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
Ge Healthcare Technologies I
241
New
N/A
241 $18.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
830
New
$22.63 - $47.53 $18.8K - $39.4K
830 $18.8M
J P Morgan Exchange Traded F
291
New
N/A
291 $18.1M
WING
Wingstop Inc.

Consumer Cyclical
62
New
$281.09 - $422.95 $17.4K - $26.2K
62 $17.6M
KKR
Kkr & Co. Inc.

Financial Services
118
New
$129.87 - $162.87 $15.3K - $19.2K
118 $17.5M
NOC
Northrop Grumman Corp

Industrials
37
New
$466.52 - $543.88 $17.3K - $20.1K
37 $17.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
43
New
$260.53 - $404.79 $11.2K - $17.4K
43 $16.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
108
New
$148.29 - $166.93 $16K - $18K
108 $16.1M
GS
Goldman Sachs Group Inc

Financial Services
28
New
$486.1 - $608.57 $13.6K - $17K
28 $16M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
609
New
$25.3 - $26.31 $15.4K - $16K
609 $15.6M
SUB
Ishares Short Term National Mu

ETFs
144
New
$104.94 - $106.2 $15.1K - $15.3K
144 $15.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
319
New
$47.26 - $48.18 $15.1K - $15.4K
319 $15.1M
EEM
Ishares Msci Emerging Markets

ETFs
360
New
$41.82 - $47.36 $15.1K - $17K
360 $15.1M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
289
New
$51.58 - $52.91 $14.9K - $15.3K
289 $15M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
55
New
$260.96 - $307.26 $14.4K - $16.9K
55 $14.9M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
494
New
$28.3 - $30.67 $14K - $15.2K
494 $14.5M
JPIE
J P Morgan Exchange Traded Fd
317
New
$45.59 - $46.25 $14.5K - $14.7K
317 $14.5M
HQY
Healthequity, Inc.

Healthcare
150
New
$78.18 - $104.65 $11.7K - $15.7K
150 $14.4M
UNP
Union Pacific Corp

Industrials
62
New
$223.15 - $249.32 $13.8K - $15.5K
62 $14.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
58
New
$238.25 - $261.28 $13.8K - $15.2K
58 $14.1M
NET
Cloudflare, Inc.

Technology
130
New
$78.11 - $117.56 $10.2K - $15.3K
130 $14M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
149
New
$93.52 - $95.37 $13.9K - $14.2K
149 $14M
TDG
Trans Digm Group Inc

Industrials
11
New
$1239.0 - $1442.53 $13.6K - $15.9K
11 $13.9M
TMUS
T Mobile Us, Inc.

Communication Services
63
New
$206.1 - $246.94 $13K - $15.6K
63 $13.9M
ECL
Ecolab Inc.

Basic Materials
58
New
$234.32 - $261.43 $13.6K - $15.2K
58 $13.6M
AMGN
Amgen Inc

Healthcare
52
New
$258.78 - $328.31 $13.5K - $17.1K
52 $13.6M
EMB
Ishares Tr

ETFs
152
New
$88.94 - $93.46 $13.5K - $14.2K
152 $13.5M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
214
New
N/A
214 $13.5M
ORCL
Oracle Corp

Technology
80
New
$165.41 - $192.43 $13.2K - $15.4K
80 $13.3M
ABBV
Abb Vie Inc.

Healthcare
75
New
$164.99 - $203.87 $12.4K - $15.3K
75 $13.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
166
New
$80.13 - $83.77 $13.3K - $13.9K
166 $13.3M
ET
Energy Transfer LP

Energy
676
New
$16.05 - $19.86 $10.8K - $13.4K
676 $13.2M
ODFL
Old Dominion Freight Line, Inc.

Industrials
75
New
$176.4 - $231.84 $13.2K - $17.4K
75 $13.2M
Lineage Inc
225
New
N/A
225 $13.2M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
229
New
$45.26 - $61.17 $10.4K - $14K
229 $13.2M
VUG
Vanguard Growth ETF

ETFs
32
New
$378.79 - $428.11 $12.1K - $13.7K
32 $13.1M
DASH
Door Dash, Inc.

Communication Services
78
New
$141.93 - $180.48 $11.1K - $14.1K
78 $13.1M
NVO
Novo Nordisk A S

Healthcare
151
New
$85.0 - $120.04 $12.8K - $18.1K
151 $13M
ACHR
Archer Aviation Inc.

Industrials
1.33K
New
$2.94 - $11.33 $3.91K - $15.1K
1.33K $13M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.38K
New
$9.24 - $13.94 $12.7K - $19.2K
1.38K $12.9M
ABT
Abbott Laboratories

Healthcare
113
New
$111.93 - $119.39 $12.6K - $13.5K
113 $12.8M
DEO
Diageo PLC

Consumer Defensive
100
New
$118.0 - $139.88 $11.8K - $14K
100 $12.7M
SLI
Standard Lithium Ltd.

Basic Materials
8.7K
New
$1.36 - $2.51 $11.8K - $21.8K
8.7K $12.7M
JETS
ETF Ser Solutions U S Global J

ETFs
500
New
$20.04 - $25.93 $10K - $13K
500 $12.7M
SMR
Nuscale Power Corp

Industrials
700
New
$11.69 - $30.21 $8.18K - $21.1K
700 $12.6M
ROBO
Robo Global Robotics And Autom

ETFs
220
New
$55.06 - $58.6 $12.1K - $12.9K
220 $12.4M
PPL
Ppl Corp

Utilities
379
New
$31.47 - $35.0 $11.9K - $13.3K
379 $12.3M
GILD
Gilead Sciences, Inc.

Healthcare
131
New
$83.95 - $97.9 $11K - $12.8K
131 $12.1M
TQQQ
Proshares Ultrapro Qqq

ETFs
150
New
$69.42 - $93.29 $10.4K - $14K
150 $11.9M
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
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