$944 Million is the total value of Clearwater Capital Advisors, LLC's 158 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 5.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NEAR | Buy | ISHARES U S ETF TRblackrock sh dur | $117,539,014 | +55.1% | 2,335,367 | +55.5% | 12.45% | +54.1% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $82,799,270 | +1.2% | 1,720,326 | +1.4% | 8.77% | +0.6% |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $67,985,809 | +1.8% | 871,055 | -0.6% | 7.20% | +1.1% |
LRGF | Sell | ISHARES TRu s equity factr | $56,477,545 | +1.1% | 1,014,142 | -2.3% | 5.98% | +0.5% |
INTF | Sell | ISHARES TRintl eqty factor | $51,384,524 | -3.0% | 1,757,938 | -1.0% | 5.44% | -3.7% |
IGSB | Buy | ISHARES TR | $51,158,635 | +1.6% | 998,412 | +1.7% | 5.42% | +0.9% |
JAGG | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $38,539,508 | +3.1% | 848,701 | +4.1% | 4.08% | +2.4% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $38,108,232 | -3.5% | 1,086,324 | -1.5% | 4.04% | -4.2% |
SMLF | Sell | ISHARES TRus sml cap eqt | $27,900,857 | -3.9% | 455,822 | -0.1% | 2.96% | -4.5% |
MBB | Buy | ISHARES TRmbs etf | $23,418,068 | +3.2% | 255,071 | +3.9% | 2.48% | +2.5% |
MUB | Sell | ISHARES TRnational mun etf | $19,148,953 | -1.7% | 179,718 | -0.7% | 2.03% | -2.4% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $18,673,764 | +2.9% | 290,642 | -0.6% | 1.98% | +2.2% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $18,472,439 | +4.5% | 544,428 | -2.6% | 1.96% | +3.8% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $17,073,462 | +4.6% | 642,826 | -0.5% | 1.81% | +3.9% |
EMGF | Buy | ISHARES INCemng mkts eqt | $14,427,878 | +7.6% | 309,147 | +2.7% | 1.53% | +6.9% |
AGG | Sell | ISHARES TRcore us aggbd et | $14,334,036 | -4.3% | 147,667 | -3.4% | 1.52% | -4.9% |
SPMB | Sell | SPDR SER TRport mtg bk etf | $13,810,193 | -2.9% | 640,250 | -2.2% | 1.46% | -3.6% |
SNSR | Sell | GLOBAL X FDSinternet of thng | $13,007,755 | -3.9% | 362,333 | -3.0% | 1.38% | -4.5% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $12,274,808 | -4.2% | 258,689 | -0.6% | 1.30% | -4.8% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $11,756,800 | +0.3% | 208,380 | +0.2% | 1.24% | -0.4% |
AAPL | Buy | APPLE INC | $10,629,807 | +25.5% | 50,469 | +2.2% | 1.13% | +24.7% |
FIW | Sell | FIRST TR EXCHANGE-TRADED FDwtr etf | $10,093,781 | -3.8% | 100,958 | -1.8% | 1.07% | -4.5% |
BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $9,982,228 | -4.2% | 323,573 | -1.2% | 1.06% | -4.9% |
IEMG | Sell | ISHARES INCcore msci emkt | $9,909,206 | -0.9% | 185,115 | -4.5% | 1.05% | -1.6% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $9,777,200 | -4.2% | 125,623 | +0.2% | 1.04% | -4.9% |
EZM | Sell | WISDOMTREE TRus midcap fund | $8,897,276 | -5.5% | 153,959 | -0.2% | 0.94% | -6.2% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $8,344,912 | +7.0% | 22,312 | -1.6% | 0.88% | +6.2% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $8,261,080 | +7.6% | 269,705 | +3.5% | 0.88% | +6.8% |
ARKF | Sell | ARK ETF TRfintech innova | $7,568,782 | -11.5% | 271,672 | -3.6% | 0.80% | -12.1% |
SUB | Buy | ISHARES TRshrt nat mun etf | $6,597,210 | +1.0% | 63,101 | +1.2% | 0.70% | +0.3% |
XT | Buy | ISHARES TRexponential tech | $5,854,762 | +56.4% | 99,520 | +58.5% | 0.62% | +55.4% |
SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $5,589,465 | +4.1% | 157,096 | +4.7% | 0.59% | +3.3% |
DLN | Sell | WISDOMTREE TRus largecap divd | $5,429,333 | -0.6% | 74,630 | -1.3% | 0.58% | -1.2% |
GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $5,241,224 | +2.8% | 115,828 | +4.0% | 0.56% | +2.0% |
WCLD | Buy | WISDOMTREE TR | $5,009,290 | -4.3% | 158,572 | +5.5% | 0.53% | -4.8% |
GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $4,890,307 | -3.1% | 149,688 | -7.0% | 0.52% | -3.7% |
SCZ | Sell | ISHARES TReafe sml cp etf | $4,365,174 | -7.5% | 70,817 | -5.0% | 0.46% | -8.2% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $4,054,081 | -18.9% | 172,661 | -0.6% | 0.43% | -19.5% |
ARKK | Sell | ARK ETF TRinnovation etf | $3,750,808 | -46.3% | 85,343 | -38.9% | 0.40% | -46.7% |
MSFT | Buy | MICROSOFT CORP | $3,563,082 | +12.8% | 7,972 | +6.2% | 0.38% | +11.9% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $3,511,490 | -2.6% | 32,833 | -5.5% | 0.37% | -3.4% |
JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $3,509,879 | +11.4% | 69,675 | +12.2% | 0.37% | +10.7% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,504,211 | +8.0% | 7,314 | +0.1% | 0.37% | +7.2% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,315,904 | -4.4% | 42,910 | -4.3% | 0.35% | -5.1% |
IBRX | Buy | IMMUNITYBIO INC | $3,049,710 | +28.1% | 482,549 | +8.9% | 0.32% | +27.2% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $2,667,150 | +1.8% | 70,803 | -2.2% | 0.28% | +0.7% |
FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $2,644,933 | -3.6% | 21,586 | -3.0% | 0.28% | -4.4% |
GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $2,460,993 | -2.5% | 73,135 | -0.7% | 0.26% | -3.0% |
CLOU | Sell | GLOBAL X FDS | $2,447,435 | -13.8% | 124,488 | -4.7% | 0.26% | -14.5% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $2,385,487 | -1.4% | 29,216 | -1.3% | 0.25% | -1.9% |
TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,307,177 | +8.6% | 30,494 | +0.0% | 0.24% | +7.5% |
IVV | Sell | ISHARES TRcore s&p500 etf | $2,173,371 | -16.1% | 3,972 | -19.4% | 0.23% | -16.7% |
DBEF | Sell | DBX ETF TRxtrack msci eafe | $1,940,470 | -0.4% | 46,826 | -1.7% | 0.21% | -1.0% |
CLTL | Buy | INVESCO EXCH TRADED FD TR IIshort term treas | $1,913,754 | +84.4% | 18,145 | +84.4% | 0.20% | +82.9% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,827,414 | -1.6% | 47,564 | -0.0% | 0.19% | -2.0% |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,809,392 | -2.6% | 7,882 | 0.0% | 0.19% | -3.0% | |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,606,599 | -9.9% | 2,952 | -13.4% | 0.17% | -10.5% |
NVDA | Buy | NVIDIA CORPORATION | $1,592,882 | +67.9% | 12,894 | +1128.0% | 0.17% | +67.3% |
AMZN | Buy | AMAZON COM INC | $1,479,909 | +8.3% | 7,658 | +1.1% | 0.16% | +7.5% |
FEX | FIRST TR LRGE CP CORE ALPHA | $1,457,372 | -2.3% | 15,026 | 0.0% | 0.15% | -3.1% | |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,443,928 | +3.3% | 14,319 | -5.0% | 0.15% | +2.7% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,421,172 | +9.1% | 4,523 | -0.5% | 0.15% | +8.6% |
DTD | Sell | WISDOMTREE TRus total dividnd | $1,371,005 | -2.8% | 19,356 | -3.0% | 0.14% | -3.3% |
