Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T128.5K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN4.4K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
IVV
NewISHARES TR
Shares77.8K
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
NewINVESCO EXCHANGE TRADED FD T
Shares128.5K
Event2026-03-31
Filed2026-05-13
ISTB
NewISHARES TR
Shares412.1K
Event2026-03-31
Filed2026-05-13
DGRO
NewISHARES TR
Shares236.9K
Event2026-03-31
Filed2026-05-13
SHY
NewISHARES TR
Shares179.3K
Event2026-03-31
Filed2026-05-13
USMV
NewISHARES TR
Shares145.6K
Event2026-03-31
Filed2026-05-13
SPY
NewSTATE STR SPDR S&P 500 ETF T
Shares20.5K
Event2026-03-31
Filed2026-05-13
NVDA
NewNVIDIA CORPORATION
Shares74.4K
Event2026-03-31
Filed2026-05-13
IJH
NewISHARES TR
Shares175.4K
Event2026-03-31
Filed2026-05-13
FTEC
NewFIDELITY COVINGTON TRUST
Shares56.6K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
NewISHARES GOLD TR
Shares123.6K
Event2026-03-31
Filed2026-05-13
VBR
NewVANGUARD INDEX FDS
Shares48.9K
Event2026-03-31
Filed2026-05-13
IVE
NewISHARES TR
Shares49.2K
Event2026-03-31
Filed2026-05-13
QUAL
NewISHARES TR
Shares50.3K
Event2026-03-31
Filed2026-05-13
MSFT
NewMICROSOFT CORP
Shares22.1K
Event2026-03-31
Filed2026-05-13
ITA
NewISHARES TR
Shares37.2K
Event2026-03-31
Filed2026-05-13
AAPL
NewAPPLE INC
Shares31.7K
Event2026-03-31
Filed2026-05-13
AMZN
NewAMAZON COM INC
Shares30.0K
Event2026-03-31
Filed2026-05-13
EFAV
NewISHARES TR
Shares62.6K
Event2026-03-31
Filed2026-05-13
DYNF
NewBLACKROCK ETF TRUST
Shares98.0K
Event2026-03-31
Filed2026-05-13
META
NewMETA PLATFORMS INC
Shares9.4K
Event2026-03-31
Filed2026-05-13
XLE
NewSELECT SECTOR SPDR TR
Shares75.3K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
NewBROADCOM INC
Shares14.7K
Event2026-03-31
Filed2026-05-13
BAI
NewBLACKROCK ETF TRUST
Shares134.6K
Event2026-03-31
Filed2026-05-13
JBND
NewJ P MORGAN EXCHANGE TRADED F
Shares66.0K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
NewINVESCO QQQ TR
Shares5.8K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
NewALPHABET INC
Shares11.4K
Event2026-03-31
Filed2026-05-13
TSLA
NewTESLA INC
Shares8.6K
Event2026-03-31
Filed2026-05-13
EEMV
NewISHARES INC
Shares47.7K
Event2026-03-31
Filed2026-05-13
XLU
NewSELECT SECTOR SPDR TR
Shares66.4K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
NewALPHABET INC
Shares9.1K
Event2026-03-31
Filed2026-05-13
JPM
NewJPMORGAN CHASE & CO
Shares8.6K
Event2026-03-31
Filed2026-05-13
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares11.2K
Event2026-03-31
Filed2026-05-13
SUB
NewISHARES TR
Shares21.0K
Event2026-03-31
Filed2026-05-13
TSM
NewTAIWAN SEMICONDUCTOR MANUFAC
Shares6.4K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
NewVANGUARD INDEX FDS
Shares3.6K
Event2026-03-31
Filed2026-05-13
GLD
NewSPDR GOLD TR
Shares4.9K
Event2026-03-31
Filed2026-05-13
XYL
NewXYLEM INC
Shares17.5K
Event2026-03-31
Filed2026-05-13
BAC
NewBANK AMERICA CORP
Shares37.3K
Event2026-03-31
Filed2026-05-13
AMGN
NewAMGEN INC
Shares5.0K
Event2026-03-31
Filed2026-05-13
IJR
NewISHARES TR
Shares13.9K
Event2026-03-31
Filed2026-05-13
NBIS
NewNEBIUS GROUP N.V.
Shares16.5K
Event2026-03-31
Filed2026-05-13
VZ
NewVERIZON COMMUNICATIONS INC
Shares31.5K
Event2026-03-31
Filed2026-05-13
SGOV
NewISHARES TR
Shares13.5K
Event2026-03-31
Filed2026-05-13
WDC
NewWESTERN DIGITAL CORP
Shares4.9K
Event2026-03-31
Filed2026-05-13
JNJ
NewJOHNSON & JOHNSON
Shares5.1K
Event2026-03-31
Filed2026-05-13
IWM
NewISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-13
EFA
NewISHARES TR
Shares11.9K
Event2026-03-31
Filed2026-05-13
LLY
NewELI LILLY & CO
Shares1.2K
Event2026-03-31
Filed2026-05-13
APP
NewAPPLOVIN CORP
Shares2.5K
Event2026-03-31
Filed2026-05-13
ALB
NewALBEMARLE CORP
Shares5.3K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
NewBERKSHIRE HATHAWAY INC DEL
Shares1.9K
Event2026-03-31
Filed2026-05-13
MS
NewMORGAN STANLEY
Shares5.6K
Event2026-03-31
Filed2026-05-13
KO
NewCOCA COLA CO
Shares12.1K
Event2026-03-31
Filed2026-05-13
NFLX
NewNETFLIX INC.
Shares9.5K
Event2026-03-31
Filed2026-05-13
XOM
NewEXXON MOBIL CORP
Shares4.7K
Event2026-03-31
Filed2026-05-13
PANW
NewPALO ALTO NETWORKS INC
Shares5.0K
Event2026-03-31
Filed2026-05-13
TLN
NewTALEN ENERGY CORP
Shares2.5K
Event2026-03-31
Filed2026-05-13
BIV
NewVANGUARD BD INDEX FDS
Shares9.9K
Event2026-03-31
Filed2026-05-13
FSTA
NewFIDELITY COVINGTON TRUST
Shares14.5K
Event2026-03-31
Filed2026-05-13
ECL
NewECOLAB INC
Shares2.8K
Event2026-03-31
Filed2026-05-13
V
NewVISA INC
Shares2.5K
Event2026-03-31
Filed2026-05-13
IEFA
NewISHARES TR
Shares7.8K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
NewMERCK & CO INC
Shares5.5K
Event2026-03-31
Filed2026-05-13
GS
NewGOLDMAN SACHS GROUP INC
Shares751
Event2026-03-31
Filed2026-05-13
NTRA
NewNATERA INC
Shares3.1K
Event2026-03-31
Filed2026-05-13
GEV
NewGE VERNOVA INC
Shares714
Event2026-03-31
Filed2026-05-13
VRT
NewVERTIV HOLDINGS CO
Shares2.3K
Event2026-03-31
Filed2026-05-13
QXO
NewQXO INC
Shares29.4K
Event2026-03-31
Filed2026-05-13
VDE
NewVANGUARD WORLD FD
Shares3.3K
Event2026-03-31
Filed2026-05-13
WMT
NewWALMART INC
Shares4.5K
Event2026-03-31
Filed2026-05-13
CVX
NewCHEVRON CORPORATION
Shares2.7K
Event2026-03-31
Filed2026-05-13
PLTR
NewPALANTIR TECHNOLOGIES INC
Shares3.8K
Event2026-03-31
Filed2026-05-13
AMD
NewADVANCED MICRO DEVICES INC
Shares2.6K
Event2026-03-31
Filed2026-05-13
ISRG
NewINTUITIVE SURGICAL INC
Shares1.2K
Event2026-03-31
Filed2026-05-13
MU
NewMICRON TECHNOLOGY INC
Shares1.5K
Event2026-03-31
Filed2026-05-13
FITB
NewFIFTH THIRD BANCORP
Shares11.0K
Event2026-03-31
Filed2026-05-13
NEE
NewNEXTERA ENERGY INC
Shares5.5K
Event2026-03-31
Filed2026-05-13
COP
NewCONOCOPHILLIPS
Shares3.8K
Event2026-03-31
Filed2026-05-13
PG
NewPROCTER & GAMBLE CO
Shares3.5K
Event2026-03-31
Filed2026-05-13
CRWD
NewCROWDSTRIKE HLDGS INC
Shares1.2K
Event2026-03-31
Filed2026-05-13
NVS
NewNOVARTIS AG
Shares3.1K
Event2026-03-31
Filed2026-05-13
JCI
NewJOHNSON CONTROLS INTERNATION
Shares3.6K
Event2026-03-31
Filed2026-05-13
RTX
NewRTX CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-05-13
WELL
NewWELLTOWER INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
SLV
NewISHARES SILVER TR
Shares6.6K
Event2026-03-31
Filed2026-05-13
SE
NewSEA LTD
Shares5.3K
Event2026-03-31
Filed2026-05-13
CSCO
NewCISCO SYS INC
Shares5.4K
Event2026-03-31
Filed2026-05-13
XLI
NewSELECT SECTOR SPDR TR
Shares2.5K
Event2026-03-31
Filed2026-05-13
PM
NewPHILIP MORRIS INTL INC
Shares2.5K
Event2026-03-31
Filed2026-05-13
ALAB
NewASTERA LABS INC
Shares3.7K
Event2026-03-31
Filed2026-05-13
T
NewAT&T INC
Shares13.5K
Event2026-03-31
Filed2026-05-13
COST
NewCOSTCO WHOLESALE CORPORATION
Shares380
Event2026-03-31
Filed2026-05-13
GFL
NewGFL ENVIRONMENTAL INC
Shares9.0K
Event2026-03-31
Filed2026-05-13
HEI
NewHEICO CORP NEW
Shares1.3K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
NewLAM RESEARCH CORP
Shares1.7K
Event2026-03-31
Filed2026-05-13
XLV
NewSELECT SECTOR SPDR TR
Shares2.4K
Event2026-03-31
Filed2026-05-13
WGS
NewGENEDX HOLDINGS CORP
Shares5.5K
Event2026-03-31
Filed2026-05-13
MO
NewALTRIA GROUP INC
Shares5.2K
Event2026-03-31
Filed2026-05-13
CAH
NewCARDINAL HEALTH INC
Shares1.6K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
NewCITIGROUP INC
Shares3.0K
Event2026-03-31
Filed2026-05-13
ROKU
NewROKU INC
Shares3.5K
Event2026-03-31
Filed2026-05-13
SPGI
NewS&P GLOBAL INC
Shares754
Event2026-03-31
Filed2026-05-13
VUG
NewVANGUARD INDEX FDS
Shares734
Event2026-03-31
Filed2026-05-13
BSX
NewBOSTON SCIENTIFIC CORP
Shares5.1K
Event2026-03-31
Filed2026-05-13
UNH
NewUNITEDHEALTH GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-13
BK
NewBANK NEW YORK MELLON CORP
Shares2.7K
Event2026-03-31
Filed2026-05-13
NET
NewCLOUDFLARE INC
Shares1.5K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares3.6K
Event2026-03-31
Filed2026-05-13
MA
NewMASTERCARD INCORPORATED
Shares611
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares1.5K
Event2026-03-31
Filed2026-05-13
BSV
NewVANGUARD BD INDEX FDS
Shares3.9K
Event2026-03-31
Filed2026-05-13
RAPP
NewRAPPORT THERAPEUTICS INC
Shares9.5K
Event2026-03-31
Filed2026-05-13
IEMG
NewISHARES INC
Shares4.2K
Event2026-03-31
Filed2026-05-13
FDN
NewFIRST TR EXCHANGE-TRADED FD
Shares1.2K
Event2026-03-31
Filed2026-05-13
XLF
NewSELECT SECTOR SPDR TR
Shares5.8K
Event2026-03-31
Filed2026-05-13
RKT
NewROCKET COS INC
Shares19.9K
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC
NewTE CONNECTIVITY PLC
Shares1.4K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
NewARISTA NETWORKS INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
ARROWHEAD PHARMACEUTICALS IN
NewARROWHEAD PHARMACEUTICALS IN
Shares4.4K
Event2026-03-31
Filed2026-05-13
ENTG
NewENTEGRIS INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
NewDUKE ENERGY CORP NEW
Shares2.1K
Event2026-03-31
Filed2026-05-13
IBM
NewINTERNATIONAL BUSINESS MACHS
Shares1.1K
Event2026-03-31
Filed2026-05-13
ORCL
NewORACLE CORP
Shares1.8K
Event2026-03-31
Filed2026-05-13
QCOM
NewQUALCOMM INC
Shares2.1K
Event2026-03-31
Filed2026-05-13
HD
NewHOME DEPOT INC
Shares802
Event2026-03-31
Filed2026-05-13
PFE
NewPFIZER INC
Shares9.3K
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
NewGENERAL DYNAMICS CORP
Shares757
Event2026-03-31
Filed2026-05-13
AMAT
NewAPPLIED MATLS INC
Shares758
Event2026-03-31
Filed2026-05-13
ABBV
NewABBVIE INC
Shares1.2K
Event2026-03-31
Filed2026-05-13
TRS
NewTRIMAS CORP
Shares7.2K
Event2026-03-31
Filed2026-05-13
ABVX
NewABIVAX SA
Shares2.3K
Event2026-03-31
Filed2026-05-13
RBC
NewRBC BEARINGS INC
Shares466
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
NewGE AEROSPACE
Shares886
Event2026-03-31
Filed2026-05-13
SHOP
NewSHOPIFY INC
Shares2.1K
Event2026-03-31
Filed2026-05-13
CAT
NewCATERPILLAR INC
Shares354
Event2026-03-31
Filed2026-05-13
ITOT
NewISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-13
MEDP
NewMEDPACE HLDGS INC
Shares507
Event2026-03-31
Filed2026-05-13
BN
NewBROOKFIELD CORP
Shares5.9K
Event2026-03-31
Filed2026-05-13
DIA
NewSTATE STR SPDR DOW JONES IND
Shares514
Event2026-03-31
Filed2026-05-13
JBL
NewJABIL INC
Shares895
Event2026-03-31
Filed2026-05-13
MAR
NewMARRIOTT INTL INC NEW
Shares723
Event2026-03-31
Filed2026-05-13
LOPE
NewGRAND CANYON ED INC
Shares1.4K
Event2026-03-31
Filed2026-05-13
BIIB
NewBIOGEN INC
Shares1.3K
Event2026-03-31
Filed2026-05-13
WFC
NewWELLS FARGO & CO
Shares2.9K
Event2026-03-31
Filed2026-05-13
UPS
NewUNITED PARCEL SVCS INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
LINDE PLC
NewLINDE PLC
Shares458
Event2026-03-31
Filed2026-05-13
CMCSA
NewCOMCAST CORP NEW
Shares7.8K
Event2026-03-31
Filed2026-05-13
MTSI
NewMACOM TECH SOLUTIONS HLDGS I
Shares1.0K
Event2026-03-31
Filed2026-05-13
HOOD
NewROBINHOOD MKTS INC
Shares3.2K
Event2026-03-31
Filed2026-05-13
AXP
NewAMERICAN EXPRESS CO
Shares730
Event2026-03-31
Filed2026-05-13
TJX
NewTJX COS INC NEW
Shares1.4K
Event2026-03-31
Filed2026-05-13
CBZ
NewCBIZ INC
Shares8.1K
Event2026-03-31
Filed2026-05-13
VB
NewVANGUARD INDEX FDS
Shares830
Event2026-03-31
Filed2026-05-13
TFC
NewTRUIST FINL CORP
Shares4.7K
Event2026-03-31
Filed2026-05-13
FIX
NewCOMFORT SYS USA INC
Shares157
Event2026-03-31
Filed2026-05-13
CDNS
NewCADENCE DESIGN SYSTEM INC
Shares776
Event2026-03-31
Filed2026-05-13
TMO
NewTHERMO FISHER SCIENTIFIC INC
Shares433
Event2026-03-31
Filed2026-05-13
ERX
NewDIREXION SHARES ETF TRUST
Shares2.1K
Event2026-03-31
Filed2026-05-13
ASX
NewASE TECHNOLOGY HLDG CO LTD
Shares9.7K
Event2026-03-31
Filed2026-05-13
FN
NewFABRINET
Shares396
Event2026-03-31
Filed2026-05-13
LOW
NewLOWES COS INC
Shares873
Event2026-03-31
Filed2026-05-13
ASML
NewASML HLDG NV
Shares155
Event2026-03-31
Filed2026-05-13
HCA
NewHCA HEALTHCARE INC
Shares429
Event2026-03-31
Filed2026-05-13
TRV
NewTRAVELERS COMPANIES INC
Shares692
Event2026-03-31
Filed2026-05-13
APG
NewAPI GROUP CORP
Shares5.0K
Event2026-03-31
Filed2026-05-13
NOW
NewSERVICENOW INC
Shares1.9K
Event2026-03-31
Filed2026-05-13
DOC
NewHEALTHPEAK PROPERTIES INC
Shares10.2K
Event2026-03-31
Filed2026-05-13
GBTG
NewGLOBAL BUSINESS TRAVEL GROUP
Shares10.0K
Event2026-03-31
Filed2026-05-13
RANI
NewRANI THERAPEUTICS HLDGS INC
Shares13.2K
Event2026-03-31
Filed2026-05-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
SPDR GOLD TR Put
NewSPDR GOLD TR
Shares81.6K
Event2026-03-31
Filed2026-05-13
JPMORGAN CHASE & CO Put
NewJPMORGAN CHASE & CO
Shares51.0K
Event2026-03-31
Filed2026-05-13
NVIDIA CORPORATION Put
NewNVIDIA CORPORATION
Shares42.0K
Event2026-03-31
Filed2026-05-13
APPLE INC Put
NewAPPLE INC
Shares20.0K
Event2026-03-31
Filed2026-05-13
BROADCOM INC Put
NewBROADCOM INC
Shares15.0K
Event2026-03-31
Filed2026-05-13
ALPHABET INC Put
NewALPHABET INC
Shares3.0K
Event2026-03-31
Filed2026-05-13
APPLE INC Put
NewAPPLE INC
Shares3.0K
Event2026-03-31
Filed2026-05-13