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U.S. Bancorp shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp 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 U.S. Bancorp by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $292k 6.1k 47.83
2024-06-30 $302k 7.6k 39.70

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Tyson Foods Cl A (TSN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for New Wave Wealth Advisors

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
State Street Corporation
FMR
Charles Schwab Investment Management
Bank of Tokyo-Mitsubishi UFJ
Jpmorgan Chase & Co
Viking Global Investors
Geode Capital Management
Reed Conner & Birdwell
Amundi
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
T. Rowe Price Associates

View all funds holding U.S. Bancorp