New Wave Wealth Advisors LLC Purchases and Sells in Q3 2024

New Wave Wealth Advisors LLC

$217 Billion
Q3 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMT	11.2K + 3.66%	$66.91 - $81.4 $753K - $916K	319K $25.7B
SPY	5.37K + 27.37%	$517.38 - $573.86 $2.78M - $3.08M	25K $14.3B
RSP	8.77K + 553.7%	$162.83 - $179.16 $1.43M - $1.57M	10.3K $1.85B
XLU	12.7K + 70.63%	$67.67 - $80.78 $863K - $1.03M	30.8K $2.49B
NVDA	10.6K + 34.72%	$98.91 - $134.91 $1.05M - $1.43M	41.2K $5.01B
IWM	4.27K + 89.85%	$200.87 - $224.6 $857K - $958K	9.02K $1.99B

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FYC	95.8K New	$65.44 - $74.98 $6.27M - $7.19M	95.8K $7.13B
VBK	20.1K New	$240.48 - $267.94 $4.84M - $5.39M	20.1K $5.38B
FAUG	45.1K New	$43.5 - $45.75 $1.96M - $2.06M	45.1K $2.06B
UNH	1.07K New	$488.01 - $604.18 $521K - $645K	1.07K $624M
VRT	5.76K New	$86.66 - $86.66 $499K - $499K	5.76K $573M
GRAYSCALE ETHEREUM TR ETH	24.8K New	N/A	24.8K $543M

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-2.94K - 15.32%	$434.77 - $502.96 $1.28M - $1.48M	16.2K $7.92B
FMAY	-19.7K - 63.64%	$43.21 - $46.51 $853K - $918K	11.3K $524M
XLY	-3K - 43.83%	$170.05 - $200.86 $510K - $603K	3.84K $770M
LLY	-484 - 36.01%	$772.14 - $960.02 $374K - $465K	860 $762M
V	-1.26K - 48.38%	$253.74 - $291.56 $319K - $366K	1.34K $368M
AGG	-4.3K - 14.01%	$96.25 - $101.98 $414K - $439K	26.4K $2.67B

Activity Summary All Purchases 89 New Holdings 32 Increased Positions 57 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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