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NEW WAVE WEALTH ADVISORS LLC 13F portfolio summary

NEW WAVE WEALTH ADVISORS LLC of NEW WAVE WEALTH ADVISORS LLC has 181 current stock holdings with a reported portfolio value of $288.2M. The portfolio 1 year return is +17.95%. Top holdings include UPS (0.00%), QQQ (0.00%), SPY (0.00%), WMT (13.37%), ITA (3.96%).

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NEW WAVE WEALTH ADVISORS LLC

NEW WAVE WEALTH ADVISORS LLC
Latest filing: 2026-03-31

NEW WAVE WEALTH ADVISORS LLC runs NEW WAVE WEALTH ADVISORS LLC and currently holds 181 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $288.22M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NEW WAVE WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NEW WAVE WEALTH ADVISORS LLC's portfolio at NEW WAVE WEALTH ADVISORS LLC has delivered returns of +17.95%. Their 3-year annualized return is +23.52%. Looking at the 5-year horizon, NEW WAVE WEALTH ADVISORS LLC has achieved +23.52% annualized returns at NEW WAVE WEALTH ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.95%
#0/1000
3 Year
+23.52%
#0/1000
5 Year
+23.52%
#0/1000

Portfolio Value

$288.22M

Alpha Score

20.0

#0 of 1000

Holdings

181

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change