New Wave Wealth Advisors LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Billion distributed in 708 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $28.5B, Spdr S&P 500 ETF Trust with a value of $18.8B, First Tr Exchng Traded Fd Vi with a value of $13.7B, First Trust Small Cap Growth A with a value of $9.46B, and Invesco Qqq Trust, Series 1 with a value of $7.39B.
Examining the 13F form we can see an increase of $26.9B in the current position value, from $217B to 244B.
New Wave Wealth Advisors LLC is based out at Springdale, AR
Below you can find more details about New Wave Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$244 Billion
ETFs: $126 Billion
Consumer Defensive: $36.1 Billion
Technology: $21.1 Billion
Consumer Cyclical: $9.92 Billion
Communication Services: $8.31 Billion
Financial Services: $7.54 Billion
Industrials: $6.34 Billion
Healthcare: $3.97 Billion
Other: $5.14 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
