New Wave Wealth Advisors LLC New Holdings in Q3 2024

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FYC
First Trust Small Cap Growth A

ETFs
95.8K
New
$65.44 - $74.98 $6.27M - $7.19M
95.8K $7.13B
VBK
Vanguard Small Cap Growth ETF

ETFs
20.1K
New
$240.48 - $267.94 $4.84M - $5.39M
20.1K $5.38B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
45.1K
New
$43.5 - $45.75 $1.96M - $2.06M
45.1K $2.06B
UNH
Unitedhealth Group Inc

Healthcare
1.07K
New
$488.01 - $604.18 $521K - $645K
1.07K $624M
VRT
Vertiv Holdings CO

Industrials
5.76K
New
$86.66 - $86.66 $499K - $499K
5.76K $573M
Grayscale Ethereum Tr Eth
24.8K
New
N/A
24.8K $543M
BLDR
Builders First Source, Inc.

Industrials
2.5K
New
$132.6 - $201.83 $332K - $505K
2.5K $485M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10K
New
$44.46 - $48.11 $445K - $481K
10K $481M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.39K
New
$108.65 - $139.41 $368K - $472K
3.39K $472M
LEN
Lennar Corp

Consumer Cyclical
2.32K
New
$142.5 - $192.45 $331K - $447K
2.32K $436M
AVGO
Broadcom Inc.

Technology
2.44K
New
$136.27 - $1745.86 $333K - $4.26M
2.44K $421M
RTX
Raytheon Technologies Corp

Industrials
3.32K
New
$99.55 - $123.34 $330K - $409K
3.32K $402M
LHX
L3 Harris Technologies, Inc.

Industrials
1.65K
New
$221.96 - $243.27 $366K - $401K
1.65K $392M
UHS
Universal Health Services Inc

Healthcare
1.66K
New
$178.68 - $241.52 $297K - $401K
1.66K $380M
SKX
Skechers Usa Inc

Consumer Cyclical
5.36K
New
$59.45 - $70.15 $319K - $376K
5.36K $359M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.93K
New
$147.95 - $191.05 $286K - $369K
1.93K $336M
PLTR
Palantir Technologies Inc.

Technology
7.95K
New
$24.09 - $37.95 $191K - $302K
7.95K $296M
GL
Globe Life Inc.

Financial Services
2.7K
New
$80.92 - $109.6 $218K - $296K
2.7K $286M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.21K
New
$45.87 - $48.53 $239K - $253K
5.21K $251M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.3K
New
$92.63 - $105.69 $213K - $243K
2.3K $239M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.81K
New
N/A
4.81K $234M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.77K
New
$41.9 - $48.26 $200K - $230K
4.77K $228M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.83K
New
$111.9 - $124.28 $204K - $227K
1.83K $226M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.25K
New
$30.55 - $30.85 $221K - $224K
7.25K $224M
AXP
American Express CO

Financial Services
821
New
$225.92 - $271.17 $185K - $223K
821 $223M
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1591.44 - $2140.1 $164K - $220K
103 $211M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3K
New
$63.28 - $70.06 $190K - $210K
3K $210M
PPG
Ppg Industries Inc

Basic Materials
1.57K
New
$118.32 - $134.55 $185K - $211K
1.57K $208M
CSCO
Cisco Systems, Inc.

Technology
3.86K
New
$44.74 - $53.22 $173K - $205K
3.86K $205M
WPC
W. P. Carey Inc.

Real Estate
3.29K
New
$54.63 - $63.96 $180K - $210K
3.29K $205M
Grayscale Ethereum Mini Tr E
24.8K
New
N/A
24.8K $60.6M
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
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