NEW WAVE WEALTH ADVISORS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$217M
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Springdale, AR
Summary
This page shows a list of all the recent 13F filings made by NEW WAVE WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEW WAVE WEALTH ADVISORS LLC reported 149 stock holdings with total value $217M as of Q3 2024. Top holdings included WMT, SPY, GAPR, QQQ, and FYC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 149 $217M +$40.8M -$20.7M +$20.1M WMT, SPY, GAPR, QQQ, FYC 13F-HR 10/23/2024, 04:50 PM
Q2 2024 135 $186M $0 $0 WMT, GAPR, SPY, QQQ, XLK 13F-HR 8/27/2024, 03:54 PM