NEW WAVE WEALTH ADVISORS LLC - Portfolio overview

NEW WAVE WEALTH ADVISORS LLC has 221 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC, 10.77%
2. GJUL - FIRST TR EXCHNG TRADED FD VI, 4.58%
3. ITA - ISHARES TR, 3.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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