New Wave Wealth Advisors LLC Sells in Q2 2025

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-29.3K
- 57.34%
$99.1 - $99.49 $2.9M - $2.91M
21.8K $2.17B
AAPL
Apple Inc.

Technology
-6.86K
- 31.83%
$172.42 - $223.89 $1.18M - $1.54M
14.7K $3.01B
NFLX
Netflix Inc

Communication Services
-2.11K
- 65.63%
$855.86 - $1339.13 $1.81M - $2.83M
1.11K $1.48B
GOOG
Alphabet Inc.

Communication Services
-9.5K
- 81.96%
$146.58 - $180.01 $1.39M - $1.71M
2.09K $371M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.15K
- 37.92%
$167.32 - $223.3 $1.36M - $1.82M
13.3K $2.93B
GLD
Spdr Gold Trust

ETFs
-3.73K
- 50.15%
$273.71 - $316.29 $1.02M - $1.18M
3.71K $1.13B
XLF
Financial Sector Spdr

ETFs
-24.8K
- 19.68%
$43.92 - $52.37 $1.09M - $1.3M
101K $5.29B
NVDA
Nvidia Corp

Technology
-17K
- 40.75%
$94.31 - $157.99 $1.61M - $2.69M
24.8K $3.91B
XLK
Technology Sector Spdr

ETFs
-8.26K
- 25.57%
$179.73 - $253.23 $1.49M - $2.09M
24K $6.09B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.49K
- 24.56%
$82.21 - $83.12 $369K - $374K
13.8K $1.14B
XLY
Select Sector Spdr Consumer Di

ETFs
-1.59K
- 14.23%
$176.34 - $218.59 $280K - $347K
9.58K $2.08B
JBHT
Hunt J B Transport Services Inc

Industrials
-273
- 1.55%
$124.73 - $152.78 $34.1K - $41.7K
17.4K $2.49B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.49K
- 5.72%
$50.1 - $51.02 $74.6K - $76K
24.5K $1.25B
SNY
Sanofi

Healthcare
-24
- 0.45%
$47.62 - $55.44 $1.14K - $1.33K
5.31K $256M
Kenvue Inc
-279
- 2.61%
N/A
10.4K $218M
SCHW
Schwab Charles Corp

Financial Services
-868
- 25.35%
$69.06 - $91.24 $59.9K - $79.2K
2.56K $233M
CTRA
Coterra Energy Inc.

Energy
-51
- 0.6%
$22.6 - $29.07 $1.15K - $1.48K
8.43K $214M
CRM
Salesforce, Inc.

Technology
-131
- 10.4%
$236.26 - $291.15 $31K - $38.1K
1.13K $308M
TTE
Total Energies Se

Energy
-210
- 4.44%
N/A
4.52K $277M
BAX
Baxter International Inc

Healthcare
-2
- 0.03%
$27.8 - $34.02 $55.6 - $68
7.12K $216M
HYLS
First Tr Tactical High Yield L

ETFs
-869
- 5.1%
$39.8 - $41.84 $34.6K - $36.4K
16.2K $677M
QTUM
ETF Ser Solutions Defiance Qua
-1.2K
- 23.15%
N/A
3.98K $365M
GL
Globe Life Inc.

Financial Services
-5
- 0.23%
$113.29 - $133.09 $566 - $665
2.14K $266M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-421
- 5.33%
$152.93 - $181.74 $64.4K - $76.5K
7.47K $1.36B
MDT
Medtronic PLC

Healthcare
-9
- 0.31%
$80.68 - $88.86 $726 - $800
2.94K $256M
T
At&T Inc.

Communication Services
-978
- 2.99%
$26.33 - $28.94 $25.8K - $28.3K
31.8K $919M
WPC
W. P. Carey Inc.

Real Estate
-19
- 0.45%
$56.12 - $64.53 $1.07K - $1.23K
4.21K $263M
INGR
Ingredion Inc

Consumer Defensive
-22
- 1.33%
$123.22 - $140.95 $2.71K - $3.1K
1.64K $222M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-150
- 0.86%
$20.12 - $21.0 $3.02K - $3.15K
17.3K $361M
FNY
First Trust Mid Cap Growth Alp
-496
- 8.92%
N/A
5.06K $417M
UL
Unilever PLC

Consumer Defensive
-64
- 1.55%
$57.9 - $65.43 $3.71K - $4.19K
4.06K $248M
TFC
Truist Financial Corp

Financial Services
-21
- 0.41%
$34.79 - $42.99 $731 - $903
5.04K $217M
NFG
National Fuel Gas CO

Energy
-52
- 1.52%
$73.0 - $86.01 $3.8K - $4.47K
3.36K $285M
ASND
Ascendis Pharma A/S

Healthcare
-40
- 2.81%
$137.41 - $179.1 $5.5K - $7.16K
1.39K $239M
WFC
Wells Fargo & Company

Financial Services
-47
- 0.99%
$60.98 - $80.12 $2.87K - $3.77K
4.72K $378M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-254
- 0.34%
$35.3 - $37.51 $8.97K - $9.53K
74.3K $2.79B
XLU
Utilities Sector Spdr

ETFs
-28
- 0.17%
$73.09 - $82.77 $2.05K - $2.32K
16.1K $1.32B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-106
- 0.22%
$79.41 - $86.53 $8.42K - $9.17K
48.8K $4.22B
RMD
Resmed Inc

Healthcare
-4
- 0.22%
$204.54 - $258.0 $818 - $1.03K
1.85K $477M
NOW
Service Now, Inc.

Technology
-54
- 8.61%
$721.65 - $1040.18 $39K - $56.2K
573 $589M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.99K
- 8.5%
$496.48 - $617.85 $989K - $1.23M
21.5K $13.3B
META
Meta Platforms, Inc.

Communication Services
-992
- 18.14%
$484.66 - $738.09 $481K - $732K
4.48K $3.3B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-310
- 7.03%
$141.37 - $228.57 $43.8K - $70.9K
4.1K $928M
IEV
Ishares Tr Europe ETF

ETFs
-133
- 0.27%
$51.8 - $64.59 $6.89K - $8.59K
49.1K $3.11B
CRWD
Crowd Strike Holdings, Inc.

Technology
-58
- 2.91%
$321.63 - $509.31 $18.7K - $29.5K
1.94K $987M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-221
- 6.72%
$177.93 - $313.14 $39.3K - $69.2K
3.07K $961M
FYC
First Trust Small Cap Growth A

ETFs
-2K
- 2.06%
$61.01 - $79.58 $122K - $159K
95.4K $7.6B
PLTR
Palantir Technologies Inc.

Technology
-554
- 2.28%
$74.01 - $144.25 $41K - $79.9K
23.7K $3.23B
MSFT
Microsoft Corp

Technology
-266
- 2.42%
$354.56 - $497.45 $94.3K - $132K
10.7K $5.34B
Activity Summary
Buys All Purchases 86 New Holdings 30 Increased Positions 56 Sells All Sells 51 Reductions 51 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