NEW WAVE WEALTH ADVISORS LLC Quant / Systematic

Location: Springdale, AR

CIK: 0002035324 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 21, 2026

Total Value: $273M (100.0% shares, 0.0% debt)

Holdings (182)

WMT WALMART INC 11.5%
Value $31.36M Shares 280,886 Est. Cost $62.34 Unrealized +72.0%
GJUL FIRST TR EXCHNG TRADED FD VI 5.7%
Value $15.57M Shares 376,737 Est. Cost $40.58 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 3.8%
Value $10.41M Shares 108,354 Est. Cost $77.54 Unrealized
SPY SPDR S&P 500 ETF TR 3.6%
Value $9.775M Shares 14,292 Est. Cost $558.42 Unrealized
IEV ISHARES TR 3.4%
Value $9.166M Shares 133,613 Est. Cost $63.63 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 2.7%
Value $7.481M Shares 127,449 Est. Cost $54.33 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.7%
Value $7.385M Shares 29,197 Est. Cost $212.81 Unrealized
XLK SELECT SECTOR SPDR TR 2.7%
Value $7.248M Shares 50,347 Est. Cost $181.51 Unrealized
QQQ INVESCO QQQ TR 2.4%
Value $6.675M Shares 10,866 Est. Cost $488.68 Unrealized
INDA ISHARES TR 2.4%
Value $6.579M Shares 121,724 Est. Cost $54.83 Unrealized
XLF SELECT SECTOR SPDR TR 1.9%
Value $5.232M Shares 95,530 Est. Cost $45.35 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value $5.007M Shares 26,849 Est. Cost $113.63 Unrealized +63.8%
XLI SELECT SECTOR SPDR TR 1.8%
Value $4.965M Shares 32,010 Est. Cost $126.29 Unrealized
EMXC ISHARES INC 1.8%
Value $4.922M Shares 67,722 Est. Cost $59.67 Unrealized
TSN TYSON FOODS INC 1.7%
Value $4.635M Shares 79,066 Est. Cost $55.36 Unrealized -1.3%
IUSG ISHARES TR 1.5%
Value $4.117M Shares 24,516 Est. Cost $128.39 Unrealized
AAPL APPLE INC 1.4%
Value $3.914M Shares 14,397 Est. Cost $185.12 Unrealized +45.0%
IWB ISHARES TR 1.4%
Value $3.869M Shares 10,360 Est. Cost $333.18 Unrealized
MSFT MICROSOFT CORP 1.4%
Value $3.826M Shares 7,911 Est. Cost $416.87 Unrealized +20.1%
AMZN AMAZON COM INC 1.3%
Value $3.534M Shares 15,313 Est. Cost $189.75 Unrealized +20.6%
XLV SELECT SECTOR SPDR TR 1.2%
Value $3.409M Shares 22,019 Est. Cost $146.61 Unrealized
GOOGL ALPHABET INC 1.2%
Value $3.204M Shares 10,236 Est. Cost $199.84 Unrealized +42.9%
BILS SPDR SERIES TRUST 1.2%
Value $3.175M Shares 31,998 Est. Cost $99.34 Unrealized
WLTG ETF OPPORTUNITIES TRUST 1.1%
Value $3.106M Shares 89,188 Est. Cost $34.88 Unrealized
USHY ISHARES TR 1.1%
Value $2.893M Shares 77,369 Est. Cost $36.50 Unrealized
META META PLATFORMS INC 1.0%
Value $2.764M Shares 4,187 Est. Cost $551.98 Unrealized +20.9%
BALT INNOVATOR ETFS TRUST 1.0%
Value $2.748M Shares 81,994 Est. Cost $32.68 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.0%
Value $2.726M Shares 15,337 Est. Cost $65.64 Unrealized +175.8%
TSLA TESLA INC 1.0%
Value $2.622M Shares 5,830 Est. Cost $302.12 Unrealized +46.7%
GLD SPDR GOLD TR 0.9%
Value $2.59M Shares 6,536 Est. Cost $307.57 Unrealized
ITA ISHARES TR 0.9%
Value $2.362M Shares 11,000 Est. Cost $191.94 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.9%
Value $2.329M Shares 25,096 Est. Cost $87.57 Unrealized
VO VANGUARD INDEX FDS 0.7%
Value $1.924M Shares 6,628 Est. Cost $290.22 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value $1.619M Shares 2,581 Est. Cost $526.74 Unrealized
HOOD ROBINHOOD MKTS INC 0.6%
Value $1.583M Shares 13,998 Est. Cost $118.40 Unrealized +9.8%
HYGH ISHARES U S ETF TR 0.6%
Value $1.573M Shares 18,253 Est. Cost $85.04 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.6%
Value $1.553M Shares 7,994 Est. Cost $164.99 Unrealized +4.0%
SLV ISHARES SILVER TR 0.6%
Value $1.549M Shares 24,041 Est. Cost $36.02 Unrealized
LLY ELI LILLY & CO 0.5%
Value $1.474M Shares 1,371 Est. Cost $830.28 Unrealized +15.1%
DFIV DIMENSIONAL ETF TRUST 0.5%
