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| Happy Holidays!! thanks for using AUM13F!! |
| Red Wave Investments LLC
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| CRD # | 153198 |
| SEC # | 801-119079 |
| CIK # | 0001846493 |
| AUM | $360.3 M (2025-03-26) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 717-601-0651 |
| Address | 6 North Baltimore Street Dillsburg, PA 17019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846493 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.1 | ||
| Global MOFY Metaverse Ltd | 5.0 | ||
| Apple Inc | 4.8 | ||
| Microsoft Corp | 4.0 | ||
| Amazon Com Inc | 2.4 | ||
| Home Depot Inc | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 54.9 |
| (b) Individuals (high net worth individuals) | 63 | 298.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 720 | 360.3 |
| By Discretionary | ||
| Discretionary | 720 | 360.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 720 | 360.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.3 | |
| Total | 720 | 360.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846493] |
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|---|---|---|
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Fellowship Financial Planning LLC
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WA | 0.4 |
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VA | 0.4 |
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FL | 0.4 |
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Cedar Wealth Management LLC
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CA | 0.4 |
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Capstone Capital LLC
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NV | 0.4 |
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Leading Edge Financial Planning LLC
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TN | 0.4 |
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Oneascent Family Office LLC
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AL | 0.4 |
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Westbourne Investment Advisors Inc
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MD | 0.4 |
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Hilton Head Financial Advisors Inc
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SC | 0.4 |
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Stone Summit Wealth LLC
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0.4 |