16.66% (-$108.4K) YoY +40.40% (+$155.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY NEW	All Managers (Combined)	$536.3K	0.1% ($536.3K/$1.0B)	QoQ +14.55% (+$68.1K) YoY NEW(+$536.3K)
KKR & Co. Inc.(KKRcusip48251W104)	—	QoQ - YoY -	All Managers (Combined)	$536.1K	0.1% ($536.1K/$1.0B)	QoQ +6.75% (+$33.9K) YoY +38.11% (+$147.9K)
(cusip92189H201)✕	—	QoQ - YoY -	All Managers (Combined)	$522.3K	0.1% ($522.3K/$1.0B)	QoQ -2.97% (-$16.0K) YoY -3.82% (-$20.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	—	QoQ - YoY -	All Managers (Combined)	$512.6K	0.0% ($512.6K/$1.0B)	QoQ -12.76% (-$75.0K) YoY +73.25% (+$216.7K)
(XLKcusip81369Y803)	—	QoQ - YoY -	All Managers (Combined)	$510.4K	0.0% ($510.4K/$1.0B)	QoQ -10.83% (-$62.0K) YoY -36.55% (-$294.1K)
(cusip33735J101)✕	—	QoQ - YoY -	All Managers (Combined)	$505.3K	0.0% ($505.3K/$1.0B)	QoQ +0.33% (+$1.7K) YoY -15.79% (-$94.8K)
(cusip97717W802)✕	—	QoQ - YoY -	All Managers (Combined)	$503.3K	0.0% ($503.3K/$1.0B)	QoQ +8.14% (+$37.9K) YoY +3.09% (+$15.1K)
(GDXJcusip92189F791)	—	QoQ - YoY -	All Managers (Combined)	$502.0K	0.0% ($502.0K/$1.0B)	QoQ +8.62% (+$39.9K) YoY +19.37% (+$81.5K)
(VGTcusip92204A702)	—	QoQ - YoY -	All Managers (Combined)	$483.3K	0.0% ($483.3K/$1.0B)	QoQ -12.77% (-$70.8K) YoY +18.00% (+$73.8K)
Blackstone Inc.(BXcusip09260D107)	—	QoQ - YoY -	All Managers (Combined)	$475.3K	0.0% ($475.3K/$1.0B)	QoQ +14.07% (+$58.6K) YoY +63.70% (+$184.9K)
(cusip46137V282)✕	—	QoQ - YoY -	All Managers (Combined)	$464.8K	0.0% ($464.8K/$1.0B)	QoQ -8.60% (-$43.8K) YoY -18.11% (-$102.8K)
Duke Energy CORP(DUKcusip26441C204)	—	QoQ - YoY NEW	All Managers (Combined)	$460.4K	0.0% ($460.4K/$1.0B)	QoQ -12.49% (-$65.8K) YoY NEW(+$460.4K)
(cusip46434V878)✕	—	QoQ - YoY -	All Managers (Combined)	$455.9K	0.0% ($455.9K/$1.0B)	QoQ -6.27% (-$30.5K) YoY -98.85% (-$39.5M)
(cusip46137V266)✕	—	QoQ - YoY -	All Managers (Combined)	$451.1K	0.0% ($451.1K/$1.0B)	QoQ -7.29% (-$35.5K) YoY -13.72% (-$71.8K)
AT&T INC.(Tcusip00206R102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$436.1K	0.0% ($436.1K/$1.0B)	QoQ NEW(+$436.1K) YoY NEW(+$436.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	—	QoQ - YoY NEW	All Managers (Combined)	$429.7K	0.0% ($429.7K/$1.0B)	QoQ +21.18% (+$75.1K) YoY NEW(+$429.7K)
(QUALcusip46432F339)	—	QoQ - YoY -	All Managers (Combined)	$413.9K	0.0% ($413.9K/$1.0B)	QoQ -4.03% (-$17.4K) YoY -1.77% (-$7.5K)