Clearwater Capital Advisors, LLC Diversified Active

CIK: 0001690531 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $1,034,753 (100.0% shares, 0.0% debt)

Holdings (169)

NEAR ISHARES U S ETF TR 12.8%
Value ($000) $132,964 Shares 2,613,800 Est. Cost $50.06 Unrealized
DGRW WISDOMTREE TR 6.7%
Value ($000) $69,256 Shares 867,214 Est. Cost $42.62 Unrealized
LRGF ISHARES TR 5.9%
Value ($000) $61,404 Shares 1,060,880 Est. Cost $35.48 Unrealized
SCHO SCHWAB STRATEGIC TR 5.8%
Value ($000) $60,004 Shares 2,465,234 Est. Cost $35.57 Unrealized
INTF ISHARES TR 5.5%
Value ($000) $57,162 Shares 1,853,513 Est. Cost $26.10 Unrealized
IGSB ISHARES TR 5.5%
Value ($000) $56,655 Shares 1,081,822 Est. Cost $50.55 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 4.3%
Value ($000) $44,723 Shares 969,917 Est. Cost $45.11 Unrealized
SPDW SPDR INDEX SHS FDS 3.9%
Value ($000) $40,806 Shares 1,120,737 Est. Cost $29.95 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 3.5%
Value ($000) $36,674 Shares 746,011 Est. Cost $49.33 Unrealized
SMLF ISHARES TR 2.8%
Value ($000) $28,480 Shares 458,173 Est. Cost $34.70 Unrealized
MBB ISHARES TR 2.7%
Value ($000) $27,809 Shares 296,532 Est. Cost $89.75 Unrealized
SCHE SCHWAB STRATEGIC TR 1.9%
Value ($000) $19,642 Shares 712,448 Est. Cost $26.13 Unrealized
GDX VANECK ETF TRUST 1.9%
Value ($000) $19,549 Shares 425,246 Est. Cost $32.06 Unrealized
SCHX SCHWAB STRATEGIC TR 1.9%
Value ($000) $19,442 Shares 880,523 Est. Cost $36.60 Unrealized
MUB ISHARES TR 1.7%
Value ($000) $17,736 Shares 168,209 Est. Cost $105.69 Unrealized
EMGF ISHARES INC 1.6%
Value ($000) $16,286 Shares 348,132 Est. Cost $42.89 Unrealized
AGG ISHARES TR 1.4%
Value ($000) $14,013 Shares 141,661 Est. Cost $99.16 Unrealized
SPMB SPDR SER TR 1.3%
Value ($000) $13,241 Shares 600,519 Est. Cost $22.07 Unrealized
SCHA SCHWAB STRATEGIC TR 1.3%
Value ($000) $13,201 Shares 563,441 Est. Cost $40.55 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $13,183 Shares 209,251 Est. Cost $33.89 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $12,455 Shares 56,070 Est. Cost $114.17 Unrealized +102.1%
SNSR GLOBAL X FDS 1.2%
Value ($000) $11,945 Shares 362,618 Est. Cost $23.31 Unrealized
SCHM SCHWAB STRATEGIC TR 1.1%
Value ($000) $11,127 Shares 424,693 Est. Cost $36.54 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $10,674 Shares 105,989 Est. Cost $64.17 Unrealized
XSOE WISDOMTREE TR 1.0%
Value ($000) $10,524 Shares 340,918 Est. Cost $34.21 Unrealized
EZM WISDOMTREE TR 1.0%
Value ($000) $10,236 Shares 171,741 Est. Cost $45.33 Unrealized
BOTZ GLOBAL X FDS 1.0%
Value ($000) $9,902 Shares 347,938 Est. Cost $23.77 Unrealized
IEMG ISHARES INC 0.9%
Value ($000) $8,886 Shares 164,644 Est. Cost $45.78 Unrealized
ARKF ARK ETF TR 0.8%
Value ($000) $8,779 Shares 263,957 Est. Cost $29.67 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $7,995 Shares 21,560 Est. Cost $108.90 Unrealized
SUB ISHARES TR 0.7%
Value ($000) $7,516 Shares 71,176 Est. Cost $105.65 Unrealized
SCHC SCHWAB STRATEGIC TR 0.7%
Value ($000) $6,836 Shares 190,534 Est. Cost $33.41 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.6%
Value ($000) $6,348 Shares 138,722 Est. Cost $49.42 Unrealized
XT ISHARES TR 0.6%
Value ($000) $6,210 Shares 107,885 Est. Cost $57.20 Unrealized
WCLD WISDOMTREE TR 0.6%
Value ($000) $6,033 Shares 185,915 Est. Cost $40.99 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $5,894 Shares 15,701 Est. Cost $302.30 Unrealized +34.0%
JMUB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $4,411 Shares 88,217 Est. Cost $50.70 Unrealized
DLN WISDOMTREE TR 0.4%
Value ($000) $4,357 Shares 54,897 Est. Cost $71.21 Unrealized
GEM GOLDMAN SACHS ETF TR 0.4%
Value ($000) $4,254 Shares 128,215 Est. Cost $30.52 Unrealized
SCZ ISHARES TR 0.4%
Value ($000) $4,193 Shares 65,994 Est. Cost $54.31 Unrealized
ARKG ARK ETF TR 0.4%
