The Analysis of Clearwater Capital Advisors, LLC's Holdings
Currently, Clearwater Capital Advisors, LLC holds 163 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BINC (+1.1M shares, valued at $57.7M), JSI (+599.4K shares, valued at $31.2M), JMUB (+252.9K shares, valued at $12.8M); decreased their positions in SCHO (-2.0M shares, valued at $49.6M), IGSB (-378.8K shares, valued at $20.0M), GIGB (-133.4K shares, valued at $6.2M); initiated new positions in JSI (+599.4K shares, valued at $31.2M), USHY (+16.8K shares, valued at $628.9K), WTFC (+1.5K shares, valued at $207.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NEAR ISHARES U S ETF TR2.9M shares4.31%2025-12-312026-02-09
DGRW WISDOMTREE TR899.7K shares1.41%2025-12-312026-02-09 LRGF ISHARES TR1.1M shares0.47%2025-12-312026-02-09 INTF ISHARES TR1.8M shares-0.26%2025-12-312026-02-09 BINC BLACKROCK ETF TRUST II1.1M shares17879.65%2025-12-312026-02-09 BBAG J P MORGAN EXCHANGE TRADED F1.1M shares6.33%2025-12-312026-02-09 SPDW SPDR INDEX SHS FDS1.1M shares-0.44%2025-12-312026-02-09 LMBS FIRST TR EXCHANGE-TRADED FD852.6K shares5.66%2025-12-312026-02-09 IGSB ISHARES TR769.2K shares-32.99%2025-12-312026-02-09 SMLF ISHARES TR468.0K shares0.51%2025-12-312026-02-09 EMXC ISHARES INC479.4K shares-0.85%2025-12-312026-02-09 JSI JANUS DETROIT STR TR599.4K sharesnew addition2025-12-312026-02-09 MBB ISHARES TR311.3K shares-3.24%2025-12-312026-02-09 GDX VANECK ETF TRUST330.4K shares-6.55%2025-12-312026-02-09 AVXC AMERICAN CENTY ETF TR408.2K shares0.54%2025-12-312026-02-09 SCHX SCHWAB STRATEGIC TR907.5K shares0.62%2025-12-312026-02-09 JMUB J P MORGAN EXCHANGE TRADED F369.3K shares217.38%2025-12-312026-02-09 SCHA SCHWAB STRATEGIC TR612.3K shares0.67%2025-12-312026-02-09 AVLV AMERICAN CENTY ETF TR219.6K shares6.86%2025-12-312026-02-09 XC WISDOMTREE TR454.2K shares0.76%2025-12-312026-02-09 MUB ISHARES TR134.1K shares-11.92%2025-12-312026-02-09 CIBR FIRST TR EXCHANGE TRADED FD199.0K shares1.04%2025-12-312026-02-09 SCHM SCHWAB STRATEGIC TR456.7K shares1.46%2025-12-312026-02-09 SCHO SCHWAB STRATEGIC TR552.1K shares-78.65%2025-12-312026-02-09 BOTZ GLOBAL X FDS365.0K shares0.33%2025-12-312026-02-09 AAPL APPLE INC48.6K shares-8.20%2025-12-312026-02-09 EZM WISDOMTREE TR184.4K shares2.45%2025-12-312026-02-09 FIW FIRST TR EXCHANGE-TRADED FD109.4K shares2.14%2025-12-312026-02-09 ARKF ARK ETF TR226.5K shares0.28%2025-12-312026-02-09 AGG ISHARES TR105.5K shares-19.08%2025-12-312026-02-09 VUG VANGUARD INDEX FDS21.1K shares-0.99%2025-12-312026-02-09 SCHC SCHWAB STRATEGIC TR190.8K shares1.95%2025-12-312026-02-09 XT ISHARES TR123.6K shares-2.26%2025-12-312026-02-09 SUB ISHARES TR72.7K shares-1.44%2025-12-312026-02-09 WCLD WISDOMTREE TR219.0K shares4.29%2025-12-312026-02-09 SPMB SPDR SERIES TRUST334.0K shares-41.60%2025-12-312026-02-09 MSFT MICROSOFT CORP14.3K shares-4.58%2025-12-312026-02-09 SCZ ISHARES TR62.1K shares-1.47%2025-12-312026-02-09 DLN WISDOMTREE TR52.7K shares-1.31%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR172.2K shares2.07%2025-12-312026-02-09 SNSR GLOBAL X FDS109.1K shares-11.53%2025-12-312026-02-09 GSLC GOLDMAN SACHS ETF TR28.6K shares-7.55%2025-12-312026-02-09 IVV ISHARES TR4.4K shares0.00%2025-12-312026-02-09 FMB FIRST TR EXCH TRADED FD III55.3K shares-1.41%2025-12-312026-02-09 GSIE GOLDMAN SACHS ETF TR64.7K shares-2.30%2025-12-312026-02-09 NVDA NVIDIA CORPORATION14.9K