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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 $273,349,189
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 280,886 $31,359,431 11.47%
2.
First Tr Exchng Traded Fd Vi
 376,737 $15,570,804 5.7%
3.
First Tr Exchange-Traded Alp
 108,354 $10,414,835 3.81%
4.
Spdr S & P 500 Etf Trust
 SPY 14,292 $9,774,655 3.58%
5.
Ishares Trust
 IEF 133,613 $9,165,852 3.35%
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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