New Wave Wealth Advisors LLC New Holdings in Q2 2025

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
4.16K
New
$470.37 - $663.28 $1.96M - $2.76M
4.16K $2.76B
BALT
Innovator Etfs Tr
47.8K
New
$30.33 - $32.1 $1.45M - $1.54M
47.8K $1.53B
BAC
Bank Of America Corp

Financial Services
15.9K
New
$34.39 - $47.46 $548K - $756K
15.9K $754M
ORCL
Oracle Corp

Technology
3.31K
New
$122.82 - $218.63 $406K - $723K
3.31K $723M
COF
Capital One Financial Corp

Financial Services
2.71K
New
$150.57 - $212.76 $409K - $577K
2.71K $577M
Coherent Corp
6.1K
New
N/A
6.1K $544M
Aptiv PLC
7.66K
New
N/A
7.66K $523M
CHTR
Charter Communications, Inc.

Communication Services
1.19K
New
$321.68 - $427.25 $382K - $507K
1.19K $485M
CHK
Chesapeake Energy Corp

Energy
4.07K
New
N/A
4.07K $475M
BBY
Best Buy CO Inc

Consumer Cyclical
6.03K
New
$56.17 - $75.73 $338K - $456K
6.03K $405M
NRG
Nrg Energy, Inc.

Utilities
2.16K
New
$83.61 - $162.67 $180K - $351K
2.16K $346M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
6.37K
New
N/A
6.37K $334M
Innovator Etfs Trust
11.5K
New
N/A
11.5K $302M
Lam Research Corp
2.72K
New
N/A
2.72K $265M
BX
Blackstone Inc.

Financial Services
1.76K
New
$120.07 - $151.11 $211K - $266K
1.76K $263M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.97K
New
$60.61 - $87.72 $180K - $260K
2.97K $252M
DG
Dollar General Corp

Consumer Defensive
2.18K
New
$86.02 - $114.95 $187K - $250K
2.18K $249M
ETN
Eaton Corp PLC

Industrials
693
New
$246.52 - $356.99 $171K - $247K
693 $247M
AXP
American Express CO

Financial Services
722
New
$231.39 - $318.98 $167K - $230K
722 $230M
MU
Micron Technology Inc

Technology
1.87K
New
$64.72 - $127.91 $121K - $239K
1.87K $230M
UNH
Unitedhealth Group Inc

Healthcare
733
New
$274.35 - $599.47 $201K - $439K
733 $229M
IBM
International Business Machines Corp

Technology
763
New
$221.03 - $294.78 $169K - $225K
763 $225M
Barrick Mng Corp
10.4K
New
N/A
10.4K $217M
TGT
Target Corp

Consumer Defensive
2.2K
New
$88.76 - $105.77 $195K - $233K
2.2K $217M
HOOD
Robinhood Markets, Inc.

Technology
2.3K
New
$34.17 - $93.63 $78.6K - $215K
2.3K $215M
MELI
Mercadolibre Inc

Consumer Cyclical
80
New
$1794.73 - $2613.63 $144K - $209K
80 $209M
SHOP
Shopify Inc.

Technology
1.81K
New
$76.89 - $115.35 $139K - $208K
1.81K $208M
PANW
Palo Alto Networks Inc

Technology
985
New
$152.44 - $204.64 $150K - $202K
985 $202M
ISRG
Intuitive Surgical Inc

Healthcare
370
New
$451.58 - $565.94 $167K - $209K
370 $201M
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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