New Wave Wealth Advisors LLC Incresed Positions in Q2 2025

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.2K
+ 49.91%
$171.4 - $227.1 $1.92M - $2.55M
33.7K $7.65B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
27K
+ 25.01%
$45.88 - $54.4 $1.24M - $1.47M
135K $7.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.13K
+ 11.85%
$416.06 - $551.64 $472K - $626K
10.7K $5.91B
UBER
Uber Technologies, Inc

Technology
12K
+ 223.0%
$64.62 - $93.3 $776K - $1.12M
17.4K $1.62B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.62K
+ 55.71%
$272.36 - $339.57 $715K - $891K
7.33K $2.49B
BA
Boeing CO

Industrials
3.5K
+ 139.01%
$136.59 - $217.51 $478K - $761K
6.02K $1.26B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
605
+ 2.29%
$113.67 - $150.4 $68.8K - $91K
27K $4.06B
VBK
Vanguard Small Cap Growth ETF

ETFs
146
+ 0.7%
$219.76 - $276.94 $32.1K - $40.4K
20.9K $5.78B
XLI
Industrial Sector Spdr

ETFs
588
+ 2.06%
$116.42 - $147.52 $68.5K - $86.7K
29.1K $4.3B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
325
+ 0.51%
$50.08 - $63.14 $16.3K - $20.5K
64.3K $4.06B
First Tr Exchng Traded Fd Vi
2.77K
+ 0.73%
N/A
381K $14.6B
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7.29K
+ 168.41%
$54.08 - $68.32 $394K - $498K
11.6K $639M
JGRO
J P Morgan Exchange Traded Fd
2.74K
+ 39.49%
N/A
9.66K $832M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
272
+ 9.01%
$456.74 - $568.03 $124K - $155K
3.29K $1.87B
TSLA
Tesla, Inc.

Consumer Cyclical
357
+ 11.59%
$221.86 - $362.89 $79.2K - $130K
3.44K $1.09B
ITA
Ishares Tr

ETFs
452
+ 13.14%
$135.31 - $188.64 $61.2K - $85.3K
3.89K $734M
GOOGL
Alphabet Inc.

Communication Services
179
+ 2.44%
$144.7 - $178.6 $25.9K - $32K
7.53K $1.33B
EME
Emcor Group, Inc.

Industrials
3
+ 0.28%
$342.02 - $534.89 $1.03K - $1.6K
1.08K $579M
Ge Vernova Inc
3
+ 0.39%
N/A
768 $406M
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
BK
Bank Of New York Mellon Corp

Financial Services
131
+ 1.85%
$73.31 - $91.62 $9.6K - $12K
7.2K $656M
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
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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