$859 Million is the total value of Clearwater Capital Advisors, LLC's 170 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STIP | New | ISHARES TR0-5 yr tips etf | $13,029,000 | – | 122,553 | +100.0% | 1.52% | – |
| GCC | New | WISDOMTREE TRenhncd cmmdty st | $7,533,000 | – | 340,133 | +100.0% | 0.88% | – |
| LEMB | New | ISHARES INCjp morgan em etf | $353,000 | – | 8,090 | +100.0% | 0.04% | – |
| NVDA | New | NVIDIA CORPORATION | $290,000 | – | 363 | +100.0% | 0.03% | – |
| ROKU | New | ROKU INC | $259,000 | – | 563 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORPORATIONput | $240,000 | – | 300 | +100.0% | 0.03% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $215,000 | – | 774 | +100.0% | 0.02% | – |
| TSLA | New | TESLA INC | $207,000 | – | 305 | +100.0% | 0.02% | – |
| FNY | New | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $201,000 | – | 2,663 | +100.0% | 0.02% | – |
| CMLF | New | CM LIFE SCIENCES INC | $142,000 | – | 10,117 | +100.0% | 0.02% | – |
| RCAT | New | RED CAT HLDGS INC | $38,000 | – | 14,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-04
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.