Clearwater Capital Advisors, LLC Diversified Active

CIK: 0001690531 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 10, 2025

Total Value ($000): $1,022,077 (100.0% shares, 0.0% debt)

Holdings (171)

NEAR ISHARES U S ETF TR 12.6%
Value ($000) $128,864 Shares 2,551,764 Est. Cost $50.04 Unrealized
DGRW WISDOMTREE TR 6.7%
Value ($000) $68,731 Shares 849,266 Est. Cost $41.83 Unrealized
LRGF ISHARES TR 6.1%
Value ($000) $62,446 Shares 1,034,725 Est. Cost $34.91 Unrealized
SCHO SCHWAB STRATEGIC TR 5.8%
Value ($000) $58,889 Shares 2,447,588 Est. Cost $35.57 Unrealized
IGSB ISHARES TR 5.4%
Value ($000) $55,383 Shares 1,071,230 Est. Cost $50.55 Unrealized
INTF ISHARES TR 5.1%
Value ($000) $52,566 Shares 1,830,271 Est. Cost $26.04 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 4.2%
Value ($000) $42,684 Shares 944,762 Est. Cost $45.08 Unrealized
SPDW SPDR INDEX SHS FDS 3.7%
Value ($000) $38,055 Shares 1,115,010 Est. Cost $29.95 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 3.4%
Value ($000) $35,236 Shares 723,979 Est. Cost $49.34 Unrealized
SMLF ISHARES TR 3.0%
Value ($000) $30,202 Shares 447,434 Est. Cost $34.04 Unrealized
MBB ISHARES TR 2.6%
Value ($000) $26,453 Shares 288,541 Est. Cost $89.64 Unrealized
SCHX SCHWAB STRATEGIC TR 1.9%
Value ($000) $19,618 Shares 846,320 Est. Cost $37.18 Unrealized
GDX VANECK ETF TRUST 1.8%
Value ($000) $18,758 Shares 553,183 Est. Cost $32.06 Unrealized
SCHE SCHWAB STRATEGIC TR 1.8%
Value ($000) $18,460 Shares 693,214 Est. Cost $26.09 Unrealized
MUB ISHARES TR 1.8%
Value ($000) $17,894 Shares 167,944 Est. Cost $105.69 Unrealized
EMGF ISHARES INC 1.5%
Value ($000) $15,339 Shares 339,156 Est. Cost $42.79 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $14,195 Shares 56,686 Est. Cost $114.17 Unrealized +105.4%
AGG ISHARES TR 1.4%
Value ($000) $14,120 Shares 145,715 Est. Cost $99.16 Unrealized
SCHA SCHWAB STRATEGIC TR 1.4%
Value ($000) $14,039 Shares 542,868 Est. Cost $41.19 Unrealized
SPMB SPDR SER TR 1.3%
Value ($000) $13,328 Shares 618,461 Est. Cost $22.07 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $13,144 Shares 207,158 Est. Cost $33.59 Unrealized
SNSR GLOBAL X FDS 1.2%
Value ($000) $12,364 Shares 354,273 Est. Cost $23.08 Unrealized
SCHM SCHWAB STRATEGIC TR 1.1%
Value ($000) $11,245 Shares 405,798 Est. Cost $37.02 Unrealized
BOTZ GLOBAL X FDS 1.0%
Value ($000) $10,660 Shares 333,655 Est. Cost $23.57 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $10,492 Shares 102,816 Est. Cost $63.05 Unrealized
EZM WISDOMTREE TR 1.0%
Value ($000) $10,421 Shares 166,709 Est. Cost $44.90 Unrealized
XSOE WISDOMTREE TR 1.0%
Value ($000) $9,871 Shares 323,840 Est. Cost $34.38 Unrealized
ARKF ARK ETF TR 0.9%
Value ($000) $9,591 Shares 258,862 Est. Cost $29.60 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $8,860 Shares 21,586 Est. Cost $108.90 Unrealized
IEMG ISHARES INC 0.9%
Value ($000) $8,734 Shares 167,256 Est. Cost $45.78 Unrealized
SUB ISHARES TR 0.7%
Value ($000) $7,152 Shares 67,809 Est. Cost $105.66 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $6,852 Shares 16,257 Est. Cost $302.30 Unrealized +39.7%
WCLD WISDOMTREE TR 0.6%
Value ($000) $6,532 Shares 174,098 Est. Cost $41.57 Unrealized
XT ISHARES TR 0.6%
Value ($000) $6,313 Shares 105,816 Est. Cost $57.20 Unrealized
SCHC SCHWAB STRATEGIC TR 0.6%
Value ($000) $6,213 Shares 180,992 Est. Cost $33.28 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.6%
Value ($000) $5,993 Shares 132,968 Est. Cost $49.58 Unrealized
DLN WISDOMTREE TR 0.4%
Value ($000) $4,282 Shares 55,050 Est. Cost $71.21 Unrealized
GEM GOLDMAN SACHS ETF TR 0.4%
Value ($000) $4,200 Shares 131,586 Est. Cost $30.52 Unrealized
ARKK ARK ETF TR 0.4%
Value ($000) $4,141 Shares 72,946 Est. Cost $65.42 Unrealized
SCZ ISHARES TR 0.4%
Value ($000) $3,993 Shares 65,720 Est. Cost $54.31 Unrealized
ARKG ARK ETF TR 0.4%