Value ($000) $4,066 Shares 195,875 Est. Cost $42.20 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,585 Shares 181,255 Est. Cost $22.41 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.3%
Value ($000) $3,411 Shares 30,986 Est. Cost $47.24 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $3,355 Shares 70,511 Est. Cost $65.42 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $3,298 Shares 83,770 Est. Cost $34.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3,040 Shares 38,506 Est. Cost $74.80 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $2,827 Shares 26,786 Est. Cost $105.53 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,729 Shares 22,097 Est. Cost $119.26 Unrealized 0.0%
SCHJ SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,619 Shares 106,310 Est. Cost $28.72 Unrealized
IBRX IMMUNITYBIO INC 0.2%
Value ($000) $2,548 Shares 846,419 Est. Cost $6.29 Unrealized -51.8%
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $2,504 Shares 70,251 Est. Cost $25.17 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $2,476 Shares 49,106 Est. Cost $51.56 Unrealized
CLOU GLOBAL X FDS 0.2%
Value ($000) $2,387 Shares 113,722 Est. Cost $20.90 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $2,179 Shares 3,879 Est. Cost $307.93 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $2,141 Shares 11,254 Est. Cost $144.80 Unrealized +49.9%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $2,065 Shares 31,165 Est. Cost $61.37 Unrealized
RING ISHARES INC 0.2%
Value ($000) $1,936 Shares 50,475 Est. Cost $26.64 Unrealized
IDNA ISHARES TR 0.2%
Value ($000) $1,755 Shares 85,653 Est. Cost $22.84 Unrealized
ISHARES TR 0.2%
Value ($000) $1,734 Shares 68,954 Est. Cost $25.08 Unrealized
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,710 Shares 34,308 Est. Cost $49.59 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,659 Shares 15,310 Est. Cost $101.68 Unrealized +24.6%
HD HOME DEPOT INC 0.1%
Value ($000) $1,527 Shares 4,166 Est. Cost $286.16 Unrealized +33.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,489 Shares 2,662 Est. Cost $296.13 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $1,471 Shares 33,980 Est. Cost $31.97 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $1,404 Shares 18,244 Est. Cost $70.97 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,348 Shares 1,425 Est. Cost $867.87 Unrealized +11.8%
IJH ISHARES TR 0.1%
Value ($000) $1,263 Shares 21,641 Est. Cost $87.76 Unrealized
STOT SSGA ACTIVE TR 0.1%
Value ($000) $1,246 Shares 26,376 Est. Cost $46.87 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,145 Shares 10,945 Est. Cost $88.41 Unrealized
AVSF AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,104 Shares 23,630 Est. Cost $46.28 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,079 Shares 4,398 Est. Cost $186.03 Unrealized +34.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,078 Shares 2,300 Est. Cost $243.41 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,066 Shares 10,151 Est. Cost $96.79 Unrealized 0.0%
SHM SPDR SER TR 0.1%
Value ($000) $1,025 Shares 21,526 Est. Cost $47.16 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,008 Shares 10,058 Est. Cost $99.98 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $999 Shares 3,233 Est. Cost $83.95 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $963 Shares 38,470 Est. Cost $41.93 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $937 Shares 3,831 Est. Cost $111.48 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $932 Shares 1,128 Est. Cost $221.64 Unrealized +273.0%
SHY ISHARES TR 0.1%
Value ($000) $931 Shares 11,249 Est. Cost $82.04 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $898 Shares 12,203 Est. Cost $26.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $876 Shares 1,644 Est. Cost $366.88 Unrealized +32.5%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $848 Shares 11,351 Est. Cost $47.42 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $829 Shares 1,439 Est. Cost $357.31 Unrealized +80.0%
