Clearwater Capital Advisors, LLC

13F filer, CIK 1690531, HOFFMAN ESTATES, IL

Clearwater Capital Advisors, LLC reported $1,022,076,794 across 171 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 56.07% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001690531-25-000001

Period: 2024-12-31
Reported value: $1.02B
Holdings: 171
Top 10 weight: 56.07%
New: 9
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHOadded	+1,283,078	$30.9M
SCHXadded	+549,795	$12.7M
SCHMadded	+275,500	$7.63M
NEARadded	+143,128	$7.23M
SCHAadded	+277,761	$7.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
QQQreduced	-5,181	-$2.65M
DGRWreduced	-29,080	-$2.35M
FTCreduced	-15,718	-$2.17M
DLNreduced	-18,705	-$1.46M
TDIVreduced	-18,296	-$1.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001690531-25-000001, largest first. % of portfolio is the value over $1,022,076,794, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
NEARISHARES U S ETF TR	2,551,764	$129M	12.61%	+143,128	Timeline
DGRWWISDOMTREE TR	849,266	$68.7M	6.72%	-29,080	Timeline
LRGFISHARES TR	1,034,725	$62.4M	6.11%	+2,727	Timeline
SCHOSCHWAB STRATEGIC TR	2,447,588	$58.9M	5.76%	+1,283,078	Timeline
IGSBISHARES TR	1,071,230	$55.4M	5.42%	+40,076	Timeline
INTFISHARES TR	1,830,271	$52.6M	5.14%	+39,922	Timeline
BBAGJ P MORGAN EXCHANGE TRADED F	944,762	$42.7M	4.18%	+68,645	Timeline
SPDWSPDR INDEX SHS FDS	1,115,010	$38.1M	3.72%	+1,436	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	723,979	$35.2M	3.45%	+68,712	Timeline
SMLFISHARES TR	447,434	$30.2M	2.95%	-19,563	Timeline
MBBISHARES TR	288,541	$26.5M	2.59%	+25,155	Timeline
SCHXSCHWAB STRATEGIC TR	846,320	$19.6M	1.92%	+549,795	Timeline
GDXVANECK ETF TRUST	553,183	$18.8M	1.84%	+11,431	Timeline
SCHESCHWAB STRATEGIC TR	693,214	$18.5M	1.81%	+22,053	Timeline
MUBISHARES TR	167,944	$17.9M	1.75%	-6,766	Timeline
EMGFISHARES INC	339,156	$15.3M	1.5%	+14,932	Timeline
AAPLAPPLE INC	56,686	$14.2M	1.39%	-1,080	Timeline
AGGISHARES TR	145,715	$14.1M	1.38%	+5,298	Timeline
SCHASCHWAB STRATEGIC TR	542,868	$14M	1.37%	+277,761	Timeline
SPMBSPDR SERIES TRUST	618,461	$13.3M	1.3%	+5,025	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	207,158	$13.1M	1.29%	-4,104	Timeline
SNSRGLOBAL X FDS	354,273	$12.4M	1.21%	-13,787	Timeline
SCHMSCHWAB STRATEGIC TR	405,798	$11.2M	1.1%	+275,500	Timeline
BOTZGLOBAL X FDS	333,655	$10.7M	1.04%	+458	Timeline
FIWFIRST TR EXCHANGE-TRADED FD	102,816	$10.5M	1.03%	-70	Timeline
EZMWISDOMTREE TR	166,709	$10.4M	1.02%	+8,315	Timeline
XSOEWISDOMTREE TR	323,840	$9.87M	0.97%	+37,199	Timeline
ARKFARK ETF TR	258,862	$9.59M	0.94%	-18,882	Timeline
VUGVANGUARD INDEX FDS	21,586	$8.86M	0.87%	-691	Timeline
IEMGISHARES INC	167,256	$8.73M	0.85%	-13,360	Timeline
SUBISHARES TR	67,809	$7.15M	0.7%	+1,168	Timeline
MSFTMICROSOFT CORP	16,257	$6.85M	0.67%	-1,784	Timeline
