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
NEE
Nextera Energy Inc

Utilities
88
New
$69.77 - $85.43 $6.14K - $7.52K
88 $6.29M
YY
Joyy Inc.

Communication Services
150
New
$33.1 - $42.36 $4.97K - $6.35K
150 $6.28M
CNQ
Canadian Natural Resources LTD

Energy
200
New
$29.51 - $37.6 $5.9K - $7.52K
200 $6.17M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
181
New
$30.22 - $34.08 $5.47K - $6.17K
181 $6.17M
OLN
Olin Corp

Basic Materials
180
New
$33.13 - $47.98 $5.96K - $8.64K
180 $6.08M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
139
New
$43.6 - $47.2 $6.06K - $6.56K
139 $6.08M
LI
Li Auto Inc.

Consumer Cyclical
250
New
$21.8 - $30.51 $5.45K - $7.63K
250 $6M
SPGI
S&P Global Inc.

Financial Services
12
New
$480.36 - $529.17 $5.76K - $6.35K
12 $5.98M
MDLZ
Mondelez International, Inc.

Consumer Defensive
100
New
$59.25 - $72.99 $5.93K - $7.3K
100 $5.97M
MBB
Ishares Tr

ETFs
65
New
$91.26 - $95.82 $5.93K - $6.23K
65 $5.96M
Linde PLC
14
New
N/A
14 $5.86M
EXR
Extra Space Storage Inc.

Real Estate
39
New
$142.35 - $178.32 $5.55K - $6.95K
39 $5.86M
KMB
Kimberly Clark Corp

Consumer Defensive
45
New
$130.37 - $146.09 $5.87K - $6.57K
45 $5.84M
RPV
Invesco Exchange Traded Fd Tr

ETFs
64
New
$87.41 - $97.21 $5.59K - $6.22K
64 $5.77M
BMY
Bristol Myers Squibb CO

Healthcare
102
New
$51.92 - $59.94 $5.3K - $6.11K
102 $5.77M
Corpay Inc
17
New
N/A
17 $5.75M
UPST
Upstart Holdings, Inc.

Financial Services
93
New
$37.78 - $84.46 $3.51K - $7.85K
93 $5.73M
PM
Philip Morris International Inc.

Consumer Defensive
47
New
$118.38 - $133.06 $5.56K - $6.25K
47 $5.66M
F
Ford Motor CO

Consumer Cyclical
570
New
$9.69 - $11.4 $5.52K - $6.5K
570 $5.64M
CRUZ
ETF Ser Solutions Defiance Hot

ETFs
214
New
$22.76 - $28.0 $4.87K - $5.99K
214 $5.64M
LADR
Ladder Capital Corp

Real Estate
500
New
$10.95 - $11.99 $5.48K - $6K
500 $5.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
26
New
$209.89 - $233.24 $5.46K - $6.06K
26 $5.52M
SHW
Sherwin Williams CO

Basic Materials
16
New
$338.75 - $399.71 $5.42K - $6.4K
16 $5.44M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
91
New
$59.74 - $60.03 $5.44K - $5.46K
91 $5.44M
RBLX
Roblox Corp

Communication Services
94
New
$39.86 - $61.45 $3.75K - $5.78K
94 $5.44M
ABC
Amerisourcebergen Corp

Healthcare
24
New
N/A
24 $5.39M
SYM
Symbotic Inc.

Financial Services
225
New
$22.73 - $38.78 $5.11K - $8.73K
225 $5.34M
SE
Sea LTD

Consumer Cyclical
50
New
$93.56 - $117.41 $4.68K - $5.87K
50 $5.31M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
200
New
$22.72 - $28.29 $4.54K - $5.66K
200 $5.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
New
$501.29 - $612.85 $5.01K - $6.13K
10 $5.2M
SO
Southern CO

Utilities
63
New
$81.5 - $94.15 $5.13K - $5.93K
63 $5.2M
MCHP
Microchip Technology Inc

Technology
90
New
$55.51 - $79.05 $5K - $7.11K
90 $5.16M
PAA
Plains All American Pipeline LP

Energy
301
New
$16.27 - $18.67 $4.9K - $5.62K
301 $5.14M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
50
New
$99.39 - $112.14 $4.97K - $5.61K
50 $5.11M
VONG
Vanguard Russell 1000 Growth E

ETFs
49
New
$95.27 - $107.82 $4.67K - $5.28K
49 $5.06M
MARA
Marathon Digital Holdings, Inc.

Financial Services
300
New
N/A
300 $5.03M
Nano Nuclear Energy Inc
200
New
N/A
200 $4.98M
TTWO
Take Two Interactive Software Inc

Communication Services
27
New
$147.66 - $190.46 $3.99K - $5.14K
27 $4.97M
BBSI
Barrett Business Services Inc

Industrials
112
New
$35.9 - $44.34 $4.02K - $4.97K
112 $4.87M
NSC
Norfolk Southern Corp

Industrials
21
New
$230.6 - $277.0 $4.84K - $5.82K
21 $4.86M
BDX
Becton Dickinson & CO

Healthcare
21
New
$220.02 - $243.75 $4.62K - $5.12K
21 $4.86M
IWL
Ishares Tr Russell 200 ETF

ETFs
33
New
$138.92 - $149.97 $4.58K - $4.95K
33 $4.78M
GRAB
Grab Holdings LTD

Technology
1K
New
$3.6 - $5.67 $3.6K - $5.67K
1K $4.72M
GPI
Group 1 Automotive Inc

Consumer Cyclical
11
New
$344.56 - $435.0 $3.79K - $4.79K
11 $4.64M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
40
New
$111.85 - $120.71 $4.47K - $4.83K
40 $4.61M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
527
New
$8.61 - $9.3 $4.54K - $4.9K
527 $4.56M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
210
New
$18.2 - $27.01 $3.82K - $5.67K
210 $4.51M
QS
Quantum Scape Corp

Consumer Cyclical
855
New
$4.73 - $6.5 $4.04K - $5.56K
855 $4.44M
GFF
Griffon Corp

Industrials
62
New
$62.88 - $85.16 $3.9K - $5.28K
62 $4.42M
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