Chief Compliance Officer

0001690531-24-000003.txt : 20240509 0001690531-24-000003.hdr.sgml : 20240509 20240509104034 ACCESSION NUMBER: 0001690531-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clearwater Capital Advisors, LLC CENTRAL INDEX KEY: 0001690531 ORGANIZATION NAME: IRS NUMBER: 204356509 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17575 FILM NUMBER: 24929164 BUSINESS ADDRESS: STREET 1: 2800 W. HIGGINS ROAD STREET 2: SUITE 1025 CITY: HOFFMAN ESTATES STATE: IL ZIP: 60169 BUSINESS PHONE: 847-841-8650 MAIL ADDRESS: STREET 1: 2800 W. HIGGINS ROAD STREET 2: SUITE 1025 CITY: HOFFMAN ESTATES STATE: IL ZIP: 60169 FORMER COMPANY: FORMER CONFORMED NAME: Clearwater Capital Partners, LLC DATE OF NAME CHANGE: 20170515 FORMER COMPANY: FORMER CONFORMED NAME: BSC PRIVATE WEALTH MANAGEMENT, LLC DATE OF NAME CHANGE: 20161121 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001690531 XXXXXXXX 03-31-2024 03-31-2024 Clearwater Capital Advisors, LLC

2800 W. HIGGINS ROAD SUITE 1025 HOFFMAN ESTATES IL 60169

13F HOLDINGS REPORT 028-17575 000139886 N Jeffrey DeHaan Chief Compliance Officer 8478418650 Jeffrey DeHaan Hoffman Estates IL 05-09-2024 0 159 937643671 false INFORMATION TABLE 2 CCP1Q2413F.xml CCA 1Q 2024 13F ABBVIE INC COM 00287Y109 316490 1738 SH SOLE Clearwater Capital Partners 0 0 1738 ALPHABET INC CAP STK CL A 02079K305 385929 2557 SH SOLE Clearwater Capital Partners 0 0 2557 ALPHABET INC CAP STK CL C 02079K107 386893 2541 SH SOLE Clearwater Capital Partners 0 0 2541 AMAZON COM INC COM 023135106 1366559 7576 SH SOLE Clearwater Capital Partners 0 0 7576 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 339973 7346 SH SOLE Clearwater Capital Partners 0 0 7346 AMGEN INC COM 031162100 528551 1859 SH SOLE Clearwater Capital Partners 0 0 1859 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 599237 9347 SH SOLE Clearwater Capital Partners 0 0 9347 APPLE INC COM 037833100 8468033 49382 SH SOLE Clearwater Capital Partners 0 0 49382 ARK ETF TR FINTECH INNOVA 00214Q708 8547783 281826 SH SOLE 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Capital Partners 0 0 260146 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 224163 5322 SH SOLE Clearwater Capital Partners 0 0 5322 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 804548 3863 SH SOLE Clearwater Capital Partners 0 0 3863 SIMON PPTY GROUP INC NEW COM 828806109 281682 1800 SH SOLE Clearwater Capital Partners 0 0 1800 SPDR GOLD TR GOLD SHS 78463V107 202429 984 SH SOLE Clearwater Capital Partners 0 0 984 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 39510179 1102405 SH SOLE Clearwater Capital Partners 0 0 1102405 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2620808 72418 SH SOLE Clearwater Capital Partners 0 0 72418 SPDR S&P 500 ETF TR TR UNIT 78462F103 1783728 3410 SH SOLE Clearwater Capital Partners 0 0 3410 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 364999 656 SH SOLE Clearwater Capital Partners 0 0 656 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1021194 21526 SH SOLE Clearwater Capital Partners 0 0 21526 SPDR SER TR PORT MTG BK ETF 78464A383 14223820 654872 SH SOLE Clearwater Capital Partners 0 0 654872 SPDR SER TR PORTFOLIO SH TSR 78468R101 289114 9997 SH SOLE Clearwater Capital Partners 0 0 9997 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 623293 13264 SH SOLE Clearwater Capital Partners 0 0 13264 TESLA INC COM 88160R101 572373 3256 SH SOLE Clearwater Capital Partners 0 0 3256 VANECK ETF TRUST GOLD MINERS ETF 92189F106 17672953 558917 SH SOLE Clearwater Capital Partners 0 0 558917 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 543051 11676 SH SOLE Clearwater Capital Partners 0 0 11676 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 420562 10856 SH SOLE Clearwater Capital Partners 0 0 10856 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 340112 6864 SH SOLE Clearwater Capital Partners 0 0 6864 VANGUARD INDEX FDS GROWTH ETF 922908736 7801982 22667 SH SOLE Clearwater Capital Partners 0 0 22667 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1858497 7882 SH SOLE Clearwater Capital Partners 0 0 7882 VANGUARD INDEX FDS MID CAP ETF 922908629 234119 937 SH SOLE Clearwater Capital Partners 0 0 937 VANGUARD INDEX FDS SML CP GRW ETF 922908595 408549 1567 SH SOLE Clearwater Capital Partners 0 0 1567 VANGUARD INDEX FDS TOTAL STK MKT 922908769 443130 1705 SH SOLE Clearwater Capital Partners 0 0 1705 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 371336 8890 SH SOLE Clearwater Capital Partners 0 0 8890 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3466813 44843 SH SOLE Clearwater Capital Partners 0 0 44843 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 200723 1659 SH SOLE Clearwater Capital Partners 0 0 1659 VANGUARD WORLD FD INF TECH ETF 92204A702 409510 781 SH SOLE Clearwater Capital Partners 0 0 781 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1302643 4545 SH SOLE Clearwater Capital Partners 0 0 4545 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 5233238 150294 SH SOLE Clearwater Capital Partners 0 0 150294 WISDOMTREE TR EM EX ST-OWNED 97717X578 7674925 260520 SH SOLE Clearwater Capital Partners 0 0 260520 WISDOMTREE TR EMER MKT HIGH FD 97717W315 431162 10305 SH SOLE Clearwater Capital Partners 0 0 10305 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 658812 13640 SH SOLE Clearwater Capital Partners 0 0 13640 WISDOMTREE TR ITL HIGH DIV FD 97717W802 488163 12318 SH SOLE Clearwater Capital Partners 0 0 12318 WISDOMTREE TR US HIGH DIVIDEND 97717W208 582876 6726 SH SOLE Clearwater Capital Partners 0 0 6726 WISDOMTREE TR US LARGECAP DIVD 97717W307 5460885 75646 SH SOLE Clearwater Capital Partners 0 0 75646 WISDOMTREE TR US MIDCAP DIVID 97717W505 394013 8079 SH SOLE Clearwater Capital Partners 0 0 8079 WISDOMTREE TR US MIDCAP FUND 97717W570 9415107 154295 SH SOLE Clearwater Capital Partners 0 0 154295 WISDOMTREE TR US QTLY DIV GRT 97717X669 66782289 876523 SH SOLE Clearwater Capital Partners 0 0 876523 WISDOMTREE TR US SMALLCAP DIVD 97717W604 731771 22392 SH SOLE Clearwater Capital Partners 0 0 22392 WISDOMTREE TR US SMALLCAP FUND 97717W562 290847 5803 SH SOLE Clearwater Capital Partners 0 0 5803 WISDOMTREE TR US TOTAL DIVIDND 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