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

Page 8 of 9

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33739P830

Shares:—

Value:$298.1K

% of Portfolio:0.0% ($298.1K/$1.0B)

33737A108

Shares:—

Value:$293.1K

% of Portfolio:0.0% ($293.1K/$1.0B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:—

Value:$292.8K

% of Portfolio:0.0% ($292.8K/$1.0B)

46429B697

USMV|46429B697

Shares:—

Value:$286.4K

% of Portfolio:0.0% ($286.4K/$1.0B)

922042858

VWO|922042858

Shares:—

Value:$284.6K

% of Portfolio:0.0% ($284.6K/$1.0B)

46137V142

Shares:—

Value:$271.4K

% of Portfolio:0.0% ($271.4K/$1.0B)

81369Y605

Shares:—

Value:$270.4K

% of Portfolio:0.0% ($270.4K/$1.0B)

33737J182

Shares:—

Value:$260.6K

% of Portfolio:0.0% ($260.6K/$1.0B)

922908629

VO|922908629

Shares:—

Value:$260.2K

% of Portfolio:0.0% ($260.2K/$1.0B)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$1.0B)

46137V563

Shares:—

Value:$256.9K

% of Portfolio:0.0% ($256.9K/$1.0B)

464288208

Shares:—

Value:$255.3K

% of Portfolio:0.0% ($255.3K/$1.0B)

464287606

IJK|464287606

Shares:—

Value:$252.8K

% of Portfolio:0.0% ($252.8K/$1.0B)

921946406

VYM|921946406

Shares:—

Value:$246.8K

% of Portfolio:0.0% ($246.8K/$1.0B)

46137V431

Shares:—

Value:$246.1K

% of Portfolio:0.0% ($246.1K/$1.0B)

EXELON CORP

EXC|30161N101

Shares:—

Value:$238.7K

% of Portfolio:0.0% ($238.7K/$1.0B)

464287648

IWO|464287648

Shares:—

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$1.0B)

46138K103

Shares:—

Value:$212.0K

% of Portfolio:0.0% ($212.0K/$1.0B)

Evergy, Inc.

EVRG|30034W106

Shares:—

Value:$212.0K

% of Portfolio:0.0% ($212.0K/$1.0B)

46434V621

DGRO|46434V621

Shares:—

Value:$211.4K

% of Portfolio:0.0% ($211.4K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739P830)✕	—	QoQ - YoY -	All Managers (Combined)	$298.1K	0.0% ($298.1K/$1.0B)	QoQ +0.15% (+$450) YoY +0.17% (+$525)
(cusip33737A108)✕	—	QoQ - YoY NEW	All Managers (Combined)	$293.1K	0.0% ($293.1K/$1.0B)	QoQ -0.11% (-$338) YoY NEW(+$293.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	—	QoQ - YoY -	All Managers (Combined)	$292.8K	0.0% ($292.8K/$1.0B)	QoQ -13.90% (-$47.3K) YoY -17.14% (-$60.6K)
(USMVcusip46429B697)	—	QoQ - YoY -	All Managers (Combined)	$286.4K	0.0% ($286.4K/$1.0B)	QoQ +9.05% (+$23.8K) YoY -16.92% (-$58.4K)
(VWOcusip922042858)	—	QoQ - YoY -	All Managers (Combined)	$284.6K	0.0% ($284.6K/$1.0B)	QoQ +5.47% (+$14.8K) YoY -23.37% (-$86.8K)
(cusip46137V142)✕	—	QoQ - YoY -	All Managers (Combined)	$271.4K	0.0% ($271.4K/$1.0B)	QoQ -1.93% (-$5.3K) YoY -24.86% (-$89.8K)
(cusip81369Y605)✕	—	QoQ - YoY -	All Managers (Combined)	$270.4K	0.0% ($270.4K/$1.0B)	QoQ +3.71% (+$9.7K) YoY +20.61% (+$46.2K)
(cusip33737J182)✕	—	QoQ - YoY -	All Managers (Combined)	$260.6K	0.0% ($260.6K/$1.0B)	QoQ +3.76% (+$9.5K) YoY -0.74% (-$2.0K)
(VOcusip922908629)	—	QoQ - YoY -	All Managers (Combined)	$260.2K	0.0% ($260.2K/$1.0B)	QoQ -3.80% (-$10.3K) YoY +11.12% (+$26.1K)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY NEW	All Managers (Combined)	$258.8K	0.0% ($258.8K/$1.0B)	QoQ -27.12% (-$96.3K) YoY NEW(+$258.8K)
(cusip46137V563)✕	—	QoQ - YoY -	All Managers (Combined)	$256.9K	0.0% ($256.9K/$1.0B)	QoQ +0.98% (+$2.5K) YoY +3.97% (+$9.8K)
(cusip464288208)✕	—	QoQ - YoY -	All Managers (Combined)	$255.3K	0.0% ($255.3K/$1.0B)	QoQ -2.71% (-$7.1K) YoY -3.85% (-$10.2K)
(IJKcusip464287606)	—	QoQ - YoY -	All Managers (Combined)	$252.8K	0.0% ($252.8K/$1.0B)	QoQ -8.41% (-$23.2K) YoY -13.70% (-$40.2K)
(VYMcusip921946406)	—	QoQ - YoY -	All Managers (Combined)	$246.8K	0.0% ($246.8K/$1.0B)	QoQ +1.07% (+$2.6K) YoY +22.97% (+$46.1K)
(cusip46137V431)✕	—	QoQ - YoY -	All Managers (Combined)	$246.1K	0.0% ($246.1K/$1.0B)	QoQ -4.76% (-$12.3K) YoY -6.20% (-$16.3K)
EXELON CORP(EXCcusip30161N101)	—	QoQ NEW YoY NEW	All Managers (Combined)	$238.7K	0.0% ($238.7K/$1.0B)	QoQ NEW(+$238.7K) YoY NEW(+$238.7K)
(IWOcusip464287648)	—	QoQ - YoY -	All Managers (Combined)	$237.4K	0.0% ($237.4K/$1.0B)	QoQ -9.16% (-$24.0K) YoY -10.73% (-$28.5K)
(cusip46138K103)✕	—	QoQ - YoY -	All Managers (Combined)	$212.0K	0.0% ($212.0K/$1.0B)	QoQ +4.43% (+$9.0K) YoY +0.19% (+$403)
Evergy, Inc.(EVRGcusip30034W106)	—	QoQ NEW YoY NEW	All Managers (Combined)	$212.0K	0.0% ($212.0K/$1.0B)	QoQ NEW(+$212.0K) YoY NEW(+$212.0K)
(DGROcusip46434V621)	—	QoQ - YoY NEW	All Managers (Combined)	$211.4K	0.0% ($211.4K/$1.0B)	QoQ -50.57% (-$216.4K) YoY NEW(+$211.4K)