New Wave Wealth Advisors LLC Reduced Holdings in Q4 2025

New Wave Wealth Advisors LLC

  • $273 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-4.55K
- 74.46%
$736.33 - $801.52 $3.35M - $3.65M
1.56K $1.18B
VTV
Vanguard Value ETF

ETFs
-6.4K
- 50.64%
$182.87 - $189.72 $1.17M - $1.21M
6.24K $1.19B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.94K
- 14.47%
$242.67 - $261.79 $1.2M - $1.29M
29.2K $7.38B
ORCL
Oracle Corp

Technology
-2.52K
- 51.57%
$217.57 - $313.0 $549K - $789K
2.37K $462M
Ishares Bitcoin Trust ETF
-10.4K
- 59.28%
N/A
7.13K $365M
META
Meta Platforms, Inc.

Communication Services
-627
- 13.02%
$609.01 - $751.67 $382K - $471K
4.19K $2.76B
MSFT
Microsoft Corp

Technology
-846
- 9.66%
$496.82 - $542.07 $420K - $459K
7.91K $3.83B
PLTR
Palantir Technologies Inc.

Technology
-3.1K
- 16.83%
$172.14 - $207.18 $534K - $643K
15.3K $2.73B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.57K
- 50.06%
$252.87 - $320.26 $396K - $501K
1.56K $437M
TSN
Tyson Foods, Inc.

Consumer Defensive
-15.5K
- 16.36%
$50.72 - $55.51 $785K - $859K
79.1K $4.63B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-522
- 16.82%
$600.51 - $631.95 $313K - $330K
2.58K $1.62B
MA
Mastercard Inc

Financial Services
-348
- 38.37%
$536.85 - $580.45 $187K - $202K
559 $319M
Listed Fds Tr
-2.6K
- 37.52%
N/A
4.34K $286M
XLF
Financial Sector Spdr

ETFs
-4.59K
- 4.58%
$51.76 - $53.77 $237K - $247K
95.5K $5.23B
BX
Blackstone Inc.

Financial Services
-637
- 21.25%
$138.42 - $168.45 $88.2K - $107K
2.36K $364M
CRWD
Crowd Strike Holdings, Inc.

Technology
-167
- 8.37%
$482.23 - $557.53 $80.5K - $93.1K
1.83K $857M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.44K
- 12.02%
$82.69 - $83.12 $119K - $119K
10.5K $872M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.01K
- 26.69%
$47.34 - $48.01 $95.2K - $96.6K
5.53K $263M
V
Visa Inc.

Financial Services
-275
- 25.89%
$325.75 - $352.42 $89.6K - $96.9K
787 $276M
FNY
First Trust Mid Cap Growth Alp
-576
- 11.37%
N/A
4.49K $409M
SHOP
Shopify Inc.

Technology
-391
- 22.1%
$146.04 - $179.01 $57.1K - $70K
1.38K $222M
WDC
Western Digital Corp

Technology
-2.62K
- 32.46%
$113.13 - $174.22 $296K - $456K
5.44K $938M
Pacer Fds Tr
-1.17K
- 12.23%
N/A
8.38K $203M
TSLA
Tesla, Inc.

Consumer Cyclical
-94
- 1.59%
$401.99 - $468.37 $37.8K - $44K
5.83K $2.62B
Innovator Etfs Trust
-403
- 3.51%
N/A
11.1K $308M
SNY
Sanofi

Healthcare
-125
- 1.94%
$48.09 - $52.34 $6.01K - $6.54K
6.31K $306M
Ge Vernova Inc
-42
- 3.84%
N/A
1.05K $687M
Barrick Mng Corp
-89
- 1.18%
N/A
7.47K $325M
GOOG
Alphabet Inc.

Communication Services
-351
- 8.26%
$237.49 - $291.74 $83.4K - $102K
3.9K $1.22B
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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