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
GOOG
Alphabet Inc.

Communication Services
2.55K
+ 28.21%
$156.06 - $207.71 $398K - $529K
11.6K $1.81B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
2.04K
+ 24.27%
$46.06 - $49.24 $94K - $100K
10.4K $488M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
826
+ 4.73%
$81.83 - $82.73 $67.6K - $68.3K
18.3K $1.51B
Listed Fd Tr
1.96K
+ 61.75%
N/A
5.13K $235M
VTI
Vanguard Total Stock Market Et

ETFs
247
+ 41.86%
$271.18 - $303.12 $67K - $74.9K
837 $230M
THC
Tenet Healthcare Corp

Healthcare
254
+ 9.35%
$119.51 - $144.98 $30.4K - $36.8K
2.97K $400M
XLB
Select Sector Spdr Fd Material

ETFs
425
+ 13.35%
$83.19 - $90.99 $35.4K - $38.7K
3.61K $310M
LDOS
Leidos Holdings, Inc.

Technology
414
+ 22.44%
$126.82 - $161.11 $52.5K - $66.7K
2.26K $305M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.11%
$60.81 - $72.32 $243 - $289
3.5K $251M
UPS
United Parcel Service Inc

Industrials
448
+ 32.51%
$109.66 - $136.26 $49.1K - $61K
1.83K $201M
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.2K
+ 20.58%
N/A
7.06K $241M
JGRO
J P Morgan Exchange Traded Fd
832
+ 13.65%
N/A
6.93K $511M
PSX
Phillips 66

Energy
1
+ 0.06%
$113.93 - $131.55 $114 - $132
1.63K $201M
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.24%
$166.47 - $191.28 $666 - $765
1.66K $302M
SLI
Standard Lithium Ltd.

Basic Materials
2.9K
+ 33.33%
$1.2 - $1.7 $3.48K - $4.93K
11.6K $14.7M
SYF
Synchrony Financial

Financial Services
1.62K
+ 23.3%
$51.9 - $70.63 $84.1K - $114K
8.58K $454M
CRM
Salesforce, Inc.

Technology
245
+ 24.14%
$268.36 - $359.95 $65.7K - $88.2K
1.26K $338M
ORGN
Origin Materials, Inc.

Basic Materials
4K
+ 47.06%
$0.66 - $1.25 $2.64K - $5K
12.5K $8.3M
AMP
Ameriprise Financial Inc

Financial Services
12
+ 1.47%
$472.29 - $575.13 $5.67K - $6.9K
826 $400M
EME
Emcor Group, Inc.

Industrials
87
+ 8.77%
$361.16 - $535.99 $31.4K - $46.6K
1.08K $399M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
359
+ 8.86%
$165.25 - $224.62 $59.3K - $80.6K
4.41K $732M
GOOGL
Alphabet Inc.

Communication Services
891
+ 13.8%
$154.33 - $206.19 $138K - $184K
7.35K $1.14B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.32K
+ 6.79%
$247.97 - $296.33 $327K - $391K
20.7K $5.22B
NVDA
Nvidia Corp

Technology
4.14K
+ 10.98%
$106.98 - $149.43 $442K - $618K
41.8K $4.53B
AMZN
Amazon Com Inc

Consumer Cyclical
158
+ 0.74%
$190.26 - $242.06 $30.1K - $38.2K
21.5K $4.09B
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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