Clearwater Capital Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 169Value: $1.0BLatest: 2025Q1

Clearwater Capital Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 169 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 9

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46431W507

Shares:—

Value:$133.0M

% of Portfolio:12.8% ($133.0M/$1.0B)

97717X669

Shares:—

Value:$69.3M

% of Portfolio:6.7% ($69.3M/$1.0B)

46434V282

Shares:—

Value:$61.4M

% of Portfolio:5.9% ($61.4M/$1.0B)

808524862

Shares:—

Value:$60.0M

% of Portfolio:5.8% ($60.0M/$1.0B)

46434V274

Shares:—

Value:$57.2M

% of Portfolio:5.5% ($57.2M/$1.0B)

464288646

Shares:—

Value:$56.7M

% of Portfolio:5.5% ($56.7M/$1.0B)

46641Q241

Shares:—

Value:$44.7M

% of Portfolio:4.3% ($44.7M/$1.0B)

78463X889

SPDW|78463X889

Shares:—

Value:$40.8M

% of Portfolio:3.9% ($40.8M/$1.0B)

33739Q200

Shares:—

Value:$36.7M

% of Portfolio:3.5% ($36.7M/$1.0B)

46434V290

Shares:—

Value:$28.5M

% of Portfolio:2.8% ($28.5M/$1.0B)

464288588

Shares:—

Value:$27.8M

% of Portfolio:2.7% ($27.8M/$1.0B)

808524706

Shares:—

Value:$19.6M

% of Portfolio:1.9% ($19.6M/$1.0B)

92189F106

GDX|92189F106

Shares:—

Value:$19.5M

% of Portfolio:1.9% ($19.5M/$1.0B)

808524201

SCHX|808524201

Shares:—

Value:$19.4M

% of Portfolio:1.9% ($19.4M/$1.0B)

464288414

MUB|464288414

Shares:—

Value:$17.7M

% of Portfolio:1.7% ($17.7M/$1.0B)

46434G889

Shares:—

Value:$16.3M

% of Portfolio:1.6% ($16.3M/$1.0B)

464287226

Shares:—

Value:$14.0M

% of Portfolio:1.4% ($14.0M/$1.0B)

78464A383

Shares:—

Value:$13.2M

% of Portfolio:1.3% ($13.2M/$1.0B)

808524607

SCHA|808524607

Shares:—

Value:$13.2M

% of Portfolio:1.3% ($13.2M/$1.0B)

33734X846

Shares:—

Value:$13.2M

% of Portfolio:1.3% ($13.2M/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46431W507)✕	—	QoQ - YoY -	All Managers (Combined)	$133.0M	12.8% ($133.0M/$1.0B)	QoQ +3.18% (+$4.1M) YoY +75.49% (+$57.2M)
(cusip97717X669)✕	—	QoQ - YoY -	All Managers (Combined)	$69.3M	6.7% ($69.3M/$1.0B)	QoQ +0.76% (+$524.7K) YoY +3.70% (+$2.5M)
(cusip46434V282)✕	—	QoQ - YoY -	All Managers (Combined)	$61.4M	5.9% ($61.4M/$1.0B)	QoQ -1.66% (-$1.0M) YoY +9.96% (+$5.6M)
(cusip808524862)✕	—	QoQ - YoY -	All Managers (Combined)	$60.0M	5.8% ($60.0M/$1.0B)	QoQ +1.89% (+$1.1M) YoY -26.62% (-$21.8M)
(cusip46434V274)✕	—	QoQ - YoY -	All Managers (Combined)	$57.2M	5.5% ($57.2M/$1.0B)	QoQ +8.74% (+$4.6M) YoY +7.90% (+$4.2M)
(cusip464288646)✕	—	QoQ - YoY -	All Managers (Combined)	$56.7M	5.5% ($56.7M/$1.0B)	QoQ +2.29% (+$1.3M) YoY +12.49% (+$6.3M)
(cusip46641Q241)✕	—	QoQ - YoY -	All Managers (Combined)	$44.7M	4.3% ($44.7M/$1.0B)	QoQ +4.77% (+$2.0M) YoY +19.62% (+$7.3M)
(SPDWcusip78463X889)	—	QoQ - YoY -	All Managers (Combined)	$40.8M	3.9% ($40.8M/$1.0B)	QoQ +7.22% (+$2.8M) YoY +3.27% (+$1.3M)
(cusip33739Q200)✕	—	QoQ - YoY NEW	All Managers (Combined)	$36.7M	3.5% ($36.7M/$1.0B)	QoQ +4.08% (+$1.4M) YoY NEW(+$36.7M)
(cusip46434V290)✕	—	QoQ - YoY -	All Managers (Combined)	$28.5M	2.8% ($28.5M/$1.0B)	QoQ -5.70% (-$1.7M) YoY -1.86% (-$542.1K)
(cusip464288588)✕	—	QoQ - YoY -	All Managers (Combined)	$27.8M	2.7% ($27.8M/$1.0B)	QoQ +5.12% (+$1.4M) YoY +22.52% (+$5.1M)
(cusip808524706)✕	—	QoQ - YoY -	All Managers (Combined)	$19.6M	1.9% ($19.6M/$1.0B)	QoQ +6.40% (+$1.2M) YoY +20.37% (+$3.3M)
(GDXcusip92189F106)	—	QoQ - YoY -	All Managers (Combined)	$19.5M	1.9% ($19.5M/$1.0B)	QoQ +4.21% (+$790.1K) YoY +10.61% (+$1.9M)
(SCHXcusip808524201)	—	QoQ - YoY -	All Managers (Combined)	$19.4M	1.9% ($19.4M/$1.0B)	QoQ -0.89% (-$175.8K) YoY +7.17% (+$1.3M)
(MUBcusip464288414)	—	QoQ - YoY -	All Managers (Combined)	$17.7M	1.7% ($17.7M/$1.0B)	QoQ -0.88% (-$158.5K) YoY -8.93% (-$1.7M)
(cusip46434G889)✕	—	QoQ - YoY -	All Managers (Combined)	$16.3M	1.6% ($16.3M/$1.0B)	QoQ +6.17% (+$946.6K) YoY +21.49% (+$2.9M)
(cusip464287226)✕	—	QoQ - YoY -	All Managers (Combined)	$14.0M	1.4% ($14.0M/$1.0B)	QoQ -0.75% (-$106.7K) YoY -6.40% (-$958.5K)
(cusip78464A383)✕	—	QoQ - YoY -	All Managers (Combined)	$13.2M	1.3% ($13.2M/$1.0B)	QoQ -0.64% (-$86.4K) YoY -6.90% (-$982.4K)
(SCHAcusip808524607)	—	QoQ - YoY -	All Managers (Combined)	$13.2M	1.3% ($13.2M/$1.0B)	QoQ -5.96% (-$837.2K) YoY +3.05% (+$391.8K)
(cusip33734X846)✕	—	QoQ - YoY -	All Managers (Combined)	$13.2M	1.3% ($13.2M/$1.0B)	QoQ +0.29% (+$38.6K) YoY +12.46% (+$1.5M)