CLEAR WAVE WEALTH MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW CLEAR WAVE WEALTH MANAGEMENT LLC | Institutional Filer | — | $393.5M | 170 |
Current Portfolio Holdings
Showing all 170 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 78K | $50.8M | 12.92% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | — | 129K | $24.7M | 6.27% |
| 3 | ISTB | ISHARES TR | — | 412K | $20.0M | 5.07% |
| 4 | DGRO | ISHARES TR | — | 237K | $16.6M | 4.23% |
| 5 | SHY | ISHARES TR | — | 179K | $14.8M | 3.76% |
| 6 | USMV | ISHARES TR | — | 146K | $13.5M | 3.43% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 21K | $13.4M | 3.39% |
| 8 | NVDA | NVIDIA Corporation | Technology | 74K | $13.0M | 3.30% |
| 9 | IJH | ISHARES TR | — | 175K | $11.8M | 3.01% |
| 10 | FTEC | FIDELITY COVINGTON TRUST | — | 57K | $11.8M | 2.99% |
| 11 | IAU | ISHARES GOLD TR | — | 124K | $10.9M | 2.77% |
| 12 | VBR | VANGUARD INDEX FDS | — | 49K | $10.6M | 2.70% |
| 13 | IVE | ISHARES TR | — | 49K | $10.4M | 2.64% |
| 14 | QUAL | ISHARES TR | — | 50K | $9.7M | 2.45% |
| 15 | MSFT | Microsoft Corporation | Technology | 22K | $8.2M | 2.07% |
Showing 1 to 15 of 170 holdings