WCLDWISDOMTREE TR	174,098	$6.53M	0.64%	-7,909	Timeline
XTISHARES TR	105,816	$6.31M	0.62%	+2,134	Timeline
SCHCSCHWAB STRATEGIC TR	180,992	$6.21M	0.61%	+14,718	Timeline
GIGBGOLDMAN SACHS ETF TR	132,968	$5.99M	0.59%	+13,302	Timeline
DLNWISDOMTREE TR	55,050	$4.28M	0.42%	-18,705	Timeline
GEMGOLDMAN SACHS ETF TR	131,586	$4.2M	0.41%	-10,027	Timeline
ARKKARK ETF TR	72,946	$4.14M	0.41%	-3,751	Timeline
SCZISHARES TR	65,720	$3.99M	0.39%	-2,783	Timeline
ARKGARK ETF TR	157,905	$3.72M	0.36%	-26,019	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	73,876	$3.7M	0.36%	-656	Timeline
GSLCGOLDMAN SACHS ETF TR	31,126	$3.59M	0.35%	-178	Timeline
SCHFSCHWAB STRATEGIC TR	191,688	$3.55M	0.35%	+142,044	Timeline
SPEMSPDR INDEX SHS FDS	88,403	$3.39M	0.33%	+19,446	Timeline
VCSHVANGUARD SCOTTSDALE FDS	39,161	$3.05M	0.3%	-3,268	Timeline
CLOUGLOBAL X FDS	117,154	$2.81M	0.27%	+6,876	Timeline
TBLLINVESCO EXCH TRADED FD TR II	26,502	$2.8M	0.27%	+996	Timeline
SCHJSCHWAB STRATEGIC TR	107,823	$2.63M	0.26%	+88,309	Timeline
AMZNAMAZON COM INC	11,559	$2.54M	0.25%	-446	Timeline
FMBFIRST TR EXCH TRADED FD III	49,081	$2.5M	0.24%	+26,697	Timeline
GSIEGOLDMAN SACHS ETF TR	72,299	$2.41M	0.24%	-532	Timeline
NVDANVIDIA CORPORATION	17,698	$2.38M	0.23%	+615	Timeline
IVVISHARES TR	3,778	$2.22M	0.22%	-153	Timeline
IBRXIMMUNITYBIO INC	846,419	$2.17M	0.21%	+363,870	Timeline
AVDEAMERICAN CENTY ETF TR	34,066	$2.09M	0.2%	new	Timeline
HDHOME DEPOT INC	5,043	$1.96M	0.19%	-1,242	Timeline
IDNAISHARES TR	84,242	$1.91M	0.19%	+29,084	Timeline
RINGISHARES INC	63,782	$1.79M	0.18%	+31,659	Timeline
ISHARES TRISHARES TR	68,954	$1.73M	0.17%	+28,992
TSLATESLA INC	3,939	$1.59M	0.16%	-33	Timeline
VUSBVANGUARD BD INDEX FDS	31,946	$1.59M	0.16%	+5,361	Timeline
AVSFAMERICAN CENTY ETF TR	32,669	$1.51M	0.15%	+3,698	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,529	$1.48M	0.15%	-218	Timeline
IJHISHARES TR	23,549	$1.47M	0.14%	+1,624	Timeline
IJRISHARES TR	12,615	$1.45M	0.14%	+496	Timeline
DBEFDBX ETF TR	34,136	$1.41M	0.14%	-13,070	Timeline
DTDWISDOMTREE TR	18,325	$1.39M	0.14%	-906	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,372	$1.26M	0.12%	+45	Timeline
STOTSSGA ACTIVE TR	24,857	$1.16M	0.11%	-70	Timeline
MGKVANGUARD WORLD FD	3,233	$1.11M	0.11%	-1,183	Timeline
QQQINVESCO QQQ TR	2,148	$1.1M	0.11%	-5,181	Timeline
SCHGSCHWAB STRATEGIC TR	38,470	$1.07M	0.1%	+24,151	Timeline
JPMJPMORGAN CHASE & CO	4,308	$1.03M	0.1%	-418	Timeline
SHMSPDR SERIES TRUST	21,526	$1.02M	0.1%	0	Timeline
GBILGOLDMAN SACHS ETF TR	10,058	$1M	0.1%	+7,087	Timeline
VOTVANGUARD INDEX FDS	3,898	$989K	0.1%	-4,240	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	12,198	$957K	0.09%	-18,296	Timeline
SHYISHARES TR	11,414	$936K	0.09%	-239	Timeline
AVEMAMERICAN CENTY ETF TR	15,259	$897K	0.09%	new	Timeline
