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
VIG
Vanguard Dividend Appreciation

ETFs
325
New
N/A
325 $63.6M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
545
New
$111.94 - $126.4 $61K - $68.9K
545 $63.3M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
702
New
$89.01 - $96.24 $62.5K - $67.6K
702 $63M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.22K
New
$50.07 - $52.35 $61.1K - $63.9K
1.22K $62.7M
HIGH
Simplify Exchange Traded Fds E
2.68K
New
N/A
2.68K $61.8M
DIS
Walt Disney CO

Communication Services
550
New
$92.39 - $117.6 $50.8K - $64.7K
550 $61.3M
MO
Altria Group, Inc.

Consumer Defensive
1.17K
New
$49.06 - $57.74 $57.4K - $67.6K
1.17K $61.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.67K
New
$35.45 - $40.33 $59K - $67.1K
1.67K $59.7M
OXY
Occidental Petroleum Corp

Energy
1.19K
New
$45.36 - $55.91 $53.8K - $66.3K
1.19K $58.6M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1.16K
New
N/A
1.16K $57.4M
ENB
Enbridge Inc

Energy
1.24K
New
$40.4 - $43.92 $49.9K - $54.2K
1.24K $52.4M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
495
New
$104.5 - $125.64 $51.7K - $62.2K
495 $51.7M
VOX
Vanguard Communication Service

ETFs
125
+ 3.73%
$144.31 - $163.57 $18K - $20.4K
3.48K $539M
WPC
W. P. Carey Inc.

Real Estate
1.4K
+ 42.45%
$53.44 - $61.33 $74.5K - $85.6K
4.68K $255M
DGRO
Ishares Core Dividend Growth E

ETFs
800
New
$60.73 - $64.94 $48.6K - $52K
800 $49.1M
PWR
Quanta Services, Inc.

Industrials
150
New
$296.05 - $346.6 $44.4K - $52K
150 $47.4M
Lam Research Corp
650
New
N/A
650 $47M
KBE
Spdr S&P Bank ETF

ETFs
828
New
$51.33 - $62.76 $42.5K - $52K
828 $45.9M
PG
Procter & Gamble CO

Consumer Defensive
274
New
$161.05 - $179.7 $44.1K - $49.2K
274 $45.9M
MRK
Merck & Co., Inc.

Healthcare
442
New
$96.31 - $114.76 $42.6K - $50.7K
442 $44M
Ishares Bitcoin Trust ETF
807
New
N/A
807 $42.8M
Super Micro Computer Inc
1.39K
New
N/A
1.39K $42.4M
VTR
Ventas, Inc.

Real Estate
700
New
$57.73 - $66.48 $40.4K - $46.5K
700 $41.2M
T Rowe Price ETF Inc
1.26K
New
N/A
1.26K $40.7M
EPD
Enterprise Products Partners L.P.

Energy
1.27K
New
$28.66 - $34.43 $36.5K - $43.8K
1.27K $39.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
88
New
$442.29 - $483.08 $38.9K - $42.5K
88 $39.9M
AXON
Axon Enterprise, Inc.

Industrials
67
New
$399.22 - $689.78 $26.7K - $46.2K
67 $39.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.31K
+ 4.36%
$36.54 - $37.53 $84.4K - $86.7K
55.3K $2.03B
SHOP
Shopify Inc.

Technology
366
New
$78.14 - $119.49 $28.6K - $43.7K
366 $38.9M
CVX
Chevron Corp

Energy
266
New
$141.15 - $162.53 $37.5K - $43.2K
266 $38.6M
BA
Boeing CO

Industrials
212
New
$138.14 - $180.72 $29.3K - $38.3K
212 $37.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.54K
New
$7.33 - $12.37 $25.9K - $43.8K
3.54K $37.4M
TSCO
Tractor Supply CO

Consumer Cyclical
695
New
$52.59 - $303.74 $36.6K - $211K
695 $36.9M
GME
Game Stop Corp.

Consumer Cyclical
1.17K
New
$20.5 - $32.99 $24K - $38.6K
1.17K $36.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
587
New
$61.68 - $67.87 $36.2K - $39.8K
587 $36.6M
EBAY
Ebay Inc

Consumer Cyclical
589
New
$57.51 - $67.17 $33.9K - $39.6K
589 $36.5M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
447
New
$81.34 - $96.75 $36.4K - $43.2K
447 $36.4M
OEF
Ishares S&P 100 ETF

ETFs
125
New
N/A
125 $36.1M
CCL
Carnival Corp

Consumer Cyclical
1.35K
New
$17.34 - $26.8 $23.4K - $36.2K
1.35K $33.7M
PPG
Ppg Industries Inc

Basic Materials
449
+ 28.65%
$119.09 - $131.37 $53.5K - $59K
2.02K $241M
NUE
Nucor Corp

Basic Materials
281
New
$115.78 - $167.74 $32.5K - $47.1K
281 $32.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
57
New
$563.99 - $620.12 $32.1K - $35.3K
57 $32.5M
FDX
Fedex Corp

Industrials
115
New
$260.5 - $305.15 $30K - $35.1K
115 $32.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
364
New
$87.1 - $98.49 $31.7K - $35.9K
364 $31.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
51
+ 2.68%
$311.11 - $335.64 $15.9K - $17.1K
1.95K $629M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.18K
+ 4.33%
$91.94 - $100.02 $108K - $118K
28.3K $2.62B
IJS
Ishares S&P Smallcap 600 Value

ETFs
265
New
$104.59 - $118.05 $27.7K - $31.3K
265 $28.8M
AEHR
Aehr Test Systems

Technology
1.7K
New
$10.78 - $16.98 $18.3K - $28.9K
1.7K $28.3M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
123
New
$193.7 - $235.05 $23.8K - $28.9K
123 $28.1M
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
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