New Wave Wealth Advisors LLC Purchases in Q1 2025

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
37.5K
+ 275.25%
$99.16 - $99.52 $3.71M - $3.73M
51.1K $5.08B
FJAN
First Exc Trd Viii Cboe Vest U
53.9K
New
N/A
53.9K $2.39B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
37.1K
+ 52.34%
$51.45 - $58.51 $1.91M - $2.17M
108K $5.59B
FXI
Ishares Tr

ETFs
43.1K
New
$28.65 - $38.55 $1.23M - $1.66M
43.1K $1.54B
NFLX
Netflix Inc

Communication Services
1.47K
+ 83.64%
$828.4 - $1058.6 $1.22M - $1.55M
3.22K $3B
XLF
Financial Sector Spdr

ETFs
24.6K
+ 24.28%
$47.32 - $52.19 $1.16M - $1.28M
126K $6.27B
META
Meta Platforms, Inc.

Communication Services
2.35K
+ 75.23%
$576.36 - $736.67 $1.35M - $1.73M
5.47K $3.15B
PLTR
Palantir Technologies Inc.

Technology
13.5K
+ 124.73%
$64.98 - $124.62 $876K - $1.68M
24.3K $2.05B
INDA
Ishares Msci India Index Fund

ETFs
24.6K
+ 29.01%
$47.8 - $53.4 $1.18M - $1.31M
109K $5.64B
TSN
Tyson Foods, Inc.

Consumer Defensive
5.72K
+ 6.44%
$54.27 - $63.81 $311K - $365K
94.6K $6.03B
VTV
Vanguard Value ETF

ETFs
4.84K
+ 59.99%
$167.73 - $179.21 $812K - $868K
12.9K $2.23B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.76K
+ 141.41%
$302.31 - $337.54 $834K - $931K
4.71K $1.44B
XLV
Select Sector Spdr Fund Health

ETFs
4.32K
+ 29.33%
$137.61 - $149.68 $594K - $646K
19K $2.78B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19.3K
+ 34.96%
$36.63 - $37.45 $708K - $723K
74.6K $2.75B
IEF
Ishares Barclays

ETFs
7.28K
+ 31647.83%
$91.17 - $95.39 $664K - $694K
7.3K $696M
XLK
Technology Sector Spdr

ETFs
5.97K
+ 22.66%
$206.38 - $242.18 $1.23M - $1.45M
32.3K $6.67B
First Tr Exchng Traded Fd Vi
13.6K
+ 3.73%
N/A
378K $14.2B
RJF
Raymond James Financial Inc

Financial Services
3.52K
New
$137.62 - $172.64 $484K - $607K
3.52K $489M
IEV
Ishares Tr Europe ETF

ETFs
3.45K
+ 7.53%
$51.89 - $60.68 $179K - $209K
49.3K $2.87B
BMY
Bristol Myers Squibb CO

Healthcare
7.72K
+ 7571.57%
$53.9 - $63.11 $416K - $487K
7.83K $477M
BKR
Baker Hughes CO

Energy
10.5K
New
$41.16 - $48.85 $430K - $511K
10.5K $460M
Ishares Bitcoin Trust ETF
9.09K
+ 1126.52%
N/A
9.9K $463M
RMD
Resmed Inc

Healthcare
1.85K
New
$219.7 - $257.65 $407K - $477K
1.85K $414M
BA
Boeing CO

Industrials
2.31K
+ 1087.26%
$148.15 - $186.25 $341K - $429K
2.52K $429M
LLY
Eli Lilly & CO

Healthcare
381
+ 44.41%
$725.72 - $929.72 $276K - $354K
1.24K $1.02B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
17.4K
New
$20.7 - $21.15 $360K - $368K
17.4K $360M
XLI
Industrial Sector Spdr

ETFs
2.87K
+ 11.2%
$128.78 - $141.67 $370K - $407K
28.5K $3.74B
XLY
Select Sector Spdr Consumer Di

ETFs
2.94K
+ 35.69%
$192.6 - $233.2 $566K - $685K
11.2K $2.21B
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
18K
+ 5467.88%
$18.53 - $29.07 $334K - $525K
18.4K $348M
DHI
Horton D R Inc

Consumer Cyclical
2.65K
New
$125.29 - $147.65 $332K - $391K
2.65K $337M
First Tr Exchng Traded Fd Vi
10K
New
N/A
10K $331M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.33K
New
$61.25 - $72.83 $265K - $315K
4.33K $306M
HYG
Ishares Tr

ETFs
3.83K
+ 1496.88%
$78.51 - $80.11 $301K - $307K
4.09K $323M
UBER
Uber Technologies, Inc

Technology
3.41K
+ 173.12%
$63.17 - $81.49 $216K - $278K
5.39K $392M
UHS
Universal Health Services Inc

Healthcare
1.31K
New
$163.99 - $193.27 $215K - $253K
1.31K $246M
ASND
Ascendis Pharma A/S

Healthcare
1.43K
New
$119.49 - $168.84 $170K - $241K
1.43K $222M
VOX
Vanguard Communication Service

ETFs
1.58K
+ 45.51%
$147.73 - $169.24 $234K - $268K
5.06K $751M
RTX
Raytheon Technologies Corp

Industrials
1.19K
+ 38.02%
$114.1 - $135.66 $135K - $161K
4.31K $571M
XLP
Consumer Staples Sector Spdr

ETFs
2.1K
+ 22.21%
N/A
11.6K $946M
LNG
Cheniere Energy, Inc.

Energy
607
+ 17.87%
$209.32 - $253.66 $127K - $154K
4K $927M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.52K
+ 5.82%
$54.25 - $57.64 $191K - $203K
64K $3.52B
BK
Bank Of New York Mellon Corp

Financial Services
1.43K
+ 25.3%
$75.42 - $88.95 $108K - $127K
7.07K $593M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.97K
+ 12.88%
$50.87 - $51.09 $151K - $152K
26K $1.33B
Ge Vernova Inc
524
+ 217.43%
N/A
765 $234M
MSFT
Microsoft Corp

Technology
1.46K
+ 15.27%
$375.39 - $447.2 $548K - $652K
11K $4.13B
PGR
Progressive Corp

Financial Services
100
+ 5.67%
$235.61 - $291.22 $23.6K - $29.1K
1.86K $527M
SLV
I Shares Silver Trust

ETFs
717
+ 4.12%
$26.93 - $31.32 $19.3K - $22.5K
18.1K $562M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.79K
+ 3.8%
$85.06 - $87.69 $152K - $157K
48.9K $4.16B
JBHT
Hunt J B Transport Services Inc

Industrials
2.9K
+ 19.68%
$146.12 - $186.55 $424K - $541K
17.6K $2.61B
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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