IXNISHARES TR	10,521	$892K	0.09%	0	Timeline
LLYELI LILLY & CO	1,136	$877K	0.09%	0	Timeline
METAMETA PLATFORMS INC	1,493	$874K	0.09%	-10	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	5,868	$811K	0.08%	-15,718	Timeline
DESWISDOMTREE TR	23,189	$797K	0.08%	-33	Timeline
SPLVINVESCO EXCH TRADED FD TR II	11,351	$795K	0.08%	0	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	9,960	$737K	0.07%	-49	Timeline
PGPROCTER & GAMBLE CO	4,196	$703K	0.07%	-1,183	Timeline
VTIVANGUARD INDEX FDS	2,421	$702K	0.07%	-216	Timeline
HACKAMPLIFY ETF TR	8,997	$670K	0.07%	-173	Timeline
SGOVISHARES TR	6,669	$669K	0.07%	+459	Timeline
MCDMCDONALDS CORP	2,306	$668K	0.07%	-26	Timeline
GOOGLALPHABET INC	3,435	$650K	0.06%	+36	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,424	$645K	0.06%	-181	Timeline
EEMISHARES TR	15,205	$636K	0.06%	-176	Timeline
DHSWISDOMTREE TR	6,432	$600K	0.06%	-1	Timeline
HEDJWISDOMTREE TR	13,640	$596K	0.06%	0	Timeline
VTEBVANGUARD MUN BD FDS	11,724	$588K	0.06%	new	Timeline
PLTRPALANTIR TECHNOLOGIES INC	7,769	$588K	0.06%	-4,394	Timeline
XLKSELECT SECTOR SPDR TR	2,462	$572K	0.06%	-1,472	Timeline
VGTVANGUARD WORLD FD	891	$554K	0.05%	-111	Timeline
ITMVANECK ETF TRUST	11,676	$538K	0.05%	0	Timeline
PMPHILIP MORRIS INTL INC	4,379	$527K	0.05%	0	Timeline
DUKDUKE ENERGY CORP NEW	4,884	$526K	0.05%	-113	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	13,590	$509K	0.05%	-1,990	Timeline
SPTSSPDR SERIES TRUST	17,503	$508K	0.05%	new	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	6,586	$504K	0.05%	-1,140	Timeline
KKRKKR & CO INC	3,395	$502K	0.05%	-200	Timeline
RPGINVESCO EXCHANGE TRADED FD T	11,794	$487K	0.05%	-1,996	Timeline
ICSHISHARES TR	9,644	$486K	0.05%	new	Timeline
GOOGALPHABET INC	2,548	$485K	0.05%	-60	Timeline
AMGNAMGEN INC	1,829	$477K	0.05%	0	Timeline
PINSPINTEREST INC	16,148	$468K	0.05%	+3,235	Timeline
JNJJOHNSON & JOHNSON	3,237	$468K	0.05%	-523	Timeline
DTHWISDOMTREE TR	12,318	$465K	0.05%	0	Timeline
GDXJVANECK ETF TRUST	10,811	$462K	0.05%	0	Timeline
KOCOCA COLA CO	7,326	$456K	0.04%	-2,257	Timeline
QUALISHARES TR	2,422	$431K	0.04%	-226	Timeline
DGROISHARES TR	6,974	$428K	0.04%	new	Timeline
VBKVANGUARD INDEX FDS	1,517	$425K	0.04%	-50	Timeline
PEPPEPSICO INC	2,743	$417K	0.04%	0	Timeline
BXBLACKSTONE INC	2,416	$417K	0.04%	-25	Timeline
AVLCAMERICAN CENTY ETF TR	6,124	$414K	0.04%	new	Timeline
DISDISNEY WALT CO	3,606	$402K	0.04%	-785	Timeline
ASMLASML HLDG NV	572	$396K	0.04%	0	Timeline
USIGISHARES TR	7,817	$393K	0.04%	+66	Timeline
VLUEISHARES TR	3,629	$383K	0.04%	-160	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	656	$374K	0.04%	0	Timeline
FXOFIRST TR EXCHANGE-TRADED FD	6,729	$364K	0.04%	-1,307	Timeline
AVGOBROADCOM INC	1,532	$355K	0.03%	-405	Timeline
GEGE AEROSPACE	2,126	$355K	0.03%	-8	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	5,248	$352K	0.03%	0	Timeline