Value ($000) $3,718 Shares 157,905 Est. Cost $47.35 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,705 Shares 73,876 Est. Cost $50.84 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.4%
Value ($000) $3,585 Shares 31,126 Est. Cost $47.24 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,546 Shares 191,688 Est. Cost $22.41 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $3,392 Shares 88,403 Est. Cost $34.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3,055 Shares 39,161 Est. Cost $74.80 Unrealized
CLOU GLOBAL X FDS 0.3%
Value ($000) $2,807 Shares 117,154 Est. Cost $20.90 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $2,799 Shares 26,502 Est. Cost $105.53 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,628 Shares 107,823 Est. Cost $28.72 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $2,536 Shares 11,559 Est. Cost $144.80 Unrealized +41.3%
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $2,504 Shares 49,081 Est. Cost $51.56 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $2,410 Shares 72,299 Est. Cost $25.17 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $2,377 Shares 17,698 Est. Cost $101.68 Unrealized +35.5%
IVV ISHARES TR 0.2%
Value ($000) $2,224 Shares 3,778 Est. Cost $301.14 Unrealized
IBRX IMMUNITYBIO INC 0.2%
Value ($000) $2,167 Shares 846,419 Est. Cost $6.29 Unrealized -33.8%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $2,091 Shares 34,066 Est. Cost $61.37 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,962 Shares 5,043 Est. Cost $286.16 Unrealized +38.8%
IDNA ISHARES TR 0.2%
Value ($000) $1,906 Shares 84,242 Est. Cost $22.88 Unrealized
RING ISHARES INC 0.2%
Value ($000) $1,793 Shares 63,782 Est. Cost $26.64 Unrealized
ISHARES TR 0.2%
Value ($000) $1,727 Shares 68,954 Est. Cost $25.08 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,591 Shares 3,939 Est. Cost $220.70 Unrealized +45.8%
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,585 Shares 31,946 Est. Cost $49.57 Unrealized
AVSF AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,507 Shares 32,669 Est. Cost $46.28 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,482 Shares 2,529 Est. Cost $282.28 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,467 Shares 23,549 Est. Cost $87.76 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,454 Shares 12,615 Est. Cost $88.41 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $1,413 Shares 34,136 Est. Cost $31.97 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $1,390 Shares 18,325 Est. Cost $70.97 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,257 Shares 1,372 Est. Cost $863.90 Unrealized +6.8%
STOT SSGA ACTIVE TR 0.1%
Value ($000) $1,165 Shares 24,857 Est. Cost $46.84 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,110 Shares 3,233 Est. Cost $83.95 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,098 Shares 2,148 Est. Cost $227.46 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,072 Shares 38,470 Est. Cost $41.93 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,033 Shares 4,308 Est. Cost $184.68 Unrealized +23.5%
SHM SPDR SER TR 0.1%
Value ($000) $1,020 Shares 21,526 Est. Cost $47.16 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,005 Shares 10,058 Est. Cost $99.98 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $989 Shares 3,898 Est. Cost $111.48 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $957 Shares 12,198 Est. Cost $26.68 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $936 Shares 11,414 Est. Cost $82.04 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $897 Shares 15,259 Est. Cost $58.79 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $892 Shares 10,521 Est. Cost $63.39 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $877 Shares 1,136 Est. Cost $221.64 Unrealized +270.5%
META META PLATFORMS INC 0.1%
