NWW
New Wave Wealth Advisors LLC Portfolio
Invests via NEW WAVE WEALTH ADVISORS LLC | Managed by Dustin Heath Stanley, Hannah Elizabeth Stanley
Invests via NEW WAVE WEALTH ADVISORS LLC
Managed by Dustin Heath Stanley, Hannah Elizabeth Stanley
Automatically Tracked
Company Profile
Independent wealth manager focused on fee-based financial planning, portfolio management and retirement solutions for high-net-worth individuals, family offices and small institutions. NEW WAVE WEALTH ADVISORS LLC positions as a boutique RIA offering discretionary investment strategies, tax-aware advice and holistic wealth services, often partnering with CPAs and estate attorneys to retain clients.
Independent wealth manager focused on fee-based financial planning, portfolio management and retirement solutions for high-net-worth individuals, family offices and small institutions. NEW WAVE WEALTH ADVISORS LLC positions as a boutique RIA offering discretionary investment strategies, tax-aware advice and holistic wealth services, often partnering with CPAs and estate attorneys to retain clients.
Investment Philosophy & Strategy
Boutique RIA approach emphasizing fee-based, fiduciary advice and discretionary portfolios tailored to high-net-worth families and small institutions. Investment decisions prioritize tax-aware asset allocation, risk-managed diversification across equities, fixed income and selected alternatives, and long-term capital preservation with opportunistic growth. Capital deployment favors customized beta plus active alpha strategies, low-turnover tax-loss harvesting and coordinated planning with CPAs and estate attorneys. Portfolio construction blends liability-driven thinking, drawdown control and transparent fees to retain multigenerational relationships.
Boutique RIA approach emphasizing fee-based, fiduciary advice and discretionary portfolios tailored to high-net-worth families and small institutions. Investment decisions prioritize tax-aware asset allocation, risk-managed diversification across equities, fixed income and selected alternatives, and long-term capital preservation with opportunistic growth. Capital deployment favors customized beta plus active alpha strategies, low-turnover tax-loss harvesting and coordinated planning with CPAs and estate attorneys. Portfolio construction blends liability-driven thinking, drawdown control and transparent fees to retain multigenerational relationships.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
46.53%
Gain -0.24%
Monthly
1.4%
Yearly
18.11%
Drawdown
18.84%
$365.31M
Equity
Holdings
$365.31M
Investment
$303.14M
$87.42M
Profit -$639,300.77
Realized
$25.26M
Unrealized
$62.17M
Dividends
$9.3M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$639,300.77
Win %
66%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$2.6M
Win %
66%
This Month
Compared to last month
Gain
1.18%
Profit
$4.26M
Win %
66%
This Year
Compared to last year
Gain
0.3%
Profit
$1.01M
Win %
68%
USB U.S. Bancorp
+2.98%
+$19,025.46 
UL Unilever PLC Sponsored American Depositary Receipt
+2.68%
+$10,987.23 
NEM Newmont Corporation
+2.67%
+$42,496.77 
TFC Truist Financial Corporation
+2.65%
+$10,574.07 
PNC The PNC Financial Services Group, Inc.
+2.53%
+$11,527.89 
JPM JPMorgan Chase & Co.
+2.52%
+$6,335.56 
RTX RTX Corporation
+2.45%
+$19,917.24 
SYF Synchrony Financial
+2.38%
+$25,391.51 
TTE TotalEnergies SE
+2.34%
+$13,871.07 
COF Capital One Financial Corporation
+2.29%
+$21,349.92 
EXE Expand Energy Corporation
+2.17%
+$10,299.16 
CRH CRH plc
+2.13%
+$12,575.5 
WFC Wells Fargo & Company
+2.08%
+$8,742.3 
RCL Royal Caribbean Group
+2.08%
+$10,591.61 
ALL Allstate Corporation
+2.06%
+$17,443.1 
NFG National Fuel Gas Company
+2%
+$9,338.36 
SHEL Shell plc
+1.95%
+$6,799.32 
BNY BlackRock New York Municipal Income Trust
+1.81%
+$24,799.77 
BF-B Brown-Forman Corporation
+1.8%
+$4,813.19 
ORLY O'Reilly Automotive Inc.
+1.71%
+$3,948.65 
KO The Coca-Cola Company
+1.65%
+$3,999.12 
HSY The Hershey Company
+1.6%
+$5,508 
INGR Ingredion Inc.
+1.6%
+$4,484.62 
DEO Diageo plc Sponsored ADR
+1.59%
+$8,329.1 
BAC Bank of America Corporation
+1.54%
+$16,271.26 
TSN Tyson Foods Inc.
+1.53%
+$57,376.28 
LLY Eli Lilly and Company
+1.51%
+$45,870.3 
XLB Materials Select Sector SPDR Fund
+1.44%
+$6,315.96 
EOG EOG Resources, Inc.
+1.44%
+$16,451.53 
MPB Mid Penn Bancorp Inc.
+1.42%
+$6,470.37 
ITA iShares U.S. Aerospace & Defense ETF
+1.4%
+$13,218.2 
PPG PPG Industries Inc.
+1.4%
+$4,785.19 
T AT&T Inc.
+1.36%
+$12,196.65 
GSK GSK plc Sponsored ADR
+1.35%
+$7,749.72 
XLP Consumer Staples Select Sector SPDR Fund
+1.33%
+$15,305.35 
VZ Verizon Communications Inc.
+1.32%
+$17,332.97 
DG Dollar General Corporation
+1.31%
+$5,881.92 
KVUE Kenvue Inc.
+1.26%
+$6,485.53 
HIG The Hartford Insurance Group, Inc.
+1.21%
+$3,079.93 
CFG Citizens Financial Group, Inc.
+1.2%
+$9,256.04 
CLX The Clorox Company
+1.19%
+$4,023.12 
XLF Financial Select Sector SPDR Fund
+1.19%
+$49,500.97 
XLU Utilities Select Sector SPDR Fund
+1.18%
+$18,992.4 
NKE Nike, Inc. - Class B
+1.16%
+$3,338.95 
UPS United Parcel Service, Inc.
+1.16%
+$6,598.07 
DFIV Dimensional International Value ETF
+1.13%
+$17,658.72 
AAPL Apple Inc.
+1.13%
+$70,756.55 
IEV iShares Europe ETF
+1.13%
+$109,888.94 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.12%
+$21,549.54 
GDXJ VanEck Junior Gold Miners ETF
+1.08%
+$2,768.28 
DVN Devon Energy Corporation
+1.04%
+$18,836.85 
WMT Walmart Inc.
+1.02%
+$330,687.09 
BA Boeing Company
+1%
+$9,499.8 
FCX Freeport-McMoRan Inc.
+0.97%
+$13,421.2 
DOW Dow Inc.
+0.96%
+$6,649.05 
TRV The Travelers Companies, Inc.
+0.94%
+$4,579.3 
GL Globe Life Inc.
+0.93%
+$4,171.44 
DOC Healthpeak Properties, Inc.
+0.92%
+$4,732.87 
WPC W. P. Carey Inc.
+0.88%
+$3,096.81 
B BARRICK MINING CORP Common Stock (ABR0)
+0.87%
+$2,123.97 
GPC Genuine Parts Company
+0.83%
+$3,279.64 
LDOS Leidos Holdings Inc.
+0.82%
+$5,079.6 
NNN NNN REIT, Inc.
+0.8%
+$1,600.83 
ZBH Zimmer Biomet Holdings, Inc.
+0.76%
+$4,354.56 
RPV Invesco S&P 500 Pure Value ETF
+0.7%
+$17,422.44 
AMP Ameriprise Financial, Inc.
+0.69%
+$5,712.48 
VTV Vanguard Value ETF
+0.65%
+$4,682.05 
FDX FedEx Corporation
+0.63%
+$1,952.99 
SCHF Schwab International Equity ETF
+0.59%
+$1,254.72 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.57%
+$5,164.9 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.56%
+$4,516.74 
IUSV iShares Core S&P U.S. Value ETF
+0.5%
+$6,622.93 
SNY Sanofi American Depositary Receipt
+0.48%
+$1,841.78 
PYPL PayPal Holdings Inc
+0.48%
+$2,753.03 
XLI Industrial Select Sector SPDR Fund
+0.42%
+$9,380.7 
AG First Majestic Silver Corp
+0.4%
+$1,061.06 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.36%
+$843.37 
TGT Target Corporation
+0.35%
+$2,204.95 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$12,320.58 
JLL Jones Lang LaSalle Inc.
