The Analysis of CLEAR WAVE WEALTH MANAGEMENT LLC's Holdings & P&L


Currently, CLEAR WAVE WEALTH MANAGEMENT LLC holds 170 types of securities in its portfolio with a total value $393.5M. In the most recent quarter, they have increased their positions in IVV (+77.8K shares, valued at $50.8M), N/A (+128.5K shares, valued at $24.7M), ISTB (+412.1K shares, valued at $20.0M); initiated new positions in IVV (+77.8K shares, valued at $50.8M), N/A (+128.5K shares, valued at $24.7M), ISTB (+412.1K shares, valued at $20.0M).


1M P&L
-79.4K-0.02%
3M P&L
+12.5M+3.44%
HY P&L
+21.1M+5.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A240.3M
71.2%
2Semiconductors17.3M
5.1%
3Software - Infrastructure10.6M
3.1%

Top Industries by Stock Count

1N/A42 stocks
28.0%
2Semiconductors8 stocks
5.3%
3Drug Manufacturers - General7 stocks
4.7%
Stock Holdings
IVV
ISHARES TR
New
Shares77.8K
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares128.5K
Event2026-03-31
Filed2026-05-13
ISTB
ISHARES TR
New
Shares412.1K
Event2026-03-31
Filed2026-05-13
DGRO
ISHARES TR
New
Shares236.9K
Event2026-03-31
Filed2026-05-13
SHY
ISHARES TR
New
Shares179.3K
Event2026-03-31
Filed2026-05-13
USMV
ISHARES TR
New
Shares145.6K
Event2026-03-31
Filed2026-05-13
SPY
STATE STR SPDR S&P 500 ETF T
New
Shares20.5K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA CORPORATION
New
Shares74.4K
Event2026-03-31
Filed2026-05-13
IJH
ISHARES TR
New
Shares175.4K
Event2026-03-31
Filed2026-05-13
FTEC
FIDELITY COVINGTON TRUST
New
Shares56.6K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares123.6K
Event2026-03-31
Filed2026-05-13
VBR
VANGUARD INDEX FDS
New
Shares48.9K
Event2026-03-31
Filed2026-05-13
IVE
ISHARES TR
New
Shares49.2K
Event2026-03-31
Filed2026-05-13
QUAL
ISHARES TR
New
Shares50.3K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
New
Shares22.1K
Event2026-03-31
Filed2026-05-13
ITA
ISHARES TR
New
Shares37.2K
Event2026-03-31
Filed2026-05-13
AAPL
APPLE INC
New
Shares31.7K
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON COM INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-13
EFAV
ISHARES TR
New
Shares62.6K
Event2026-03-31
Filed2026-05-13
DYNF
BLACKROCK ETF TRUST
New
Shares98.0K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC
New
Shares9.4K
Event2026-03-31
Filed2026-05-13
XLE
SELECT SECTOR SPDR TR
New
Shares75.3K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
BROADCOM INC
New
Shares14.7K
Event2026-03-31
Filed2026-05-13
BAI
BLACKROCK ETF TRUST
New
Shares134.6K
Event2026-03-31
Filed2026-05-13
JBND
J P MORGAN EXCHANGE TRADED F
New
Shares66.0K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
INVESCO QQQ TR
New
Shares5.8K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
New
Shares11.4K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
New
Shares8.6K
Event2026-03-31
Filed2026-05-13
EEMV
ISHARES INC
New
Shares47.7K
Event2026-03-31
Filed2026-05-13
XLU
SELECT SECTOR SPDR TR
New
Shares66.4K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
New
Shares9.1K
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
New
Shares8.6K
Event2026-03-31
Filed2026-05-13
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares11.2K
Event2026-03-31
Filed2026-05-13
SUB
ISHARES TR
New
Shares21.0K
Event2026-03-31
Filed2026-05-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares6.4K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
New
Shares3.6K
Event2026-03-31
Filed2026-05-13
GLD
SPDR GOLD TR
New
Shares4.9K
Event2026-03-31
Filed2026-05-13
XYL
XYLEM INC
New
Shares17.5K
Event2026-03-31
Filed2026-05-13
BAC
BANK AMERICA CORP
New
Shares37.3K
Event2026-03-31
Filed2026-05-13
AMGN
AMGEN INC
New
Shares5.0K
Event2026-03-31
Filed2026-05-13
IJR
ISHARES TR
New
Shares13.9K
Event2026-03-31
Filed2026-05-13
NBIS
NEBIUS GROUP N.V.
