Fund Holdings

NEW WAVE WEALTH ADVISORS LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI0366,991+366,991014,885,1555.80%+14,885,155
ISHARES TR49,120130,921+81,8013,106,8408,572,7073.34%+5,465,867
ETF OPPORTUNITIES TRUST088,361+88,36103,082,2441.20%+3,082,244
FIRST TR EXCHANGE-TRADED ALP95,441107,085+11,6447,595,1959,714,0443.79%+2,118,849
VANGUARD WORLD FD4,1616,116+1,9552,759,9084,566,3891.78%+1,806,481
ROBINHOOD MKTS INC(HOOD)2,30113,331+11,030215,4431,908,7330.74%+1,693,290
TESLA INC(TSLA)3,4375,924+2,4871,091,8862,634,6451.03%+1,542,759
J P MORGAN EXCHANGE TRADED F9,66122,242+12,581831,5222,085,1880.81%+1,253,666
ALPHABET INC(GOOG)7,5289,542+2,0141,326,6802,319,5910.90%+992,911
WESTERN DIGITAL CORP(WDC)08,061+8,0610967,8040.38%+967,804
VERTIV HOLDINGS CO(VRT)05,961+5,9610899,2760.35%+899,276
SELECT SECTOR SPDR TR24,04724,607+5606,089,4226,935,7292.70%+846,307
NVIDIA CORPORATION(NVDA)24,77125,222+4513,913,5744,706,2201.83%+792,646
INVESCO EXCH TRADED FD TR II33,69934,135+4367,653,0468,435,4443.29%+782,398
ALPHABET INC(GOOG)2,0904,251+2,161370,6821,035,3750.40%+664,693
CALAMOS ETF TR024,039+24,0390660,3400.26%+660,340
ORACLE CORP(ORCL)3,3094,890+1,581723,4471,375,2640.54%+651,817
APPLE INC(AAPL)14,68714,309-3783,013,2493,643,4241.42%+630,175
KRATOS DEFENSE & SEC SOLUTIO(KTOS)06,751+6,7510616,8390.24%+616,839
SPDR GOLD TR(GLD)3,7064,911+1,2051,129,7001,745,7130.68%+616,013
INVESCO QQQ TR10,70510,804+995,905,3066,493,8352.53%+588,529
NEWMONT CORP(NEM)06,761+6,7610570,0200.22%+570,020
ISHARES BITCOIN TRUST ETF(IBIT)10,04317,508+7,465614,7321,138,0200.44%+523,288
CRH PLC04,362+4,3620523,0040.20%+523,004
SELECT SECTOR SPDR TR29,12931,232+2,1034,297,1104,816,9111.88%+519,801
CITIZENS FINL GROUP INC(CFG)09,192+9,1920488,6470.19%+488,647
TEVA PHARMACEUTICAL INDS LTD(TEVA)022,960+22,9600463,7920.18%+463,792
ISHARES INC64,29966,843+2,5444,059,8394,512,5711.76%+452,732
INNOVATOR ETFS TRUST47,84060,532+12,6921,534,7071,986,6600.77%+451,953
ISHARES TR6,02510,338+4,313606,6571,041,0000.41%+434,343
DIMENSIONAL ETF TRUST08,848+8,8480408,0700.16%+408,070
MORGAN STANLEY(MS)02,524+2,5240401,2150.16%+401,215
QUANTA SVCS INC0964+9640399,5010.16%+399,501
CHENIERE ENERGY INC(LNG)01,621+1,6210380,9030.15%+380,903
FREEPORT-MCMORAN INC(FCX)09,350+9,3500366,7070.14%+366,707
ISHARES TR7,3347,810+4762,490,4062,854,3991.11%+363,993
ISHARES SILVER TR(SLV)18,15522,634+4,479595,666959,0030.37%+363,337
LAM RESEARCH CORP(LRCX)2,7204,378+1,658264,765587,2510.23%+322,486
JOBY AVIATION INC(JOBY)019,469+19,4690314,2300.12%+314,230
UNITED PARCEL SERVICE INC(UPS)03,621+3,6210302,4620.12%+302,462
PARKER-HANNIFIN CORP(PH)0398+3980301,7440.12%+301,744
GRAYSCALE ETHEREUM TRUST ETF(ETHE)22,14422,1440461,924758,8750.30%+296,951
REGENERON PHARMACEUTICALS(REGN)0525+5250295,1920.12%+295,192
GENERAL MTRS CO(GM)04,799+4,7990292,5950.11%+292,595
MICRON TECHNOLOGY INC(MU)1,8673,042+1,175230,108508,9870.20%+278,879
ISHARES TR3,8924,783+891734,1871,000,8910.39%+266,704
GE VERNOVA INC(GEV)7681,093+325406,387672,0860.26%+265,699
SPOTIFY TECHNOLOGY S A(SPOT)0367+3670256,1660.10%+256,166
INNOVATOR ETFS TRUST03,595+3,5950255,6280.10%+255,628
