New Wave Wealth Advisors
Latest statistics and disclosures from New Wave Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, SPY, GAPR, FYC, QQQ, and represent 31.88% of New Wave Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FYC (+$9.5M), SPY (+$7.3M), VBK (+$5.4M), QQQM, FAUG, XLF, JEPQ, RSP, BILS, VOO.
- Started 581 new stock positions in BAX, ALB, AEHR, ABNB, RIVN, CVS, KR, SLI, QTUM, EXC.
- Reduced shares in these 10 stocks: SHYG, QQQ, SPYG, SCHZ, ARCB, FMAY, SPHD, MGK, HLT, XLV.
- Sold out of its positions in ARCB, FIS, FDEC, REGN, MGK, VXF, VRTX, EG.
- New Wave Wealth Advisors was a net buyer of stock by $44M.
- New Wave Wealth Advisors has $244M in assets under management (AUM), dropping by 31.10%.
- Central Index Key (CIK): 0002035324
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Portfolio Holdings for New Wave Wealth Advisors
New Wave Wealth Advisors holds 708 positions in its portfolio as reported in the December 2024 quarterly 13F filing
New Wave Wealth Advisors has 708 total positions. Only the first 250 positions are shown.
- Sign up to view all of the New Wave Wealth Advisors Dec. 31, 2024 positions
- Download the New Wave Wealth Advisors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 11.7 | $29M | +2% | 315k | 90.35 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.7 | $19M | +63% | 32k | 586.08 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) | 5.6 | $14M | -3% | 364k | 37.49 |
|
| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 3.9 | $9.5M | NEW | 122k | 77.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $7.4M | -24% | 15k | 511.23 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.5 | $6.1M | +7% | 26k | 232.52 |
|
| Apple (AAPL) | 2.3 | $5.5M | -5% | 22k | 250.42 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.2 | $5.4M | NEW | 19k | 280.06 |
|
| Tyson Foods Cl A (TSN) | 2.1 | $5.1M | -6% | 89k | 57.44 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $5.1M | +23% | 38k | 134.29 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.0 | $4.9M | +82% | 101k | 48.33 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.0 | $4.8M | +150% | 23k | 210.45 |
|
| Amazon (AMZN) | 1.9 | $4.7M | +23% | 21k | 219.38 |
|
| Ishares Tr Msci India Etf (INDA) | 1.8 | $4.5M | +2% | 85k | 52.64 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.7 | $4.2M | +2% | 30k | 139.35 |
|
| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 1.7 | $4.1M | 47k | 86.35 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $4.0M | +25% | 9.6k | 421.48 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.6 | $4.0M | +99% | 71k | 56.38 |
|
| Select Sector Spdr Tr Indl (XLI) | 1.4 | $3.4M | -5% | 26k | 131.76 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.4 | $3.4M | -2% | 61k | 55.45 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 1.2 | $3.0M | 73k | 41.33 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 1.1 | $2.7M | NEW | 58k | 46.54 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.1 | $2.6M | +5% | 28k | 92.59 |
|
| J.B. Hunt Transport Services (JBHT) | 1.0 | $2.5M | +36% | 15k | 170.65 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $2.4M | -18% | 25k | 96.90 |
|
| Ishares Tr Europe Etf (IEV) | 1.0 | $2.4M | 46k | 52.06 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.0 | $2.4M | +74% | 31k | 75.69 |
|
| Ishares Tr Broad Usd High (USHY) | 0.8 | $2.0M | +7% | 55k | 36.79 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.8 | $2.0M | -23% | 15k | 137.57 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $1.8M | +20% | 8.2k | 224.35 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.8M | +224% | 3.4k | 538.81 |
|
| Meta Platforms Cl A (META) | 0.7 | $1.8M | -19% | 3.1k | 585.51 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $1.7M | +527% | 9.9k | 175.23 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.7M | +67% | 9.0k | 190.44 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $1.6M | +47% | 7.3k | 215.49 |
|
| Netflix (NFLX) | 0.6 | $1.6M | +7% | 1.8k | 891.32 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.5M | +43% | 6.8k | 220.96 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.4M | +182% | 18k | 81.98 |
|
| Tesla Motors (TSLA) | 0.6 | $1.4M | +45% | 3.4k | 403.87 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.4M | -24% | 8.1k | 169.30 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.6 | $1.3M | NEW | 14k | 99.15 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.5 | $1.3M | 9.1k | 143.09 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.2M | -29% | 5.1k | 242.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.2M | +8% | 6.5k | 189.31 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $1.2M | -6% | 23k | 50.88 |
|
| At&t (T) | 0.4 | $886k | -2% | 39k | 22.77 |
|
| Verizon Communications (VZ) | 0.4 | $877k | -6% | 22k | 39.99 |
|
| Royal Caribbean Cruises (RCL) | 0.3 | $829k | -6% | 3.6k | 230.69 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $824k | +183% | 2.4k | 342.16 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $817k | NEW | 11k | 75.63 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $800k | NEW | 4.1k | 197.49 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $745k | 9.5k | 78.61 |
|
|
| Cheniere Energy Com New (LNG) | 0.3 | $730k | -3% | 3.4k | 214.87 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.3 | $729k | NEW | 9.0k | 81.15 |
|
| Servicenow (NOW) | 0.3 | $711k | -18% | 671.00 | 1060.12 |
|
| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.3 | $682k | NEW | 8.5k | 80.00 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $663k | -36% | 858.00 | 772.30 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $631k | NEW | 5.6k | 113.61 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $629k | +11% | 2.0k | 322.16 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $625k | -22% | 682.00 | 916.28 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.3 | $620k | +112% | 5.0k | 123.36 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.3 | $611k | NEW | 22k | 28.02 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $586k | NEW | 3.3k | 176.67 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $578k | NEW | 4.0k | 145.35 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $563k | -8% | 1.1k | 526.57 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $539k | +6% | 3.5k | 154.96 |
|
| UnitedHealth (UNH) | 0.2 | $502k | NEW | 992.00 | 505.86 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.2 | $494k | +41% | 6.1k | 81.03 |
|
| Paypal Holdings (PYPL) | 0.2 | $484k | +15% | 5.7k | 85.35 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $473k | +11% | 4.7k | 100.32 |
|
| Wells Fargo & Company (WFC) | 0.2 | $472k | -3% | 6.7k | 70.24 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $459k | -25% | 17k | 26.33 |
|
| Synchrony Financial (SYF) | 0.2 | $452k | NEW | 7.0k | 65.00 |
|
| Emcor (EME) | 0.2 | $450k | NEW | 992.00 | 453.90 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.2 | $441k | NEW | 9.0k | 48.97 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $433k | NEW | 5.6k | 76.83 |
|
| Ameriprise Financial (AMP) | 0.2 | $433k | NEW | 814.00 | 532.43 |
|
| Progressive Corporation (PGR) | 0.2 | $422k | 1.8k | 239.61 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $418k | NEW | 4.6k | 91.43 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.2 | $409k | NEW | 8.9k | 45.70 |
|
| Visa Com Cl A (V) | 0.2 | $405k | -50% | 1.3k | 316.04 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.2 | $402k | NEW | 8.4k | 47.82 |
|
| Caterpillar (CAT) | 0.2 | $401k | -8% | 1.1k | 362.76 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.2 | $401k | NEW | 9.4k | 42.63 |
|
| O'reilly Automotive (ORLY) | 0.2 | $389k | 328.00 | 1185.80 |
|
|
| Halliburton Company (HAL) | 0.2 | $375k | -10% | 14k | 27.19 |
|
| Pulte (PHM) | 0.2 | $373k | 3.4k | 108.90 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $366k | -32% | 3.0k | 120.79 |
|
