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Size ($ in 1000's)
At 12/31/2023: $892,427
At 09/30/2023: $821,459
Clearwater Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clearwater Capital Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Clearwater Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Clearwater Capital Advisors LLC.
In the Clearwater Capital Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Clearwater Capital Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Clearwater Capital Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
1,613,749 |
+787,113 |
$78,186 | | SCHO | 1,613,749 | +787,113 | $78,186 | | ISHARES U S ETF TR (NEAR) |
1,417,601 |
+131,066 |
$71,617 | | NEAR | 1,417,601 | +131,066 | $71,617 | | WISDOMTREE TR |
892,099 |
+7,011 |
$62,697 | | DGRW | 892,099 | +7,011 | $62,697 | | ISHARES TR (LRGF) |
1,071,642 |
-2,014 |
$51,750 | | LRGF | 1,071,642 | -2,014 | $51,750 | | ISHARES TR (INTF) |
1,755,388 |
+28,184 |
$49,204 | | INTF | 1,755,388 | +28,184 | $49,204 | | ISHARES TR (IGSB) |
934,108 |
+80,574 |
$47,896 | | IGSB | 934,108 | +80,574 | $47,896 | | ISHARES TR (ICSH) |
769,702 |
-139,690 |
$38,762 | | ICSH | 769,702 | -139,690 | $38,762 | | SPDR INDEX SHS FDS (SPDW) |
1,103,390 |
+18,675 |
$37,526 | | SPDW | 1,103,390 | +18,675 | $37,526 | | J P MORGAN EXCHANGE TRADED F (BBAG) |
764,147 |
-298,730 |
$35,556 | | BBAG | 764,147 | -298,730 | $35,556 | | ISHARES TR (SMLF) |
460,400 |
+3,896 |
$27,081 | | SMLF | 460,400 | +3,896 | $27,081 | | ISHARES TR (MBB) |
222,679 |
-144,778 |
$20,950 | | MBB | 222,679 | -144,778 | $20,950 | | ISHARES TR (MUB) |
186,555 |
-6,900 |
$20,224 | | MUB | 186,555 | -6,900 | $20,224 | | SCHWAB STRATEGIC TR |
301,438 |
-4,145 |
$17,001 | | SCHX | 301,438 | -4,145 | $17,001 | | VANECK ETF TRUST (GDX) |
503,720 |
+19,871 |
$15,620 | | GDX | 503,720 | +19,871 | $15,620 | | ISHARES TR (AGG) |
154,099 |
+154,099 |
$15,294 | | AGG | 154,099 | +154,099 | $15,294 | | SCHWAB STRATEGIC TR |
603,996 |
+18,518 |
$14,973 | | SCHE | 603,996 | +18,518 | $14,973 | | SPDR SER TR (SPMB) |
663,949 |
+663,949 |
$14,653 | | SPMB | 663,949 | +663,949 | $14,653 | | GLOBAL X FDS |
376,730 |
-11,456 |
$13,302 | | SNSR | 376,730 | -11,456 | $13,302 | | ISHARES INC (EMGF) |
293,820 |
-25,114 |
$12,593 | | EMGF | 293,820 | -25,114 | $12,593 | | SCHWAB STRATEGIC TR |
256,009 |
-5,015 |
$12,094 | | SCHA | 256,009 | -5,015 | $12,094 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
214,123 |
-9,769 |
$11,528 | | CIBR | 214,123 | -9,769 | $11,528 | | ISHARES INC (IEMG) |
196,694 |
-26,205 |
$9,949 | | IEMG | 196,694 | -26,205 | $9,949 | | FIRST TR EXCHANGE TRADED FD (FIW) |
