Red Wave Investments LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$304.1M

Holdings

109

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (109 positions)

StockValue
VTIVANGUARD INDEX FDS
$42.5M
VUSBVANGUARD BD INDEX FDS
$31.2M
NDQINVESCO QQQ TR
$19.0M
SGOVISHARES TR
$17.5M
VTVANGUARD INTL EQUITY INDEX F
$15.7M
VTVVANGUARD INDEX FDS
$10.9M
VOVANGUARD INDEX FDS
$10.5M
VBVANGUARD INDEX FDS
$9.9M
IVVISHARES TR
$9.9M
DFACDIMENSIONAL ETF TRUST
$9.5M
VBILVANGUARD INSTL INDEX FD
$6.8M
VVVANGUARD INDEX FDS
$6.2M
IDEVISHARES TR
$6.0M
VXUSVANGUARD STAR FDS
$5.5M
VNQVANGUARD INDEX FDS
$5.3M
SPDWSPDR INDEX SHS FDS
$5.3M
NVDANVIDIA CORPORATION
$5.1M
SPEMSPDR INDEX SHS FDS
$5.0M
LQDISHARES TR
$5.0M
AAPLAPPLE INC
$4.8M
MSFTMICROSOFT CORP
$4.0M
BIVVANGUARD BD INDEX FDS
$3.7M
VUGVANGUARD INDEX FDS
$2.9M
VWOVANGUARD INTL EQUITY INDEX F
$2.7M
BNDXVANGUARD CHARLOTTE FDS
$2.6M
AMZNAMAZON COM INC
$2.4M
VSSVANGUARD INTL EQUITY INDEX F
$2.3M
HDHOME DEPOT INC
$2.3M
JNKSPDR SERIES TRUST
$2.2M
LQDHISHARES U S ETF TR
$2.1M
SPYSPDR S&P 500 ETF TR
$2.0M
IVLUISHARES TR
$2.0M
COSTCOSTCO WHSL CORP NEW
$1.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.7M
WMTWALMART INC
$1.7M
MAMASTERCARD INCORPORATED
$1.5M
BNDVANGUARD BD INDEX FDS
$1.4M
JPMJPMORGAN CHASE & CO.
$1.4M
GOOGLALPHABET INC
$1.4M
AVGOBROADCOM INC
$1.2M
METAMETA PLATFORMS INC
$1.2M
XOMEXXON MOBIL CORP
$1.1M
VVISA INC
$1.0M
BSVVANGUARD BD INDEX FDS
$959K
DFAXDIMENSIONAL ETF TRUST
$845K
PCYINVESCO EXCH TRADED FD TR II
$828K
CSCOCISCO SYS INC
$766K
TSLATESLA INC
$760K
GOOGALPHABET INC
$757K
TIPISHARES TR
$700K
ICSHISHARES TR
$696K
JNJJOHNSON & JOHNSON
$680K
CHDCHURCH & DWIGHT CO INC
$673K
NFLXNETFLIX INC
$655K
MRKMERCK & CO INC
$600K
SNOWSNOWFLAKE INC
$594K
SOSOUTHERN CO
$552K
ABBVABBVIE INC
$549K
VBRVANGUARD INDEX FDS
$493K
BACBANK AMERICA CORP
$473K
LLYELI LILLY & CO
$461K
WMWASTE MGMT INC DEL
$447K
HONHONEYWELL INTL INC
$444K
ACNACCENTURE PLC IRELAND
$440K
AMDADVANCED MICRO DEVICES INC
$420K
NVONOVO-NORDISK A S
$411K
IGHGPROSHARES TR
$398K
DKSDICKS SPORTING GOODS INC
$396K
TAT&T INC
$380K
ADBEADOBE INC
$364K
PNCPNC FINL SVCS GROUP INC
$356K
PGPROCTER AND GAMBLE CO
$354K
HYGISHARES TR
$335K
MUMICRON TECHNOLOGY INC
$326K
LMTLOCKHEED MARTIN CORP
$316K
LDOSLEIDOS HOLDINGS INC
$316K
ABTABBOTT LABS
$315K
SBUXSTARBUCKS CORP
$315K
INTUINTUIT
$306K
KOCOCA COLA CO
$305K
VTIPVANGUARD MALVERN FDS
$301K
UNHUNITEDHEALTH GROUP INC
$289K
DUKDUKE ENERGY CORP NEW
$286K
VGKVANGUARD INTL EQUITY INDEX F
$280K
NOWSERVICENOW INC
$272K
TRVTRAVELERS COMPANIES INC
$268K
VSTVISTRA CORP
$267K
BPOPPOPULAR INC
$265K
MCDMCDONALDS CORP
$256K
CATCATERPILLAR INC
$250K
USBUS BANCORP DEL
$244K
BKNGBOOKING HOLDINGS INC
$243K
GPIGROUP 1 AUTOMOTIVE INC
$238K
BSXBOSTON SCIENTIFIC CORP
$236K
PANWPALO ALTO NETWORKS INC
$235K
AMATAPPLIED MATLS INC
$233K
ORCLORACLE CORP
$233K
DISDISNEY WALT CO
$220K
CSXCSX CORP
$219K
TXNTEXAS INSTRS INC
$216K
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