New Wave Wealth Advisors LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $26.8B, First Tr Exchng Traded Fd Vi with a value of $14.2B, Spdr S&P 500 ETF Trust with a value of $13.1B, First Trust Small Cap Growth A with a value of $6.7B, and Technology Sector Spdr with a value of $6.67B.
Examining the 13F form we can see an decrease of $20.8B in the current position value, from $244B to 223B.
New Wave Wealth Advisors LLC is based out at Springdale, AR
Below you can find more details about New Wave Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$223 Billion
ETFs: $115 Billion
Consumer Defensive: $33.8 Billion
Technology: $18.8 Billion
Communication Services: $11 Billion
Consumer Cyclical: $6.72 Billion
Financial Services: $5.66 Billion
Healthcare: $4.38 Billion
Industrials: $4.21 Billion
Other: $3.28 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