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,0994,227+128928,3831,183,8620.46%+255,479
BLACKSTONE INC(BX)1,7592,997+1,238263,162512,0770.20%+248,915
FEDEX CORP(FDX)01,050+1,0500247,7460.10%+247,746
ICON PLC(ICLR)01,407+1,4070246,2250.10%+246,225
ASCENDIS PHARMA A/S(ASND)1,3862,429+1,043239,224482,9090.19%+243,685
JOBY AVIATION INC(JOBY)0470+4700239,7000.09%+239,700
GENERAL DYNAMICS CORP(GD)0702+7020239,3480.09%+239,348
RTX CORPORATION(RTX)4,3185,182+864630,480867,0770.34%+236,597
HERSHEY CO(HSY)01,263+1,2630236,2440.09%+236,244
OSHKOSH CORP(OSK)01,818+1,8180235,7950.09%+235,795
GENUINE PARTS CO(GPC)01,688+1,6880235,6110.09%+235,611
META PLATFORMS INC(META)4,4774,814+3373,304,4313,535,3081.38%+230,877
PACER FDS TR09,549+9,5490230,6560.09%+230,656
ETFS GOLD TR(SGOL)06,145+6,1450226,1970.09%+226,197
HEALTHPEAK PROPERTIES INC(DOC)011,795+11,7950225,8740.09%+225,874
APTIV PLC(APTV)7,6628,664+1,002522,702747,0100.29%+224,308
BROWN FORMAN CORP(BF-A)07,730+7,7300210,9990.08%+210,999
DIAGEO PLC(DEO)02,204+2,2040210,3280.08%+210,328
NEOS ETF TRUST03,749+3,7490203,1800.08%+203,180
MARATHON PETE CORP(MPC)01,051+1,0510202,5700.08%+202,570
BANK NEW YORK MELLON CORP7,1997,556+357655,901823,3020.32%+167,401
EATON CORP PLC(ETN)6931,088+395247,394407,1840.16%+159,790
SELECT SECTOR SPDR TR19,14919,671+5222,581,0942,737,6131.07%+156,519
CAPITAL ONE FINL CORP(COF)2,7143,417+703577,431726,3860.28%+148,955
SYNCHRONY FINANCIAL(SYF)9,04410,573+1,529603,597751,2120.29%+147,615
EMCOR GROUP INC(EME)1,0821,106+24578,751718,3910.28%+139,640
PALANTIR TECHNOLOGIES INC(PLTR)23,73018,441-5,2893,234,8743,364,0071.31%+129,133
COHERENT CORP(COHR)6,0966,204+108543,824668,2950.26%+124,471
TIDAL TRUST II022,613+22,6130123,6910.05%+123,691
LEIDOS HOLDINGS INC(LDOS)2,2722,501+229358,431472,5890.18%+114,158
TENET HEALTHCARE CORP(THC)3,0053,121+116528,880633,6880.25%+104,808
BANK AMERICA CORP15,93116,643+712753,855858,6120.33%+104,757
ZIMMER BIOMET HOLDINGS INC(ZBH)2,4313,303+872221,732326,0920.13%+104,360
ISHARES TR74,31976,480+2,1612,787,7062,889,4151.13%+101,709
SELECT SECTOR SPDR TR101,054100,116-9385,292,1985,393,2492.10%+101,051
GSK PLC(GSK)8,91310,124+1,211342,259441,0810.17%+98,822
VANGUARD WORLD FD5,2415,288+47896,368992,7160.39%+96,348
LISTED FDS TR6,4076,941+534355,396450,1930.18%+94,797
US BANCORP DEL(USB)5,6157,037+1,422254,079343,6000.13%+89,521
SELECT SECTOR SPDR TR16,11516,108-71,315,9511,404,7790.55%+88,828
AMAZON COM INC(AMZN)13,33713,706+3692,925,8953,009,3171.17%+83,422
MANNKIND CORP(MNKD)50,00050,0000187,000268,5000.10%+81,500
VERIZON COMMUNICATIONS INC(VZ)21,37822,898+1,520925,0131,006,3750.39%+81,362
NATIONAL FUEL GAS CO(NFG)3,3643,917+553284,964363,8030.14%+78,839
BEST BUY INC(BBY)6,0266,222+196404,525476,0680.19%+71,543
MEDTRONIC PLC(MDT)2,9353,383+448255,844324,5000.13%+68,656
SHOPIFY INC(SHOP)1,8061,769-37208,322262,8910.10%+54,569
ROYAL CARIBBEAN GROUP3,0683,126+58960,7141,014,4580.40%+53,744
ISHARES TR110,247118,928+8,6816,138,5536,191,3922.41%+52,839
ETF SER SOLUTIONS3,9763,9760365,056417,1220.16%+52,066
PNC FINL SVCS GROUP INC(PNC)1,1801,353+173219,976271,8580.11%+51,882
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