New Wave Wealth Advisors LLC New Holdings in Q4 2024

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.46K
New
$70.54 - $79.61 $103K - $116K
1.46K $111M
PODD
Insulet Corp

Healthcare
401
New
$227.79 - $275.7 $91.3K - $111K
401 $105M
Arista Networks Inc
926
New
N/A
926 $102M
Pimco ETF Tr
3.68K
New
N/A
3.68K $95.4M
OZK
Bank Ozk

Financial Services
2.08K
New
$41.39 - $50.55 $86.2K - $105K
2.08K $92.7M
MCD
Mcdonalds Corp

Consumer Cyclical
310
New
$288.47 - $316.54 $89.4K - $98.1K
310 $89.8M
COP
Conocophillips

Energy
876
New
$95.12 - $114.72 $83.3K - $100K
876 $86.9M
GE
General Electric CO

Industrials
507
New
$159.95 - $194.23 $81.1K - $98.5K
507 $84.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
620
New
$125.36 - $147.37 $77.7K - $91.4K
620 $81.5M
OGE
Oge Energy Corp.

Utilities
1.94K
New
$39.65 - $44.08 $77.1K - $85.7K
1.94K $80.2M
Ge Vernova Inc
241
New
N/A
241 $79.3M
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.84K
New
$25.8 - $28.97 $73.3K - $82.3K
2.84K $79.2M
MGM
Mgm Resorts International

Consumer Cyclical
2.27K
New
$33.44 - $41.99 $76K - $95.4K
2.27K $78.7M
COIN
Coinbase Global, Inc.

Technology
303
New
$163.17 - $343.62 $49.4K - $104K
303 $75.2M
Ea Series Trust
2.45K
New
N/A
2.45K $74.4M
IYW
Ishares Dj Us Tech ETF

ETFs
442
New
$148.14 - $166.23 $65.5K - $73.5K
442 $70.5M
WM
Waste Management Inc

Industrials
348
New
$201.79 - $228.46 $70.2K - $79.5K
348 $70.2M
Grayscale Ethereum Mini Tr E
2.18K
New
N/A
2.18K $68.6M
Reddit Inc
420
New
N/A
420 $68.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.07K
New
$58.39 - $67.04 $62.4K - $71.6K
1.07K $67.8M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
2.56K
New
$26.01 - $28.19 $66.7K - $72.3K
2.56K $67.1M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.11K
New
$54.6 - $68.9 $60.5K - $76.3K
1.11K $66.9M
QCOM
Qualcomm Inc

Technology
435
New
$150.4 - $178.04 $65.4K - $77.4K
435 $66.8M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
520
New
$101.51 - $140.63 $52.8K - $73.1K
520 $65.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.6K
New
$40.06 - $45.21 $64.3K - $72.5K
1.6K $65.2M
VIG
Vanguard Dividend Appreciation

ETFs
325
New
N/A
325 $63.6M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
545
New
$111.94 - $126.4 $61K - $68.9K
545 $63.3M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
702
New
$89.01 - $96.24 $62.5K - $67.6K
702 $63M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.22K
New
$50.07 - $52.35 $61.1K - $63.9K
1.22K $62.7M
HIGH
Simplify Exchange Traded Fds E
2.68K
New
N/A
2.68K $61.8M
DIS
Walt Disney CO

Communication Services
550
New
$92.39 - $117.6 $50.8K - $64.7K
550 $61.3M
MO
Altria Group, Inc.

Consumer Defensive
1.17K
New
$49.06 - $57.74 $57.4K - $67.6K
1.17K $61.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.67K
New
$35.45 - $40.33 $59K - $67.1K
1.67K $59.7M
OXY
Occidental Petroleum Corp

Energy
1.19K
New
$45.36 - $55.91 $53.8K - $66.3K
1.19K $58.6M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1.16K
New
N/A
1.16K $57.4M
K
Kellogg CO

Consumer Defensive
687
New
$80.34 - $81.29 $55.2K - $55.8K
687 $55.6M
ENB
Enbridge Inc

Energy
1.24K
New
$40.4 - $43.92 $49.9K - $54.2K
1.24K $52.4M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
495
New
$104.5 - $125.64 $51.7K - $62.2K
495 $51.7M
DGRO
Ishares Core Dividend Growth E

ETFs
800
New
$60.73 - $64.94 $48.6K - $52K
800 $49.1M
PWR
Quanta Services, Inc.

Industrials
150
New
$296.05 - $346.6 $44.4K - $52K
150 $47.4M
Lam Research Corp
650
New
N/A
650 $47M
KBE
Spdr S&P Bank ETF

ETFs
828
New
$51.33 - $62.76 $42.5K - $52K
828 $45.9M
PG
Procter & Gamble CO

Consumer Defensive
274
New
$161.05 - $179.7 $44.1K - $49.2K
274 $45.9M
MRK
Merck & Co., Inc.

Healthcare
442
New
$96.31 - $114.76 $42.6K - $50.7K
442 $44M
Ishares Bitcoin Trust ETF
807
New
N/A
807 $42.8M
Super Micro Computer Inc
1.39K
New
N/A
1.39K $42.4M
VTR
Ventas, Inc.

Real Estate
700
New
$57.73 - $66.48 $40.4K - $46.5K
700 $41.2M
T Rowe Price ETF Inc
1.26K
New
N/A
1.26K $40.7M
EPD
Enterprise Products Partners L.P.

Energy
1.27K
New
$28.66 - $34.43 $36.5K - $43.8K
1.27K $39.9M
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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