104,001 |
-3,745 |
$9,859 | | FIW | 104,001 | -3,745 | $9,859 | | SCHWAB STRATEGIC TR |
125,118 |
+2,382 |
$9,424 | | SCHM | 125,118 | +2,382 | $9,424 | | APPLE INC |
48,928 |
-3,363 |
$9,420 | | AAPL | 48,928 | -3,363 | $9,420 | | GLOBAL X FDS |
329,563 |
-15,571 |
$9,393 | | BOTZ | 329,563 | -15,571 | $9,393 | | WISDOMTREE TR |
153,474 |
+5,691 |
$8,808 | | EZM | 153,474 | +5,691 | $8,808 | | ARK ETF TR (ARKF) |
309,347 |
-62,136 |
$8,532 | | ARKF | 309,347 | -62,136 | $8,532 | | ARK ETF TR (ARKK) |
144,161 |
+38,116 |
$7,550 | | ARKK | 144,161 | +38,116 | $7,550 | | VANGUARD INDEX FDS (VUG) |
23,615 |
-25 |
$7,342 | | VUG | 23,615 | -25 | $7,342 | | WISDOMTREE TR |
241,857 |
+51,193 |
$6,985 | | XSOE | 241,857 | +51,193 | $6,985 | | ISHARES TR (SUB) |
61,146 |
+15,019 |
$6,447 | | SUB | 61,146 | +15,019 | $6,447 | | ARK ETF TR (ARKG) |
167,374 |
-75,662 |
$5,492 | | ARKG | 167,374 | -75,662 | $5,492 | | WISDOMTREE TR |
78,245 |
-1,149 |
$5,194 | | DLN | 78,245 | -1,149 | $5,194 | | WISDOMTREE TR |
148,267 |
-65,142 |
$5,182 | | WCLD | 148,267 | -65,142 | $5,182 | | SCHWAB STRATEGIC TR |
144,314 |
+6,944 |
$5,035 | | SCHC | 144,314 | +6,944 | $5,035 | | GOLDMAN SACHS ETF TR (GEM) |
161,837 |
+49,739 |
$4,967 | | GEM | 161,837 | +49,739 | $4,967 | | GOLDMAN SACHS ETF TR (GIGB) |
101,902 |
-12,599 |
$4,719 | | GIGB | 101,902 | -12,599 | $4,719 | | ISHARES TR (SCZ) |
75,608 |
-632 |
$4,680 | | SCZ | 75,608 | -632 | $4,680 | | VANGUARD SCOTTSDALE FDS (VCSH) |
46,440 |
-683 |
$3,593 | | VCSH | 46,440 | -683 | $3,593 | | ISHARES TR (XT) |
56,451 |
-36 |
$3,380 | | XT | 56,451 | -36 | $3,380 | | GOLDMAN SACHS ETF TR (GSLC) |
35,773 |
-320 |
$3,356 | | GSLC | 35,773 | -320 | $3,356 | | INVESCO QQQ TR |
7,489 |
+27 |
$3,067 | | QQQ | 7,489 | +27 | $3,067 | | GLOBAL X FDS |
130,361 |
+86,012 |
$2,954 | | CLOU | 130,361 | +86,012 | $2,954 | | MICROSOFT CORP |
7,229 |
+162 |
$2,718 | | MSFT | 7,229 | +162 | $2,718 | | SPDR INDEX SHS FDS (SPEM) |
74,987 |
+4,751 |
$2,655 | | SPEM | 74,987 | +4,751 | $2,655 | | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
22,668 |
UNCH |
$2,484 | | FTC | 22,668 | UNCH | $2,484 | | GOLDMAN SACHS ETF TR (GSIE) |
73,926 |
-105 |
$2,414 | | GSIE | 73,926 | -105 | $2,414 | | ISHARES TR (SHY) |
29,369 |
+29,369 |
$2,409 | | SHY | 29,369 | +29,369 | $2,409 | | ISHARES TR (IVV) |
4,981 |
-26 |
$2,379 | | IVV | 4,981 | -26 | $2,379 |
See Full List: All Stocks Held By Clearwater Capital Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clearwater Capital Advisors LLC
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