shares-16.12%2025-12-312026-02-09 AMZN AMAZON COM INC11.8K shares-16.83%2025-12-312026-02-09 RING ISHARES INC34.6K shares-5.66%2025-12-312026-02-09 ARKK ARK ETF TR33.0K shares-6.09%2025-12-312026-02-09 CLOU GLOBAL X FDS106.0K shares-0.58%2025-12-312026-02-09 VUSB VANGUARD BD INDEX FDS44.1K shares11.02%2025-12-312026-02-09 ARKG ARK ETF TR72.9K shares-5.12%2025-12-312026-02-09 TBLL INVESCO EXCH TRADED FD TR II19.8K shares-27.64%2025-12-312026-02-09 AVDE AMERICAN CENTY ETF TR22.6K shares0.59%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR2.7K shares-0.33%2025-12-312026-02-09 SCHJ SCHWAB STRATEGIC TR69.5K shares-34.19%2025-12-312026-02-09 IBRX IMMUNITYBIO INC845.1K shares-0.16%2025-12-312026-02-09 DBEF DBX ETF TR32.2K shares0.00%2025-12-312026-02-09 DTD WISDOMTREE TR18.1K shares0.00%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS18.2K shares-49.38%2025-12-312026-02-09 IJH ISHARES TR20.9K shares-1.68%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.4.3K shares-3.27%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC7.4K shares9.76%2025-12-312026-02-09 MGK VANGUARD WORLD FD3.1K shares-0.51%2025-12-312026-02-09 IJR ISHARES TR10.4K shares-0.10%2025-12-312026-02-09 TSLA TESLA INC2.7K shares-9.91%2025-12-312026-02-09 AVSF AMERICAN CENTY ETF TR24.9K shares-2.98%2025-12-312026-02-09 LLY ELI LILLY & CO1.1K shares-5.33%2025-12-312026-02-09 IXN ISHARES TR10.5K shares0.00%2025-12-312026-02-09 TDIV FIRST TR EXCHANGE TRADED FD11.1K shares-6.31%2025-12-312026-02-09 IEMG ISHARES INC16.0K shares-1.27%2025-12-312026-02-09 STOT SSGA ACTIVE TR22.7K shares-0.75%2025-12-312026-02-09 VOT VANGUARD INDEX FDS3.8K shares-0.55%2025-12-312026-02-09 IDNA ISHARES TR37.8K shares-14.38%2025-12-312026-02-09 BROADCOM INC BROADCOM INC2.9K shares-28.04%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW1.1K shares-19.76%2025-12-312026-02-09 META META PLATFORMS INC1.5K shares-21.40%2025-12-312026-02-09 FTC FIRST TR EXCHANGE-TRADED ALP5.8K shares0.00%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS18.2K shares1.38%2025-12-312026-02-09 SCHE SCHWAB STRATEGIC TR27.1K shares4.27%2025-12-312026-02-09 EMGF ISHARES INC15.3K shares-1.69%2025-12-312026-02-09 HD HOME DEPOT INC2.4K shares-42.86%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR25.0K shares-30.90%2025-12-312026-02-09 VTI VANGUARD INDEX FDS2.4K shares-2.33%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.5K shares-5.03%2025-12-312026-02-09 SHM SPDR SERIES TRUST16.3K shares-14.43%2025-12-312026-02-09 GDXJ VANECK ETF TRUST6.8K shares-2.17%2025-12-312026-02-09 DES WISDOMTREE TR23.0K shares-0.21%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.4K shares-33.92%2025-12-312026-02-09 GBIL GOLDMAN SACHS ETF TR7.5K shares-25.03%2025-12-312026-02-09 HEDJ WISDOMTREE TR13.6K shares0.00%2025-12-312026-02-09 MCD MCDONALDS CORP2.4K shares0.94%2025-12-312026-02-09 GBTC GRAYSCALE BITCOIN TRUST ETF9.8K shares0.00%2025-12-312026-02-09 VGT VANGUARD WORLD FD871 shares-2.24%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON3.2K shares-2.01%2025-12-312026-02-09 HACK AMPLIFY ETF TR8.0K shares0.00%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR4.5K shares94.92%2025-12-312026-02-09 USHY ISHARES TR16.8K sharesnew addition2025-12-312026-02-09 ASML ASML HOLDING N V580 shares0.00%2025-12-312026-02-09 DHS WISDOMTREE TR6.1K shares0.00%2025-12-312026-02-09 RSPT INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2025-12-312026-02-09 