IJR | Sell | ISHARES TRcore s&p scp etf | $1,325,038 | -11.4% | 12,423 | -8.2% | 0.14% | -12.5% |
FMB | Sell | FIRST TR EXCHANGE-TRADED FDmanagd mun etf | $1,292,942 | -0.7% | 25,322 | -0.1% | 0.14% | -1.4% |
IDNA | Buy | ISHARES TRgenomics immun | $1,266,699 | -1.2% | 54,788 | +2.9% | 0.13% | -2.2% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,248,876 | -11.6% | 21,341 | -8.2% | 0.13% | -12.6% |
AVSF | Buy | AMERICAN CENTY ETF TRavantis shfxdinc | $1,203,536 | +254.0% | 26,069 | +254.9% | 0.13% | +252.8% |
VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $1,201,554 | +253.3% | 24,264 | +253.5% | 0.13% | +252.8% |
STOT | Buy | SSGA ACTIVE TRspdr dbleln shrt | $1,190,553 | +91.0% | 25,412 | +91.6% | 0.13% | +90.9% |
SHM | SPDR SER TRnuveen blmbrg sh | $1,015,812 | -0.5% | 21,526 | 0.0% | 0.11% | -0.9% | |
RING | Sell | ISHARES INCmsci gbl gold mn | $972,728 | +4.6% | 35,231 | -4.2% | 0.10% | +4.0% |
LLY | Sell | ELI LILLY & CO | $946,123 | +4.4% | 1,045 | -10.3% | 0.10% | +3.1% |
SCHJ | Buy | SCHWAB STRATEGIC TR1 5yr corp bd | $937,791 | +13.3% | 19,424 | +13.5% | 0.10% | +12.5% |
IXN | Sell | ISHARES TRglobal tech etf | $871,350 | +10.4% | 10,521 | -0.3% | 0.09% | +9.5% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $864,878 | +7.5% | 3,823 | -1.0% | 0.09% | +7.0% |
SGOV | Buy | ISHARES TR0-3 mnth treasry | $793,998 | +0.8% | 7,884 | +0.8% | 0.08% | 0.0% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $787,520 | +77.7% | 2,944 | +72.7% | 0.08% | +76.6% |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $737,248 | -1.4% | 11,351 | 0.0% | 0.08% | -2.5% | |
DES | Buy | WISDOMTREE TRus smallcap divd | $724,300 | -1.0% | 23,252 | +3.8% | 0.08% | -1.3% |
TSLA | Buy | TESLA INC | $696,538 | +21.7% | 3,520 | +8.1% | 0.07% | +21.3% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $671,261 | +1.7% | 15,761 | -1.9% | 0.07% | +1.4% |
HD | Sell | HOME DEPOT INC | $661,046 | -14.1% | 1,920 | -4.2% | 0.07% | -14.6% |
FB | Buy | META PLATFORMS INCcl a | $645,447 | +58.8% | 1,280 | +52.9% | 0.07% | +58.1% |
ROBO | Sell | EXCHANGE TRADED CONCEPTS TRUrobo glb etf | $621,584 | -8.6% | 11,281 | -2.7% | 0.07% | -9.6% |
HEDJ | WISDOMTREE TReurope hedged eq | $616,665 | -6.4% | 13,640 | 0.0% | 0.06% | -7.1% | |
Sell | AMPLIFY ETF TRamplify cybersec | $593,575 | -0.9% | 9,170 | -1.9% | 0.06% | -1.6% | |
Sell | GRAYSCALE BITCOIN TR BTC | $585,055 | -25.4% | 10,989 | -11.5% | 0.06% | -26.2% | |
RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $587,660 | +3.5% | 16,030 | -0.6% | 0.06% | +1.6% |
ASML | ASML HOLDING N V | $585,002 | +5.4% | 572 | 0.0% | 0.06% | +5.1% | |
AMGN | Sell | AMGEN INC | $574,908 | +8.8% | 1,840 | -1.0% | 0.06% | +8.9% |
FTA | FIRST TR LRG CP VL ALPHADEX | $578,202 | -3.6% | 7,856 | 0.0% | 0.06% | -4.7% | |
MCD | Buy | MCDONALDS CORP | $565,065 | +6.9% | 2,217 | +18.2% | 0.06% | +7.1% |
DHS | Sell | WISDOMTREE TRus high dividend | $544,168 | -6.6% | 6,433 | -4.4% | 0.06% | -6.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $545,541 | +41.4% | 2,995 | +17.1% | 0.06% | +41.5% |
ITM | VANECK ETF TRUSTintrmdt muni etf | $535,228 | -1.4% | 11,676 | 0.0% | 0.06% | -1.7% | |
FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $527,120 | +0.3% | 8,000 | 0.0% | 0.06% | 0.0% | |
RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $513,816 | -1.7% | 13,790 | -3.2% | 0.05% | -3.6% |
HEFA | Sell | ISHARES TRhdg msci eafe | $502,393 | +1.2% | 14,130 | -0.7% | 0.05% | 0.0% |
JPM | Buy | JPMORGAN CHASE & CO. | $490,548 | +88.4% | 2,425 | +86.5% | 0.05% | +85.7% |
DTH | WISDOMTREE TRitl high div fd | $472,696 | -3.2% | 12,318 | 0.0% | 0.05% | -3.8% | |
PEP | Buy | PEPSICO INC | $451,962 | -5.2% | 2,740 | +0.6% | 0.05% | -5.9% |
GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $456,202 | +8.5% | 10,831 | -0.2% | 0.05% | +6.7% |
GOOG | Sell | ALPHABET INCcap stk cl c | $447,729 | +15.7% | 2,441 | -3.9% | 0.05% | +14.6% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $440,972 | +7.0% | 1,084 | +10.6% | 0.05% | +6.8% |
QUAL | ISHARES TRmsci usa qlt fct | $437,829 | +3.9% | 2,564 | 0.0% | 0.05% | +2.2% | |
PINS | Sell | PINTEREST INCcl a | $430,168 | +5.8% | 9,761 | -16.8% | 0.05% | +7.0% |
DEM | Sell | WISDOMTREE TRemer mkt high fd | $428,726 | -0.6% | 9,899 | -3.9% | 0.04% | -2.2% |
USIG | Sell | ISHARES TRusd inv grde etf | $412,275 | -2.4% | 8,211 | -1.3% | 0.04% | -2.2% |
SPTS | Buy | SPDR SER TRportfolio sh tsr | $413,765 | +43.1% | 14,332 | +43.4% | 0.04% | +41.9% |
VBK | VANGUARD INDEX FDSsml cp grw etf | $391,954 | -4.1% | 1,567 | 0.0% | 0.04% | -4.5% | |
VLUE | ISHARES TRmsci usa value | $394,080 | -4.5% | 3,809 | 0.0% | 0.04% | -4.5% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $389,074 | +4.8% | 8,891 | +0.0% | 0.04% | +2.5% |
KKR | Sell | KKR & CO INC | $378,338 | -2.5% | 3,595 | -6.8% | 0.04% | -2.4% |
DON | Buy | WISDOMTREE TRus midcap divid | $379,446 | -3.7% | 8,113 | +0.4% | 0.04% | -4.8% |
FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $374,625 | -4.7% | 8,093 | -2.2% | 0.04% | -4.8% |
IJS | ISHARES TRsp smcp600vl etf | $369,821 | -5.3% | 3,802 | 0.0% | 0.04% | -7.1% | |
GSST | Sell | GOLDMAN SACHS ETF TRaces ultra shr | $348,023 | -0.5% | 6,910 | -0.5% | 0.04% | 0.0% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $351,013 | -3.8% | 656 | 0.0% | 0.04% | -5.1% | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $352,267 | -2.5% | 5,427 | 0.0% | 0.04% | -5.1% | |
VGT | Sell | VANGUARD WORLD FDinf tech etf | $341,918 | -16.5% | 593 | -24.1% | 0.04% | -18.2% |
GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $331,265 | -24.9% | 3,310 | -24.3% | 0.04% | -25.5% |
SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $333,458 | +5.2% | 5,248 | 0.0% | 0.04% | +2.9% | |
IBB | ISHARES TRishares biotech | $321,738 | +0.0% | 2,344 | 0.0% | 0.03% | 0.0% | |
ABBV | Buy | ABBVIE INC | $300,847 | -4.9% | 1,754 | +0.9% | 0.03% | -5.9% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $303,023 | +2.4% | 11,963 | -7.0% | 0.03% | 0.0% |
ICSH | Sell | ISHARES TRblackrock ultra | $305,405 | -99.2% | 6,044 | -99.2% | 0.03% | -99.2% |
FSMB | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $296,550 | -0.3% | 15,000 | 0.0% | 0.03% | -3.1% | |
DIS | Buy | DISNEY WALT CO | $287,396 | -1.5% | 2,895 | +21.4% | 0.03% | -3.2% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $278,076 | -5.1% | 3,156 | -1.7% | 0.03% | -6.5% |
FEM | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $274,880 | +4.7% | 11,482 | 0.0% | 0.03% | +3.6% | |
CSCO | Sell | CISCO SYS INC | $276,034 | -21.9% | 5,810 | -17.9% | 0.03% | -23.7% |
