New Wave Wealth Advisors LLC Purchases in Q4 2024

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.09K
+ 28.37%
$567.81 - $607.81 $4.02M - $4.31M
32.1K $18.8B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14.6K
+ 179.16%
$198.04 - $221.51 $2.88M - $3.22M
22.7K $4.77B
FYC
First Trust Small Cap Growth A

ETFs
26.4K
+ 27.53%
$72.19 - $84.64 $1.9M - $2.23M
122K $9.46B
XLF
Financial Sector Spdr

ETFs
42.5K
+ 72.34%
$44.89 - $51.34 $1.91M - $2.18M
101K $4.89B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
13.6K
New
$99.0 - $99.5 $1.35M - $1.35M
13.6K $1.35B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.8K
+ 41.61%
$53.94 - $58.15 $1.12M - $1.21M
70.8K $3.99B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.3K
+ 316.95%
$81.68 - $82.93 $1.08M - $1.1M
17.5K $1.43B
XLY
Select Sector Spdr Consumer Di

ETFs
4.39K
+ 114.1%
$194.8 - $239.43 $854K - $1.05M
8.23K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
484
+ 2.32%
$180.88 - $232.93 $87.5K - $113K
21.3K $4.68B
QTUM
ETF Ser Solutions Defiance Qua
8.99K
New
N/A
8.99K $729M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 52.53%
$521.84 - $558.82 $611K - $654K
3.4K $1.83B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
12.9K
+ 28.59%
$45.35 - $47.21 $585K - $609K
58K $2.7B
ITA
Ishares Tr

ETFs
3.97K
New
$144.31 - $157.31 $573K - $625K
3.97K $577M
PLTR
Palantir Technologies Inc.

Technology
2.86K
+ 35.96%
$36.46 - $82.38 $104K - $235K
10.8K $817M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.12K
+ 109.63%
$172.07 - $207.36 $364K - $439K
4.05K $800M
SYF
Synchrony Financial

Financial Services
6.96K
New
$49.01 - $68.55 $341K - $477K
6.96K $452M
AMP
Ameriprise Financial Inc

Financial Services
814
New
$473.15 - $574.01 $385K - $467K
814 $433M
BK
Bank Of New York Mellon Corp

Financial Services
5.64K
New
$70.82 - $81.87 $399K - $462K
5.64K $433M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.57K
New
$91.29 - $91.8 $417K - $419K
4.57K $418M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.94K
New
$44.57 - $46.43 $398K - $415K
8.94K $408M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
8.41K
New
$47.07 - $48.75 $396K - $410K
8.41K $402M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.4K
New
$41.66 - $43.47 $392K - $409K
9.4K $401M
NFLX
Netflix Inc

Communication Services
95
+ 5.73%
$687.65 - $936.56 $65.3K - $89K
1.75K $1.56B
HAL
Halliburton CO

Energy
13.8K
New
$25.77 - $31.99 $355K - $441K
13.8K $375M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.05K
+ 3.58%
$129.96 - $144.97 $137K - $153K
30.4K $4.24B
GOOG
Alphabet Inc.

Communication Services
811
+ 9.86%
$163.08 - $198.16 $132K - $161K
9.04K $1.72B
THC
Tenet Healthcare Corp

Healthcare
2.72K
New
$125.42 - $168.52 $341K - $458K
2.72K $343M
Arm Holdings PLC
2.7K
+ 116.27%
N/A
5.02K $620M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.43K
New
$101.77 - $113.02 $248K - $275K
2.43K $257M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
575
New
$417.69 - $450.94 $240K - $259K
575 $245M
BAX
Baxter International Inc

Healthcare
8.19K
New
$28.63 - $37.84 $235K - $310K
8.19K $239M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.97K
New
$47.29 - $84.74 $140K - $252K
2.97K $220M
GPC
Genuine Parts CO

Consumer Cyclical
1.84K
New
$113.11 - $143.63 $209K - $265K
1.84K $215M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.46K
New
N/A
4.46K $212M
TTD
Trade Desk, Inc.

Technology
1.72K
New
$108.7 - $139.51 $187K - $240K
1.72K $202M
XLK
Technology Sector Spdr

ETFs
98
+ 0.37%
$220.26 - $241.44 $21.6K - $23.7K
26.3K $6.12B
CRWD
Crowd Strike Holdings, Inc.

Technology
157
+ 6.97%
$275.15 - $388.2 $43.2K - $60.9K
2.41K $824M
GOOGL
Alphabet Inc.

Communication Services
210
+ 3.36%
$161.86 - $196.66 $34K - $41.3K
6.46K $1.22B
MRVL
Marvell Technology, Inc.

Technology
1.66K
New
$70.31 - $124.78 $117K - $207K
1.66K $183M
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.56K
New
$47.96 - $55.17 $171K - $197K
3.56K $183M
VEEV
Veeva Systems Inc

Healthcare
854
New
$201.81 - $250.45 $172K - $214K
854 $180M
OSK
Oshkosh Corp

Industrials
1.88K
New
$93.84 - $115.52 $177K - $218K
1.88K $179M
DG
Dollar General Corp

Consumer Defensive
2.29K
New
$73.27 - $84.47 $168K - $193K
2.29K $173M
Listed Fd Tr
3.17K
New
N/A
3.17K $172M
VTI
Vanguard Total Stock Market Et

ETFs
590
New
$280.04 - $302.45 $165K - $178K
590 $171M
IBM
International Business Machines Corp

Technology
763
New
$204.9 - $238.04 $156K - $182K
763 $168M
BAC
Bank Of America Corp

Financial Services
3.75K
New
$39.22 - $47.77 $147K - $179K
3.75K $165M
JGRO
J P Morgan Exchange Traded Fd
1.79K
+ 41.66%
N/A
6.09K $494M
SHEL
Shell PLC

Energy
2.57K
New
$60.63 - $70.23 $156K - $180K
2.57K $161M
Activity Summary
Buys All Purchases 607 New Holdings 569 Increased Positions 38 Sells All Sells 97 Reductions 97 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