+0.22%
+$573.23 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$18,091.48 
REGN Regeneron Pharmaceuticals, Inc.
+0.18%
+$1,770.7 
JCPB JPMorgan Core Plus Bond ETF
+0.15%
+$401.54 
SGOL abrdn Physical Gold Shares ETF
+0.15%
+$347.04 
IYT iShares U.S. Transportation ETF
+0.15%
+$2,889.6 
GEV GE Vernova Inc.
+0.13%
+$2,024.4 
UHS Universal Health Services, Inc.
+0.11%
+$521.32 
GLD SPDR Gold Shares
+0.11%
+$1,395.64 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.1%
+$1,293.05 
BWXT Bwx Technologies Inc.
+0.09%
+$357.48 
PYLD PIMCO Multisector Bond Active ETF
+0.08%
+$858.05 
GDEC FT VEST US Equity Moderate B Fund
+0.07%
+$6,656.16 
BKLN Invesco Senior Loan ETF
+0.05%
+$244 
CARY Angel Oak Income ETF
+0.05%
+$251.52 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$1,070.68 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.04%
+$338.92 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$290.04 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$413.14 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$121.43 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$41.38 
BAX Baxter International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
NMAY Innovator Growth-100 Power Buffer ETF May
0%
$0 
DLNV FT Vest U.S. Equity Dual Directional Buffer ETF - November
0%
$0 DLFE
DLFE
0%
$0 G200
G2004J103
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-6.74%
-$57,978.88 
PLTR Palantir Technologies Inc.
-6.04%
-$49,138.1 
WDC Western Digital Corporation
-4.93%
-$59,456.88 
MU Micron Technology, Inc.
-3.85%
-$115,501.4 
AMD Advanced Micro Devices, Inc.
-3.6%
-$10,783.63 
LRCX Lam Research Corporation
-3.51%
-$68,277.33 
XBI SPDR S&P Biotech ETF
-2.76%
-$5,920.2 
VRT Vertiv Holdings Co
-2.57%
-$46,688.16 
JKHY Jack Henry & Associates, Inc.
-2.5%
-$6,504.57 
AVGO Broadcom Inc.
-2.39%
-$17,250.08 
RYT Invesco S&P 500 Equal Weight ETF
-2.37%
-$13,688.05 
ADBE Adobe Inc.
-2.28%
-$5,929.42 
META Meta Platforms Inc Class A
-2.27%
-$57,183.5 
QTUM Defiance Quantum ETF
-2.07%
-$7,993.86 
NFLX Netflix, Inc.
-2.04%
-$16,698.83 
JBHT J.B. Hunt Transport Services, Inc.
-1.99%
-$34,912.62 
EWY iShares MSCI South Korea ETF
-1.98%
-$7,929.8 
XLK State Street Technology Select Sector SPDR ETF
-1.95%
-$189,798.84 
MNKD MannKind Corporation
-1.89%
-$3,086.44 
PWR Quanta Services Inc.
-1.79%
-$20,777.1 
PAYC Paycom Software, Inc.
-1.62%
-$8,540.58 
FYC First Trust Small Cap Growth Fund
-1.61%
-$187,250.83 
GOOGL Alphabet Inc
-1.5%
-$49,833.36 
ETN Eaton Corporation plc
-1.49%
-$14,190.56 
MSFT Microsoft Corp.
