Fund Holdings — NEW WAVE WEALTH ADVISORS LLC

Total Portfolio Value
$285.88M
Total Bought
$81.40M
Total Sold
$66.21M
Net Transaction
+$15.19M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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GLOBAL X FDS
DATA CTR DIG ETF
0344,292+344,29208,2492.89%+8,249
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0216,522+216,52208,0162.80%+8,016
ISHARES TR11,00047,386+36,3862,36210,3663.63%+8,004
WEDBUSH SER TR0265,168+265,16807,5232.63%+7,523
WALMART INC(WMT)280,886280,953+6731,35934,98812.24%+3,628
SELECT SECTOR SPDR TR
ST STR ENERG ETF
058,566+58,56603,5881.25%+3,588
FIRST TR EXCHNG TRADED FD VI
VEST US BUFR ETF
0117,812+117,81203,4671.21%+3,467
ISHARES INC
MSCI EMRG CHN
67,722105,166+37,4444,9228,2722.89%+3,350
SPDR SERIES TRUST
ST STR BL 12 ETF
31,99865,590+33,5923,1756,5222.28%+3,347
VANGUARD INDEX FDS6,24115,236+8,9951,1922,9891.05%+1,797
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
044,171+44,17101,6830.59%+1,683
SELECT SECTOR SPDR TR
ST STR UTIL ETF
31,81063,901+32,0911,3582,9321.03%+1,574
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
027,384+27,38401,5520.54%+1,552
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
046,881+46,88101,4310.50%+1,431
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
81,994124,290+42,2962,7484,1591.45%+1,412
VERTIV HOLDINGS CO(VRT)6,9388,913+1,9751,1242,2330.78%+1,109
INTEL CORP(INTC)016,944+16,94407480.26%+748
APTIV PLC(APTV)010,111+10,11107020.25%+702
ISHARES TR5,98511,681+5,6965041,1760.41%+671
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
127,449145,911+18,4627,4818,1012.83%+620
MARATHON PETE CORP(MPC)02,454+2,45405990.21%+599
CALAMOS ETF TR
AUTOC INCOM ETF
46,86573,453+26,5881,2531,8470.65%+593
EOG RES INC(EOG)03,852+3,85205570.19%+557
LUMENTUM HLDGS INC(LITE)0731+73105140.18%+514
BROADCOM INC(AVGO)8742,484+1,6103027690.27%+466
ISHARES ETHEREUM TR(ETHA)028,776+28,77604560.16%+456
LAM RESEARCH CORP(LRCX)4,7155,889+1,1748081,2600.44%+452
GE VERNOVA INC(GEV)1,0511,303+2526871,1380.40%+451
NEWMONT CORP(NEM)6,8499,749+2,9006841,0550.37%+371
FREEPORT MCMORAN INC(FCX)9,45214,476+5,0244808510.30%+371
SPDR SERIES TRUST
ST STR P500ETF
04,773+4,77303650.13%+365
CORNING INC(GLW)02,624+2,62403570.12%+357
SPDR SERIES TRUST
ST STR PR SP1500
04,251+4,25103360.12%+336
AKAMAI TECHNOLOGIES INC(AKAM)02,722+2,72203130.11%+313
SELECT SECTOR SPDR TR
ST STR STAPL ETF
11,97915,119+3,1409311,2390.43%+309
EQUINIX INC(EQIX)0314+31403080.11%+308
ECHOSTAR CORP(ECHO)02,616+2,61603060.11%+306
ENTEGRIS INC(ENTG)02,600+2,60003050.11%+305
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
07,707+7,70703040.11%+304
AEROVIRONMENT INC01,657+1,65703030.11%+303
PIMCO ETF TR
ENHNCD LW DUR AC
03,121+3,12102990.10%+299
MACOM TECH SOLUTIONS HLDGS I(MTSI)01,315+1,31502920.10%+292
MICRON TECHNOLOGY INC(MU)4,0204,259+2391,1481,4400.50%+292
COREWEAVE INC(CRWV)03,666+3,66602840.10%+284
