Red Wave Investments LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $247 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $40.3M, Invesco Qqq Trust, Series 1 with a value of $17.2M, Ishares Trishares 0 3 Mnth Tre with a value of $16.6M, Vanguard Total World Stk Index with a value of $14.1M, and Vanguard Value ETF with a value of $10.9M.
Examining the 13F form we can see an decrease of $8.87M in the current position value, from $256M to 247M.
Red Wave Investments LLC is based out at Dillsburg, PA
Below you can find more details about Red Wave Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$247 Million
ETFs: $200 Million
Technology: $16.2 Million
Financial Services: $6.96 Million
Consumer Cyclical: $6.87 Million
Consumer Defensive: $4.97 Million
Communication Services: $3.87 Million
Healthcare: $3.79 Million
Energy: $1.41 Million
Other: $2.21 Million
Stock Holdings Table Market Cap. of $200 Billions or more