New Wave Wealth Advisors LLC Incresed Positions in Q4 2024

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.09K
+ 28.37%
$567.81 - $607.81 $4.02M - $4.31M
32.1K $18.8B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14.6K
+ 179.16%
$198.04 - $221.51 $2.88M - $3.22M
22.7K $4.77B
FYC
First Trust Small Cap Growth A

ETFs
26.4K
+ 27.53%
$72.19 - $84.64 $1.9M - $2.23M
122K $9.46B
XLF
Financial Sector Spdr

ETFs
42.5K
+ 72.34%
$44.89 - $51.34 $1.91M - $2.18M
101K $4.89B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.8K
+ 41.61%
$53.94 - $58.15 $1.12M - $1.21M
70.8K $3.99B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.3K
+ 316.95%
$81.68 - $82.93 $1.08M - $1.1M
17.5K $1.43B
XLY
Select Sector Spdr Consumer Di

ETFs
4.39K
+ 114.1%
$194.8 - $239.43 $854K - $1.05M
8.23K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
484
+ 2.32%
$180.88 - $232.93 $87.5K - $113K
21.3K $4.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 52.53%
$521.84 - $558.82 $611K - $654K
3.4K $1.83B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
12.9K
+ 28.59%
$45.35 - $47.21 $585K - $609K
58K $2.7B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.12K
+ 109.63%
$172.07 - $207.36 $364K - $439K
4.05K $800M
NFLX
Netflix Inc

Communication Services
95
+ 5.73%
$687.65 - $936.56 $65.3K - $89K
1.75K $1.56B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.05K
+ 3.58%
$129.96 - $144.97 $137K - $153K
30.4K $4.24B
GOOG
Alphabet Inc.

Communication Services
811
+ 9.86%
$163.08 - $198.16 $132K - $161K
9.04K $1.72B
Arm Holdings PLC
2.7K
+ 116.27%
N/A
5.02K $620M
XLK
Technology Sector Spdr

ETFs
98
+ 0.37%
$220.26 - $241.44 $21.6K - $23.7K
26.3K $6.12B
CRWD
Crowd Strike Holdings, Inc.

Technology
157
+ 6.97%
$275.15 - $388.2 $43.2K - $60.9K
2.41K $824M
GOOGL
Alphabet Inc.

Communication Services
210
+ 3.36%
$161.86 - $196.66 $34K - $41.3K
6.46K $1.22B
JGRO
J P Morgan Exchange Traded Fd
1.79K
+ 41.66%
N/A
6.09K $494M
SOXX
Ishares Semiconductor ETF

ETFs
1.15K
+ 18.8%
$211.27 - $239.8 $243K - $276K
7.28K $1.57B
MNKD
Mannkind Corp

Healthcare
22K
+ 78.57%
$5.93 - $7.44 $130K - $164K
50K $322M
NOW
Service Now, Inc.

Technology
18
+ 2.76%
$867.18 - $1148.42 $15.6K - $20.7K
671 $711M
JBHT
Hunt J B Transport Services Inc

Industrials
566
+ 4.0%
$164.22 - $197.19 $92.9K - $112K
14.7K $2.51B
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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.31K
+ 4.36%
$36.54 - $37.53 $84.4K - $86.7K
55.3K $2.03B
PPG
Ppg Industries Inc

Basic Materials
449
+ 28.65%
$119.09 - $131.37 $53.5K - $59K
2.02K $241M
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
PANW
Palo Alto Networks Inc

Technology
591
+ 95.48%
$181.96 - $405.9 $108K - $240K
1.21K $220M
LDOS
Leidos Holdings, Inc.

Technology
230
+ 14.24%
$143.17 - $201.39 $32.9K - $46.3K
1.85K $266M
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.24%
$171.12 - $186.18 $684 - $745
1.65K $289M
TTE
Total Energies Se

Energy
577
+ 12.11%
N/A
5.34K $291M
VZ
Verizon Communications Inc

Communication Services
1.95K
+ 9.78%
$39.6 - $45.21 $77.4K - $88.3K
21.9K $877M
Gsk PLC
1.23K
+ 13.19%
N/A
10.5K $356M
XLU
Utilities Sector Spdr

ETFs
639
+ 2.07%
$74.89 - $82.93 $47.9K - $53K
31.4K $2.38B
PHM
Pultegroup Inc

Consumer Cyclical
12
+ 0.35%
$108.86 - $149.04 $1.31K - $1.79K
3.42K $373M
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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