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
BP
Bp PLC

Energy
401
New
$28.16 - $33.14 $11.3K - $13.3K
401 $11.9M
VNQ
Vanguard Specialized Funds Van

ETFs
133
New
$87.85 - $98.6 $11.7K - $13.1K
133 $11.8M
IRM
Iron Mountain Inc

Real Estate
112
New
$101.62 - $128.14 $11.4K - $14.4K
112 $11.8M
PCH
Potlatchdeltic Corp

Real Estate
300
New
$38.4 - $44.89 $11.5K - $13.5K
300 $11.8M
KIE
Spdr S&P Insurance ETF

ETFs
205
New
$55.65 - $62.03 $11.4K - $12.7K
205 $11.6M
JNJ
Johnson & Johnson

Healthcare
80
New
$143.34 - $165.86 $11.5K - $13.3K
80 $11.6M
GM
General Motors CO

Consumer Cyclical
215
New
$44.82 - $60.2 $9.64K - $12.9K
215 $11.5M
EPI
Wisdomtree Tr India Earnings F

ETFs
253
New
$45.09 - $50.08 $11.4K - $12.7K
253 $11.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
135
New
$82.28 - $117.52 $11.1K - $15.9K
135 $11.4M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
366
New
$29.46 - $32.64 $10.8K - $11.9K
366 $11.3M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
105
New
$106.1 - $114.66 $11.1K - $12K
105 $11.2M
ORGN
Origin Materials, Inc.

Basic Materials
8.5K
New
$0.96 - $1.48 $8.16K - $12.6K
8.5K $10.9M
DDOG
Datadog, Inc.

Technology
75
New
$113.98 - $168.65 $8.55K - $12.6K
75 $10.7M
DOCS
Doximity, Inc.

Healthcare
200
New
$41.25 - $61.25 $8.25K - $12.3K
200 $10.7M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
213
New
$49.78 - $66.55 $10.6K - $14.2K
213 $10.7M
GWW
W.W. Grainger, Inc.

Industrials
10
New
$1023.06 - $1220.93 $10.2K - $12.2K
10 $10.6M
CPRT
Copart Inc

Consumer Cyclical
183
New
$51.36 - $63.8 $9.4K - $11.7K
183 $10.5M
FSK
Fs Kkr Capital Corp

Financial Services
482
New
$19.71 - $22.22 $9.5K - $10.7K
482 $10.5M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
255
New
$40.26 - $42.88 $10.3K - $10.9K
255 $10.3M
SLB
Schlumberger Limited

Energy
268
New
$36.83 - $45.59 $9.87K - $12.2K
268 $10.3M
CRMT
Americas Carmart Inc

Consumer Cyclical
200
New
$38.21 - $57.46 $7.64K - $11.5K
200 $10.3M
CCS
Century Communities, Inc.

Consumer Cyclical
139
New
$72.88 - $103.59 $10.1K - $14.4K
139 $10.2M
GSAT
Globalstar, Inc.

Communication Services
4.75K
New
$1.03 - $2.29 $4.89K - $10.9K
4.75K $9.83M
EMR
Emerson Electric CO

Industrials
79
New
$108.13 - $134.33 $8.54K - $10.6K
79 $9.77M
ADP
Automatic Data Processing Inc

Industrials
33
New
$280.08 - $307.97 $9.24K - $10.2K
33 $9.57M
GVA
Granite Construction Inc

Industrials
109
New
$79.33 - $100.2 $8.65K - $10.9K
109 $9.56M
GPN
Global Payments Inc

Industrials
85
New
$97.57 - $119.38 $8.29K - $10.1K
85 $9.53M
PSEC
Prospect Capital Corp

Financial Services
2.2K
New
$4.16 - $5.34 $9.15K - $11.7K
2.2K $9.48M
YCS
Pro Shares Trust Ii

ETFs
200
New
$42.61 - $89.31 $8.52K - $17.9K
200 $9.34M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
66
New
$134.53 - $150.65 $8.88K - $9.94K
66 $8.93M
LUMN
Lumen Technologies, Inc.

Communication Services
1.65K
New
$5.31 - $10.12 $8.73K - $16.6K
1.65K $8.74M
SNOW
Snowflake Inc.

Technology
55
New
$109.65 - $186.51 $6.03K - $10.3K
55 $8.49M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
330
New
$19.44 - $28.35 $6.42K - $9.36K
330 $8.49M
DLR
Digital Realty Trust, Inc.

Real Estate
48
New
$156.46 - $195.69 $7.51K - $9.39K
48 $8.46M
URI
United Rentals, Inc.

Industrials
12
New
$704.44 - $880.32 $8.45K - $10.6K
12 $8.46M
Grayscale Bitcoin Mini Tr Et
200
New
N/A
200 $8.37M
NVR
Nvr Inc

Consumer Cyclical
1
New
$8101.21 - $9940.51 $8.1K - $9.94K
1 $8.18M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
144
New
$56.27 - $69.89 $8.1K - $10.1K
144 $8.17M
ITW
Illinois Tool Works Inc

Industrials
32
New
$253.56 - $278.5 $8.11K - $8.91K
32 $8.03M
MVO
Mv Oil Trust

Energy
1K
New
$7.52 - $10.27 $7.52K - $10.3K
1K $8.01M
CHRD
Oasis Petroleum Inc.

Energy
68
New
$110.83 - $137.78 $7.54K - $9.37K
68 $7.95M
CASY
Caseys General Stores Inc

Consumer Cyclical
20
New
$366.65 - $427.88 $7.33K - $8.56K
20 $7.93M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
18
New
$338.38 - $446.21 $6.09K - $8.03K
18 $7.83M
LYFT
Lyft, Inc.

Technology
597
New
$12.36 - $18.59 $7.38K - $11.1K
597 $7.7M
Cava Group Inc
68
New
N/A
68 $7.67M
TXT
Textron Inc

Industrials
100
New
$75.82 - $90.32 $7.58K - $9.03K
100 $7.65M
WSO
Watsco Inc

Industrials
16
New
$466.57 - $568.78 $7.47K - $9.1K
16 $7.58M
MU
Micron Technology Inc

Technology
90
New
$84.16 - $113.41 $7.57K - $10.2K
90 $7.57M
INTC
Intel Corp

Technology
375
New
$19.07 - $26.23 $7.15K - $9.84K
375 $7.52M
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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