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
ROST
Ross Stores, Inc.

Consumer Cyclical
49
New
$138.59 - $156.61 $6.79K - $7.67K
49 $7.41M
Nextracker Inc
200
New
N/A
200 $7.31M
MSTR
Microstrategy Inc

Technology
25
New
$162.69 - $473.83 $4.07K - $11.8K
25 $7.24M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
111
New
$64.91 - $73.47 $7.21K - $8.16K
111 $7.24M
TOST
Toast, Inc.

Technology
198
New
$27.43 - $43.54 $5.43K - $8.62K
198 $7.22M
CVS
Cvs Health Corp

Healthcare
160
New
$43.78 - $67.46 $7K - $10.8K
160 $7.18M
Roundhill ETF Trust
289
New
N/A
289 $7.04M
PK
Park Hotels & Resorts Inc.

Real Estate
500
New
$13.68 - $15.82 $6.84K - $7.91K
500 $7.04M
O
Realty Income Corp

Real Estate
131
New
$51.76 - $64.71 $6.78K - $8.48K
131 $6.99M
WEN
Wendy'S CO

Consumer Cyclical
425
New
$16.26 - $20.42 $6.91K - $8.68K
425 $6.93M
MCY
Mercury General Corp

Financial Services
100
New
$62.82 - $78.96 $6.28K - $7.9K
100 $6.65M
SRE
Sempra Energy

Utilities
75
New
$80.81 - $94.77 $6.06K - $7.11K
75 $6.59M
EA
Electronic Arts Inc.

Communication Services
45
New
$140.69 - $167.97 $6.33K - $7.56K
45 $6.58M
CARR
Carrier Global Corp

Industrials
95
New
$66.69 - $82.65 $6.34K - $7.85K
95 $6.5M
VV
Vanguard Large Cap ETF

ETFs
24
New
$260.27 - $280.65 $6.25K - $6.74K
24 $6.47M
AFL
Aflac Inc

Financial Services
62
New
$100.37 - $115.27 $6.22K - $7.15K
62 $6.41M
SYY
Sysco Corp

Consumer Defensive
83
New
$73.63 - $81.77 $6.11K - $6.79K
83 $6.35M
FDS
Factset Research Systems Inc

Financial Services
13
New
$449.69 - $495.72 $5.85K - $6.44K
13 $6.33M
NEE
Nextera Energy Inc

Utilities
88
New
$69.77 - $85.43 $6.14K - $7.52K
88 $6.29M
YY
Joyy Inc.

Communication Services
150
New
$33.1 - $42.36 $4.97K - $6.35K
150 $6.28M
CNQ
Canadian Natural Resources LTD

Energy
200
New
$29.51 - $37.6 $5.9K - $7.52K
200 $6.17M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
181
New
$30.22 - $34.08 $5.47K - $6.17K
181 $6.17M
OLN
Olin Corp

Basic Materials
180
New
$33.13 - $47.98 $5.96K - $8.64K
180 $6.08M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
139
New
$43.6 - $47.2 $6.06K - $6.56K
139 $6.08M
LI
Li Auto Inc.

Consumer Cyclical
250
New
$21.8 - $30.51 $5.45K - $7.63K
250 $6M
SPGI
S&P Global Inc.

Financial Services
12
New
$480.36 - $529.17 $5.76K - $6.35K
12 $5.98M
MDLZ
Mondelez International, Inc.

Consumer Defensive
100
New
$59.25 - $72.99 $5.93K - $7.3K
100 $5.97M
MBB
Ishares Tr

ETFs
65
New
$91.26 - $95.82 $5.93K - $6.23K
65 $5.96M
CSGP
Costar Group, Inc.

Real Estate
83
New
$69.7 - $81.97 $5.79K - $6.8K
83 $5.94M
Linde PLC
14
New
N/A
14 $5.86M
EXR
Extra Space Storage Inc.

Real Estate
39
New
$142.35 - $178.32 $5.55K - $6.95K
39 $5.86M
KMB
Kimberly Clark Corp

Consumer Defensive
45
New
$130.37 - $146.09 $5.87K - $6.57K
45 $5.84M
RPV
Invesco Exchange Traded Fd Tr

ETFs
64
New
$87.41 - $97.21 $5.59K - $6.22K
64 $5.77M
BMY
Bristol Myers Squibb CO

Healthcare
102
New
$51.92 - $59.94 $5.3K - $6.11K
102 $5.77M
Corpay Inc
17
New
N/A
17 $5.75M
UPST
Upstart Holdings, Inc.

Financial Services
93
New
$37.78 - $84.46 $3.51K - $7.85K
93 $5.73M
PM
Philip Morris International Inc.

Consumer Defensive
47
New
$118.38 - $133.06 $5.56K - $6.25K
47 $5.66M
F
Ford Motor CO

Consumer Cyclical
570
New
$9.69 - $11.4 $5.52K - $6.5K
570 $5.64M
CRUZ
ETF Ser Solutions Defiance Hot

ETFs
214
New
$22.76 - $28.0 $4.87K - $5.99K
214 $5.64M
LADR
Ladder Capital Corp

Real Estate
500
New
$10.95 - $11.99 $5.48K - $6K
500 $5.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
26
New
$209.89 - $233.24 $5.46K - $6.06K
26 $5.52M
RBLX
Roblox Corp

Communication Services
94
New
$39.86 - $61.45 $3.75K - $5.78K
94 $5.44M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
91
New
$59.74 - $60.03 $5.44K - $5.46K
91 $5.44M
SHW
Sherwin Williams CO

Basic Materials
16
New
$338.75 - $399.71 $5.42K - $6.4K
16 $5.44M
ABC
Amerisourcebergen Corp

Healthcare
24
New
N/A
24 $5.39M
SYM
Symbotic Inc.

Financial Services
225
New
$22.73 - $38.78 $5.11K - $8.73K
225 $5.34M
SE
Sea LTD

Consumer Cyclical
50
New
$93.56 - $117.41 $4.68K - $5.87K
50 $5.31M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
200
New
$22.72 - $28.29 $4.54K - $5.66K
200 $5.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
New
$501.29 - $612.85 $5.01K - $6.13K
10 $5.2M
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