$800 Million is the total value of Clearwater Capital Advisors, LLC's 161 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYMB | SPDR SER TRnuveen bbg brcly | $548,000 | +0.6% | 9,233 | 0.0% | 0.07% | -4.2% | |
| AMGN | AMGEN INC | $456,000 | +8.1% | 1,834 | 0.0% | 0.06% | +1.8% | |
| ASML | ASML HOLDING N V | $353,000 | +26.5% | 572 | 0.0% | 0.04% | +18.9% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $329,000 | +13.4% | 691 | 0.0% | 0.04% | +7.9% | |
| IYW | ISHARES TRu.s. tech etf | $288,000 | +3.2% | 3,279 | 0.0% | 0.04% | -2.7% | |
| FB | FACEBOOK INCcl a | $265,000 | +7.7% | 899 | 0.0% | 0.03% | 0.0% | |
| GOOG | ALPHABET INCcap stk cl c | $244,000 | +17.9% | 118 | 0.0% | 0.03% | +14.8% | |
| LLY | LILLY ELI & CO | $248,000 | +10.7% | 1,325 | 0.0% | 0.03% | +3.3% | |
| SRCL | STERICYCLE INC | $243,000 | -2.4% | 3,593 | 0.0% | 0.03% | -9.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST LRGCP GWT ALPHAD | 30 | Q3 2023 | 5.4% |
| X TRACKERS | 30 | Q3 2023 | 4.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 4.4% |
| WISDOMTREE TRUST | 30 | Q3 2023 | 4.8% |
| SCHWAB US | 30 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 30 | Q3 2023 | 2.8% |
| ISHARES TR | 30 | Q3 2023 | 2.4% |
| FIRST TRUST | 30 | Q3 2023 | 3.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 3.3% |
View Clearwater Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-26 |
View Clearwater Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.