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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 $244,004,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 315,327 $28,489,832 11.67%
2.
Spdr S & P 500 Etf Trust
 SPY 32,069 $18,795,000 7.7%
3.
First Tr Exchng Traded Fd Vi
 364,277 $13,656,745 5.59%
4.
First Tr Exchange-Traded Alp
 122,226 $9,463,959 3.87%
5.
Invesco Qqq Tr
 14,463 $7,393,919 3.03%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)