FEXFIRST TR EXCHANGE-TRADED ALP	3,301	$344K	0.03%	-11,725	Timeline
GSSTGOLDMAN SACHS ETF TR	6,829	$343K	0.03%	-51	Timeline
CSCOCISCO SYS INC	5,745	$340K	0.03%	+24	Timeline
DEMWISDOMTREE TR	8,371	$339K	0.03%	-1,528	Timeline
IBBISHARES TR	2,414	$319K	0.03%	0	Timeline
HEFAISHARES TR	8,980	$312K	0.03%	0	Timeline
ABBVABBVIE INC	1,738	$309K	0.03%	-57	Timeline
DONWISDOMTREE TR	6,035	$308K	0.03%	-2,078	Timeline
FSMBFIRST TR EXCH TRADED FD III	15,000	$298K	0.03%	0	Timeline
GRIDFIRST TR EXCHANGE-TRADED FD	2,459	$293K	0.03%	+333	Timeline
PHOINVESCO EXCHANGE TRADED FD T	4,207	$277K	0.03%	0	Timeline
IJKISHARES TR	3,036	$276K	0.03%	-120	Timeline
PFEPFIZER INC	10,238	$272K	0.03%	-110	Timeline
LOWLOWES COS INC	1,096	$270K	0.03%	+341	Timeline
VOVANGUARD INDEX FDS	1,024	$270K	0.03%	-14	Timeline
VWOVANGUARD INTL EQUITY INDEX F	6,126	$270K	0.03%	0	Timeline
USMVISHARES TR	2,958	$263K	0.03%	-173	Timeline
IMCBISHARES TR	3,446	$262K	0.03%	-200	Timeline
IWOISHARES TR	908	$261K	0.03%	0	Timeline
XLFSELECT SECTOR SPDR TR	5,394	$261K	0.03%	0	Timeline
ARTYISHARES TR	6,995	$259K	0.03%	-415	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	2,464	$258K	0.03%	0	Timeline
PEYINVESCO EXCHANGE TRADED FD T	11,966	$254K	0.02%	0	Timeline
ETHWBITWISE ETHEREUM ETF	10,613	$254K	0.02%	+426	Timeline
FEMFIRST TR EXCH TRD ALPHDX FD	11,402	$251K	0.02%	-80	Timeline
VYMVANGUARD WHITEHALL FDS	1,914	$244K	0.02%	0	Timeline
MOALTRIA GROUP INC	4,579	$239K	0.02%	-993	Timeline
PEVERPURE INC	3,838	$236K	0.02%	new	Timeline
EESWISDOMTREE TR	4,306	$232K	0.02%	-94	Timeline
ROBOEXCHANGE TRADED CONCEPTS TRU	3,818	$215K	0.02%	-6,504	Timeline
VVISA INC	668	$211K	0.02%	new	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	2,000	$208K	0.02%	0	Timeline
EEMVISHARES INC	3,584	$208K	0.02%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,060	$207K	0.02%	-326	Timeline
SCHZSCHWAB STRATEGIC TR	9,061	$206K	0.02%	+4,266	Timeline
FXEINVESCO CURRENCYSHARES EURO	2,122	$203K	0.02%	0	Timeline
XLVSELECT SECTOR SPDR TR	1,454	$200K	0.02%	+1	Timeline
RCATRED CAT HLDGS INC	12,500	$161K	0.02%	0	Timeline
NNDMNANO DIMENSION LTD	27,139	$67.3K	0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FYCFIRST TR EXCHANGE-TRADED ALP	8,000	$595K	shares
IJSISHARES TR	3,802	$409K	shares
VZVERIZON COMMUNICATIONS INC	6,324	$284K	shares
XOMEXXON MOBIL CORP	1,833	$215K	shares
EXCEXELON CORP	5,180	$210K	shares
IEFAISHARES TR	2,635	$206K	shares
IGIBISHARES TR	3,803	$204K	shares
TAT&T INC	9,140	$201K	shares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	13,680	$77K	shares
LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC	37,132	$33.4K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001690531-25-000001	base		2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC