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Bank of America Corporation shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $859k 17k 51.59
2025-06-30 $754k 16k 47.32
2024-12-31 $165k 3.8k 43.95

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Ishares Tr Europe Etf (IEV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for New Wave Wealth Advisors

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation