New Wave Wealth Advisors LLC Purchases in Q2 2025

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
145
+ 1.46%
N/A
10K $615M
SYF
Synchrony Financial

Financial Services
467
+ 5.44%
$43.81 - $66.74 $20.5K - $31.2K
9.04K $604M
VOX
Vanguard Communication Service

ETFs
183
+ 3.62%
$133.12 - $171.03 $24.4K - $31.3K
5.24K $896M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
766
+ 2.95%
$81.46 - $94.63 $62.4K - $72.5K
26.7K $2.53B
Grayscale Ethereum Trust ETF
325
+ 1.49%
N/A
22.1K $462M
THC
Tenet Healthcare Corp

Healthcare
33
+ 1.11%
$110.41 - $176.0 $3.64K - $5.81K
3.01K $529M
VTV
Vanguard Value ETF

ETFs
406
+ 3.14%
$153.67 - $176.74 $62.4K - $71.8K
13.3K $2.35B
Listed Fds Tr
1.28K
+ 24.99%
N/A
6.41K $355M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.06K
+ 21.28%
$100.35 - $100.71 $106K - $106K
6.03K $607M
PYPL
Pay Pal Holdings, Inc.

Financial Services
635
+ 17.05%
$57.41 - $74.81 $36.5K - $47.5K
4.36K $324M
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.21%
$113.75 - $148.48 $1.02K - $1.34K
4.32K $630M
LDOS
Leidos Holdings, Inc.

Technology
13
+ 0.58%
$132.9 - $160.3 $1.73K - $2.08K
2.27K $358M
RYT
Invesco S&P 500 Equal Weight T

ETFs
112
+ 1.59%
N/A
7.17K $292M
USB
Us Bancorp \De\

Financial Services
707
+ 14.41%
$36.4 - $45.76 $25.7K - $32.4K
5.62K $254M
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.61%
$422.19 - $533.73 $2.11K - $2.67K
831 $444M
SLV
I Shares Silver Trust

ETFs
24
+ 0.13%
$27.08 - $33.74 $650 - $810
18.2K $596M
MA
Mastercard Inc

Financial Services
16
+ 1.7%
$479.92 - $590.74 $7.68K - $9.45K
959 $539M
V
Visa Inc.

Financial Services
38
+ 3.45%
$308.27 - $373.31 $11.7K - $14.2K
1.14K $405M
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.85%
$149.76 - $186.42 $1.5K - $1.86K
1.18K $220M
XLB
Select Sector Spdr Fd Material

ETFs
61
+ 1.69%
$74.27 - $88.92 $4.53K - $5.42K
3.67K $322M
PPG
Ppg Industries Inc

Basic Materials
3
+ 0.16%
$91.66 - $115.04 $275 - $345
1.87K $213M
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.88%
$233.83 - $276.34 $1.64K - $1.93K
805 $215M
XLP
Consumer Staples Sector Spdr

ETFs
106
+ 0.92%
N/A
11.7K $946M
ORGN
Origin Materials, Inc.

Basic Materials
4.2K
+ 33.6%
$0.42 - $0.85 $1.76K - $3.57K
16.7K $8.07M
Gsk PLC
48
+ 0.54%
N/A
8.91K $342M
KO
Coca Cola CO

Consumer Defensive
22
+ 0.63%
$68.37 - $73.9 $1.5K - $1.63K
3.52K $249M
AGNC
Agnc Investment Corp.

Real Estate
497
+ 3.16%
$8.12 - $9.49 $4.04K - $4.72K
16.2K $149M
JKHY
Henry Jack & Associates Inc

Technology
3
+ 0.18%
$163.54 - $186.02 $491 - $558
1.66K $299M
UHS
Universal Health Services Inc

Healthcare
21
+ 1.6%
$157.05 - $197.94 $3.3K - $4.16K
1.33K $241M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
349
+ 16.76%
$90.21 - $112.66 $31.5K - $39.3K
2.43K $222M
PGR
Progressive Corp

Financial Services
5
+ 0.27%
$255.27 - $288.74 $1.28K - $1.44K
1.87K $498M
VZ
Verizon Communications Inc

Communication Services
296
+ 1.4%
$41.67 - $45.62 $12.3K - $13.5K
21.4K $925M
BMY
Bristol Myers Squibb CO

Healthcare
16
+ 0.2%
$44.12 - $59.6 $706 - $954
7.84K $363M
XLV
Select Sector Spdr Fund Health

ETFs
110
+ 0.58%
$128.77 - $144.3 $14.2K - $15.9K
19.1K $2.58B
TSN
Tyson Foods, Inc.

Consumer Defensive
968
+ 1.02%
$54.33 - $63.56 $52.6K - $61.5K
95.5K $5.34B
Activity Summary
Buys All Purchases 86 New Holdings 30 Increased Positions 56 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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