Value ($000) $874 Shares 1,493 Est. Cost $357.31 Unrealized +63.7%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $811 Shares 5,868 Est. Cost $50.35 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $797 Shares 23,189 Est. Cost $41.45 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $795 Shares 11,351 Est. Cost $47.42 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $737 Shares 9,960 Est. Cost $63.17 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $703 Shares 4,196 Est. Cost $162.08 Unrealized +2.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $702 Shares 2,421 Est. Cost $220.13 Unrealized
HACK AMPLIFY ETF TR 0.1%
Value ($000) $670 Shares 8,997 Est. Cost $64.11 Unrealized
SGOV ISHARES TR 0.1%
Value ($000) $669 Shares 6,669 Est. Cost $100.56 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $668 Shares 2,306 Est. Cost $152.85 Unrealized +89.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $650 Shares 3,435 Est. Cost $125.54 Unrealized +38.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $645 Shares 1,424 Est. Cost $348.45 Unrealized +32.5%
EEM ISHARES TR 0.1%
Value ($000) $636 Shares 15,205 Est. Cost $37.76 Unrealized
DHS WISDOMTREE TR 0.1%
Value ($000) $600 Shares 6,432 Est. Cost $77.55 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $596 Shares 13,640 Est. Cost $47.10 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $588 Shares 11,724 Est. Cost $50.13 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $588 Shares 7,769 Est. Cost $16.20 Unrealized +259.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $572 Shares 2,462 Est. Cost $71.33 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $554 Shares 891 Est. Cost $427.33 Unrealized
ITM VANECK ETF TRUST 0.1%
Value ($000) $538 Shares 11,676 Est. Cost $47.47 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $527 Shares 4,379 Est. Cost $109.82 Unrealized +9.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $526 Shares 4,884 Est. Cost $105.91 Unrealized +2.7%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $509 Shares 13,590 Est. Cost $48.19 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $508 Shares 17,503 Est. Cost $29.01 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $504 Shares 6,586 Est. Cost $41.12 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $502 Shares 3,395 Est. Cost $49.17 Unrealized +196.6%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $487 Shares 11,794 Est. Cost $47.79 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $486 Shares 9,644 Est. Cost $50.43 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $485 Shares 2,548 Est. Cost $113.91 Unrealized +54.2%
AMGN AMGEN INC 0.0%
Value ($000) $477 Shares 1,829 Est. Cost $124.71 Unrealized +129.4%
PINS PINTEREST INC 0.0%
Value ($000) $468 Shares 16,148 Est. Cost $32.61 Unrealized -3.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $468 Shares 3,237 Est. Cost $152.66 Unrealized -2.0%
DTH WISDOMTREE TR 0.0%
Value ($000) $465 Shares 12,318 Est. Cost $30.31 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $462 Shares 10,811 Est. Cost $46.79 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $456 Shares 7,326 Est. Cost $65.65 Unrealized -3.9%
QUAL ISHARES TR 0.0%
Value ($000) $431 Shares 2,422 Est. Cost $85.24 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $428 Shares 6,974 Est. Cost $61.34 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $425 Shares 1,517 Est. Cost $137.74 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $417 Shares 2,743 Est. Cost $141.89 Unrealized +10.3%
BX BLACKSTONE INC 0.0%
Value ($000) $417 Shares 2,416 Est. Cost $92.29 Unrealized +82.9%
AVLC AMERICAN CENTY ETF TR 0.0%
Value ($000) $414 Shares 6,124 Est. Cost $67.55 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $402 Shares 3,606 Est. Cost $89.94 Unrealized +15.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $396 Shares 572 Est. Cost $373.79 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $393 Shares 7,817 Est. Cost $51.26 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $383 Shares 3,629 Est. Cost $79.57 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $374 Shares 656 Est. Cost $419.68 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $364 Shares 6,729 Est. Cost $23.96 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $355 Shares 1,532 Est. Cost $156.40 Unrealized +16.9%