-1.49%
-$66,994.38 
GOOG Alphabet Inc
-1.4%
-$9,167.86 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$91,903.44 
QQQM Invesco NASDAQ 100 ETF
-1.36%
-$85,633.01 
QQQI Neos NASDAQ-100 High Income ETF
-1.28%
-$5,953.02 
SOLV Solventum Corporation
-1.25%
-$4,403.3 
JGRO JPMorgan Active Growth ETF
-1.19%
-$9,714.61 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.13%
-$112,066.17 
SCHW Charles Schwab Corporation
-1.11%
-$3,028.2 
MGK Vanguard Mega Cap Growth ETF
-1.11%
-$17,038.08 
CCJ Cameco Corporation
-1.1%
-$7,598.28 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.07%
-$99,174.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.06%
-$122,389.38 
EEM iShares MSCI Emerging Markets ETF
-1.05%
-$10,430.1 
APH Amphenol Corporation
-1.04%
-$17,018.3 
ICLR ICON plc
-0.99%
-$6,491.94 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.94%
-$3,286.93 
IUSG iShares Core S&P U.S. Growth ETF
-0.9%
-$29,526.06 
EME EMCOR Group, Inc.
-0.89%
-$9,189.69 
AVAV AeroVironment Inc.
-0.89%
-$5,808.61 
VOX Vanguard Communication Services ETF
-0.87%
-$7,639.79 
NJUL Innovator Growth 100 Power Buffer ETF
-0.83%
-$2,338.55 
RAL Ralliant Corporation
-0.75%
-$7,001.43 
TSLA Tesla, Inc.
-0.73%
-$7,555.89 
HCA HCA Healthcare Inc.
-0.66%
-$7,526.52 
FDS FactSet Research Systems Inc.
-0.55%
-$2,169.32 
RMD ResMed Inc.
-0.52%
-$3,030 
CTA Simplify Managed Futures Strategy ETF
-0.49%
-$1,553.67 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.49%
-$5,876 
CAIE Calamos Autocallable Income ETF
-0.45%
-$12,593.52 
AFOS ARS Focused Opportunities Strategy ETF
-0.43%
-$10,881.87 
VB Vanguard Small-Cap ETF
-0.42%
-$4,474.96 
ASND Ascendis Pharma A/S
-0.41%
-$4,477.02 
OVL Overlay Shares Large Cap Equity Mutual Fund
-0.39%
-$31,724 
WLTG WealthTrust DBS Long-Term Growth Fund
-0.37%
-$19,057.7 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.36%
-$3,317.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$1,321.32 
IYY iShares Dow Jones U.S. ETF
-0.32%
-$2,832 
MP MP Materials Corp.
-0.31%
-$1,010.1 
AMZN Amazon.com Inc
-0.3%
-$11,216.44 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$29,757.4 
VOO Vanguard S&P 500 ETF
-0.3%
-$2,943.45 
UBER Uber Technologies, Inc.
-0.29%
-$590.1 
IVV iShares Core S&P 500 ETF
-0.29%
-$1,860.36 
NVDA NVIDIA Corporation
-0.29%
-$18,582.8 
IWB iShares Russell 1000 ETF
-0.27%
-$13,782.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.25%
-$4,206.73 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.24%
-$12,153.24 
ETHE Grayscale Ethereum Trust ETF
-0.23%
-$491.04 
ETHA iShares Ethereum Trust
-0.22%
-$1,027.45 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.22%
-$439.33 
DMAY FT Vest US Equity Deep Buffer Fund
-0.21%
-$2,940 
OSK Oshkosh Corporation
-0.2%
-$691.89 
BX Blackstone Inc.