New
Shares16.5K
Event2026-03-31
Filed2026-05-13
VZ
VERIZON COMMUNICATIONS INC
New
Shares31.5K
Event2026-03-31
Filed2026-05-13
SGOV
ISHARES TR
New
Shares13.5K
Event2026-03-31
Filed2026-05-13
WDC
WESTERN DIGITAL CORP
New
Shares4.9K
Event2026-03-31
Filed2026-05-13
JNJ
JOHNSON & JOHNSON
New
Shares5.1K
Event2026-03-31
Filed2026-05-13
IWM
ISHARES TR
New
Shares5.0K
Event2026-03-31
Filed2026-05-13
EFA
ISHARES TR
New
Shares11.9K
Event2026-03-31
Filed2026-05-13
LLY
ELI LILLY & CO
New
Shares1.2K
Event2026-03-31
Filed2026-05-13
APP
APPLOVIN CORP
New
Shares2.5K
Event2026-03-31
Filed2026-05-13
ALB
ALBEMARLE CORP
New
Shares5.3K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
New
Shares1.9K
Event2026-03-31
Filed2026-05-13
MS
MORGAN STANLEY
New
Shares5.6K
Event2026-03-31
Filed2026-05-13
KO
COCA COLA CO
New
Shares12.1K
Event2026-03-31
Filed2026-05-13
NFLX
NETFLIX INC.
New
Shares9.5K
Event2026-03-31
Filed2026-05-13
XOM
EXXON MOBIL CORP
New
Shares4.7K
Event2026-03-31
Filed2026-05-13
PANW
PALO ALTO NETWORKS INC
New
Shares5.0K
Event2026-03-31
Filed2026-05-13
TLN
TALEN ENERGY CORP
New
Shares2.5K
Event2026-03-31
Filed2026-05-13
BIV
VANGUARD BD INDEX FDS
New
Shares9.9K
Event2026-03-31
Filed2026-05-13
FSTA
FIDELITY COVINGTON TRUST
New
Shares14.5K
Event2026-03-31
Filed2026-05-13
ECL
ECOLAB INC
New
Shares2.8K
Event2026-03-31
Filed2026-05-13
V
VISA INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-13
IEFA
ISHARES TR
New
Shares7.8K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
MERCK & CO INC
New
Shares5.5K
Event2026-03-31
Filed2026-05-13
GS
GOLDMAN SACHS GROUP INC
New
Shares751
Event2026-03-31
Filed2026-05-13
NTRA
NATERA INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-13
GEV
GE VERNOVA INC
New
Shares714
Event2026-03-31
Filed2026-05-13
VRT
VERTIV HOLDINGS CO
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
QXO
QXO INC
New
Shares29.4K
Event2026-03-31
Filed2026-05-13
VDE
VANGUARD WORLD FD
New
Shares3.3K
Event2026-03-31
Filed2026-05-13
WMT
WALMART INC
New
Shares4.5K
Event2026-03-31
Filed2026-05-13
CVX
CHEVRON CORPORATION
New
Shares2.7K
Event2026-03-31
Filed2026-05-13
PLTR
PALANTIR TECHNOLOGIES INC
New
Shares3.8K
Event2026-03-31
Filed2026-05-13
AMD
ADVANCED MICRO DEVICES INC
New
Shares2.6K
Event2026-03-31
Filed2026-05-13
ISRG
INTUITIVE SURGICAL INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-13
MU
MICRON TECHNOLOGY INC
New
Shares1.5K
Event2026-03-31
Filed2026-05-13
FITB
FIFTH THIRD BANCORP
New
Shares11.0K
Event2026-03-31
Filed2026-05-13
NEE
NEXTERA ENERGY INC
New
Shares5.5K
Event2026-03-31
Filed2026-05-13
COP
CONOCOPHILLIPS
New
Shares3.8K
Event2026-03-31
Filed2026-05-13
PG
PROCTER & GAMBLE CO
New
Shares3.5K
Event2026-03-31
Filed2026-05-13
CRWD
CROWDSTRIKE HLDGS INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-13
NVS
NOVARTIS AG
New
Shares3.1K
Event2026-03-31
Filed2026-05-13
JCI
JOHNSON CONTROLS INTERNATION
New
Shares3.6K
Event2026-03-31
Filed2026-05-13
RTX
RTX CORPORATION
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
WELL
WELLTOWER INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
SLV
ISHARES SILVER TR
New
Shares6.6K
Event2026-03-31
Filed2026-05-13
SE
SEA LTD
New
Shares5.3K
Event2026-03-31
Filed2026-05-13
CSCO
CISCO SYS INC
