New Wave Wealth Advisors LLC Purchases in Q4 2024

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MPW
Medical Properties Trust Inc

Real Estate
309
New
$3.72 - $5.77 $1.15K - $1.78K
309 $1.22M
BL
Blackline, Inc.

Technology
20
New
$53.92 - $64.91 $1.08K - $1.3K
20 $1.22M
SPG
Simon Property Group Inc

Real Estate
7
New
$167.23 - $183.84 $1.17K - $1.29K
7 $1.21M
APA
Apa Corp

Energy
52
New
$20.47 - $27.07 $1.06K - $1.41K
52 $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2
New
$570.51 - $610.59 $1.14K - $1.22K
2 $1.18M
PEY
Invesco Exchange Traded Fd Tr

ETFs
53
New
$21.1 - $23.08 $1.12K - $1.22K
53 $1.13M
BBY
Best Buy CO Inc

Consumer Cyclical
13
New
$85.2 - $101.35 $1.11K - $1.32K
13 $1.12M
ELV
Elevance Health, Inc.

Healthcare
3
New
$365.96 - $514.62 $1.1K - $1.54K
3 $1.11M
PRGO
Perrigo CO PLC

Healthcare
42
New
$24.18 - $28.91 $1.02K - $1.21K
42 $1.08M
AGZ
Ishares Agency Bond ETF

ETFs
10
New
$107.68 - $110.37 $1.08K - $1.1K
10 $1.08M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
356
New
$2.76 - $3.76 $983 - $1.34K
356 $1.07M
MKC
Mccormick & CO Inc

Consumer Defensive
14
New
$73.97 - $84.09 $1.04K - $1.18K
14 $1.07M
ALCC
Alt C Acquisition Corp.

Financial Services
50
New
N/A
50 $1.06M
TPR
Tapestry, Inc.

Consumer Cyclical
16
New
$43.54 - $66.18 $697 - $1.06K
16 $1.05M
COTY
Coty Inc.

Consumer Defensive
150
New
$6.92 - $9.36 $1.04K - $1.4K
150 $1.04M
ORGNW
Origin Matls Inc Wt Exp 06/24/
8K
New
$0.07 - $0.14 $560 - $1.12K
8K $1.03M
OKTA
Okta, Inc.

Technology
13
New
$71.81 - $86.11 $934 - $1.12K
13 $1.02M
WSFS
Wsfs Financial Corp

Financial Services
19
New
$48.57 - $61.09 $923 - $1.16K
19 $1.01M
CAG
Conagra Brands Inc.

Consumer Defensive
36
New
$26.48 - $32.72 $953 - $1.18K
36 $999K
CHWY
Chewy, Inc.

Consumer Cyclical
29
New
$26.51 - $35.87 $769 - $1.04K
29 $971K
TGNA
Tegna Inc

Communication Services
50
New
$15.25 - $19.32 $763 - $966
50 $915K
Fuelcell Energy Inc
100
New
N/A
100 $904K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
14
New
$64.28 - $76.45 $900 - $1.07K
14 $902K
DWAC
Digital World Acquisition Corp.

Financial Services
26
New
N/A
26 $887K
SPYG
Spdr Portfolio

ETFs
10
New
$81.74 - $91.38 $817 - $914
10 $879K
IEP
Icahn Enterprises L.P.

Industrials
100
New
$8.67 - $15.49 $867 - $1.55K
100 $867K
DE
Deere & CO

Industrials
2
New
$389.45 - $466.0 $779 - $932
2 $847K
XRX
Xerox Holdings Corp

Technology
100
New
$8.17 - $11.07 $817 - $1.11K
100 $843K
United Sts Nat Gas Fd LP
50
New
N/A
50 $841K
AEP
American Electric Power CO Inc

Utilities
9
New
$90.91 - $102.21 $818 - $920
9 $830K
HST
Host Hotels & Resorts, Inc.

Real Estate
47
New
$17.24 - $19.07 $810 - $896
47 $823K
IAC
Iac/Inter Active Corp

Communication Services
19
New
$41.75 - $55.1 $793 - $1.05K
19 $820K
RF
Regions Financial Corp

Financial Services
34
New
$22.45 - $27.47 $763 - $934
34 $800K
W
Wayfair Inc.

Consumer Cyclical
18
New
$37.77 - $56.94 $680 - $1.02K
18 $798K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
8
New
$78.5 - $102.01 $628 - $816
8 $791K
EXC
Exelon Corp

Utilities
21
New
$36.22 - $40.97 $761 - $860
21 $790K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9
New
$86.65 - $94.9 $780 - $854
9 $782K
PATH
Ui Path, Inc.

Technology
60
New
$11.95 - $15.5 $717 - $930
60 $763K
HUM
Humana Inc

Healthcare
3
New
$233.89 - $304.18 $702 - $913
3 $761K
OTIS
Otis Worldwide Corp

Industrials
8
New
$92.57 - $106.01 $741 - $848
8 $758K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
20
New
$29.11 - $41.59 $582 - $832
20 $741K
AMT
American Tower Corp

Real Estate
4
New
$179.4 - $232.01 $718 - $928
4 $734K
CARG
Car Gurus, Inc.

Communication Services
19
New
$29.05 - $38.78 $552 - $737
19 $694K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6
New
$115.08 - $119.55 $690 - $717
6 $693K
OMI
Owens & Minor Inc

Healthcare
53
New
$11.8 - $14.78 $625 - $783
53 $693K
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
274
New
$2.11 - $3.26 $578 - $893
274 $680K
IIPR
Innovative Industrial Properties Inc

Real Estate
10
New
$66.64 - $135.61 $666 - $1.36K
10 $666K
Global X Fds
32
New
N/A
32 $650K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
50
New
$12.44 - $14.36 $622 - $718
50 $630K
Activity Summary
Buys All Purchases 607 New Holdings 569 Increased Positions 38 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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