Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bsc Private Wealth Management

Latest statistics and disclosures from Clearwater Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NEAR, DGRW, LRGF, SCHO, INTF, and represent 36.80% of Clearwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: NEAR, PSX, LRGF, DGRW, BBAG, LMBS, COP, ARKG, SCHX, MBB.
Started 7 new stock positions in VZ, COP, EVRG, T, CHKP, EXC, PSX.
Reduced shares in these 10 stocks: GDX (-$5.9M), RING, AVSF, AVLC, AGG, SPMB, HD, PFE, LOW, TSLA.
Sold out of its positions in MO, AVLC, ROBO, LOW, PFE, PSTG, SCHZ, XLV, V.
Clearwater Capital Advisors was a net buyer of stock by $12M.
Clearwater Capital Advisors has $1.0B in assets under management (AUM), dropping by 1.24%.
Central Index Key (CIK): 0001690531

Tip: Access up to 7 years of quarterly data

Positions held by Bsc Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 169 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U S Etf Tr Short Duration B (NEAR)	12.8	$133M	+2%	2.6M	50.87	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.7	$69M	+2%	867k	79.86	View chart
Ishares Tr U S Equity Factr (LRGF)	5.9	$61M	+2%	1.1M	57.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.8	$60M		2.5M	24.34	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.5	$57M		1.9M	30.84	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	5.5	$57M		1.1M	52.37	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	4.3	$45M	+2%	970k	46.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.9	$41M		1.1M	36.41	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.5	$37M	+3%	746k	49.16	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.8	$29M	+2%	458k	62.16	View chart
Ishares Tr Mbs Etf (MBB)	2.7	$28M	+2%	297k	93.78	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.9	$20M	+2%	712k	27.57	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.9	$20M	-23%	425k	45.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$19M	+4%	881k	22.08	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$18M		168k	105.44	View chart
Ishares Emng Mkts Eqt (EMGF)	1.6	$16M	+2%	348k	46.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$14M	-2%	142k	98.92	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	1.3	$13M	-2%	601k	22.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$13M	+3%	563k	23.43	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.3	$13M		209k	63.00	View chart
Apple (AAPL)	1.2	$13M		56k	222.13	View chart
Global X Fds Internet Of Thng (SNSR)	1.2	$12M	+2%	363k	32.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$11M	+4%	425k	26.20	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.0	$11M	+3%	106k	100.71	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.0	$11M	+5%	341k	30.87	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.0	$10M	+3%	172k	59.60	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	1.0	$9.9M	+4%	348k	28.46	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$8.9M		165k	53.97	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.8	$8.8M		264k	33.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$8.0M		22k	370.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$7.5M	+4%	71k	105.60	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$6.8M	+5%	191k	35.88	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.6	$6.3M	+4%	139k	45.76	View chart
Ishares Tr Exponential Tech (XT)	0.6	$6.2M		108k	57.56	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.6	$6.0M	+6%	186k	32.45	View chart
Microsoft Corporation (MSFT)	0.6	$5.9M	-3%	16k	375.40	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$4.4M	+19%	88k	50.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$4.4M		55k	79.37	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.4	$4.3M	-2%	128k	33.18	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$4.2M		66k	63.53	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.4	$4.1M	+24%	196k	20.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.6M	-5%	181k	19.78	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$3.4M		31k	110.08	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$3.4M	-3%	71k	47.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$3.3M	-5%	84k	39.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$3.0M		39k	78.94	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.3	$2.8M		27k	105.53	View chart
Phillips 66 (PSX)	0.3	$2.7M	NEW	22k	123.48	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$2.6M		106k	24.64	View chart
Immunitybio (IBRX)	0.2	$2.5M		846k	3.01	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$2.5M	-2%	70k	35.65	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$2.5M		49k	50.42	View chart
Global X Fds Cloud Computng (CLOU)	0.2	$2.4M	-2%	114k	20.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.2M	+2%	3.9k	561.84	View chart
Amazon (AMZN)	0.2	$2.1M	-2%	11k	190.26	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$2.1M	-8%	31k	66.27	View chart
Ishares Msci Gbl Gold Mn (RING)	0.2	$1.9M	-20%	51k	38.36	View chart
Ishares Tr Genomics Immun (IDNA)	0.2	$1.8M		86k	20.49	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$1.7M		69k	25.15	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$1.7M	+7%	34k	49.85	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	-13%	15k	108.38	View chart
Home Depot (HD)	0.1	$1.5M	-17%	4.2k	366.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.5M	+5%	2.7k	559.41	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.5M		34k	43.30	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.4M		18k	76.95	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	+3%	1.4k	945.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M	-8%	22k	58.35	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$1.2M	+6%	26k	47.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M	-13%	11k	104.57	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$1.1M	-27%	24k	46.74	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	+2%	4.4k	245.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M	+7%	2.3k	468.88	View chart
ConocoPhillips (COP)	0.1	$1.1M	NEW	10k	105.02	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.0M		22k	47.60	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$1.0M		10k	100.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$999k		3.2k	308.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$963k		39k	25.04	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$937k		3.8k	244.64	View chart
Eli Lilly & Co. (LLY)	0.1	$932k		1.1k	825.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$931k		11k	82.73	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$898k		12k	73.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$876k	+15%	1.6k	532.58	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$848k		11k	74.72	View chart
Meta Platforms Cl A (META)	0.1	$830k	-3%	1.4k	576.43	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$797k		11k	75.74	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$769k		5.8k	131.40	View chart
Tesla Motors (TSLA)	0.1	$759k	-25%	2.9k	259.16	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$758k	-17%	13k	60.17	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$741k		23k	31.96	View chart
McDonald's Corporation (MCD)	0.1	$722k		2.3k	312.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$665k		2.4k	274.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$663k		15k	43.70	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$648k		14k	47.48	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$646k		9.0k	71.80	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$640k		9.8k	65.17	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$634k		6.4k	99.16	View chart
Procter & Gamble Company (PG)	0.1	$624k	-12%	3.7k	170.43	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$607k	-9%	6.0k	100.67	View chart
Philip Morris International (PM)	0.1	$594k	-14%	3.7k	158.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$583k		12k	49.62	View chart
Amgen (AMGN)	0.1	$566k		1.8k	311.55	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$560k	+9%	19k	29.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$542k	+2%	3.5k	154.64	View chart
Johnson & Johnson (JNJ)	0.1	$536k		3.2k	165.83	View chart
Kkr & Co (KKR)	0.1	$536k	+36%	4.6k	115.61	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$522k		12k	45.51	View chart
Palantir Technologies Cl A (PLTR)	0.0	$513k	-21%	6.1k	84.40	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$510k		2.5k	206.48	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.0	$505k		6.6k	76.72	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$503k	-3%	12k	42.46	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$502k	-18%	8.8k	57.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$483k		891.00	542.38	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$475k	+40%	3.4k	139.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$465k		14k	34.20	View chart
Duke Energy Corp Com New (DUK)	0.0	$460k	-22%	3.8k	121.97	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$456k	-6%	9.0k	50.70	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$451k		12k	38.25	View chart
At&t (T)	0.0	$436k	NEW	15k	28.28	View chart
Ge Aerospace Com New (GE)	0.0	$430k		2.1k	200.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$414k		2.4k	170.89	View chart
Pepsi (PEP)	0.0	$411k		2.7k	149.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$406k	+2%	2.6k	156.23	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$387k		3.6k	106.65	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$382k		1.5k	251.77	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$382k	-4%	7.5k	51.08	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$381k		575.00	662.63	View chart
Walt Disney Company (DIS)	0.0	$360k		3.7k	98.70	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$355k		6.7k	53.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$350k		656.00	533.48	View chart
Verizon Communications (VZ)	0.0	$349k	NEW	7.7k	45.36	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$348k		5.2k	66.34	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$346k		8.2k	42.08	View chart
Abbvie (ABBV)	0.0	$345k	-5%	1.6k	209.52	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$345k		6.8k	50.54	View chart
Coca-Cola Company (KO)	0.0	$344k	-34%	4.8k	71.62	View chart
Pinterest Cl A (PINS)	0.0	$340k	-32%	11k	31.00	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$338k		3.3k	102.46	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$326k		9.0k	36.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$305k		2.4k	127.90	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$299k		6.0k	49.52	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$298k		15k	19.87	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$293k	+5%	2.6k	113.13	View chart
Cisco Systems (CSCO)	0.0	$293k	-17%	4.7k	61.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$286k	+3%	3.1k	93.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$285k	+2%	6.3k	45.26	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$271k		4.2k	64.52	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$270k		5.4k	49.81	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$261k		11k	22.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$260k		1.0k	258.62	View chart
Broadcom (AVGO)	0.0	$259k		1.5k	167.43	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$257k		12k	21.47	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$255k		3.4k	74.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$253k		3.0k	83.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$247k		1.9k	128.96	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$246k		2.5k	99.88	View chart
Exelon Corporation (EXC)	0.0	$239k	NEW	5.2k	46.08	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$237k	+2%	929.00	255.53	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$212k		2.1k	99.90	View chart
Evergy (EVRG)	0.0	$212k	NEW	3.1k	68.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$211k	-50%	3.4k	61.78	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$210k		4.3k	48.84	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$209k		3.6k	58.34	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$207k		2.0k	103.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$206k		1.1k	193.90	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$205k	-6%	6.5k	31.45	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$200k	NEW	878.00	227.92	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$146k	+5%	11k	13.12	View chart
Red Cat Hldgs (RCAT)	0.0	$74k		13k	5.88	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$40k	-7%	25k	1.59	View chart

