Fund HoldingsNEW WAVE WEALTH ADVISORS LLC

Total Portfolio Value
$366.24M
Total Bought
$164.31M
Total Sold
$95.53M
Net Transaction
+$68.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
GLOBAL X FDS
DATA CTR DIG ETF
0354,196+354,196010,7952.95%+10,795
WEDBUSH SER TR0280,218+280,218010,6762.92%+10,676
SELECT SECTOR SPDR TR
ST STR TECHN ETF
051,436+51,43609,8002.68%+9,800
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,13541,117+39,9822188,7482.39%+8,531
LISTED FDS TR
SHARES LAG CAP
0144,200+144,20008,1632.23%+8,163
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0115,024+115,02405,3761.47%+5,376
SPDR SERIES TRUST
ST STR P500ETF
055,242+55,24204,8551.33%+4,855
SELECT SECTOR SPDR TR
ST STR FINL ETF
075,574+75,57404,0521.11%+4,052
SELECT SECTOR SPDR TR
ST STR CARE ETF
024,158+24,15803,8331.05%+3,833
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
145,911191,234+45,3238,10111,7533.21%+3,652
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
0102,390+102,390013,0383.56%+13,038
CALAMOS ETF TR
AUTOC INCOM ETF
0104,946+104,94602,8560.78%+2,856
EA SERIES TRUST
ARS FO OP ST ETF
057,273+57,27302,6720.73%+2,672
ISHARES INC
MSCI EMRG CHN
105,166105,723+5578,27210,8152.95%+2,543
SELECT SECTOR SPDR TR
ST STR INDL ETF
013,401+13,40102,4820.68%+2,482
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
021,040+21,04006,3741.74%+6,374
SPDR SERIES TRUST
ST STR BL 12 ETF
023,793+23,79302,3650.65%+2,365
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
020,741+20,74102,3610.64%+2,361
MICRON TECHNOLOGY INC(MU)4,2593,220-1,0391,4403,7171.01%+2,277
ISHARES TR024,080+24,08002,0890.57%+2,089
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
029,121+29,12102,0270.55%+2,027
ETF OPPORTUNITIES TRUST
WEALTHTRUST DBS
0135,353+135,35305,0701.38%+5,070
LAM RESEARCH CORP(LRCX)5,8897,010+1,1211,2603,0390.83%+1,780
SELECT SECTOR SPDR TR
ST STR UTIL ETF
038,760+38,76001,7570.48%+1,757
INNOVATOR ETFS TRUST
GROW 100 PWR BUF
058,960+58,96001,7420.48%+1,742
MARATHON PETE CORP(MPC)2,4549,063+6,6095992,3170.63%+1,718
SPDR SERIES TRUST
ST STR PR SP1500
017,901+17,90101,6250.44%+1,625
INVESCO QQQ TR09,172+9,17206,7611.85%+6,761
DEVON ENERGY CORP NEW(DVN)036,935+36,93501,5260.42%+1,526
FIRST TR EXCHNG TRADED FD VI
VEST US BUFR ETF
047,232+47,23201,4990.41%+1,499
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
032,195+32,19501,4730.40%+1,473
VANGUARD WORLD FD016,704+16,70401,4680.40%+1,468
APPLE INC(AAPL)018,307+18,30705,2971.45%+5,297
ISHARES TR012,090+12,09004,9511.35%+4,951
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
029,400+29,40001,3850.38%+1,385
ASCENDIS PHARMA A/S(ASND)04,814+4,81401,2840.35%+1,284
NVIDIA CORPORATION(NVDA)029,366+29,36605,8761.60%+5,876
ISHARES TR011,804+11,80401,1880.32%+1,188
ELI LILLY & CO(LLY)1,9052,427+5221,7522,9110.79%+1,159
SELECT SECTOR SPDR TR
ST STR STAPL ETF
013,309+13,30901,1060.30%+1,106
WESTERN DIGITAL CORP(WDC)3,9433,384-5591,0672,1610.59%+1,095
ISHARES TR015,452+15,45201,0570.29%+1,057
T ROWE PRICE EXCHANGE-TRADED
SMALL MID CAP
6,88929,380+22,4912531,2880.35%+1,036
PIMCO ETF TR
ENHNCD LW DUR AC
3,12113,611+10,4902991,3010.36%+1,002
RALLIANT CORP(RAL)013,595+13,59501,0010.27%+1,001
