Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $288,215,378
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 280,953 $34,987,796 12.14%
2.
Ishares Tr - US AER DEF ETF
 47,386 $10,365,688 3.6%
3.
First Tr Exchange-Traded Alp
 101,463 $9,839,882 3.41%
4.
Spdr S & P 500 Etf Trust
 SPY 14,800 $9,651,112 3.35%
5.
Ishares Trust
 IEF 132,318 $8,989,685 3.12%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.