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Home > Institutional Investor > Clear Wave Wealth Management Llc > Profile

Instuitional Investor - Clear Wave Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Clear Wave Wealth Management Llc
Portfolio Value $541,471,764
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,673 $56,670,609 10.47%
2.
Jpmorgan Chase & CoPUT
 JPM 125,000 $40,916,250 7.56%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 129,659 $27,587,648 5.09%
4.
Alphabet Inc.PUT
 GOOGL 70,000 $25,015,900 4.62%
5.
Ishares Trust
 HYG 440,393 $21,248,954 3.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.