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Health Care SPDR shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR 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 Health Care SPDR by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 19k 145.75

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
Apple (AAPL)
Ishares Tr Msci India Etf (INDA)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for New Wave Wealth Advisors

Top funds holding Health Care SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Nissay Asset Management Corp
UBS Group
Raymond James & Associates
Susquehanna International
Goldman Sachs Group
Branch Banking & Trust Company
Ameriprise Financial
WestEnd Advisors
Harel Insurance Investments & Financial Services

View all funds holding Health Care SPDR