ISHARES TR0136,508+136,50809,9452.72%+9,945
HCA HEALTHCARE INC(HCA)02,424+2,42409450.26%+945
SELECT SECTOR SPDR TR
ST STR DISCR ETF
07,946+7,94609320.25%+932
TAIWAN SEMICONDUCTOR MANUFAC(TSM)04,669+4,66902,2330.61%+2,233
EA SERIES TRUST
AST EQU KIN ETF
021,048+21,04808970.24%+897
AMPHENOL CORP05,035+5,03508890.24%+889
PIMCO ETF TR
MULTISECTOR BD
9,89943,118+33,2192591,1430.31%+884
ALLSTATE CORP(ALL)03,531+3,53108430.23%+843
CAMECO CORP(CCJ)08,259+8,25908410.23%+841
GE VERNOVA INC(GEV)1,3031,680+3771,1381,9750.54%+837
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
027,809+27,80901,5020.41%+1,502
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
216,522221,872+5,3508,0168,8312.41%+816
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
018,624+18,62408020.22%+802
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
014,029+14,02907880.22%+788
VANGUARD INDEX FDS031,385+31,38502,5290.69%+2,529
AMAZON COM INC(AMZN)014,567+14,56703,4720.95%+3,472
CARNIVAL CORP LTD
COMMON SHARES
023,809+23,80906800.19%+680
DOW HLDGS INC(DOW)023,330+23,33006380.17%+638
QUANTA SVCS INC1,2511,802+5516871,2980.35%+611
VERTIV HOLDINGS CO(VRT)8,9138,458-4552,2332,8320.77%+598
BWX TECHNOLOGIES INC(BWXT)02,979+2,97905800.16%+580
AEROVIRONMENT INC1,6575,329+3,6723038800.24%+576
VISTRA CORP(VST)3,2786,728+3,4504931,0670.29%+574
ANGEL OAK FUNDS TRUST
INCOME ETF
025,152+25,15205250.14%+525
HUNT J B TRANS SVCS INC(JBHT)7,7327,452-2801,6382,1570.59%+518
ISHARES INC02,558+2,55805160.14%+516
NEOS ETF TRUST
NASDAQ 100 HIGH
08,444+8,44404800.13%+480
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,339+11,33904730.13%+473
ETF SER SOLUTIONS
DEFIA QUANT ETF
02,719+2,71904500.12%+450
ALPHABET INC(GOOG)09,526+9,52603,4040.93%+3,404
BANK OF NY MELLON CORP09,631+9,63101,3930.38%+1,393
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
010,782+10,78204440.12%+444
SELECT SECTOR SPDR TR
ST STR MATER ETF
08,652+8,65204400.12%+440
MP MATERIALS CORP(MP)07,770+7,77004350.12%+435
MICROSOFT CORP(MSFT)(Call)01,000+1,0000419+419
EOG RES INC(EOG)3,8527,495+3,6435579720.27%+415
FREEPORT MCMORAN INC(FCX)14,47619,737+5,2618511,2410.34%+390
EATON CORP PLC(ETN)1,7782,373+5956361,0110.28%+375
CLOROX CO DEL(CLX)03,925+3,92503750.10%+375
SPDR SERIES TRUST
ST STR RATE ETF
012,143+12,14303750.10%+375
ISHARES TR016,969+16,96903,1920.87%+3,192
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
010,603+10,60303250.09%+325
NIKE INC(NKE)07,765+7,76503200.09%+320
MICROSOFT CORP(MSFT)08,358+8,35803,1180.85%+3,118
SOLVENTUM CORP(SOLV)04,003+4,00303090.08%+309
BLACKSTONE INC(BX)4,8807,291+2,4115618580.23%+297
ICON PUB LTD CO(ICLR)3,2003,731+5313546480.18%+294
SYNCHRONY FINANCIAL(SYF)014,427+14,42701,0970.30%+1,097
EMCOR GROUP INC(EME)1,1891,403+2148781,1640.32%+286
BANK OF AMER CORP020,467+20,46701,1660.32%+1,166
BOEING CO(BA)4,0515,016+9658061,0860.30%+280
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
010,715+10,71502780.08%+278
VANGUARD INDEX FDS3,2223,668+4468441,1120.30%+268
HEALTHPEAK PROPERTIES INC(DOC)19,01327,045+8,0323125790.16%+266
JONES LANG LASALLE INC(JLL)0843+84302610.07%+261
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