| Mid Penn Ban (MPB) | 0.1 | $366k | 13k | 28.84 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $361k | NEW | 3.1k | 115.71 |
|
| Unilever Spon Adr New (UL) | 0.1 | $359k | -10% | 6.3k | 56.70 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $356k | +13% | 11k | 33.82 |
|
| Kenvue (KVUE) | 0.1 | $346k | +12% | 16k | 21.35 |
|
| Builders FirstSource (BLDR) | 0.1 | $346k | NEW | 2.4k | 142.93 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $343k | NEW | 2.7k | 126.23 |
|
| salesforce (CRM) | 0.1 | $339k | -22% | 1.0k | 334.33 |
|
| L3harris Technologies (LHX) | 0.1 | $339k | NEW | 1.6k | 210.28 |
|
| Mannkind Corp Com New (MNKD) | 0.1 | $322k | +72% | 50k | 6.43 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $321k | 6.7k | 48.23 |
|
|
| Dollar Tree (DLTR) | 0.1 | $313k | +101% | 4.2k | 74.94 |
|
| PNC Financial Services (PNC) | 0.1 | $308k | -10% | 1.6k | 192.85 |
|
| Ingredion Incorporated (INGR) | 0.1 | $306k | -8% | 2.2k | 137.56 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $300k | -3% | 4.1k | 74.01 |
|
| Globe Life (GL) | 0.1 | $299k | NEW | 2.7k | 111.52 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $294k | -8% | 4.9k | 60.30 |
|
| Medtronic SHS (MDT) | 0.1 | $292k | -17% | 3.7k | 79.88 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $292k | -20% | 6.1k | 47.83 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $291k | +13% | 5.3k | 54.50 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $289k | 1.7k | 175.29 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $268k | -5% | 6.2k | 43.38 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $268k | -13% | 3.2k | 84.14 |
|
| Leidos Holdings (LDOS) | 0.1 | $266k | -5% | 1.8k | 144.06 |
|
| Zimmer Holdings (ZBH) | 0.1 | $257k | NEW | 2.4k | 105.63 |
|
| Expedia Group Com New (EXPE) | 0.1 | $256k | -14% | 1.4k | 186.33 |
|
| Wp Carey (WPC) | 0.1 | $255k | NEW | 4.7k | 54.48 |
|
| National Fuel Gas (NFG) | 0.1 | $252k | 4.1k | 60.68 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $250k | -25% | 478.00 | 521.96 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $245k | -38% | 2.9k | 85.66 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $245k | NEW | 575.00 | 425.50 |
|
| PPG Industries (PPG) | 0.1 | $241k | NEW | 2.0k | 119.45 |
|
| Baxter International (BAX) | 0.1 | $239k | NEW | 8.2k | 29.16 |
|
| Travelers Companies (TRV) | 0.1 | $236k | -4% | 979.00 | 240.89 |
|
| American Express Company (AXP) | 0.1 | $234k | NEW | 787.00 | 296.79 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $231k | 9.0k | 25.54 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $226k | -8% | 858.00 | 263.36 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $225k | -10% | 887.00 | 253.14 |
|
| Palo Alto Networks (PANW) | 0.1 | $220k | +58% | 1.2k | 181.96 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $220k | NEW | 3.0k | 74.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $219k | -2% | 5.9k | 37.42 |
|
| Coca-Cola Company (KO) | 0.1 | $218k | -18% | 3.5k | 62.26 |
|
| Genuine Parts Company (GPC) | 0.1 | $215k | NEW | 1.8k | 116.76 |
|
| Etf Ser Solutions Defiance Connect (SIXG) | 0.1 | $212k | NEW | 4.5k | 47.65 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $207k | -33% | 1.2k | 172.43 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $202k | NEW | 1.7k | 117.53 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $199k | 13k | 15.50 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $198k | NEW | 2.8k | 71.43 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.1 | $196k | -86% | 4.1k | 47.43 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $194k | -40% | 2.8k | 68.94 |
|
| Cisco Systems (CSCO) | 0.1 | $189k | NEW | 3.2k | 59.20 |
|
| Phillips 66 (PSX) | 0.1 | $185k | -19% | 1.6k | 113.95 |
|
| Williams Companies (WMB) | 0.1 | $185k | -55% | 3.4k | 54.13 |
|
| Marvell Technology (MRVL) | 0.1 | $183k | NEW | 1.7k | 110.45 |
|
| Las Vegas Sands (LVS) | 0.1 | $183k | NEW | 3.6k | 51.36 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $180k | -32% | 854.00 | 210.25 |
