New Wave Wealth Advisors LLC Incresed Positions in Q3 2024

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.5K
+ 40.97%
$49.7 - $56.11 $722K - $816K
50K $2.75B
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
INDA
Ishares Msci India Index Fund

ETFs
4.18K
+ 5.04%
$54.86 - $59.22 $229K - $247K
87.1K $5.1B
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
+ 50.04%
$191.76 - $263.26 $227K - $312K
3.55K $930M
GLD
Spdr Gold Trust

ETFs
945
+ 12.87%
$215.56 - $246.98 $204K - $233K
8.29K $2.01B
XLI
Industrial Sector Spdr

ETFs
326
+ 1.21%
$120.56 - $135.44 $39.3K - $44.2K
27.4K $3.71B
GOOG
Alphabet Inc.

Communication Services
2.84K
+ 52.73%
$149.54 - $192.66 $425K - $547K
8.23K $1.38B
XLF
Financial Sector Spdr

ETFs
3.19K
+ 5.74%
$40.84 - $45.74 $130K - $146K
58.7K $2.66B
XLK
Technology Sector Spdr

ETFs
1.63K
+ 6.64%
$197.34 - $237.68 $322K - $388K
26.2K $5.92B
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
IEV
Ishares Tr Europe ETF

ETFs
1.37K
+ 2.94%
$53.25 - $58.78 $73K - $80.5K
47.9K $2.79B
VXF
Vanguard Extended Market ETF

ETFs
1.14K
+ 51.38%
$163.98 - $182.92 $186K - $208K
3.35K $610M
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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
800
+ 3.23%
$44.07 - $50.57 $35.3K - $40.5K
25.6K $1.29B
SOXX
Ishares Semiconductor ETF

ETFs
1.18K
+ 23.79%
$199.29 - $265.49 $235K - $313K
6.13K $1.41B
HYLS
First Tr Tactical High Yield L

ETFs
1.91K
+ 2.6%
$40.54 - $42.23 $77.6K - $80.8K
75.5K $3.17B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.36K
+ 2.83%
$81.98 - $86.24 $111K - $117K
49.3K $4.25B
PYPL
Pay Pal Holdings, Inc.

Financial Services
826
+ 16.79%
$57.22 - $80.08 $47.3K - $66.1K
5.75K $448M
T
At&T Inc.

Communication Services
377
+ 0.94%
$18.21 - $22.28 $6.87K - $8.4K
40.3K $887M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.38K
+ 2.68%
$36.06 - $37.66 $49.8K - $52K
52.9K $1.99B
PHM
Pultegroup Inc

Consumer Cyclical
13
+ 0.38%
$103.95 - $144.98 $1.35K - $1.88K
3.41K $490M
Kenvue Inc
1.77K
+ 12.24%
N/A
16.2K $375M
VEA
Vanguard Ftse Developed Market

ETFs
1.58K
+ 30.0%
$47.6 - $53.31 $75K - $84K
6.83K $361M
MA
Mastercard Inc

Financial Services
74
+ 6.37%
$429.6 - $500.99 $31.8K - $37.1K
1.24K $610M
PGR
Progressive Corp

Financial Services
5
+ 0.28%
$209.46 - $259.24 $1.05K - $1.3K
1.77K $448M
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.22K
+ 106.93%
$63.56 - $107.36 $141K - $238K
4.3K $302M
IWB
Ishares Tr Russell 1000 ETF

ETFs
156
+ 8.94%
$283.28 - $314.39 $44.2K - $49K
1.9K $597M
NFLX
Netflix Inc

Communication Services
29
+ 1.78%
$598.55 - $722.26 $17.4K - $20.9K
1.66K $1.18B
SLV
I Shares Silver Trust

ETFs
854
+ 3.67%
$24.33 - $29.38 $20.8K - $25.1K
24.1K $686M
XLP
Consumer Staples Sector Spdr

ETFs
75
+ 0.79%
$76.04 - $76.04 $5.7K - $5.7K
9.54K $791M
SNY
Sanofi

Healthcare
51
+ 0.76%
$48.54 - $58.53 $2.48K - $2.99K
6.76K $390M
GOLD
Barrick Gold Corp

Basic Materials
192
+ 1.47%
$16.56 - $21.01 $3.18K - $4.03K
13.3K $264M
VOX
Vanguard Communication Service

ETFs
95
+ 2.92%
$129.82 - $145.39 $12.3K - $13.8K
3.35K $487M
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.78%
$201.87 - $242.35 $1.61K - $1.94K
1.03K $241M
XLB
Select Sector Spdr Fd Material

ETFs
32
+ 0.87%
$86.95 - $97.09 $2.78K - $3.11K
3.71K $357M
NFG
National Fuel Gas CO

Energy
63
+ 1.5%
$54.14 - $61.22 $3.41K - $3.86K
4.25K $258M
TFC
Truist Financial Corp

Financial Services
17
+ 0.26%
$38.22 - $44.94 $650 - $764
6.55K $280M
Gsk PLC
30
+ 0.32%
N/A
9.3K $380M
JKHY
Henry Jack & Associates Inc

Technology
3
+ 0.18%
$160.87 - $177.06 $483 - $531
1.65K $291M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
370
+ 1.5%
$50.63 - $51.11 $18.7K - $18.9K
25K $1.28B
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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