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
VRT
Vertiv Holdings CO

Industrials
977
+ 16.39%
N/A
6.94K $1.12B
Lam Research Corp
337
+ 7.7%
N/A
4.72K $808M
JLL
Jones Lang Lasalle Inc

Real Estate
648
New
$283.23 - $316.99 $184K - $205K
648 $218M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.31K
+ 25.6%
$50.83 - $51.07 $219K - $220K
21.1K $1.08B
SYF
Synchrony Financial

Financial Services
693
+ 6.55%
$68.02 - $75.49 $47.1K - $52.3K
11.3K $940M
UNH
Unitedhealth Group Inc

Healthcare
570
New
$320.52 - $369.92 $183K - $211K
570 $188M
QQQ
Invesco Qqq Trust, Series 1

ETFs
62
+ 0.57%
$589.5 - $635.77 $36.5K - $39.4K
10.9K $6.68B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
216
+ 5.11%
$280.66 - $305.09 $60.6K - $65.9K
4.44K $1.35B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
71
+ 13.52%
$557.73 - $694.99 $39.6K - $49.3K
596 $460M
COF
Capital One Financial Corp

Financial Services
246
+ 7.2%
$201.01 - $225.01 $49.4K - $55.4K
3.66K $888M
BA
Boeing CO

Industrials
664
+ 30.73%
$191.81 - $225.32 $127K - $150K
2.83K $613M
Kenvue Inc
6.73K
+ 64.83%
N/A
17.1K $295M
GM
General Motors CO

Consumer Cyclical
231
+ 4.81%
$55.35 - $71.89 $12.8K - $16.6K
5.03K $409M
NEM
Newmont Corp

Basic Materials
88
+ 1.3%
$78.63 - $98.27 $6.92K - $8.65K
6.85K $684M
FCX
Freeport Mcmoran Inc

Basic Materials
102
+ 1.09%
$38.65 - $43.31 $3.94K - $4.42K
9.45K $480M
RTX
Raytheon Technologies Corp

Industrials
133
+ 2.57%
$157.0 - $179.44 $20.9K - $23.9K
5.32K $975M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.05K
+ 10.14%
$100.37 - $100.72 $105K - $106K
11.4K $1.14B
UPS
United Parcel Service Inc

Industrials
428
+ 11.82%
$82.87 - $97.4 $35.5K - $41.7K
4.05K $402M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
52
+ 0.21%
$161.21 - $171.97 $8.38K - $8.94K
24.5K $4.12B
Gsk PLC
582
+ 5.75%
N/A
10.7K $529M
BK
Bank Of New York Mellon Corp

Financial Services
279
+ 3.69%
$104.54 - $112.64 $29.2K - $31.4K
7.84K $910M
BAC
Bank Of America Corp

Financial Services
502
+ 3.02%
$48.65 - $54.11 $24.4K - $27.2K
17.1K $943M
DG
Dollar General Corp

Consumer Defensive
91
+ 3.86%
$95.94 - $106.44 $8.73K - $9.69K
2.45K $325M
PH
Parker Hannifin Corp

Industrials
36
+ 9.05%
$716.66 - $857.93 $25.8K - $30.9K
434 $381M
WFC
Wells Fargo & Company

Financial Services
326
+ 6.56%
$77.62 - $87.3 $25.3K - $28.5K
5.29K $493M
CFG
Citizens Financial Group Inc

Financial Services
419
+ 4.56%
$48.39 - $54.0 $20.3K - $22.6K
9.61K $561M
XLY
Select Sector Spdr Consumer Di

ETFs
4.5K
+ 116.17%
$228.75 - $242.18 $1.03M - $1.09M
8.37K $999M
USB
Us Bancorp \De\

Financial Services
635
+ 9.02%
$45.28 - $48.26 $28.8K - $30.6K
7.67K $413M
JKHY
Henry Jack & Associates Inc

Technology
3
+ 0.18%
$146.26 - $167.17 $439 - $502
1.67K $304M
ASND
Ascendis Pharma A/S

Healthcare
89
+ 3.66%
$196.01 - $214.77 $17.4K - $19.1K
2.52K $537M
MS
Morgan Stanley

Financial Services
23
+ 0.91%
$151.86 - $169.92 $3.49K - $3.91K
2.55K $452M
QTUM
ETF Ser Solutions Defiance Qua
259
+ 6.51%
N/A
4.24K $464M
DEO
Diageo PLC

Consumer Defensive
760
+ 34.48%
$87.26 - $98.67 $66.3K - $75K
2.96K $256M
TGT
Target Corp

Consumer Defensive
235
+ 8.77%
$85.53 - $97.77 $20.1K - $23K
2.92K $285M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
34
+ 0.25%
$98.0 - $102.56 $3.33K - $3.49K
13.6K $1.39B
CRM
Salesforce, Inc.

Technology
4
+ 0.3%
$235.69 - $263.41 $943 - $1.05K
1.32K $351M
Intel Corp
185
New
N/A
185 $37.5M
CTRA
Coterra Energy Inc.

Energy
535
+ 6.12%
$22.58 - $26.79 $12.1K - $14.3K
9.27K $244M
TFC
Truist Financial Corp

Financial Services
355
+ 6.45%
$41.09 - $45.64 $14.6K - $16.2K
5.86K $288M
RYT
Invesco S&P 500 Equal Weight T

ETFs
599
+ 8.07%
N/A
8.02K $365M
AGNC
Agnc Investment Corp.

Real Estate
1.35K
+ 6.78%
$9.88 - $10.34 $13.3K - $14K
21.3K $231M
VOX
Vanguard Communication Service

ETFs
2
+ 0.04%
$180.26 - $190.8 $361 - $382
5.29K $1.02B
CHK
Chesapeake Energy Corp

Energy
115
+ 2.74%
N/A
4.31K $475M
UHS
Universal Health Services Inc

Healthcare
42
+ 2.99%
$196.11 - $229.23 $8.24K - $9.63K
1.45K $315M
BAX
Baxter International Inc

Healthcare
3.48K
+ 34.31%
$17.75 - $23.86 $61.7K - $83K
13.6K $260M
PNC
Pnc Financial Services Group, Inc.

Financial Services
82
+ 6.06%
$178.37 - $198.46 $14.6K - $16.3K
1.44K $300M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
446
+ 2.5%
$85.35 - $86.81 $38.1K - $38.7K
18.3K $1.57B
CRH.L
Crh PLC

Basic Materials
29
+ 0.66%
N/A
4.39K $548M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
827
+ 0.94%
$34.54 - $36.11 $28.6K - $29.9K
89.2K $3.11B
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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