Back to investors
NEW WAVE WEALTH ADVISORS LLC
NEW WAVE WEALTH ADVISORS LLC
Latest filing: 2026-06-30
NEW WAVE WEALTH ADVISORS LLC runs NEW WAVE WEALTH ADVISORS LLC and currently holds 204 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $367.49M. Their top holdings are WMT, JEPQ, EMXC, DTCR, IVES. The top five represent 20.4% of reported portfolio weight. NEW WAVE WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEW WAVE WEALTH ADVISORS LLC initiated 15 new positions. They added to 58 existing positions. They trimmed 26 positions. Their current best-performing preview position is MU with returns of +241.56%.
Sign in to enable email alerts for this investor.
Showper page
204 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 WMT WALMART INC | 8.44% | $68.16 | $103.70 | +52.14% | Trimmed -2.50% |
 JEPQ J P MORGAN EXCHANGE TRADED F | 3.20% | $56.14 | $59.84 | +6.59% | Added +31.06% |
 EMXC ISHARES INC | 2.94% | $66.51 | $97.80 | +47.05% | Added +0.53% |
 DTCR GLOBAL X FDS | 2.94% | $24.14 | $28.32 | +17.32% | Added +2.88% |
 IVES WEDBUSH SER TR | 2.91% | $28.89 | $38.68 | +33.89% | Added +5.68% |
 IEV ISHARES TR | 2.71% | $62.16 | $75.90 | +22.10% | Added +3.17% |
 XLK SELECT SECTOR SPDR TR | 2.67% | $125.63 | $183.35 | +45.94% | Added +19.00% |
 SPY STATE STR SPDR S&P 500 ETF T | 2.64% | $562.23 | $765.62 | +36.18% | Trimmed -12.58% |
GD GDEC FIRST TR EXCHNG TRADED FD VI | 2.40% | $37.09 | $40.55 | +9.33% | Added +2.47% |
 RSP INVESCO EXCHANGE TRADED FD T | 2.38% | $212.19 | $221.67 | +4.47% | Added +3522.64% |
Showing 1-10 of 204