$767 Million is the total value of Clearwater Capital Advisors, LLC's 161 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 20.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DGRW | Sell | WISDOMTREE TRus qtly div grt | $69,408,688 | +10.1% | 1,149,912 | -1.6% | 9.05% | +4.0% |
NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $57,615,216 | -1.2% | 1,169,377 | -1.2% | 7.51% | -6.7% |
INTF | Buy | ISHARES TRintl eqty factor | $43,740,419 | +112.1% | 1,778,008 | +80.6% | 5.70% | +100.2% |
LRGF | Buy | ISHARES TRu s equity factr | $43,473,095 | +10.5% | 1,114,409 | +2.6% | 5.67% | +4.3% |
ICSH | Buy | ISHARES TRblackrock ultra | $41,270,343 | +699.8% | 824,747 | +699.3% | 5.38% | +655.5% |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $34,374,488 | – | 1,157,780 | +100.0% | 4.48% | – |
FLRN | Sell | SPDR SER TRbloomberg invt | $33,268,194 | -0.2% | 1,094,709 | -0.5% | 4.34% | -5.8% |
SMLF | Sell | ISHARES TRmsci usa sml cp | $24,134,810 | +10.9% | 486,001 | -0.1% | 3.15% | +4.7% |
IGSB | Sell | ISHARES TR | $23,733,849 | -4.2% | 476,392 | -5.2% | 3.09% | -9.6% |
JAGG | Buy | J P MORGAN EXCHANGE TRADED Fus aggregate etf | $21,478,947 | +100.3% | 469,075 | +99.0% | 2.80% | +89.0% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $20,331,659 | +5.1% | 450,314 | -1.4% | 2.65% | -0.8% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $19,883,847 | +5.3% | 1,183,562 | +4.7% | 2.59% | -0.6% |
STIP | Buy | ISHARES TR0-5 yr tips etf | $13,987,256 | +11.4% | 144,258 | +10.5% | 1.82% | +5.2% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $13,816,347 | +17.2% | 482,078 | -1.4% | 1.80% | +10.6% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $13,596,767 | -7.4% | 574,430 | -12.4% | 1.77% | -12.6% |
SNSR | Sell | GLOBAL X FDSinternet of thng | $13,303,168 | +15.7% | 460,158 | -0.5% | 1.73% | +9.3% |
EMGF | Sell | ISHARES INCmsci emerg mkt | $13,099,927 | +4.7% | 319,199 | -2.0% | 1.71% | -1.2% |
IEMG | Sell | ISHARES INCcore msci emkt | $11,191,141 | +4.3% | 239,639 | -4.0% | 1.46% | -1.6% |
MUB | Buy | ISHARES TRnational mun etf | $11,099,754 | +54.7% | 105,191 | +50.4% | 1.45% | +46.2% |
REZ | Sell | ISHARES TRresidential mult | $11,044,718 | -10.9% | 161,614 | -6.3% | 1.44% | -15.8% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $10,569,113 | +7.0% | 260,901 | -0.2% | 1.38% | +1.0% |
FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $10,288,548 | +10.3% | 129,644 | -0.2% | 1.34% | +4.1% |
FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $9,988,026 | +31.2% | 560,810 | +26.4% | 1.30% | +23.9% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $9,505,163 | -0.2% | 245,548 | -0.7% | 1.24% | -5.7% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $9,210,044 | -15.1% | 197,175 | -12.6% | 1.20% | -19.9% |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $8,617,273 | +77.6% | 419,332 | +56.2% | 1.12% | +67.6% |
AAPL | Sell | APPLE INC | $8,086,877 | -9.0% | 62,240 | -3.2% | 1.05% | -14.1% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $8,080,076 | +10.1% | 123,153 | +1.6% | 1.05% | +3.9% |
EZM | Buy | WISDOMTREE TRus midcap fund | $7,550,103 | +11.8% | 155,288 | +1.2% | 0.98% | +5.6% |
DLN | Sell | WISDOMTREE TRus largecap divd | $7,547,492 | +9.8% | 121,832 | -2.0% | 0.98% | +3.7% |
ARKG | Buy | ARK ETF TRgenomic rev etf | $6,942,096 | +3.1% | 245,912 | +20.0% | 0.90% | -2.7% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,080,265 | -1.4% | 28,531 | -1.0% | 0.79% | -7.0% |