New
Shares5.4K
Event2026-03-31
Filed2026-05-13
XLI
SELECT SECTOR SPDR TR
New
Shares2.5K
Event2026-03-31
Filed2026-05-13
PM
PHILIP MORRIS INTL INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-13
ALAB
ASTERA LABS INC
New
Shares3.7K
Event2026-03-31
Filed2026-05-13
T
AT&T INC
New
Shares13.5K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHOLESALE CORPORATION
New
Shares380
Event2026-03-31
Filed2026-05-13
GFL
GFL ENVIRONMENTAL INC
New
Shares9.0K
Event2026-03-31
Filed2026-05-13
HEI
HEICO CORP NEW
New
Shares1.3K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares1.7K
Event2026-03-31
Filed2026-05-13
XLV
SELECT SECTOR SPDR TR
New
Shares2.4K
Event2026-03-31
Filed2026-05-13
WGS
GENEDX HOLDINGS CORP
New
Shares5.5K
Event2026-03-31
Filed2026-05-13
MO
ALTRIA GROUP INC
New
Shares5.2K
Event2026-03-31
Filed2026-05-13
CAH
CARDINAL HEALTH INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
CITIGROUP INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-13
ROKU
ROKU INC
New
Shares3.5K
Event2026-03-31
Filed2026-05-13
SPGI
S&P GLOBAL INC
New
Shares754
Event2026-03-31
Filed2026-05-13
VUG
VANGUARD INDEX FDS
New
Shares734
Event2026-03-31
Filed2026-05-13
BSX
BOSTON SCIENTIFIC CORP
New
Shares5.1K
Event2026-03-31
Filed2026-05-13
UNH
UNITEDHEALTH GROUP INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-13
BK
BANK NEW YORK MELLON CORP
New
Shares2.7K
Event2026-03-31
Filed2026-05-13
NET
CLOUDFLARE INC
New
Shares1.5K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares3.6K
Event2026-03-31
Filed2026-05-13
MA
MASTERCARD INCORPORATED
New
Shares611
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.5K
Event2026-03-31
Filed2026-05-13
BSV
VANGUARD BD INDEX FDS
New
Shares3.9K
Event2026-03-31
Filed2026-05-13
RAPP
RAPPORT THERAPEUTICS INC
New
Shares9.5K
Event2026-03-31
Filed2026-05-13
IEMG
ISHARES INC
New
Shares4.2K
Event2026-03-31
Filed2026-05-13
FDN
FIRST TR EXCHANGE-TRADED FD
New
Shares1.2K
Event2026-03-31
Filed2026-05-13
XLF
SELECT SECTOR SPDR TR
New
Shares5.8K
Event2026-03-31
Filed2026-05-13
RKT
ROCKET COS INC
New
Shares19.9K
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
New
Shares1.4K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
ARROWHEAD PHARMACEUTICALS IN
ARROWHEAD PHARMACEUTICALS IN
New
Shares4.4K
Event2026-03-31
Filed2026-05-13
ENTG
ENTEGRIS INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
New
Shares2.1K
Event2026-03-31
Filed2026-05-13
IBM
INTERNATIONAL BUSINESS MACHS
New
Shares1.1K
Event2026-03-31
Filed2026-05-13
ORCL
ORACLE CORP
New
Shares1.8K
Event2026-03-31
Filed2026-05-13
QCOM
QUALCOMM INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
New
Shares802
Event2026-03-31
Filed2026-05-13
PFE
PFIZER INC
New
Shares9.3K
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares757
Event2026-03-31
Filed2026-05-13
AMAT
APPLIED MATLS INC
New
Shares758
Event2026-03-31
Filed2026-05-13
ABBV
ABBVIE INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-13
TRS
TRIMAS CORP
New
Shares7.2K
Event2026-03-31
Filed2026-05-13
ABVX
ABIVAX SA
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
RBC
RBC BEARINGS INC
New
Shares466
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
GE AEROSPACE
New
Shares886
Event2026-03-31
Filed2026-05-13
SHOP