GE GE AEROSPACE 0.0%
Value ($000) $355 Shares 2,126 Est. Cost $161.46 Unrealized +9.7%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $352 Shares 5,248 Est. Cost $27.82 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $344 Shares 3,301 Est. Cost $45.96 Unrealized
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $343 Shares 6,829 Est. Cost $49.60 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $340 Shares 5,745 Est. Cost $34.53 Unrealized +60.4%
DEM WISDOMTREE TR 0.0%
Value ($000) $339 Shares 8,371 Est. Cost $36.59 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $319 Shares 2,414 Est. Cost $119.46 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $312 Shares 8,980 Est. Cost $25.71 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $309 Shares 1,738 Est. Cost $128.62 Unrealized +37.9%
DON WISDOMTREE TR 0.0%
Value ($000) $308 Shares 6,035 Est. Cost $50.59 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $298 Shares 15,000 Est. Cost $19.74 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $293 Shares 2,459 Est. Cost $126.18 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $277 Shares 4,207 Est. Cost $36.65 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $276 Shares 3,036 Est. Cost $97.40 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $272 Shares 10,238 Est. Cost $26.68 Unrealized -5.9%
LOW LOWES COS INC 0.0%
Value ($000) $270 Shares 1,096 Est. Cost $244.06 Unrealized +7.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $270 Shares 1,024 Est. Cost $160.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $270 Shares 6,126 Est. Cost $42.67 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $263 Shares 2,958 Est. Cost $57.30 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $262 Shares 3,446 Est. Cost $100.24 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $261 Shares 908 Est. Cost $141.58 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $261 Shares 5,394 Est. Cost $24.93 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $259 Shares 6,995 Est. Cost $34.50 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $258 Shares 2,464 Est. Cost $50.83 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $254 Shares 11,966 Est. Cost $17.60 Unrealized
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $254 Shares 10,613 Est. Cost $18.83 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $251 Shares 11,402 Est. Cost $20.93 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $244 Shares 1,914 Est. Cost $107.25 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $239 Shares 4,579 Est. Cost $45.53 Unrealized +7.2%
PSTG PURE STORAGE INC 0.0%
Value ($000) $236 Shares 3,838 Est. Cost $55.69 Unrealized 0.0%
EES WISDOMTREE TR 0.0%
Value ($000) $232 Shares 4,306 Est. Cost $40.03 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $215 Shares 3,818 Est. Cost $34.12 Unrealized
V VISA INC 0.0%
Value ($000) $211 Shares 668 Est. Cost $298.33 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $208 Shares 2,000 Est. Cost $103.55 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $208 Shares 3,584 Est. Cost $54.53 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $207 Shares 1,060 Est. Cost $182.49 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $206 Shares 9,061 Est. Cost $34.09 Unrealized
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $203 Shares 2,122 Est. Cost $98.80 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $200 Shares 1,454 Est. Cost $154.00 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $161 Shares 12,500 Est. Cost $3.37 Unrealized +81.0%
NNDM NANO DIMENSION LTD 0.0%
Value ($000) $67 Shares 27,139 Est. Cost $5.37 Unrealized