New Wave Wealth Advisors LLC Purchases and Sells in Q2 2025

New Wave Wealth Advisors LLC

$235 Billion
Q2 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	11.2K + 49.91%	$171.4 - $227.1 $1.92M - $2.55M	33.7K $7.65B
JEPQ	27K + 25.01%	$45.88 - $54.4 $1.24M - $1.47M	135K $7.34B
QQQ	1.13K + 11.85%	$416.06 - $551.64 $472K - $626K	10.7K $5.91B
UBER	12K + 223.0%	$64.62 - $93.3 $776K - $1.12M	17.4K $1.62B
IWB	2.62K + 55.71%	$272.36 - $339.57 $715K - $891K	7.33K $2.49B
BA	3.5K + 139.01%	$136.59 - $217.51 $478K - $761K	6.02K $1.26B

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	4.16K New	$470.37 - $663.28 $1.96M - $2.76M	4.16K $2.76B
BALT	47.8K New	$30.33 - $32.1 $1.45M - $1.54M	47.8K $1.53B
BAC	15.9K New	$34.39 - $47.46 $548K - $756K	15.9K $754M
ORCL	3.31K New	$122.82 - $218.63 $406K - $723K	3.31K $723M
COF	2.71K New	$150.57 - $212.76 $409K - $577K	2.71K $577M
COHERENT CORP	6.1K New	N/A	6.1K $544M

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	-29.3K - 57.34%	$99.1 - $99.49 $2.9M - $2.91M	21.8K $2.17B
AAPL	-6.86K - 31.83%	$172.42 - $223.89 $1.18M - $1.54M	14.7K $3.01B
NFLX	-2.11K - 65.63%	$855.86 - $1339.13 $1.81M - $2.83M	1.11K $1.48B
GOOG	-9.5K - 81.96%	$146.58 - $180.01 $1.39M - $1.71M	2.09K $371M
AMZN	-8.15K - 37.92%	$167.32 - $223.3 $1.36M - $1.82M	13.3K $2.93B
GLD	-3.73K - 50.15%	$273.71 - $316.29 $1.02M - $1.18M	3.71K $1.13B

Activity Summary All Purchases 86 New Holdings 30 Increased Positions 56 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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