IXN ISHARES TR 0.1%
Value ($000) $797 Shares 10,521 Est. Cost $63.39 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $769 Shares 5,849 Est. Cost $50.35 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $759 Shares 2,929 Est. Cost $220.70 Unrealized +51.0%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $758 Shares 12,592 Est. Cost $58.79 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $741 Shares 23,179 Est. Cost $41.45 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $722 Shares 2,310 Est. Cost $152.85 Unrealized +91.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $665 Shares 2,421 Est. Cost $220.13 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $662 Shares 15,160 Est. Cost $37.76 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $648 Shares 13,640 Est. Cost $47.10 Unrealized
HACK AMPLIFY ETF TR 0.1%
Value ($000) $646 Shares 8,997 Est. Cost $64.11 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $640 Shares 9,813 Est. Cost $63.17 Unrealized
DHS WISDOMTREE TR 0.1%
Value ($000) $634 Shares 6,396 Est. Cost $77.55 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $624 Shares 3,660 Est. Cost $162.08 Unrealized +1.2%
SGOV ISHARES TR 0.1%
Value ($000) $607 Shares 6,030 Est. Cost $100.56 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $593 Shares 3,739 Est. Cost $109.82 Unrealized +24.7%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $583 Shares 11,745 Est. Cost $50.13 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $566 Shares 1,818 Est. Cost $124.71 Unrealized +130.3%
SPTS SPDR SER TR 0.1%
Value ($000) $560 Shares 19,167 Est. Cost $29.03 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $542 Shares 3,504 Est. Cost $126.63 Unrealized +42.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $536 Shares 3,234 Est. Cost $152.66 Unrealized -0.1%
KKR KKR & CO INC 0.1%
Value ($000) $536 Shares 4,637 Est. Cost $72.66 Unrealized +88.4%
ITM VANECK ETF TRUST 0.1%
Value ($000) $522 Shares 11,476 Est. Cost $47.47 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $513 Shares 6,073 Est. Cost $16.20 Unrealized +442.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $510 Shares 2,472 Est. Cost $71.33 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $505 Shares 6,586 Est. Cost $41.12 Unrealized
DTH WISDOMTREE TR 0.0%
Value ($000) $503 Shares 11,853 Est. Cost $30.31 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $502 Shares 8,777 Est. Cost $46.79 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $483 Shares 891 Est. Cost $427.33 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $475 Shares 3,400 Est. Cost $111.36 Unrealized +42.0%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $465 Shares 13,590 Est. Cost $48.19 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $460 Shares 3,775 Est. Cost $105.91 Unrealized +4.4%
ICSH ISHARES TR 0.0%
Value ($000) $456 Shares 8,991 Est. Cost $50.43 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $451 Shares 11,794 Est. Cost $47.79 Unrealized
T AT&T INC 0.0%
Value ($000) $436 Shares 15,420 Est. Cost $24.35 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $430 Shares 2,147 Est. Cost $161.46 Unrealized +21.2%
QUAL ISHARES TR 0.0%
Value ($000) $414 Shares 2,422 Est. Cost $85.24 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $411 Shares 2,741 Est. Cost $141.89 Unrealized +1.1%
GOOG ALPHABET INC 0.0%
Value ($000) $406 Shares 2,601 Est. Cost $115.31 Unrealized +58.2%
VLUE ISHARES TR 0.0%
