New Wave Wealth Advisors LLC Purchases in Q4 2025

New Wave Wealth Advisors LLC

  • $273 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.28K
+ 0.46%
$101.18 - $109.03 $130K - $140K
281K $31.4B
VO
Vanguard Mid Cap ETF

ETFs
6.63K
New
$286.27 - $296.23 $1.9M - $1.96M
6.63K $1.92B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
15.8K
+ 97.52%
$99.21 - $99.52 $1.57M - $1.57M
32K $3.17B
ITA
Ishares Tr

ETFs
6.22K
+ 129.98%
$205.04 - $218.9 $1.27M - $1.36M
11K $2.36B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.55K
+ 32.65%
$358.39 - $376.54 $914K - $960K
10.4K $3.87B
DFIV
Dimensional ETF Tr

ETFs
19.2K
+ 217.05%
$45.13 - $48.25 $867K - $927K
28.1K $1.4B
GOOGL
Alphabet Inc.

Communication Services
694
+ 7.27%
$236.57 - $291.31 $164K - $202K
10.2K $3.2B
GLD
Spdr Gold Trust

ETFs
1.63K
+ 33.09%
$354.79 - $403.15 $577K - $655K
6.54K $2.59B
VB
Vanguard Small Cap ETF

ETFs
3.08K
New
$248.1 - $260.08 $765K - $802K
3.08K $795M
BALT
Innovator Etfs Tr
21.5K
+ 35.46%
$32.7 - $33.07 $702K - $710K
82K $2.75B
FYC
First Trust Small Cap Growth A

ETFs
1.27K
+ 1.19%
$89.7 - $96.32 $114K - $122K
108K $10.4B
First Tr Exchng Traded Fd Vi
9.75K
+ 2.66%
N/A
377K $15.6B
XLV
Select Sector Spdr Fund Health

ETFs
2.35K
+ 11.94%
$141.95 - $152.82 $333K - $359K
22K $3.41B
MU
Micron Technology Inc

Technology
978
+ 32.15%
$181.6 - $253.3 $178K - $248K
4.02K $1.15B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.1K
New
$149.52 - $158.91 $613K - $651K
4.1K $627M
LLY
Eli Lilly & CO

Healthcare
246
+ 21.87%
$799.57 - $1025.28 $197K - $252K
1.37K $1.47B
CCL
Carnival Corp

Consumer Cyclical
20.1K
New
$26.02 - $30.0 $523K - $603K
20.1K $614M
Spinnaker ETF Series
14.3K
New
N/A
14.3K $601M
IEV
Ishares Tr Europe ETF

ETFs
2.69K
+ 2.06%
$65.02 - $67.89 $175K - $183K
134K $9.17B
Calamos ETF Tr
22.8K
+ 94.95%
N/A
46.9K $1.25B
SLV
I Shares Silver Trust

ETFs
1.41K
+ 6.22%
$42.4 - $49.17 $59.7K - $69.2K
24K $1.55B
JBHT
Hunt J B Transport Services Inc

Industrials
355
+ 4.65%
$132.68 - $172.64 $47.1K - $61.3K
7.99K $1.55B
ALLY
Ally Financial Inc.

Financial Services
11.7K
New
$36.96 - $41.81 $431K - $488K
11.7K $528M
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 11.72%
$213.04 - $254.0 $342K - $408K
15.3K $3.53B
Coherent Corp
237
+ 3.82%
N/A
6.44K $1.19B
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
5.99K
New
$73.55 - $79.22 $440K - $474K
5.99K $504M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
879
+ 1.32%
$67.07 - $73.01 $59K - $64.2K
67.7K $4.92B
INDA
Ishares Msci India Index Fund

ETFs
2.8K
+ 2.35%
$52.3 - $55.29 $146K - $155K
122K $6.58B
TOTB.DE
Total Energies Se

Energy
5.38K
New
N/A
5.38K $352M
VST
Vistra Corp.

Utilities
2.17K
New
$171.56 - $210.85 $372K - $458K
2.17K $350M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.85K
New
$87.56 - $111.7 $250K - $318K
2.85K $324M
AG
First Majestic Silver Corp

Basic Materials
18.9K
New
$10.67 - $15.33 $201K - $289K
18.9K $314M
XLK
Technology Sector Spdr

ETFs
25.7K
+ 104.6%
$278.39 - $304.13 $7.17M - $7.83M
50.3K $7.25B
AVGO
Broadcom Inc.

Technology
874
New
$324.63 - $385.98 $284K - $337K
874 $302M
NVDA
Nvidia Corp

Technology
1.63K
+ 6.45%
$179.83 - $207.04 $293K - $337K
26.8K $5.01B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.47K
+ 1.97%
$56.33 - $59.22 $139K - $146K
127K $7.48B
IVV
Ishares Core S&P 500 ETF

ETFs
425
New
$656.2 - $690.71 $279K - $294K
425 $291M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.08K
+ 4.72%
$18.95 - $25.83 $20.5K - $28K
24K $750M
MRVL
Marvell Technology, Inc.

Technology
3.37K
New
$81.05 - $93.74 $273K - $316K
3.37K $286M
Unilever PLC
4.24K
New
N/A
4.24K $277M
AAPL
Apple Inc.

Technology
88
+ 0.61%
$245.27 - $275.25 $21.6K - $24.2K
14.4K $3.91B
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
2.36K
New
$98.59 - $102.91 $232K - $243K
2.36K $245M
JGRO
J P Morgan Exchange Traded Fd
2.85K
+ 12.83%
N/A
25.1K $2.33B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.99K
New
$101.39 - $114.39 $202K - $228K
1.99K $243M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.2K
+ 78.22%
$20.77 - $20.97 $232K - $234K
25.5K $535M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.54K
New
$48.68 - $50.07 $221K - $227K
4.54K $232M
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.56K
New
$46.47 - $66.99 $166K - $239K
3.56K $232M
HYG
Ishares Tr

ETFs
2.86K
New
$79.95 - $81.28 $229K - $233K
2.86K $231M
AMD
Advanced Micro Devices Inc

Technology
1.08K
New
$164.01 - $264.33 $176K - $284K
1.08K $230M
Activity Summary
Buys All Purchases 142 New Holdings 25 Increased Positions 117 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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