EATON CORP PLC(ETN)1,1081,778+6703536360.22%+283
ELI LILLY & CO(LLY)1,3711,905+5341,4741,7520.61%+278
QUANTA SVCS INC9681,251+2834096870.24%+278
EA SERIES TRUST
ARS FO OP ST ETF
07,680+7,68002780.10%+278
ASCENDIS PHARMA A/S(ASND)2,5183,531+1,0135378080.28%+271
SCHWAB STRATEGIC TR010,874+10,87402690.09%+269
PIMCO ETF TR
MULTISECTOR BD
09,899+9,89902590.09%+259
DIGITAL RLTY TR INC(DLR)01,437+1,43702590.09%+259
ARISTA NETWORKS INC(ANET)02,063+2,06302530.09%+253
T ROWE PRICE ETF INC
SMALL MID CAP
06,889+6,88902530.09%+253
MONOLITHIC PWR SYS INC(MPWR)0230+23002520.09%+252
ISHARES TR425819+3942915350.19%+244
REGENERON PHARMACEUTICALS(REGN)596893+2974606900.24%+230
QUALCOMM INC(QCOM)01,762+1,76202270.08%+227
SHELL PLC(SHEL)02,401+2,40102230.08%+223
VERIZON COMMUNICATIONS INC(VZ)23,59323,538-559611,1820.41%+221
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,135+1,13502180.08%+218
SPDR SERIES TRUST
ST STR RATE ETF
06,869+6,86902110.07%+211
AMERICAN TOWER CORP(AMT)01,217+1,21702100.07%+210
FACTSET RESH SYS INC(FDS)0962+96202090.07%+209
ADOBE INC(ADBE)0849+84902060.07%+206
AMERICAN EXPRESS CO(AXP)0668+66802020.07%+202
COCA COLA CO(KO)02,626+2,62602010.07%+201
GE AEROSPACE(GE)0704+70402000.07%+200
BLACKSTONE INC(BX)2,3604,880+2,5203645610.20%+197
RTX CORPORATION(RTX)5,3156,063+7489751,1700.41%+195
BOEING CO(BA)2,8254,051+1,2266138060.28%+193
MORGAN STANLEY(MS)2,5473,865+1,3184526360.22%+184
PARKER-HANNIFIN CORP(PH)434622+1883815570.19%+175
EMCOR GROUP INC(EME)1,1681,189+217158780.31%+163
TOTALENERGIES SE(TTE)5,3795,437+583524950.17%+143
VISTRA CORP(VST)2,1703,278+1,1083504930.17%+143
AMERIPRISE FINL INC(AMP)8691,278+4094265680.20%+142
WESTERN DIGITAL CORP(WDC)5,4443,943-1,5019381,0670.37%+129
AT&T INC(T)32,65931,506-1,1538119130.32%+102
COTERRA ENERGY INC9,2729,672+4002443400.12%+96
TARGET CORP(TGT)2,9163,094+1782853750.13%+90
ADVANCED MICRO DEVICES INC(AMD)1,0761,567+4912303190.11%+88
HUNT J B TRANS SVCS INC(JBHT)7,9947,732-2621,5531,6380.57%+85
ICON PLC(ICLR)1,4793,200+1,7212703540.12%+85
CRH PLC
ORD
4,3915,969+1,5785486300.22%+82
HEALTHPEAK PROPERTIES INC(DOC)14,61419,013+4,3992353120.11%+77
NATIONAL FUEL GAS CO(NFG)4,0934,289+1963304050.14%+75
FEDEX CORP(FDX)1,0501,05003053760.13%+71
ZIMMER BIOMET HOLDINGS INC(ZBH)3,5544,295+7413203890.14%+69
CITIZENS FINL GROUP INC(CFG)9,61110,457+8465616270.22%+66
HERSHEY CO(HSY)1,3581,498+1402473110.11%+64
UNITED PARCEL SVCS INC(UPS)4,0494,590+5414024520.16%+50
VANGUARD INDEX FDS8091,001+1922713210.11%+50
VANGUARD INDEX FDS3,0833,222+1397958440.30%+49
OSHKOSH CORP(OSK)1,9241,940+162422860.10%+44
KENVUE INC(KVUE)17,11919,443+2,3242953350.12%+40
FIRST MAJESTIC SILVER CORP(AG)18,85016,324-2,5263143510.12%+37
BANK NEW YORK MELLON CORP7,8357,975+1409109460.33%+37
DIAGEO PLC(DEO)2,9643,860+8962562870.10%+32
SANOFI SA(SNY)6,3117,003+6923063370.12%+32
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NEW WAVE WEALTH ADVISORS LLC — 13F Holdings — Q1 2026 | TickerTrail