Past Filings by Clearwater Capital Advisors

SEC 13F filings are viewable for Clearwater Capital Advisors going back to 2016

Clearwater Capital Advisors 2025 Q1 filed May 8, 2025
Clearwater Capital Advisors 2024 Q4 filed Feb. 10, 2025
Clearwater Capital Advisors 2024 Q3 filed Nov. 12, 2024
Clearwater Capital Advisors 2024 Q2 filed Aug. 6, 2024
Clearwater Capital Advisors 2024 Q1 filed May 9, 2024
Clearwater Capital Advisors 2023 Q4 filed Feb. 7, 2024
Clearwater Capital Advisors 2023 Q3 filed Oct. 24, 2023
Clearwater Capital Advisors 2023 Q2 filed Aug. 8, 2023
Clearwater Capital Advisors 2023 Q1 filed May 10, 2023
Clearwater Capital Advisors 2022 Q4 filed Jan. 27, 2023
Clearwater Capital Advisors 2022 Q3 filed Nov. 1, 2022
Clearwater Capital Advisors 2022 Q2 filed July 21, 2022
Clearwater Capital Advisors 2022 Q1 filed May 3, 2022
Clearwater Capital Advisors 2021 Q4 filed Jan. 26, 2022
Clearwater Capital Advisors 2021 Q3 filed Nov. 3, 2021
Clearwater Capital Advisors 2021 Q2 filed Aug. 4, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z