BX | Buy | BLACKSTONE INC | $273,666 | -5.7% | 2,211 | +0.0% | 0.03% | -6.5% |
SPG | SIMON PPTY GROUP INC NEW | $273,240 | -3.0% | 1,800 | 0.0% | 0.03% | -3.3% | |
VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $271,913 | – | 1,490 | +100.0% | 0.03% | – |
PG | New | PROCTER AND GAMBLE CO | $270,973 | – | 1,643 | +100.0% | 0.03% | – |
USMV | Sell | ISHARES TRmsci usa min vol | $262,879 | -23.8% | 3,131 | -24.1% | 0.03% | -24.3% |
SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $253,250 | -3.5% | 2,464 | 0.0% | 0.03% | -3.6% | |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $251,300 | +7.3% | 1,038 | +10.8% | 0.03% | +8.0% |
IMCB | ISHARES TRmrgstr md cp etf | $255,564 | -3.8% | 3,646 | 0.0% | 0.03% | -3.6% | |
PSTG | Sell | PURE STORAGE INCcl a | $246,438 | +1.1% | 3,838 | -18.2% | 0.03% | 0.0% |
IRBO | ISHARES TRrobotics artif | $245,938 | -3.4% | 7,410 | 0.0% | 0.03% | -3.7% | |
AVGO | New | BROADCOM INC | $245,647 | – | 153 | +100.0% | 0.03% | – |
IWO | Sell | ISHARES TRrus 2000 grw etf | $238,378 | -10.4% | 908 | -7.5% | 0.02% | -10.7% |
PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $235,013 | -4.9% | 11,966 | 0.0% | 0.02% | -3.8% | |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $227,001 | +13.1% | 1,914 | +15.4% | 0.02% | +14.3% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $223,870 | -4.5% | 4,912 | -3.6% | 0.02% | -4.0% |
New | GE AEROSPACE | $220,015 | – | 1,384 | +100.0% | 0.02% | – | |
XLF | SELECT SECTOR SPDR TRfinancial | $218,788 | -2.4% | 5,322 | 0.0% | 0.02% | -4.2% | |
FXE | INVESCO CURRENCYSHARES EURO | $209,994 | -0.8% | 2,122 | 0.0% | 0.02% | -4.3% | |
MU | Sell | MICRON TECHNOLOGY INC | $210,317 | -6.1% | 1,599 | -15.8% | 0.02% | -8.3% |
EES | Sell | WISDOMTREE TRus smallcap fund | $207,372 | -28.7% | 4,400 | -24.2% | 0.02% | -29.0% |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $209,040 | -4.6% | 2,000 | 0.0% | 0.02% | -4.3% | |
EEMV | ISHARES INCmsci emerg mrkt | $205,041 | +1.1% | 3,584 | 0.0% | 0.02% | 0.0% | |
NNDM | Sell | NANO DIMENSION LTDsponsord ads new | $64,311 | -32.7% | 29,232 | -14.8% | 0.01% | -30.0% |
LAZR | LUMINAR TECHNOLOGIES INC | $55,327 | -24.4% | 37,132 | 0.0% | 0.01% | -25.0% | |
RCAT | RED CAT HLDGS INC | $14,375 | +50.3% | 12,500 | 0.0% | 0.00% | +100.0% | |
PACB | Exit | PACIFIC BIOSCIENCES CALIF IN | $0 | – | -11,482 | -100.0% | -0.01% | – |
IGIB | Exit | ISHARES TR | $0 | – | -3,883 | -100.0% | -0.02% | – |
GLD | Exit | SPDR GOLD TR | $0 | – | -984 | -100.0% | -0.02% | – |
GPN | Exit | GLOBAL PMTS INC | $0 | – | -1,844 | -100.0% | -0.03% | – |
JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -17,274 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TRUST LRGCP GWT ALPHAD | 33 | Q2 2024 | 5.4% |
SCHWAB US | 33 | Q2 2024 | 5.2% |
WISDOMTREE U S | 33 | Q2 2024 | 4.4% |
X TRACKERS | 33 | Q2 2024 | 4.3% |
WISDOMTREE TRUST | 33 | Q2 2024 | 4.8% |
SCHWAB STRATEGIC TR | 33 | Q2 2024 | 2.8% |
VANGUARD INDEX FDS | 33 | Q2 2024 | 3.2% |
ISHARES TR | 33 | Q2 2024 | 2.4% |
FIRST TRUST | 33 | Q2 2024 | 3.3% |
WISDOMTREE U S | 33 | Q2 2024 | 3.3% |
View Clearwater Capital Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-08-06 |
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 |
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.