|
| Oshkosh Corporation (OSK) | 0.1 | $179k | -5% | 1.9k | 95.07 |
|
| MercadoLibre (MELI) | 0.1 | $175k | NEW | 103.00 | 1700.44 |
|
| Hartford Financial Services (HIG) | 0.1 | $175k | -45% | 1.6k | 109.40 |
|
| United Parcel Service CL B (UPS) | 0.1 | $174k | -18% | 1.4k | 126.10 |
|
| Dollar General (DG) | 0.1 | $173k | -20% | 2.3k | 75.82 |
|
| Listed Fd Tr Roundhill Magnif (MAGS) | 0.1 | $173k | NEW | 3.2k | 54.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $172k | -31% | 386.00 | 444.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $171k | NEW | 590.00 | 289.81 |
|
| International Business Machines (IBM) | 0.1 | $168k | NEW | 763.00 | 219.81 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $167k | -52% | 1.6k | 107.57 |
|
| Bank of America Corporation (BAC) | 0.1 | $165k | NEW | 3.8k | 43.95 |
|
| Shell Spon Ads (SHEL) | 0.1 | $161k | NEW | 2.6k | 62.65 |
|
| Home Depot (HD) | 0.1 | $160k | NEW | 411.00 | 388.99 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $159k | -68% | 5.6k | 28.55 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $153k | -3% | 17k | 9.21 |
|
| Patterson Companies (PDCO) | 0.1 | $152k | NEW | 4.9k | 30.86 |
|
| Freshpet (FRPT) | 0.1 | $148k | NEW | 1.0k | 148.11 |
|
| Kinder Morgan (KMI) | 0.1 | $148k | NEW | 5.4k | 27.40 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $146k | -39% | 2.9k | 50.71 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $144k | NEW | 3.1k | 46.07 |
|
| National Retail Properties (NNN) | 0.1 | $139k | NEW | 3.4k | 40.85 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $136k | NEW | 1.3k | 107.71 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $131k | NEW | 2.6k | 49.55 |
|
| Dex (DXCM) | 0.1 | $129k | -25% | 1.7k | 77.77 |
|
| Intuit (INTU) | 0.1 | $128k | NEW | 204.00 | 628.50 |
|
| Wec Energy Group (WEC) | 0.1 | $128k | NEW | 1.4k | 94.01 |
|
| Eaton Corp SHS (ETN) | 0.1 | $127k | NEW | 383.00 | 331.87 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $124k | NEW | 2.2k | 57.54 |
|
| Cadence Design Systems (CDNS) | 0.0 | $121k | NEW | 401.00 | 300.46 |
|
| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.0 | $120k | NEW | 2.4k | 50.71 |
|
| Uber Technologies (UBER) | 0.0 | $119k | NEW | 2.0k | 60.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $119k | -53% | 495.00 | 239.71 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $117k | NEW | 1.2k | 96.21 |
|
| Murphy Oil Corporation (MUR) | 0.0 | $113k | NEW | 3.7k | 30.26 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $113k | -33% | 163.00 | 693.08 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $111k | NEW | 3.3k | 34.09 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $111k | NEW | 1.5k | 76.06 |
|
| Insulet Corporation (PODD) | 0.0 | $105k | NEW | 401.00 | 261.07 |
|
| Arista Networks Com Shs | 0.0 | $102k | NEW | 926.00 | 110.53 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $95k | NEW | 3.7k | 25.92 |
|
| Bank Ozk (OZK) | 0.0 | $93k | NEW | 2.1k | 44.53 |
|
| McDonald's Corporation (MCD) | 0.0 | $90k | NEW | 310.00 | 289.66 |
|
| ConocoPhillips (COP) | 0.0 | $87k | NEW | 876.00 | 99.16 |
|
| Ge Aerospace Com New (GE) | 0.0 | $85k | NEW | 507.00 | 166.79 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $82k | NEW | 620.00 | 131.41 |
|
| Oge Energy Corp (OGE) | 0.0 | $80k | NEW | 1.9k | 41.25 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.0 | $80k | NEW | 1.6k | 51.10 |
|
| Ge Vernova (GEV) | 0.0 | $79k | NEW | 241.00 | 328.93 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $79k | NEW | 2.8k | 27.89 |
|
| MGM Resorts International. (MGM) | 0.0 | $79k | NEW | 2.3k | 34.65 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $75k | NEW | 303.00 | 248.30 |
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.0 | $74k | NEW | 2.4k | 30.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $71k | NEW | 442.00 | 159.52 |
|
| Waste Management (WM) | 0.0 | $70k | NEW | 348.00 | 201.79 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $69k | -94% | 1.4k | 48.31 |
