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Clear Wave Wealth Management Llc

Portfolio Manager
Clear Wave Wealth Management Llc
Performance
0% (N/A)
AUM (13F)
$462.73M
# of Holdings
170
Performance Rank
N/A
Allocation (Top 20)
69.61%

Clear Wave Wealth Management Llc Holdings Map

Top 50 Clear Wave Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
12.92%77.8K$50.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 77.8K shares
$669.08(+11.86%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
6.27%128.5K$24.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 128.5K shares
$191.74(+12.08%)
2026-03-31
ISTB
ISHARES TR
5.07%412.1K$20.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 412.1K shares
$48.60(-1.00%)
2026-03-31
DGRO
ISHARES TR
4.23%236.9K$16.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 236.9K shares
$69.80(+10.69%)
2026-03-31
SHY
ISHARES TR
3.76%179.3K$14.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 179.3K shares
$82.69(-0.91%)
2026-03-31
USMV
ISHARES TR
3.43%145.6K$13.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 145.6K shares
$93.45(+4.75%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.39%20.5K$13.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 20.5K shares
$666.13(+11.81%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.3%74.4K$13.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 74.4K shares
$180.45(+7.97%)
2026-03-31
IJH
ISHARES TR
3.01%175.4K$11.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 175.4K shares
$66.76(+13.97%)
2026-03-31
FTEC
FIDELITY COVINGTON TRUST
2.99%56.6K$11.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 56.6K shares
$216.36(+26.59%)
2026-03-31

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