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 (434 days), 302 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +17.6% · 1 year +17.6% · all +17.6%
- Max drawdown -0.6% · Sharpe 1.08 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMT · 8.4% · long · since 2025-06-30
- 33737M300 · 3.5% · long · since 2025-06-30
- 46654Q203 · 3.2% · long · since 2025-06-30
- 46434G764 · 2.9% · long · since 2025-06-30
- 37954Y236 · 2.9% · long · since 2026-03-31
- 947913109 · 2.9% · long · since 2026-03-31
- 464287861 · 2.7% · long · since 2025-06-30
- 81369Y803 · 2.7% · long · since 2025-06-30
- 78462F103 · 2.6% · long · since 2025-06-30
- 33740U679 · 2.4% · long · since 2026-03-31
- 46137V357 · 2.4% · long · since 2025-06-30
- 53656F805 · 2.2% · long · since 2026-06-30
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