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Home > Institutional Investor > New Wave Wealth Advisors Llc > Profile

Instuitional Investor - New Wave Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: New Wave Wealth Advisors Llc
Portfolio Value $487,594,762
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 279,604 $28,816,029 10.48%
2.
First Tr Exchng Traded Fd Vi
 366,991 $14,885,155 5.41%
3.
First Tr Exchng Traded Fd Vi
 380,627 $14,581,592 5.3%
4.
Spdr S & P 500 Etf Trust
 SPY 15,119 $10,101,246 3.67%
5.
First Tr Exchange-Traded Alp
 107,085 $9,714,044 3.53%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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