StockDriftsStockDriftsTop 50 New Wave Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 12.24% | 281.0K | $35.0M | +0.02%(+67) | $64.51(+103.79%) | 2026-03-31 | |
| ITA | ISHARES TR | 3.63% | 47.4K | $10.4M | +330.78%(+36.39K) | $210.24(+7.36%) | 2026-03-31 | |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 3.44% | 101.5K | $9.8M | -6.36%(-6.89K) | $73.19(+54.85%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.38% | 14.8K | $9.7M | +3.55%(+508) | $552.17(+34.44%) | 2026-03-31 | |
| IEV | ISHARES TR | 3.14% | 132.3K | $9.0M | -0.97%(-1.29K) | $61.07(+17.97%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.89% | 105.2K | $8.3M | +55.29%(+37.44K) | $64.70(+48.59%) | 2026-03-31 | |
| DTCR | GLOBAL X FDS | 2.89% | 344.3K | $8.2M | new | $22.52(+36.49%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.83% | 145.9K | $8.1M | +14.49%(+18.46K) | $54.81(+9.26%) | 2026-03-31 | |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 2.8% | 216.5K | $8.0M | new | $37.24(+5.88%) | 2026-03-31 | |
| IVES | WEDBUSH SER TR | 2.63% | 265.2K | $7.5M | new | $29.99(+21.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.53% |
| Top 20 Holdings Unweighted | +9.29% | +30.54% |
Sign up free to track New Wave Wealth Advisors Llc, compare funds side by side, and get alerts the moment positions change.