Clearwater Capital Advisors, LLC
Top Portfolio Positions
48 positions ·
$54,169,877 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
48,551 | $12,321,758 | 22.75% |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
717,524 | $5,503,409 | 10.16% |
| MSFT |
Microsoft Corp
Technology
|
14,320 | $5,300,834 | 9.79% |
| NVDA |
Nvidia Corp
Technology
|
19,773 | $3,448,411 | 6.37% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,147 | $2,529,855 | 4.67% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,743 | $1,783,882 | 3.29% |
| PLTR |
Palantir Technologies Inc.
Technology
|
9,314 | $1,362,451 | 2.52% |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,204 | $1,272,104 | 2.35% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,317 | $1,269,888 | 2.34% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,099 | $1,095,076 | 2.02% |
Portfolio Trend
Holdings in ETHW
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $294,840 | 19,656 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $412,765 | 19,406 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $434,000 | 14,554 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $203,662 | 11,277 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $146,314 | 11,152 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $254,393 | 10,613 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $189,681 | 10,187 | Shares | Sole | 2024-11-12 | |
| No quarters match your search. | ||||||