SHOPIFY INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-13
CAT
CATERPILLAR INC
New
Shares354
Event2026-03-31
Filed2026-05-13
ITOT
ISHARES TR
New
Shares1.7K
Event2026-03-31
Filed2026-05-13
MEDP
MEDPACE HLDGS INC
New
Shares507
Event2026-03-31
Filed2026-05-13
BN
BROOKFIELD CORP
New
Shares5.9K
Event2026-03-31
Filed2026-05-13
DIA
STATE STR SPDR DOW JONES IND
New
Shares514
Event2026-03-31
Filed2026-05-13
JBL
JABIL INC
New
Shares895
Event2026-03-31
Filed2026-05-13
MAR
MARRIOTT INTL INC NEW
New
Shares723
Event2026-03-31
Filed2026-05-13
LOPE
GRAND CANYON ED INC
New
Shares1.4K
Event2026-03-31
Filed2026-05-13
BIIB
BIOGEN INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-13
WFC
WELLS FARGO & CO
New
Shares2.9K
Event2026-03-31
Filed2026-05-13
UPS
UNITED PARCEL SVCS INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
LINDE PLC
LINDE PLC
New
Shares458
Event2026-03-31
Filed2026-05-13
CMCSA
COMCAST CORP NEW
New
Shares7.8K
Event2026-03-31
Filed2026-05-13
MTSI
MACOM TECH SOLUTIONS HLDGS I
New
Shares1.0K
Event2026-03-31
Filed2026-05-13
HOOD
ROBINHOOD MKTS INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-13
AXP
AMERICAN EXPRESS CO
New
Shares730
Event2026-03-31
Filed2026-05-13
TJX
TJX COS INC NEW
New
Shares1.4K
Event2026-03-31
Filed2026-05-13
CBZ
CBIZ INC
New
Shares8.1K
Event2026-03-31
Filed2026-05-13
VB
VANGUARD INDEX FDS
New
Shares830
Event2026-03-31
Filed2026-05-13
TFC
TRUIST FINL CORP
New
Shares4.7K
Event2026-03-31
Filed2026-05-13
FIX
COMFORT SYS USA INC
New
Shares157
Event2026-03-31
Filed2026-05-13
CDNS
CADENCE DESIGN SYSTEM INC
New
Shares776
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares433
Event2026-03-31
Filed2026-05-13
ERX
DIREXION SHARES ETF TRUST
New
Shares2.1K
Event2026-03-31
Filed2026-05-13
ASX
ASE TECHNOLOGY HLDG CO LTD
New
Shares9.7K
Event2026-03-31
Filed2026-05-13
FN
FABRINET
New
Shares396
Event2026-03-31
Filed2026-05-13
LOW
LOWES COS INC
New
Shares873
Event2026-03-31
Filed2026-05-13
ASML
ASML HLDG NV
New
Shares155
Event2026-03-31
Filed2026-05-13
HCA
HCA HEALTHCARE INC
New
Shares429
Event2026-03-31
Filed2026-05-13
TRV
TRAVELERS COMPANIES INC
New
Shares692
Event2026-03-31
Filed2026-05-13
APG
API GROUP CORP
New
Shares5.0K
Event2026-03-31
Filed2026-05-13
NOW
SERVICENOW INC
New
Shares1.9K
Event2026-03-31
Filed2026-05-13
DOC
HEALTHPEAK PROPERTIES INC
New
Shares10.2K
Event2026-03-31
Filed2026-05-13
GBTG
GLOBAL BUSINESS TRAVEL GROUP
New
Shares10.0K
Event2026-03-31
Filed2026-05-13
RANI
RANI THERAPEUTICS HLDGS INC
New
Shares13.2K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
SPDR GOLD TR Put
SPDR GOLD TR
New
Shares81.6K
Event2026-03-31
Filed2026-05-13
JPMORGAN CHASE & CO Put
JPMORGAN CHASE & CO
New
Shares51.0K
Event2026-03-31
Filed2026-05-13
NVIDIA CORPORATION Put
NVIDIA CORPORATION
New
Shares42.0K
Event2026-03-31
Filed2026-05-13
APPLE INC Put
APPLE INC
New
Shares20.0K
Event2026-03-31
Filed2026-05-13
BROADCOM INC Put
BROADCOM INC
New
Shares15.0K
Event2026-03-31
Filed2026-05-13
ALPHABET INC Put
ALPHABET INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-13
APPLE INC Put
APPLE INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-13
CLEAR WAVE WEALTH MANAGEMENT LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo