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
SLB
Schlumberger Limited

Energy
268
New
$36.83 - $45.59 $9.87K - $12.2K
268 $10.3M
CRMT
Americas Carmart Inc

Consumer Cyclical
200
New
$38.21 - $57.46 $7.64K - $11.5K
200 $10.3M
CCS
Century Communities, Inc.

Consumer Cyclical
139
New
$72.88 - $103.59 $10.1K - $14.4K
139 $10.2M
GSAT
Globalstar, Inc.

Communication Services
4.75K
New
$1.03 - $2.29 $4.89K - $10.9K
4.75K $9.83M
EMR
Emerson Electric CO

Industrials
79
New
$108.13 - $134.33 $8.54K - $10.6K
79 $9.77M
ADP
Automatic Data Processing Inc

Industrials
33
New
$280.08 - $307.97 $9.24K - $10.2K
33 $9.57M
GVA
Granite Construction Inc

Industrials
109
New
$79.33 - $100.2 $8.65K - $10.9K
109 $9.56M
GPN
Global Payments Inc

Industrials
85
New
$97.57 - $119.38 $8.29K - $10.1K
85 $9.53M
PSEC
Prospect Capital Corp

Financial Services
2.2K
New
$4.16 - $5.34 $9.15K - $11.7K
2.2K $9.48M
YCS
Pro Shares Trust Ii

ETFs
200
New
$42.61 - $89.31 $8.52K - $17.9K
200 $9.34M
LUMN
Lumen Technologies, Inc.

Communication Services
1.65K
New
$5.31 - $10.12 $8.73K - $16.6K
1.65K $8.74M
PANW
Palo Alto Networks Inc

Technology
591
+ 95.48%
$181.96 - $405.9 $108K - $240K
1.21K $220M
SNOW
Snowflake Inc.

Technology
55
New
$109.65 - $186.51 $6.03K - $10.3K
55 $8.49M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
330
New
$19.44 - $28.35 $6.42K - $9.36K
330 $8.49M
DLR
Digital Realty Trust, Inc.

Real Estate
48
New
$156.46 - $195.69 $7.51K - $9.39K
48 $8.46M
URI
United Rentals, Inc.

Industrials
12
New
$704.44 - $880.32 $8.45K - $10.6K
12 $8.46M
Grayscale Bitcoin Mini Tr Et
200
New
N/A
200 $8.37M
NVR
Nvr Inc

Consumer Cyclical
1
New
$8101.21 - $9940.51 $8.1K - $9.94K
1 $8.18M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
144
New
$56.27 - $69.89 $8.1K - $10.1K
144 $8.17M
ITW
Illinois Tool Works Inc

Industrials
32
New
$253.56 - $278.5 $8.11K - $8.91K
32 $8.03M
MVO
Mv Oil Trust

Energy
1K
New
$7.52 - $10.27 $7.52K - $10.3K
1K $8.01M
CHRD
Oasis Petroleum Inc.

Energy
68
New
$110.83 - $137.78 $7.54K - $9.37K
68 $7.95M
CASY
Caseys General Stores Inc

Consumer Cyclical
20
New
$366.65 - $427.88 $7.33K - $8.56K
20 $7.93M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
18
New
$338.38 - $446.21 $6.09K - $8.03K
18 $7.83M
LYFT
Lyft, Inc.

Technology
597
New
$12.36 - $18.59 $7.38K - $11.1K
597 $7.7M
Cava Group Inc
68
New
N/A
68 $7.67M
TXT
Textron Inc

Industrials
100
New
$75.82 - $90.32 $7.58K - $9.03K
100 $7.65M
WSO
Watsco Inc

Industrials
16
New
$466.57 - $568.78 $7.47K - $9.1K
16 $7.58M
MU
Micron Technology Inc

Technology
90
New
$84.16 - $113.41 $7.57K - $10.2K
90 $7.57M
INTC
Intel Corp

Technology
375
New
$19.07 - $26.23 $7.15K - $9.84K
375 $7.52M
ROST
Ross Stores, Inc.

Consumer Cyclical
49
New
$138.59 - $156.61 $6.79K - $7.67K
49 $7.41M
Nextracker Inc
200
New
N/A
200 $7.31M
MSTR
Microstrategy Inc

Technology
25
New
$162.69 - $473.83 $4.07K - $11.8K
25 $7.24M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
111
New
$64.91 - $73.47 $7.21K - $8.16K
111 $7.24M
TOST
Toast, Inc.

Technology
198
New
$27.43 - $43.54 $5.43K - $8.62K
198 $7.22M
CVS
Cvs Health Corp

Healthcare
160
New
$43.78 - $67.46 $7K - $10.8K
160 $7.18M
Roundhill ETF Trust
289
New
N/A
289 $7.04M
PK
Park Hotels & Resorts Inc.

Real Estate
500
New
$13.68 - $15.82 $6.84K - $7.91K
500 $7.04M
O
Realty Income Corp

Real Estate
131
New
$51.76 - $64.71 $6.78K - $8.48K
131 $6.99M
WEN
Wendy'S CO

Consumer Cyclical
425
New
$16.26 - $20.42 $6.91K - $8.68K
425 $6.93M
ATO
Atmos Energy Corp

Utilities
48
New
$136.41 - $151.43 $6.55K - $7.27K
48 $6.69M
MCY
Mercury General Corp

Financial Services
100
New
$62.82 - $78.96 $6.28K - $7.9K
100 $6.65M
SRE
Sempra Energy

Utilities
75
New
$80.81 - $94.77 $6.06K - $7.11K
75 $6.59M
EA
Electronic Arts Inc.

Communication Services
45
New
$140.69 - $167.97 $6.33K - $7.56K
45 $6.58M
CARR
Carrier Global Corp

Industrials
95
New
$66.69 - $82.65 $6.34K - $7.85K
95 $6.5M
VV
Vanguard Large Cap ETF

ETFs
24
New
$260.27 - $280.65 $6.25K - $6.74K
24 $6.47M
AFL
Aflac Inc

Financial Services
62
New
$100.37 - $115.27 $6.22K - $7.15K
62 $6.41M
SYY
Sysco Corp

Consumer Defensive
83
New
$73.63 - $81.77 $6.11K - $6.79K
83 $6.35M
FDS
Factset Research Systems Inc

Financial Services
13
New
$449.69 - $495.72 $5.85K - $6.44K
13 $6.33M
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