|
| Grayscale Ethereum Mini Tr E Shs New | 0.0 | $69k | NEW | 2.2k | 31.49 |
|
| Reddit Cl A (RDDT) | 0.0 | $69k | NEW | 420.00 | 163.44 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $68k | NEW | 1.1k | 63.45 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $67k | NEW | 2.6k | 26.16 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $67k | NEW | 1.1k | 60.35 |
|
| Qualcomm (QCOM) | 0.0 | $67k | NEW | 435.00 | 153.62 |
|
| Elf Beauty (ELF) | 0.0 | $65k | NEW | 520.00 | 125.55 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $65k | NEW | 1.6k | 40.67 |
|
| Lowe's Companies (LOW) | 0.0 | $65k | -78% | 263.00 | 247.20 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $64k | NEW | 325.00 | 195.83 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.0 | $63k | NEW | 545.00 | 116.06 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $63k | NEW | 702.00 | 89.77 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 0.0 | $63k | NEW | 1.2k | 51.38 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.0 | $62k | NEW | 2.7k | 23.02 |
|
| Walt Disney Company (DIS) | 0.0 | $61k | NEW | 550.00 | 111.44 |
|
| Altria (MO) | 0.0 | $61k | NEW | 1.2k | 52.30 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $60k | NEW | 1.7k | 35.85 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $59k | NEW | 1.2k | 49.42 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.0 | $57k | NEW | 1.2k | 49.54 |
|
| Kellogg Company (K) | 0.0 | $56k | NEW | 687.00 | 80.97 |
|
| Enbridge (ENB) | 0.0 | $52k | NEW | 1.2k | 42.43 |
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $52k | NEW | 495.00 | 104.50 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $49k | NEW | 800.00 | 61.34 |
|
| Quanta Services (PWR) | 0.0 | $47k | NEW | 150.00 | 316.05 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $47k | NEW | 650.00 | 72.23 |
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $46k | NEW | 828.00 | 55.47 |
|
| Procter & Gamble Company (PG) | 0.0 | $46k | NEW | 274.00 | 167.58 |
|
| Merck & Co (MRK) | 0.0 | $44k | NEW | 442.00 | 99.48 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $43k | NEW | 807.00 | 53.05 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $42k | NEW | 1.4k | 30.48 |
|
| Ventas (VTR) | 0.0 | $41k | NEW | 700.00 | 58.89 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.0 | $41k | NEW | 1.3k | 32.24 |
|
| Enterprise Products Partners (EPD) | 0.0 | $40k | NEW | 1.3k | 31.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $40k | NEW | 88.00 | 453.28 |
|
| Axon Enterprise (AXON) | 0.0 | $40k | NEW | 67.00 | 594.31 |
|
| Shopify Cl A (SHOP) | 0.0 | $39k | NEW | 366.00 | 106.33 |
|
| Chevron Corporation (CVX) | 0.0 | $39k | NEW | 266.00 | 144.98 |
|
| Boeing Company (BA) | 0.0 | $38k | NEW | 212.00 | 177.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $37k | NEW | 3.5k | 10.57 |
|
| Tractor Supply Company (TSCO) | 0.0 | $37k | NEW | 695.00 | 53.06 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $37k | NEW | 1.2k | 31.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $37k | NEW | 587.00 | 62.31 |
|
| eBay (EBAY) | 0.0 | $37k | NEW | 589.00 | 61.95 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $36k | NEW | 447.00 | 81.34 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $36k | NEW | 125.00 | 288.85 |
|
| Broadcom (AVGO) | 0.0 | $35k | NEW | 150.00 | 231.84 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $34k | NEW | 1.4k | 24.92 |
|
| Nucor Corporation (NUE) | 0.0 | $33k | NEW | 281.00 | 116.81 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $33k | NEW | 57.00 | 569.58 |
|
| FedEx Corporation (FDX) | 0.0 | $32k | NEW | 115.00 | 281.33 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $32k | NEW | 364.00 | 87.33 |
|
Past Filings by New Wave Wealth Advisors
SEC 13F filings are viewable for New Wave Wealth Advisors going back to 2024
- New Wave Wealth Advisors 2024 Q4 filed Jan. 23, 2025
- New Wave Wealth Advisors 2024 Q2 filed Aug. 27, 2024