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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
58
New
$238.25 - $261.28 $13.8K - $15.2K
58 $14.1M
NET
Cloudflare, Inc.

Technology
130
New
$78.11 - $117.56 $10.2K - $15.3K
130 $14M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
149
New
$93.52 - $95.37 $13.9K - $14.2K
149 $14M
TDG
Trans Digm Group Inc

Industrials
11
New
$1239.0 - $1442.53 $13.6K - $15.9K
11 $13.9M
TMUS
T Mobile Us, Inc.

Communication Services
63
New
$206.1 - $246.94 $13K - $15.6K
63 $13.9M
ECL
Ecolab Inc.

Basic Materials
58
New
$234.32 - $261.43 $13.6K - $15.2K
58 $13.6M
AMGN
Amgen Inc

Healthcare
52
New
$258.78 - $328.31 $13.5K - $17.1K
52 $13.6M
EMB
Ishares Tr

ETFs
152
New
$88.94 - $93.46 $13.5K - $14.2K
152 $13.5M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
214
New
N/A
214 $13.5M
ORCL
Oracle Corp

Technology
80
New
$165.41 - $192.43 $13.2K - $15.4K
80 $13.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
166
New
$80.13 - $83.77 $13.3K - $13.9K
166 $13.3M
ET
Energy Transfer LP

Energy
676
New
$16.05 - $19.86 $10.8K - $13.4K
676 $13.2M
ODFL
Old Dominion Freight Line, Inc.

Industrials
75
New
$176.4 - $231.84 $13.2K - $17.4K
75 $13.2M
Lineage Inc
225
New
N/A
225 $13.2M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
229
New
$45.26 - $61.17 $10.4K - $14K
229 $13.2M
VUG
Vanguard Growth ETF

ETFs
32
New
$378.79 - $428.11 $12.1K - $13.7K
32 $13.1M
DASH
Door Dash, Inc.

Communication Services
78
New
$141.93 - $180.48 $11.1K - $14.1K
78 $13.1M
NVO
Novo Nordisk A S

Healthcare
151
New
$85.0 - $120.04 $12.8K - $18.1K
151 $13M
ACHR
Archer Aviation Inc.

Industrials
1.33K
New
$2.94 - $11.33 $3.91K - $15.1K
1.33K $13M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.38K
New
$9.24 - $13.94 $12.7K - $19.2K
1.38K $12.9M
ABT
Abbott Laboratories

Healthcare
113
New
$111.93 - $119.39 $12.6K - $13.5K
113 $12.8M
DEO
Diageo PLC

Consumer Defensive
100
New
$118.0 - $139.88 $11.8K - $14K
100 $12.7M
SLI
Standard Lithium Ltd.

Basic Materials
8.7K
New
$1.36 - $2.51 $11.8K - $21.8K
8.7K $12.7M
JETS
ETF Ser Solutions U S Global J

ETFs
500
New
$20.04 - $25.93 $10K - $13K
500 $12.7M
SMR
Nuscale Power Corp

Industrials
700
New
$11.69 - $30.21 $8.18K - $21.1K
700 $12.6M
ROBO
Robo Global Robotics And Autom

ETFs
220
New
$55.06 - $58.6 $12.1K - $12.9K
220 $12.4M
PPL
Ppl Corp

Utilities
379
New
$31.47 - $35.0 $11.9K - $13.3K
379 $12.3M
GILD
Gilead Sciences, Inc.

Healthcare
131
New
$83.95 - $97.9 $11K - $12.8K
131 $12.1M
TQQQ
Proshares Ultrapro Qqq

ETFs
150
New
$69.42 - $93.29 $10.4K - $14K
150 $11.9M
BP
Bp PLC

Energy
401
New
$28.16 - $33.14 $11.3K - $13.3K
401 $11.9M
VNQ
Vanguard Specialized Funds Van

ETFs
133
New
$87.85 - $98.6 $11.7K - $13.1K
133 $11.8M
IRM
Iron Mountain Inc

Real Estate
112
New
$101.62 - $128.14 $11.4K - $14.4K
112 $11.8M
PCH
Potlatchdeltic Corp

Real Estate
300
New
$38.4 - $44.89 $11.5K - $13.5K
300 $11.8M
KIE
Spdr S&P Insurance ETF

ETFs
205
New
$55.65 - $62.03 $11.4K - $12.7K
205 $11.6M
JNJ
Johnson & Johnson

Healthcare
80
New
$143.34 - $165.86 $11.5K - $13.3K
80 $11.6M
GM
General Motors CO

Consumer Cyclical
215
New
$44.82 - $60.2 $9.64K - $12.9K
215 $11.5M
EPI
Wisdomtree Tr India Earnings F

ETFs
253
New
$45.09 - $50.08 $11.4K - $12.7K
253 $11.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
135
New
$82.28 - $117.52 $11.1K - $15.9K
135 $11.4M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
366
New
$29.46 - $32.64 $10.8K - $11.9K
366 $11.3M
DKNG
Draft Kings Inc.

Consumer Cyclical
300
New
$35.32 - $44.84 $10.6K - $13.5K
300 $11.2M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
105
New
$106.1 - $114.66 $11.1K - $12K
105 $11.2M
ORGN
Origin Materials, Inc.

Basic Materials
8.5K
New
$0.96 - $1.48 $8.16K - $12.6K
8.5K $10.9M
DDOG
Datadog, Inc.

Technology
75
New
$113.98 - $168.65 $8.55K - $12.6K
75 $10.7M
DOCS
Doximity, Inc.

Healthcare
200
New
$41.25 - $61.25 $8.25K - $12.3K
200 $10.7M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
213
New
$49.78 - $66.55 $10.6K - $14.2K
213 $10.7M
GWW
W.W. Grainger, Inc.

Industrials
10
New
$1023.06 - $1220.93 $10.2K - $12.2K
10 $10.6M
CPRT
Copart Inc

Consumer Cyclical
183
New
$51.36 - $63.8 $9.4K - $11.7K
183 $10.5M
FSK
Fs Kkr Capital Corp

Financial Services
482
New
$19.71 - $22.22 $9.5K - $10.7K
482 $10.5M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
255
New
$40.26 - $42.88 $10.3K - $10.9K
255 $10.3M
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
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email