New Wave Wealth Advisors LLC Portfolio Holdings
New Wave Wealth Advisors LLC
- $186 Billion
- Q2 2024
New Wave Wealth Advisors LLC has filed its 13F form on August 27, 2024 for Q2 2024 where it was disclosed a total value porftolio of $186 Billion distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $20.8B, First Tr Exchng Traded Fd Vi with a value of $13.5B, Spdr S&P 500 ETF Trust with a value of $10.7B, Invesco Qqq Trust, Series 1 with a value of $9.19B, and Technology Sector Spdr with a value of $5.57B.
Examining the 13F form we can see an increase of $186B in the current position value.
New Wave Wealth Advisors LLC is based out at Springdale, AR
Below you can find more details about New Wave Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 135
- Current Value $186 Billion
- Filing
- Period Q2 2024
- Filing Date August 27, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 135 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks