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Williams Companies shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies 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 Williams Companies by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $185k 3.4k 54.13
2024-06-30 $325k 7.7k 42.50

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 Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Bank of America Corporation
Dodge & Cox
Wellington Management Company
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Royal Bank of Canada
UBS Group
Blackstone Group
Northern Trust

View all funds holding Williams Companies