New Wave Wealth Advisors LLC New Holdings in Q4 2024

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
13.6K
New
$99.0 - $99.5 $1.35M - $1.35M
13.6K $1.35B
QTUM
ETF Ser Solutions Defiance Qua
8.99K
New
N/A
8.99K $729M
FNY
First Trust Mid Cap Growth Alp
8.52K
New
N/A
8.52K $682M
ITA
Ishares Tr

ETFs
3.97K
New
$144.31 - $157.31 $573K - $625K
3.97K $577M
SYF
Synchrony Financial

Financial Services
6.96K
New
$49.01 - $68.55 $341K - $477K
6.96K $452M
AMP
Ameriprise Financial Inc

Financial Services
814
New
$473.15 - $574.01 $385K - $467K
814 $433M
BK
Bank Of New York Mellon Corp

Financial Services
5.64K
New
$70.82 - $81.87 $399K - $462K
5.64K $433M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.57K
New
$91.29 - $91.8 $417K - $419K
4.57K $418M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.94K
New
$44.57 - $46.43 $398K - $415K
8.94K $408M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
8.41K
New
$47.07 - $48.75 $396K - $410K
8.41K $402M
HAL
Halliburton CO

Energy
13.8K
New
$25.77 - $31.99 $355K - $441K
13.8K $375M
THC
Tenet Healthcare Corp

Healthcare
2.72K
New
$125.42 - $168.52 $341K - $458K
2.72K $343M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.43K
New
$101.77 - $113.02 $248K - $275K
2.43K $257M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
575
New
$417.69 - $450.94 $240K - $259K
575 $245M
BAX
Baxter International Inc

Healthcare
8.19K
New
$28.63 - $37.84 $235K - $310K
8.19K $239M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.97K
New
$47.29 - $84.74 $140K - $252K
2.97K $220M
GPC
Genuine Parts CO

Consumer Cyclical
1.84K
New
$113.11 - $143.63 $209K - $265K
1.84K $215M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.46K
New
N/A
4.46K $212M
TTD
Trade Desk, Inc.

Technology
1.72K
New
$108.7 - $139.51 $187K - $240K
1.72K $202M
MRVL
Marvell Technology, Inc.

Technology
1.66K
New
$70.31 - $124.78 $117K - $207K
1.66K $183M
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.56K
New
$47.96 - $55.17 $171K - $197K
3.56K $183M
VEEV
Veeva Systems Inc

Healthcare
854
New
$201.81 - $250.45 $172K - $214K
854 $180M
OSK
Oshkosh Corp

Industrials
1.88K
New
$93.84 - $115.52 $177K - $218K
1.88K $179M
DG
Dollar General Corp

Consumer Defensive
2.29K
New
$73.27 - $84.47 $168K - $193K
2.29K $173M
Listed Fd Tr
3.17K
New
N/A
3.17K $172M
VTI
Vanguard Total Stock Market Et

ETFs
590
New
$280.04 - $302.45 $165K - $178K
590 $171M
IBM
International Business Machines Corp

Technology
763
New
$204.9 - $238.04 $156K - $182K
763 $168M
BAC
Bank Of America Corp

Financial Services
3.75K
New
$39.22 - $47.77 $147K - $179K
3.75K $165M
SHEL
Shell PLC

Energy
2.57K
New
$60.63 - $70.23 $156K - $180K
2.57K $161M
HD
Home Depot, Inc.

Consumer Cyclical
411
New
$385.02 - $431.37 $158K - $177K
411 $160M
HMC
Honda Motor CO LTD

Consumer Cyclical
5.57K
New
$23.7 - $32.62 $132K - $182K
5.57K $159M
PDCO
Patterson Companies, Inc.

Healthcare
4.93K
New
$19.57 - $31.4 $96.4K - $155K
4.93K $152M
FRPT
Freshpet, Inc.

Consumer Defensive
1K
New
$132.54 - $156.76 $133K - $157K
1K $148M
KMI
Kinder Morgan, Inc.

Energy
5.41K
New
$22.59 - $28.54 $122K - $154K
5.41K $148M
NNN
National Retail Properties, Inc.

Real Estate
3.4K
New
$39.77 - $49.34 $135K - $168K
3.4K $139M
DUK
Duke Energy Corp

Utilities
1.26K
New
$105.76 - $120.76 $133K - $152K
1.26K $135M
PULS
Pgim ETF Tr

ETFs
2.65K
New
$49.51 - $49.79 $131K - $132K
2.65K $131M
DXCM
Dexcom Inc

Healthcare
1.65K
New
$65.68 - $81.01 $109K - $134K
1.65K $129M
INTU
Intuit Inc

Technology
204
New
$602.01 - $706.25 $123K - $144K
204 $128M
WEC
Wec Energy Group, Inc.

Utilities
1.36K
New
$92.94 - $101.82 $126K - $138K
1.36K $128M
ETN
Eaton Corp PLC

Industrials
383
New
$326.96 - $377.52 $125K - $145K
383 $127M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.15K
New
$57.53 - $60.83 $124K - $131K
2.15K $124M
CDNS
Cadence Design Systems Inc

Technology
401
New
$249.1 - $324.54 $99.9K - $130K
401 $120M
DJD
Invesco Exchange Traded Fd Tr

ETFs
2.37K
New
$50.65 - $54.19 $120K - $128K
2.37K $120M
UBER
Uber Technologies, Inc

Technology
1.97K
New
$59.93 - $86.34 $118K - $170K
1.97K $119M
IDU
Ishares Tr U S Utils ETF

ETFs
1.21K
New
$94.65 - $105.73 $115K - $128K
1.21K $117M
MUR
Murphy Oil Corp

Energy
3.73K
New
$28.14 - $36.09 $105K - $135K
3.73K $113M
ASML
Asml Holding Nv

Technology
163
New
$658.43 - $872.27 $107K - $142K
163 $113M
Victory Portfolios Ii
3.26K
New
N/A
3.26K $111M
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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