-0.17%
-$1,385.29 
MDT Medtronic plc
-0.15%
-$879.48 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.14%
-$1,339.67 
VFLO VictoryShares Free Cash Flow ETF
-0.13%
-$2,253.59 
MPC Marathon Petroleum Corporation
-0.12%
-$5,211.23 
FAPR FT Vest U.S. Equity Buffer ETF
-0.11%
-$6,050.26 
SLV iShares Silver Trust
-0.1%
-$589.05 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.08%
-$651.84 
GJUN FT Vest US Equity Moderate Fund
-0.05%
-$215.64 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$1,456.99 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$1,014.47 
FMAY FT Vest U.S. Equity Buffer ETF
-0.04%
-$280.58 
VST Vistra Corp
-0.03%
-$269.12 
VO Vanguard Mid-Cap ETF
-0.03%
-$627.7 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.01%
-$63.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1796 | Longs Won 1043/1796 58% | Profit Factor 8.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $366,669.45 |
| Average Win $94,798.95 | Best Trade (Oct 16) $13.49M | Sharpe Ratio -13.14 |
| Average Loss -$15,208.16 | Worst Trade (Jun 29) -$477,312.74 | Z-Score 2.23 (97.39%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $48,676.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,307 | $4.14M | $6.33M | - | $2.2M | 53.11% | +1.13% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 9,763 | $202,965 | $202,240.54 | - | -$724.46 | -0.36% | -0.217% |
| ADBE Adobe Inc. | 1,033 | $244,098.74 | $254,045.69 | - | $9,946.95 | 4.07% | -2.281% |
| AFOS ARS Focused Opportunities Strategy ETF | 57,273 | $2.59M | $2.53M | - | -$59,950.81 | -2.31% | -0.428% |
| AG First Majestic Silver Corp | 16,324 | $271,957.84 | $263,714.22 | - | -$8,243.62 | -3.03% | +0.404% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 33,556 | $845,031.1 | $843,936.76 | - | -$1,094.34 | -0.13% | +0.04% |
| ALL Allstate Corporation | 3,531 | $843,402 | $863,470.74 | - | $20,068.74 | 2.38% | +2.062% |
| AMD Advanced Micro Devices, Inc. | 532 | $108,664.74 | $288,322.72 | - | $179,657.98 | 165.33% | -3.605% |
| AMP Ameriprise Financial, Inc. | 1,651 | $813,385.94 | $835,472.04 | - | $22,086.1 | 2.72% | +0.688% |
| AMZN Amazon.com Inc | 14,567 | $2.93M | $3.7M | - | $765,641.67 | 26.09% | -0.302% |
| APH Amphenol Corporation | 20,140 | $888,919.18 | $1.62M | - | $735,271.12 | 82.72% | -1.037% |
| ASND Ascendis Pharma A/S | 4,814 | $1.28M | $1.09M | - | -$197,518.34 | -15.38% | -0.41% |
| AVAV AeroVironment Inc. | 5,329 | $909,451.02 | $650,830.77 | - | -$258,620.25 | -28.44% | -0.885% |
| AVGO Broadcom Inc. | 2,096 | $666,515.58 | $704,465.6 | - | $37,950.02 | 5.69% | -2.39% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,983 | $219,756 | $244,734.61 | - | $24,978.61 | 11.37% | +0.875% |
| BA Boeing Company | 5,016 | $1.04M | $956,169.48 | - | -$88,657.11 | -8.49% | +1.003% |
| BAC Bank of America Corporation | 20,467 | $1M | $1.07M | - | $72,864.23 | 7.28% | +1.538% |
| BALT Inn Defined Wealth Shield Mutual Fund | 97,133 | $3.22M | $3.4M | - | $180,579.17 | 5.6% | -0.043% |
| BAX Baxter International Inc. | 23,567 | $531,825.17 | $607,085.92 | - | $75,260.75 | 14.15% | 0.0 |
| BF-B Brown-Forman Corporation | 9,346 | $251,062 | $271,921.87 | - | $20,859.87 | 8.31% | +1.802% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for New Wave Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Walmart Inc - $2.24M, SPDR S&P 500 ETF Trust - $2M, Palantir Technologies Inc - $1.87M, JPMorgan Nasdaq Equity Premium Income ETF - $1.65M, and Intel Corporation - $1.62M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Energy Select Sector SPDR Fund - $447,510.15, iShares Semiconductor ETF - $362,974.31, FT Vest US Equity Moderate Class B - $207,469.14, Oracle Corporation - $188,573.62, and Charter Communications Inc - $158,568.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does New Wave Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.3M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.63M, Walmart Inc - $624,606.9, iShares Interest Rate Hedged High Yield Bond ETF - $496,854.21, Tyson Foods Inc - $394,292.5, and iShares Broad USD High Yield Corporate Bond ETF - $369,208.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are New Wave Wealth Advisors LLC's monthly returns?
New Wave Wealth Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can New Wave Wealth Advisors LLC's strategy be considered aggressive or moderate?
New Wave Wealth Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow New Wave Wealth Advisors LLC's strategy?
New Wave Wealth Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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