AMGN AMGEN INC1.8K shares0.00%2025-12-312026-02-09 KKR & CO INC KKR & CO INC4.7K shares0.00%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.9K shares-11.26%2025-12-312026-02-09 DTH WISDOMTREE TR10.9K shares0.00%2025-12-312026-02-09 FTA FIRST TR EXCHANGE-TRADED ALP6.4K shares-1.34%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO3.8K shares3.17%2025-12-312026-02-09 SHY ISHARES TR6.1K shares-38.07%2025-12-312026-02-09 ITM VANECK ETF TRUST10.6K shares-6.70%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC1.6K shares0.00%2025-12-312026-02-09 VBK VANGUARD INDEX FDS1.5K shares-1.01%2025-12-312026-02-09 PM PHILIP MORRIS INTL INC2.7K shares5.77%2025-12-312026-02-09 QUAL ISHARES TR2.1K shares-0.70%2025-12-312026-02-09 CSCO CISCO SYS INC5.4K shares2.50%2025-12-312026-02-09 ETHW BITWISE ETHEREUM ETF19.4K shares33.34%2025-12-312026-02-09 XSOE WISDOMTREE TR10.5K shares-2.31%2025-12-312026-02-09 GRID FIRST TR EXCHANGE TRADED FD2.7K shares3.89%2025-12-312026-02-09 VLUE ISHARES TR3.0K shares0.00%2025-12-312026-02-09 IBB ISHARES TR2.4K shares0.00%2025-12-312026-02-09 MDY SPDR S&P MIDCAP 400 ETF TR662 shares0.00%2025-12-312026-02-09 SPHQ INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-12-312026-02-09 ICSH ISHARES TR7.8K shares0.00%2025-12-312026-02-09 FEX FIRST TR EXCHANGE-TRADED ALP3.3K shares0.00%2025-12-312026-02-09 GEM GOLDMAN SACHS ETF TR9.4K shares0.22%2025-12-312026-02-09 FXO FIRST TR EXCHANGE TRADED FD6.4K shares-0.54%2025-12-312026-02-09 GIGB GOLDMAN SACHS ETF TR8.3K shares-94.14%2025-12-312026-02-09 T AT&T INC15.4K shares-0.34%2025-12-312026-02-09 DIS DISNEY WALT CO3.3K shares-4.40%2025-12-312026-02-09 ABBV ABBVIE INC1.6K shares-3.04%2025-12-312026-02-09 PHO INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-12-312026-02-09 SGOV ISHARES TR3.5K shares-32.20%2025-12-312026-02-09 GSST GOLDMAN SACHS ETF TR6.7K shares-2.05%2025-12-312026-02-09 HEFA ISHARES TR8.1K shares-2.29%2025-12-312026-02-09 PEP PEPSICO INC2.2K shares-1.99%2025-12-312026-02-09 VO VANGUARD INDEX FDS1.1K shares-3.30%2025-12-312026-02-09 DON WISDOMTREE TR5.9K shares-1.11%2025-12-312026-02-09 IJK ISHARES TR3.0K shares0.00%2025-12-312026-02-09 USMV ISHARES TR3.1K shares0.00%2025-12-312026-02-09 IMCB ISHARES TR3.4K shares0.00%2025-12-312026-02-09 SPGP INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-12-312026-02-09 ROBO EXCHANGE TRADED CONCEPTS TRU3.8K shares0.00%2025-12-312026-02-09 ARTY ISHARES TR5.4K shares-0.86%2025-12-312026-02-09 IWO ISHARES TR776 shares-15.74%2025-12-312026-02-09 PSTG PURE STORAGE INC3.7K shares-4.10%2025-12-312026-02-09 WTAI WISDOMTREE TR8.0K shares3.11%2025-12-312026-02-09 FXH FIRST TR EXCHANGE TRADED FD2.0K shares0.00%2025-12-312026-02-09 EXC EXELON CORP5.2K shares0.00%2025-12-312026-02-09 EVRG EVERGY INC3.1K shares0.00%2025-12-312026-02-09 PEY INVESCO EXCHANGE TRADED FD T10.7K shares-2.07%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS971 shares0.00%2025-12-312026-02-09 DLS WISDOMTREE TR2.6K shares0.00%2025-12-312026-02-09 WTFC WINTRUST FINL CORP1.5K sharesnew addition2025-12-312026-02-09 EPD ENTERPRISE PRODS PARTNERS L6.3K sharesnew addition2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS3.2K sharesnew addition2025-12-312026-02-09 RCAT RED CAT HLDGS INC12.5K shares0.00%2025-12-312026-02-09 NNDM NANO DIMENSION LTD26.4K shares-3.54%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available