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Teresa Douberly

New Wave Wealth Advisors Llc

Assets Managed
$734.971M
Holdings
203
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
155.01%(2Q avg: 80.23%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in New Wave Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 203 positions.

Assets under management

The assets under management (AUM) of New Wave Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 734.971M in assets, with a quarterly growth rate of 155.01% and a 2-quarter average growth rate of 80.23%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WMT
Walmart Inc
Recent Activity
Increased 95%
8.45%
$62.051M
547,858 shares@ $113.27 avg price
FYC
First Trust Small Cap Growth
Recent Activity
Increased 101.83%
3.55%
$26.077M
204,780 shares@ $127.35 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 162.13%
3.2%
$23.506M
382,468 shares@ $61.46 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 101.06%
2.95%
$21.631M
211,446 shares@ $102.31 avg price
DTCR
Global X Data Center & Digit
Recent Activity
Increased 105.76%
2.94%
$21.59M
708,392 shares@ $30.48 avg price
IVES
Dan Wedbush Ai Rev Etf
Recent Activity
Increased 111.36%
2.91%
$21.353M
560,436 shares@ $38.11 avg price
IEV
Ishares Europe Etf
Recent Activity
Increased 106.34%
2.71%
$19.889M
273,016 shares@ $72.86 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 138%
2.67%
$19.599M
102,872 shares@ $190.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 74.84%
2.64%
$19.375M
25,876 shares@ $748.77 avg price
GDEC
Ft Vest Us Equity Moderate B
Recent Activity
Increased 104.95%
2.41%
$17.663M
443,744 shares@ $39.81 avg price

1-10 of 203