New Wave Wealth Advisors LLC Purchases in Q3 2024

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FYC
First Trust Small Cap Growth A

ETFs
95.8K
New
$65.44 - $74.98 $6.27M - $7.19M
95.8K $7.13B
VBK
Vanguard Small Cap Growth ETF

ETFs
20.1K
New
$240.48 - $267.94 $4.84M - $5.39M
20.1K $5.38B
WMT
Walmart Inc.

Consumer Defensive
11.2K
+ 3.66%
$66.91 - $81.4 $753K - $916K
319K $25.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.37K
+ 27.37%
$517.38 - $573.86 $2.78M - $3.08M
25K $14.3B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
45.1K
New
$43.5 - $45.75 $1.96M - $2.06M
45.1K $2.06B
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.77K
+ 553.7%
$162.83 - $179.16 $1.43M - $1.57M
10.3K $1.85B
XLU
Utilities Sector Spdr

ETFs
12.7K
+ 70.63%
$67.67 - $80.78 $863K - $1.03M
30.8K $2.49B
NVDA
Nvidia Corp

Technology
10.6K
+ 34.72%
$98.91 - $134.91 $1.05M - $1.43M
41.2K $5.01B
IWM
Ishares Russell 2000 ETF

ETFs
4.27K
+ 89.85%
$200.87 - $224.6 $857K - $958K
9.02K $1.99B
MSFT
Microsoft Corp

Technology
2.41K
+ 31.7%
$395.15 - $467.56 $952K - $1.13M
10K $4.31B
JBHT
Hunt J B Transport Services Inc

Industrials
3.38K
+ 31.37%
$155.54 - $176.97 $526K - $599K
14.2K $2.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 112.69%
$475.2 - $527.7 $561K - $623K
2.23K $1.18B
UNH
Unitedhealth Group Inc

Healthcare
1.07K
New
$488.01 - $604.18 $521K - $645K
1.07K $624M
VRT
Vertiv Holdings CO

Industrials
5.76K
New
$86.66 - $86.66 $499K - $499K
5.76K $573M
AMZN
Amazon Com Inc

Consumer Cyclical
3.64K
+ 21.13%
$161.02 - $200.0 $585K - $727K
20.8K $3.88B
Grayscale Ethereum Tr Eth
24.8K
New
N/A
24.8K $543M
BLDR
Builders First Source, Inc.

Industrials
2.5K
New
$132.6 - $201.83 $332K - $505K
2.5K $485M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10K
New
$44.46 - $48.11 $445K - $481K
10K $481M
INDA
Ishares Msci India Index Fund

ETFs
4.18K
+ 5.04%
$54.86 - $59.22 $229K - $247K
87.1K $5.1B
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.39K
New
$108.65 - $139.41 $368K - $472K
3.39K $472M
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
+ 50.04%
$191.76 - $263.26 $227K - $312K
3.55K $930M
LEN
Lennar Corp

Consumer Cyclical
2.32K
New
$142.5 - $192.45 $331K - $447K
2.32K $436M
GLD
Spdr Gold Trust

ETFs
945
+ 12.87%
$215.56 - $246.98 $204K - $233K
8.29K $2.01B
EME
Emcor Group, Inc.

Industrials
1K
New
$340.22 - $435.6 $341K - $436K
1K $431M
AVGO
Broadcom Inc.

Technology
2.44K
New
$136.27 - $1745.86 $333K - $4.26M
2.44K $421M
XLI
Industrial Sector Spdr

ETFs
326
+ 1.21%
$120.56 - $135.44 $39.3K - $44.2K
27.4K $3.71B
RTX
Raytheon Technologies Corp

Industrials
3.32K
New
$99.55 - $123.34 $330K - $409K
3.32K $402M
LHX
L3 Harris Technologies, Inc.

Industrials
1.65K
New
$221.96 - $243.27 $366K - $401K
1.65K $392M
GOOG
Alphabet Inc.

Communication Services
2.84K
+ 52.73%
$149.54 - $192.66 $425K - $547K
8.23K $1.38B
UHS
Universal Health Services Inc

Healthcare
1.66K
New
$178.68 - $241.52 $297K - $401K
1.66K $380M
XLF
Financial Sector Spdr

ETFs
3.19K
+ 5.74%
$40.84 - $45.74 $130K - $146K
58.7K $2.66B
SKX
Skechers Usa Inc

Consumer Cyclical
5.36K
New
$59.45 - $70.15 $319K - $376K
5.36K $359M
XLK
Technology Sector Spdr

ETFs
1.63K
+ 6.64%
$197.34 - $237.68 $322K - $388K
26.2K $5.92B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.93K
New
$147.95 - $191.05 $286K - $369K
1.93K $336M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.4K
+ 165.45%
$217.89 - $392.15 $306K - $550K
2.25K $631M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.01K
+ 71.33%
$100.3 - $100.74 $302K - $303K
7.22K $727M
PLTR
Palantir Technologies Inc.

Technology
7.95K
New
$24.09 - $37.95 $191K - $302K
7.95K $296M
GL
Globe Life Inc.

Financial Services
2.7K
New
$80.92 - $109.6 $218K - $296K
2.7K $286M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.21K
New
$45.87 - $48.53 $239K - $253K
5.21K $251M
IEV
Ishares Tr Europe ETF

ETFs
1.37K
+ 2.94%
$53.25 - $58.78 $73K - $80.5K
47.9K $2.79B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.3K
New
$92.63 - $105.69 $213K - $243K
2.3K $239M
VXF
Vanguard Extended Market ETF

ETFs
1.14K
+ 51.38%
$163.98 - $182.92 $186K - $208K
3.35K $610M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.81K
New
N/A
4.81K $234M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.77K
New
$41.9 - $48.26 $200K - $230K
4.77K $228M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.83K
New
$111.9 - $124.28 $204K - $227K
1.83K $226M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.25K
New
$30.55 - $30.85 $221K - $224K
7.25K $224M
AXP
American Express CO

Financial Services
821
New
$225.92 - $271.17 $185K - $223K
821 $223M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
234
+ 0.87%
$87.56 - $95.49 $20.5K - $22.3K
27.1K $2.59B
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1591.44 - $2140.1 $164K - $220K
103 $211M
Activity Summary
Buys All Purchases 89 New Holdings 32 Increased Positions 57 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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