New Wave Wealth Advisors LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $25.7B, Spdr S&P 500 ETF Trust with a value of $14.3B, First Tr Exchng Traded Fd Vi with a value of $13.9B, Invesco Qqq Trust, Series 1 with a value of $7.92B, and First Trust Small Cap Growth A with a value of $7.13B.
Examining the 13F form we can see an increase of $30.9B in the current position value, from $186B to 217B.
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
$217 Billion
ETFs: $111 Billion
Consumer Defensive: $33.4 Billion
Technology: $19.8 Billion
Consumer Cyclical: $8.13 Billion
Communication Services: $7.57 Billion
Industrials: $7.1 Billion
Financial Services: $5.76 Billion
Healthcare: $3.37 Billion
Other: $3.79 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
