Long-term investor
New Wave Wealth Advisors LLC @newwavewealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035324).
Record
- Tracked since 2025-06-30 (477 days), 386 trades recorded
- Returns: week n/a · month n/a · 90 days -1.3% · 6 months +4.6% · 1 year n/a · all +5.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMT · 8.1% · long · since 2025-09-30
- 78462F103 · 3.7% · long · since 2025-09-30
- 33737M300 · 3.1% · long · since 2025-09-30
- 947913109 · 2.9% · long · since 2026-03-31
- 46090E103 · 2.9% · long · since 2025-09-30
- 46434G764 · 2.8% · long · since 2025-09-30
- 464287861 · 2.6% · long · since 2025-09-30
- 33740U679 · 2.4% · long · since 2026-03-31
- 37954Y236 · 2.4% · long · since 2026-03-31
- 81369Y803 · 2.4% · long · since 2025-09-30
- 78433H675 · 2.0% · long · since 2026-06-30
- NVDA · 1.9% · long · since 2025-09-30