Bsc Private Wealth Management

Clearwater Capital Advisors as of March 31, 2025

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