Clearwater Capital Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.03B
Signature - Title
Jeffrey DeHaan - Chief Compliance Officer
Location
Hoffman Estates, IL
Summary
This page shows a list of all the recent 13F filings made by Clearwater Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clearwater Capital Advisors, LLC reported 172 stock holdings with total value $1.03B as of Q3 2024. Top holdings included NEAR, DGRW, LRGF, SCHO, and INTF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 172 $1.03B +$72.1M -$35.3M +$36.8M NEAR, DGRW, LRGF, SCHO, INTF 13F-HR 11/12/2024, 01:47 PM
Q2 2024 157 $944M +$58.2M -$53.4M +$4.87M NEAR, SCHO, DGRW, LRGF, INTF 13F-HR 8/6/2024, 02:30 PM
Q1 2024 158 $938M +$28.9M -$13M +$15.9M SCHO, NEAR, DGRW, LRGF, INTF 13F-HR 5/9/2024, 10:40 AM
Q4 2023 155 $892M +$103M -$91M +$11.8M SCHO, NEAR, DGRW, LRGF, INTF 13F-HR 2/6/2024, 08:33 PM
Q3 2023 141 $816M +$88.5M -$83.5M +$5.02M NEAR, DGRW, BBAG, LRGF, ICSH 13F-HR 10/24/2023, 10:28 AM
Q2 2023 149 $840M +$50.4M -$54.4M -$3.98M NEAR, DGRW, SGOV, LRGF, INTF 13F-HR 8/8/2023, 04:31 PM
Q1 2023 153 $819M +$98.7M -$83.7M +$15M NEAR, DGRW, SGOV, INTF, LRGF 13F-HR 5/10/2023, 04:08 PM
Q4 2022 160 $767M +$132M -$126M +$5.82M DGRW, NEAR, INTF, LRGF, ICSH 13F-HR 1/27/2023, 03:44 PM
Q3 2022 155 $724M +$103M -$72.3M +$31.2M DGRW, NEAR, LRGF, FLRN, DBEF 13F-HR 11/1/2022, 12:23 PM
Q2 2022 151 $732M +$12.8M -$48.2M -$35.4M DGRW, NEAR, LRGF, INTF, FLRN 13F-HR 7/20/2022, 05:33 PM
Q1 2022 169 $872M +$133M -$108M +$24.4M DGRW, NEAR, LRGF, INTF, FLRN 13F-HR 5/3/2022, 10:12 AM
Q4 2021 169 $907M +$42.9M -$23.5M +$19.3M DGRW, SHYG, LRGF, NEAR, INTF 13F-HR 1/26/2022, 04:36 PM
Q3 2021 168 $863M +$32.6M -$10.6M +$21.9M DGRW, SHYG, NEAR, LRGF, EBND 13F-HR 11/3/2021, 02:35 PM
Q2 2021 168 $859M +$73.7M -$44.3M +$29.4M DGRW, SHYG, LRGF, NEAR, EBND 13F-HR 8/4/2021, 02:13 PM
Q1 2021 160 $800M +$143M -$117M +$25.9M DGRW, SHYG, NEAR, LRGF, MBB 13F-HR 4/21/2021, 04:54 PM
Q4 2020 152 $753M +$132M -$69.1M +$63.2M DGRW, NEAR, SHYG, ICSH, LRGF 13F-HR 1/21/2021, 04:42 PM
Q3 2020 139 $636M +$37.2M -$21.8M +$15.4M DGRW, NEAR, SHYG, SHV, USFR 13F-HR 10/16/2020, 02:44 PM
Q2 2020 135 $598M +$121M -$48.4M +$73M DGRW, NEAR, SHYG, SHV, USFR 13F-HR 7/30/2020, 05:40 PM
Q1 2020 140 $464M +$99.5M -$146M -$46M DGRW, NEAR, USFR, SHYG, DBEF 13F-HR 4/15/2020, 10:53 AM
Q4 2019 171 $599M +$73.9M -$68.3M +$5.59M DGRW, SHY, SCHX, BIL, INTF 13F-HR 1/27/2020, 04:01 PM
Q3 2019 174 $566M +$63M -$49.2M +$13.7M DGRW, SHY, BIL, INTF, SCHX 13F-HR 11/4/2019, 11:23 AM
Q2 2019 181 $550M +$54.2M -$45.9M +$8.29M SHY, DGRW, BIL, INTF, FTC 13F-HR 7/26/2019, 12:51 PM
Q1 2019 189 $532M +$110M -$79.6M +$30M SHY, DGRW, FTC, DXJ, HEDJ 13F-HR 5/13/2019, 03:00 PM
Q4 2018 188 $455M +$59.3M -$50.8M +$8.56M DGRW, DXJ, VRP, HEDJ, FTC 13F-HR 1/22/2019, 05:17 PM
Q3 2018 187 $511M +$23.6M -$17M +$6.63M DGRW, DXJ, HEDJ, FTC, VRP 13F-HR 10/17/2018, 03:30 PM
Q2 2018 179 $487M +$74.1M -$74.6M -$505K DXJ, DGRW, HEDJ, FTC, VRP 13F-HR 8/15/2018, 06:23 PM
Q1 2018 620 $483M +$47.4M -$12.3M +$35.1M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 5/11/2018, 05:34 PM
Q4 2017 175 $456M +$28.4M -$7.71M +$20.7M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 2/5/2018, 12:57 PM
Q3 2017 169 $430M +$33.3M -$10.7M +$22.5M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 10/19/2017, 10:46 AM
Q2 2017 159 $392M +$25.6M -$6.8M +$18.8M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 8/11/2017, 04:12 PM
Q1 2017 160 $365M +$77.3M -$6.89M +$70.4M DGRW, DXJ, HEDJ, FTC, DLN 13F-HR 5/15/2017, 12:18 PM
Q4 2016 143 $288M +$24.8M -$33.5M -$8.69M DXJ, FTC, HEDJ, DLN, TDIV 13F-HR 2/13/2017, 03:45 PM
Q3 2016 139 $286M +$17.3M -$10.7M +$6.64M DGRW, FTC, DXJ, DLN, HEDJ 13F-HR 11/29/2016, 03:52 PM
Q2 2016 129 $271M $0 $0 DGRW, FTC, DLN, DXJ, HEDJ 13F-HR 11/29/2016, 03:46 PM