WCLD | Sell | WISDOMTREE TR | $5,672,118 | -12.4% | 226,161 | -6.8% | 0.74% | -17.3% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $5,634,691 | +5.1% | 57,118 | +5.3% | 0.73% | -0.8% |
ARKF | Buy | ARK ETF TRfintech innova | $5,555,254 | +23.1% | 389,296 | +32.7% | 0.72% | +16.2% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $4,724,361 | +14.9% | 177,075 | +6.0% | 0.62% | +8.5% |
SCZ | Buy | ISHARES TReafe sml cp etf | $4,590,003 | +154.6% | 81,268 | +119.9% | 0.60% | +140.2% |
SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $4,289,615 | -26.7% | 136,308 | -35.4% | 0.56% | -30.8% |
SUB | Sell | ISHARES TRshrt nat mun etf | $4,040,880 | -7.3% | 38,754 | -8.8% | 0.53% | -12.5% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,512,125 | +130.5% | 46,710 | +127.6% | 0.46% | +118.1% |
GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $3,408,945 | +3.4% | 77,108 | +1.1% | 0.44% | -2.4% |
GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $3,381,238 | +10.9% | 44,414 | +3.4% | 0.44% | +4.8% |
GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $3,357,311 | +27.2% | 118,591 | +16.1% | 0.44% | +20.3% |
ARKK | Sell | ARK ETF TRinnovation etf | $3,305,598 | -51.9% | 105,813 | -42.0% | 0.43% | -54.6% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,267,489 | -0.7% | 12,271 | -0.3% | 0.43% | -6.2% |
XT | Buy | ISHARES TRexponential tech | $2,848,969 | +11.2% | 60,181 | +4.7% | 0.37% | +4.8% |
IVV | Buy | ISHARES TRcore s&p500 etf | $2,834,184 | +28.4% | 7,377 | +19.8% | 0.37% | +21.0% |
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $2,553,411 | – | 77,470 | +100.0% | 0.33% | – |
FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $2,545,498 | +3.2% | 27,844 | -3.4% | 0.33% | -2.4% |
GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $2,367,990 | -86.8% | 82,279 | -88.7% | 0.31% | -87.6% |
TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,177,382 | +8.2% | 45,571 | -1.0% | 0.28% | +2.2% |
DBEF | Sell | DBX ETF TRxtrack msci eafe | $1,994,231 | -93.4% | 61,875 | -93.1% | 0.26% | -93.8% |
MSFT | Buy | MICROSOFT CORP | $1,935,325 | +4.0% | 8,070 | +1.0% | 0.25% | -1.9% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $1,867,948 | -5.0% | 37,114 | -5.2% | 0.24% | -10.7% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,603,998 | -0.3% | 8,923 | -5.4% | 0.21% | -5.9% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,504,653 | +23.6% | 30,027 | +20.2% | 0.20% | +16.7% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,466,951 | -2.9% | 26,403 | -2.5% | 0.19% | -8.6% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,413,383 | -1.8% | 8,214 | -0.5% | 0.18% | -7.5% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,397,260 | +8.1% | 3,654 | +0.9% | 0.18% | +1.7% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,354,241 | +4.7% | 42,044 | -8.6% | 0.18% | -1.1% |
DTD | Sell | WISDOMTREE TRus total dividnd | $1,345,763 | +10.5% | 22,189 | -1.1% | 0.18% | +4.2% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $1,328,218 | +16.5% | 5,491 | +5.6% | 0.17% | +10.2% |
FEX | FIRST TR LRGE CP CORE ALPHA | $1,322,356 | +10.8% | 16,515 | 0.0% | 0.17% | +4.2% | |
IJR | Buy | ISHARES TRcore s&p scp etf | $1,228,900 | +24.0% | 12,985 | +14.3% | 0.16% | +16.8% |
SHM | Buy | SPDR SER TRnuveen blmbrg sh | $1,131,748 | +165.7% | 24,090 | +160.4% | 0.15% | +150.8% |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,100,942 | +7.3% | 4,531 | 0.0% | 0.14% | +0.7% | |
FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $1,081,192 | +2.2% | 16,429 | -10.5% | 0.14% | -3.4% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,037,332 | +9.9% | 8,336 | +4.9% | 0.14% | +3.8% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,031,204 | -54.9% | 92,236 | -52.1% | 0.13% | -57.6% |
IBRX | IMMUNITYBIO INC | $942,569 | +2.0% | 185,911 | 0.0% | 0.12% | -3.9% | |
FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $945,936 | – | 20,435 | +100.0% | 0.12% | – |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $912,939 | +10.5% | 14,287 | 0.0% | 0.12% | +4.4% | |
DHS | Sell | WISDOMTREE TRus high dividend | $905,954 | -95.9% | 10,527 | -96.4% | 0.12% | -96.1% |
RING | Buy | ISHARES INCmsci gbl gold mn | $889,270 | +74.4% | 39,824 | +46.5% | 0.12% | +65.7% |
USRT | New | ISHARES TRcre u s reit etf | $874,177 | – | 17,678 | +100.0% | 0.11% | – |
ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $805,108 | -35.5% | 17,652 | -38.5% | 0.10% | -39.0% |
DES | Sell | WISDOMTREE TRus smallcap divd | $764,496 | +9.2% | 26,881 | -1.1% | 0.10% | +3.1% |
RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $771,088 | +2.4% | 5,086 | -2.4% | 0.10% | -3.8% |
DON | WISDOMTREE TRus midcap divid | $716,453 | +9.2% | 17,415 | 0.0% | 0.09% | +2.2% | |
AMZN | Buy | AMAZON COM INC | $692,160 | -14.4% | 8,240 | +15.1% | 0.09% | -19.6% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $664,387 | +1.6% | 5,830 | -7.3% | 0.09% | -3.3% |
JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $656,051 | – | 13,087 | +100.0% | 0.09% | – |
EEM | Sell | ISHARES TRmsci emg mkt etf | $642,291 | +2.4% | 16,947 | -5.7% | 0.08% | -3.4% |
HD | HOME DEPOT INC | $624,771 | +14.4% | 1,978 | 0.0% | 0.08% | +8.0% | |
IXN | Sell | ISHARES TRglobal tech etf | $588,304 | +0.1% | 13,123 | -5.8% | 0.08% | -4.9% |
CLOU | New | GLOBAL X FDS | $579,420 | – | 36,146 | +100.0% | 0.08% | – |
FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $585,028 | +2.6% | 10,583 | 0.0% | 0.08% | -3.8% | |
ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $582,692 | -8.5% | 12,577 | -18.4% | 0.08% | -13.6% |
LLY | Buy | LILLY ELI & CO | $549,126 | +17.1% | 1,501 | +3.6% | 0.07% | +10.8% |
GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $555,498 | +19.2% | 15,582 | -1.5% | 0.07% | +12.5% |
DTH | Sell | WISDOMTREE TRitl high div fd | $527,684 | -90.4% | 14,711 | -91.9% | 0.07% | -90.9% |
HACK | Sell | ETF MANAGERS TRprime cybr scrty | $532,697 | -6.2% | 12,093 | -7.6% | 0.07% | -11.5% |
FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $532,890 | +7.9% | 13,010 | -3.0% | 0.07% | +1.5% |
HEDJ | Sell | WISDOMTREE TReurope hedged eq | $527,149 | -68.6% | 7,535 | -72.1% | 0.07% | -70.3% |
MCD | Buy | MCDONALDS CORP | $524,161 | +19.7% | 1,989 | +4.7% | 0.07% | +13.3% |
HEFA | Sell | ISHARES TRhdg msci eafe | $500,715 | -76.6% | 18,545 | -74.1% | 0.06% | -78.0% |
PEP | PEPSICO INC | $496,273 | +10.8% | 2,747 | 0.0% | 0.06% | +4.8% | |
AMGN | Sell | AMGEN INC | $481,419 | +15.7% | 1,833 | -0.8% | 0.06% | +10.5% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $483,272 | -18.4% | 14,131 | -27.6% | 0.06% | -23.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $438,414 | +9.3% | 2,293 | +2.5% | 0.06% | +3.6% |
VLUE | ISHARES TRmsci usa value | $432,824 | +11.3% | 4,749 | 0.0% | 0.06% | +3.7% | |
ACQRU | INDEPENDENCE HOLDINGS CORPunit 03/02/2026 | $420,488 | +1.6% | 41,798 | 0.0% | 0.06% | -3.5% | |
MTUM | ISHARES TRmsci usa mmentm | $403,351 | +11.1% | 2,764 | 0.0% | 0.05% | +6.0% | |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $388,446 | -3.6% | 1,937 | -6.3% | 0.05% | -8.9% |
NVDA | Sell | NVIDIA CORPORATION | $383,179 | +19.0% | 2,622 | -1.3% | 0.05% | +13.6% |
CSCO | CISCO SYS INC | $375,641 | +19.3% | 7,885 | 0.0% | 0.05% | +14.0% | |
DEM | Sell | WISDOMTREE TRemer mkt high fd | $376,358 | -0.2% | 10,560 | -8.9% | 0.05% | -5.8% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $367,002 | +5.2% | 1,149 | +1.3% | 0.05% | 0.0% |
USMV | Buy | ISHARES TRmsci usa min vol | $346,945 | +32.9% | 4,812 | +22.0% | 0.04% | +25.0% |
IJS | ISHARES TRsp smcp600vl etf | $347,161 | +10.9% | 3,802 | 0.0% | 0.04% | +4.7% | |
EES | Sell | WISDOMTREE TRus smallcap fund | $337,866 | -25.1% | 7,933 | -31.1% | 0.04% | -29.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $331,915 | +19.0% | 8,515 | +11.5% | 0.04% | +10.3% |
IUSB | Sell | ISHARES TRcore total usd | $332,527 | -23.7% | 7,401 | -24.5% | 0.04% | -28.3% |
GSST | New | GOLDMAN SACHS ETF TRaces ultra shr | $319,630 | – | 6,450 | +100.0% | 0.04% | – |
IDU | ISHARES TRu.s. utilits etf | $320,198 | +6.7% | 3,700 | 0.0% | 0.04% | +2.4% | |
FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $319,788 | – | 16,200 | +100.0% | 0.04% | – |
EEMV | Buy | ISHARES INCmsci emerg mrkt | $323,499 | +8.6% | 6,098 | +3.8% | 0.04% | +2.4% |
ASML | ASML HOLDING N V | $312,541 | +31.3% | 572 | 0.0% | 0.04% | +24.2% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $305,968 | +10.1% | 691 | 0.0% | 0.04% | +5.3% | |
IBB | ISHARES TRishares biotech | $307,744 | +12.3% | 2,344 | 0.0% | 0.04% | +5.3% | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $296,458 | +12.7% | 5,752 | 0.0% | 0.04% | +8.3% | |
HYMB | Sell | SPDR SER TRnuveen bloomberg | $295,436 | -33.2% | 6,033 | -34.7% | 0.04% | -36.1% |
DVY | Sell | ISHARES TRselect divid etf | $288,596 | -10.7% | 2,393 | -20.5% | 0.04% | -15.6% |
ABBV | ABBVIE INC | $288,959 | +20.4% | 1,788 | 0.0% | 0.04% | +15.2% | |
KKR | KKR & CO INC | $291,982 | +8.1% | 6,290 | 0.0% | 0.04% | +2.7% | |
SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $287,672 | +10.6% | 6,538 | 0.0% | 0.04% | +2.8% | |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $281,099 | +24.4% | 910 | +7.4% | 0.04% | +19.4% |
FISV | FISERV INC | $279,964 | +8.1% | 2,770 | 0.0% | 0.04% | 0.0% | |
PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $279,708 | +5.6% | 13,519 | -5.1% | 0.04% | -2.7% |
BX | Buy | BLACKSTONE INC | $274,257 | -11.2% | 3,697 | +0.0% | 0.04% | -16.3% |
SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $265,559 | +10.2% | 3,215 | 0.0% | 0.04% | +6.1% | |
IJK | ISHARES TRs&p mc 400gr etf | $261,316 | +8.4% | 3,826 | 0.0% | 0.03% | +3.0% | |
IWO | Sell | ISHARES TRrus 2000 grw etf | $251,632 | -17.0% | 1,173 | -20.0% | 0.03% | -21.4% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $250,750 | -12.0% | 2,842 | -4.7% | 0.03% | -15.4% |
DIS | Sell | DISNEY WALT CO | $243,612 | -17.1% | 2,804 | -9.9% | 0.03% | -22.0% |
TSLA | Buy | TESLA INC | $245,251 | -19.1% | 1,991 | +74.5% | 0.03% | -23.8% |
FEM | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $248,617 | +13.5% | 11,822 | 0.0% | 0.03% | +6.7% | |
GOOG | ALPHABET INCcap stk cl c | $236,022 | -7.8% | 2,660 | 0.0% | 0.03% | -11.4% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $239,090 | +5.3% | 4,087 | +4.0% | 0.03% | 0.0% |
DGRS | Sell | WISDOMTREE TRus s cap qty div | $227,227 | +2.4% | 5,651 | -8.3% | 0.03% | -3.2% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $227,044 | +7.6% | 1,114 | -0.5% | 0.03% | +3.4% |
IMCB | ISHARES TRmrgstr md cp etf | $228,578 | +8.8% | 3,896 | 0.0% | 0.03% | +3.4% | |
JPM | New | JPMORGAN CHASE & CO | $225,958 | – | 1,685 | +100.0% | 0.03% | – |
EXC | New | EXELON CORP | $223,931 | – | 5,180 | +100.0% | 0.03% | – |
SPG | New | SIMON PPTY GROUP INC NEW | $211,464 | – | 1,800 | +100.0% | 0.03% | – |
FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $217,460 | – | 2,000 | +100.0% | 0.03% | – |
FXE | New | INVESCO CURRENCYSHARES EURO | $209,654 | – | 2,122 | +100.0% | 0.03% | – |
PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $207,901 | – | 1,340 | +100.0% | 0.03% | – |
IGEB | New | ISHARES TRinvestment grade | $208,798 | – | 4,821 | +100.0% | 0.03% | – |
IGIB | New | ISHARES TR | $203,783 | – | 4,116 | +100.0% | 0.03% | – |
GNOM | New | GLOBAL X FDSgenomic biotech | $192,773 | – | 15,239 | +100.0% | 0.02% | – |
LAZR | LUMINAR TECHNOLOGIES INC | $183,803 | -32.2% | 37,132 | 0.0% | 0.02% | -35.1% | |
CVNA | New | CARVANA COcl a | $187,230 | – | 39,500 | +100.0% | 0.02% | – |
PACB | Sell | PACIFIC BIOSCIENCES CALIF IN | $102,283 | +24.7% | 12,504 | -11.3% | 0.01% | +18.2% |
NNDM | Sell | NANO DIMENSION LTDsponsord ads new | $96,600 | -8.0% | 42,000 | -4.5% | 0.01% | -7.1% |
MCRB | SERES THERAPEUTICS INC | $69,238 | -12.4% | 12,364 | 0.0% | 0.01% | -18.2% | |
RCAT | RED CAT HLDGS INC | $13,630 | -43.2% | 14,500 | 0.0% | 0.00% | -33.3% | |
NVTA | INVITAE CORP | $19,035 | -23.9% | 10,234 | 0.0% | 0.00% | -33.3% | |
CGEN | Sell | COMPUGEN LTDord | $9,287 | -7.1% | 12,976 | -13.4% | 0.00% | 0.0% |
SEMA4 HOLDINGS CORP | $4,227 | -69.8% | 16,024 | 0.0% | 0.00% | -50.0% | ||
PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -13,851 | -100.0% | -0.02% | – |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -5,092 | -100.0% | -0.03% | – |
CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -3,233 | -100.0% | -0.03% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -10,349 | -100.0% | -0.03% | – |
DWX | Exit | SPDR INDEX SHS FDSs&p intl etf | $0 | – | -10,556 | -100.0% | -0.04% | – |
HEZU | Exit | ISHARES TRcur hd eurzn etf | $0 | – | -16,950 | -100.0% | -0.07% | – |
HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -17,553 | -100.0% | -0.12% | – |
VRP | Exit | INVESCO EXCH TRADED FD TR IIvar rate pfd | $0 | – | -42,554 | -100.0% | -0.13% | – |
PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -36,056 | -100.0% | -0.16% | – |
IRBO | Exit | ISHARES TRrobotics artif | $0 | – | -114,304 | -100.0% | -0.38% | – |
AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -88,566 | -100.0% | -0.52% | – |
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -283,620 | -100.0% | -0.88% | – |
GCC | Exit | WISDOMTREE TRenhncd cmmdty st | $0 | – | -575,534 | -100.0% | -1.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-27
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 | 2024-02-07 |
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 |
13F-HR | 2021-11-03 |
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.