Value ($000) $387 Shares 3,629 Est. Cost $79.57 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $382 Shares 1,517 Est. Cost $137.74 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $382 Shares 7,477 Est. Cost $51.26 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $381 Shares 575 Est. Cost $373.79 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $360 Shares 3,652 Est. Cost $90.14 Unrealized +17.9%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $355 Shares 6,699 Est. Cost $23.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $350 Shares 656 Est. Cost $419.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $349 Shares 7,695 Est. Cost $39.58 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $348 Shares 5,248 Est. Cost $27.82 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $346 Shares 8,221 Est. Cost $36.59 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $345 Shares 1,648 Est. Cost $128.62 Unrealized +47.2%
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $345 Shares 6,829 Est. Cost $49.60 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $344 Shares 4,806 Est. Cost $65.65 Unrealized -1.0%
PINS PINTEREST INC 0.0%
Value ($000) $340 Shares 10,953 Est. Cost $32.61 Unrealized +3.9%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $338 Shares 3,301 Est. Cost $45.96 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $326 Shares 8,980 Est. Cost $25.71 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $305 Shares 2,384 Est. Cost $119.46 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $299 Shares 6,032 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 2,591 Est. Cost $125.51 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $293 Shares 4,745 Est. Cost $34.53 Unrealized +74.1%
USMV ISHARES TR 0.0%
Value ($000) $286 Shares 3,058 Est. Cost $58.49 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $285 Shares 6,287 Est. Cost $42.74 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $271 Shares 4,207 Est. Cost $36.65 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $270 Shares 5,428 Est. Cost $24.93 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $261 Shares 11,402 Est. Cost $20.93 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $260 Shares 1,006 Est. Cost $160.24 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $259 Shares 1,546 Est. Cost $156.40 Unrealized +34.2%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $257 Shares 11,966 Est. Cost $17.60 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $255 Shares 3,446 Est. Cost $100.24 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $253 Shares 3,036 Est. Cost $97.40 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $247 Shares 1,914 Est. Cost $107.25 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $246 Shares 2,464 Est. Cost $50.83 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $239 Shares 5,180 Est. Cost $40.50 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $237 Shares 929 Est. Cost $144.15 Unrealized
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $212 Shares 2,122 Est. Cost $98.80 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $212 Shares 3,074 Est. Cost $63.12 Unrealized 0.0%
DGRO ISHARES TR 0.0%
Value ($000) $211 Shares 3,422 Est. Cost $61.34 Unrealized
EES WISDOMTREE TR 0.0%
Value ($000) $210 Shares 4,306 Est. Cost $40.03 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $209 Shares 3,584 Est. Cost $54.53 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $207 Shares 2,000 Est. Cost $103.55 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $206 Shares 1,060 Est. Cost $182.49 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $205 Shares 6,528 Est. Cost $34.50 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $200 Shares 878 Est. Cost $211.90 Unrealized 0.0%
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $146 Shares 11,152 Est. Cost $18.56 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $74 Shares 12,500 Est. Cost $3.37 Unrealized +137.5%
NNDM NANO DIMENSION LTD 0.0%
Value ($000) $40 Shares 25,019 Est. Cost $5.37 Unrealized