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
SM
Sm Energy CO

Energy
72
New
$36.59 - $46.03 $2.63K - $3.31K
72 $2.79M
IYE
Ishares Tr

ETFs
60
New
$43.93 - $51.37 $2.64K - $3.08K
60 $2.73M
IEFA
Ishares Tr

ETFs
38
New
$70.06 - $77.43 $2.66K - $2.94K
38 $2.67M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
200
New
$9.71 - $15.34 $1.94K - $3.07K
200 $2.66M
ES
Eversource Energy

Utilities
46
New
$55.9 - $67.73 $2.57K - $3.12K
46 $2.65M
PNFP
Pinnacle Financial Partners Inc

Financial Services
23
New
$92.95 - $129.87 $2.14K - $2.99K
23 $2.63M
KOP
Koppers Holdings Inc.

Basic Materials
81
New
$31.01 - $39.23 $2.51K - $3.18K
81 $2.62M
TW
Tradeweb Markets Inc.

Financial Services
20
New
$124.87 - $136.32 $2.5K - $2.73K
20 $2.62M
ASTS
Ast Space Mobile, Inc.

Communication Services
123
New
$21.1 - $28.49 $2.6K - $3.5K
123 $2.6M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
671
New
$3.53 - $7.8 $2.37K - $5.23K
671 $2.56M
SYK
Stryker Corp

Healthcare
7
New
$345.14 - $392.15 $2.42K - $2.75K
7 $2.52M
FROG
J Frog LTD

Technology
85
New
$27.22 - $32.86 $2.31K - $2.79K
85 $2.5M
KSS
Kohls Corp

Consumer Cyclical
178
New
$13.86 - $20.95 $2.47K - $3.73K
178 $2.5M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
New
$229.83 - $258.46 $2.3K - $2.58K
10 $2.47M
Annaly Capital Management In
134
New
N/A
134 $2.45M
STZ
Constellation Brands, Inc.

Consumer Defensive
11
New
$219.66 - $257.62 $2.42K - $2.83K
11 $2.43M
ONLN
Proshares Tr Online Retail ETF

ETFs
54
New
$43.34 - $48.15 $2.34K - $2.6K
54 $2.41M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
13
New
$170.03 - $192.78 $2.21K - $2.51K
13 $2.4M
SNA
Snap On Inc

Industrials
7
New
$285.44 - $371.35 $2K - $2.6K
7 $2.38M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
32
New
$58.32 - $85.45 $1.87K - $2.73K
32 $2.37M
SRLN
Ssga Active Trust

ETFs
56
New
$41.48 - $42.08 $2.32K - $2.36K
56 $2.34M
ETSY
Etsy Inc

Consumer Cyclical
44
New
$47.48 - $61.61 $2.09K - $2.71K
44 $2.33M
OWL
Blue Owl Capital Inc.

Financial Services
100
New
$19.51 - $24.81 $1.95K - $2.48K
100 $2.33M
FLNG
Flex Lng Ltd.

Energy
100
New
$21.13 - $26.93 $2.11K - $2.69K
100 $2.29M
RGTI
Rigetti Computing, Inc.

Technology
150
New
$0.74 - $17.08 $111 - $2.56K
150 $2.29M
AJG
Arthur J. Gallagher & Co.

Financial Services
8
New
$278.49 - $315.16 $2.23K - $2.52K
8 $2.27M
MRCC
Monroe Capital Corp

Financial Services
264
New
$7.82 - $8.64 $2.06K - $2.28K
264 $2.24M
NVS
Novartis Ag

Healthcare
23
New
$96.78 - $117.18 $2.23K - $2.7K
23 $2.24M
BFB
Brown Forman Corp Cl B
58
New
N/A
58 $2.21M
SJM
J M Smucker CO

Consumer Defensive
20
New
$106.92 - $121.75 $2.14K - $2.44K
20 $2.21M
Ncr Atleos Corporation
65
New
N/A
65 $2.21M
CTAS
Cintas Corp

Industrials
12
New
$182.7 - $226.47 $2.19K - $2.72K
12 $2.19M
ALB
Albemarle Corp

Basic Materials
25
New
$86.08 - $111.3 $2.15K - $2.78K
25 $2.15M
NCR
Ncr Corp

Technology
155
New
N/A
155 $2.15M
FV
First Trust Dorsey Wright Focu

ETFs
36
New
$57.47 - $62.82 $2.07K - $2.26K
36 $2.13M
IEF
Ishares Barclays

ETFs
23
New
$92.08 - $98.18 $2.12K - $2.26K
23 $2.13M
ACN
Accenture PLC

Technology
6
New
$343.9 - $376.86 $2.06K - $2.26K
6 $2.11M
VOE
Vanguard Mid Cap Value Index F

ETFs
13
New
$160.89 - $176.18 $2.09K - $2.29K
13 $2.1M
NDAQ
Nasdaq, Inc.

Financial Services
27
New
$70.87 - $83.05 $1.91K - $2.24K
27 $2.09M
B
Barnes Group Inc

Industrials
44
New
$38.58 - $47.26 $1.7K - $2.08K
44 $2.08M
NXPI
Nxp Semiconductors N.V.

Technology
10
New
$207.27 - $255.58 $2.07K - $2.56K
10 $2.08M
Blackrock Inc
2
New
N/A
2 $2.05M
Atlanta Braves Hldgs Inc
50
New
N/A
50 $2.04M
BR
Broadridge Financial Solutions, Inc.

Technology
9
New
$209.64 - $236.44 $1.89K - $2.13K
9 $2.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
7
New
$285.5 - $335.62 $2K - $2.35K
7 $2.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
73
New
$26.93 - $84.95 $1.97K - $6.2K
73 $1.98M
MAR
Marriott International Inc

Consumer Cyclical
7
New
$246.06 - $292.59 $1.72K - $2.05K
7 $1.95M
DFS
Discover Financial Services

Financial Services
11
New
$136.3 - $182.67 $1.5K - $2.01K
11 $1.91M
UNM
Unum Group

Financial Services
26
New
$58.88 - $77.07 $1.53K - $2K
26 $1.9M
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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