New Wave Wealth Advisors LLC Purchases in Q4 2024

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
411
New
$385.02 - $431.37 $158K - $177K
411 $160M
HMC
Honda Motor CO LTD

Consumer Cyclical
5.57K
New
$23.7 - $32.62 $132K - $182K
5.57K $159M
SOXX
Ishares Semiconductor ETF

ETFs
1.15K
+ 18.8%
$211.27 - $239.8 $243K - $276K
7.28K $1.57B
PDCO
Patterson Companies, Inc.

Healthcare
4.93K
New
$19.57 - $31.4 $96.4K - $155K
4.93K $152M
FRPT
Freshpet, Inc.

Consumer Defensive
1K
New
$132.54 - $156.76 $133K - $157K
1K $148M
KMI
Kinder Morgan, Inc.

Energy
5.41K
New
$22.59 - $28.54 $122K - $154K
5.41K $148M
MNKD
Mannkind Corp

Healthcare
22K
+ 78.57%
$5.93 - $7.44 $130K - $164K
50K $322M
NNN
National Retail Properties, Inc.

Real Estate
3.4K
New
$39.77 - $49.34 $135K - $168K
3.4K $139M
DUK
Duke Energy Corp

Utilities
1.26K
New
$105.76 - $120.76 $133K - $152K
1.26K $135M
PULS
Pgim ETF Tr

ETFs
2.65K
New
$49.51 - $49.79 $131K - $132K
2.65K $131M
INTU
Intuit Inc

Technology
204
New
$602.01 - $706.25 $123K - $144K
204 $128M
WEC
Wec Energy Group, Inc.

Utilities
1.36K
New
$92.94 - $101.82 $126K - $138K
1.36K $128M
NOW
Service Now, Inc.

Technology
18
+ 2.76%
$867.18 - $1148.42 $15.6K - $20.7K
671 $711M
ETN
Eaton Corp PLC

Industrials
383
New
$326.96 - $377.52 $125K - $145K
383 $127M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.15K
New
$57.53 - $60.83 $124K - $131K
2.15K $124M
CDNS
Cadence Design Systems Inc

Technology
401
New
$249.1 - $324.54 $99.9K - $130K
401 $120M
DJD
Invesco Exchange Traded Fd Tr

ETFs
2.37K
New
$50.65 - $54.19 $120K - $128K
2.37K $120M
UBER
Uber Technologies, Inc

Technology
1.97K
New
$59.93 - $86.34 $118K - $170K
1.97K $119M
IDU
Ishares Tr U S Utils ETF

ETFs
1.21K
New
$94.65 - $105.73 $115K - $128K
1.21K $117M
MUR
Murphy Oil Corp

Energy
3.73K
New
$28.14 - $36.09 $105K - $135K
3.73K $113M
ASML
Asml Holding Nv

Technology
163
New
$658.43 - $872.27 $107K - $142K
163 $113M
Victory Portfolios Ii
3.26K
New
N/A
3.26K $111M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.46K
New
$70.54 - $79.61 $103K - $116K
1.46K $111M
PODD
Insulet Corp

Healthcare
401
New
$227.79 - $275.7 $91.3K - $111K
401 $105M
Arista Networks Inc
926
New
N/A
926 $102M
Pimco ETF Tr
3.68K
New
N/A
3.68K $95.4M
OZK
Bank Ozk

Financial Services
2.08K
New
$41.39 - $50.55 $86.2K - $105K
2.08K $92.7M
MCD
Mcdonalds Corp

Consumer Cyclical
310
New
$288.47 - $316.54 $89.4K - $98.1K
310 $89.8M
COP
Conocophillips

Energy
876
New
$95.12 - $114.72 $83.3K - $100K
876 $86.9M
GE
General Electric CO

Industrials
507
New
$159.95 - $194.23 $81.1K - $98.5K
507 $84.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
620
New
$125.36 - $147.37 $77.7K - $91.4K
620 $81.5M
OGE
Oge Energy Corp.

Utilities
1.94K
New
$39.65 - $44.08 $77.1K - $85.7K
1.94K $80.2M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.56K
New
$50.81 - $51.59 $79.1K - $80.3K
1.56K $79.5M
Ge Vernova Inc
241
New
N/A
241 $79.3M
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.84K
New
$25.8 - $28.97 $73.3K - $82.3K
2.84K $79.2M
MGM
Mgm Resorts International

Consumer Cyclical
2.27K
New
$33.44 - $41.99 $76K - $95.4K
2.27K $78.7M
COIN
Coinbase Global, Inc.

Technology
303
New
$163.17 - $343.62 $49.4K - $104K
303 $75.2M
Ea Series Trust
2.45K
New
N/A
2.45K $74.4M
JBHT
Hunt J B Transport Services Inc

Industrials
566
+ 4.0%
$164.22 - $197.19 $92.9K - $112K
14.7K $2.51B
IYW
Ishares Dj Us Tech ETF

ETFs
442
New
$148.14 - $166.23 $65.5K - $73.5K
442 $70.5M
WM
Waste Management Inc

Industrials
348
New
$201.79 - $228.46 $70.2K - $79.5K
348 $70.2M
Grayscale Ethereum Mini Tr E
2.18K
New
N/A
2.18K $68.6M
Reddit Inc
420
New
N/A
420 $68.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.07K
New
$58.39 - $67.04 $62.4K - $71.6K
1.07K $67.8M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
2.56K
New
$26.01 - $28.19 $66.7K - $72.3K
2.56K $67.1M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.11K
New
$54.6 - $68.9 $60.5K - $76.3K
1.11K $66.9M
QCOM
Qualcomm Inc

Technology
435
New
$150.4 - $178.04 $65.4K - $77.4K
435 $66.8M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
520
New
$101.51 - $140.63 $52.8K - $73.1K
520 $65.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.6K
New
$40.06 - $45.21 $64.3K - $72.5K
1.6K $65.2M
Activity Summary
Buys All Purchases 607 New Holdings 569 Increased Positions 38 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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