Value $1.4M Shares 28,053 Est. Cost $48.71 Unrealized
IUSV ISHARES TR 0.5%
Value $1.394M Shares 13,598 Est. Cost $88.50 Unrealized
NFLX NETFLIX INC 0.5%
Value $1.368M Shares 14,590 Est. Cost $105.54 Unrealized +2.1%
XLU SELECT SECTOR SPDR TR 0.5%
Value $1.358M Shares 31,810 Est. Cost $58.25 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value $1.354M Shares 4,443 Est. Cost $193.79 Unrealized
CAIE CALAMOS ETF TR 0.5%
Value $1.253M Shares 46,865 Est. Cost $27.11 Unrealized
GOOG ALPHABET INC 0.4%
Value $1.224M Shares 3,900 Est. Cost $225.16 Unrealized +27.2%
VTV VANGUARD INDEX FDS 0.4%
Value $1.192M Shares 6,241 Est. Cost $165.39 Unrealized
COHR COHERENT CORP 0.4%
Value $1.189M Shares 6,441 Est. Cost $76.12 Unrealized +96.5%
VGT VANGUARD WORLD FD 0.4%
Value $1.177M Shares 1,562 Est. Cost $663.28 Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value $1.148M Shares 4,020 Est. Cost $166.13 Unrealized +38.1%
SGOV ISHARES TR 0.4%
Value $1.143M Shares 11,386 Est. Cost $100.55 Unrealized
VRT VERTIV HOLDINGS CO 0.4%
Value $1.124M Shares 6,938 Est. Cost $138.98 Unrealized +24.9%
FLOT ISHARES TR 0.4%
Value $1.075M Shares 21,138 Est. Cost $51.08 Unrealized
UBER UBER TECHNOLOGIES INC 0.4%
Value $1.038M Shares 12,146 Est. Cost $79.07 Unrealized +13.9%
VOX VANGUARD WORLD FD 0.4%
Value $1.024M Shares 5,290 Est. Cost $142.95 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value $999K Shares 8,370 Est. Cost $202.84 Unrealized
RTX RTX CORPORATION 0.4%
Value $975K Shares 5,315 Est. Cost $125.82 Unrealized +37.8%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $961K Shares 23,593 Est. Cost $37.15 Unrealized +9.0%
BAC BANK AMERICA CORP 0.3%
Value $943K Shares 17,145 Est. Cost $42.24 Unrealized +24.7%
SYF SYNCHRONY FINANCIAL 0.3%
Value $940K Shares 11,266 Est. Cost $63.19 Unrealized +20.8%
WDC WESTERN DIGITAL CORP 0.3%
Value $938K Shares 5,444 Est. Cost $81.60 Unrealized +85.7%
XLP SELECT SECTOR SPDR TR 0.3%
Value $931K Shares 11,979 Est. Cost $77.51 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value $910K Shares 7,835 Est. Cost $79.78 Unrealized +38.5%
COF CAPITAL ONE FINL CORP 0.3%
Value $888K Shares 3,663 Est. Cost $194.67 Unrealized +14.1%
SHY ISHARES TR 0.3%
Value $872K Shares 10,523 Est. Cost $81.94 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value $857K Shares 1,829 Est. Cost $304.32 Unrealized +67.3%
T AT&T INC 0.3%
Value $811K Shares 32,659 Est. Cost $16.42 Unrealized +54.0%
LRCX LAM RESEARCH CORP 0.3%
Value $808K Shares 4,715 Est. Cost $111.23 Unrealized +39.7%
IYY ISHARES TR 0.3%
Value $796K Shares 4,800 Est. Cost $132.31 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $795K Shares 3,083 Est. Cost $257.95 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value $750K Shares 24,044 Est. Cost $20.70 Unrealized
EME EMCOR GROUP INC 0.3%
Value $715K Shares 1,168 Est. Cost $400.54 Unrealized +61.7%
APTV APTIV PLC 0.3%
Value $707K Shares 9,298 Est. Cost $65.15 Unrealized +23.2%
GEV GE VERNOVA INC 0.3%
Value $687K Shares 1,051 Est. Cost $410.05 Unrealized +48.5%
NEM NEWMONT CORP 0.3%
Value $684K Shares 6,849 Est. Cost $69.65 Unrealized +29.5%
THC TENET HEALTHCARE CORP 0.2%
Value $657K Shares 3,304 Est. Cost $152.23 Unrealized +32.7%
HYLS FIRST TR EXCHANGE-TRADED FD 0.2%
Value $647K Shares 15,465 Est. Cost $40.66 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value $627K Shares 4,099 Est. Cost $153.02 Unrealized
CCL CARNIVAL CORP 0.2%
Value $614K Shares 20,111 Est. Cost $27.88 Unrealized 0.0%
BA BOEING CO 0.2%
Value $613K Shares 2,825 Est. Cost $181.70 Unrealized +13.2%
EUAD SPINNAKER ETF SERIES 0.2%
Value $601K Shares 14,277 Est. Cost $42.13 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.2%
Value $601K Shares 24,662 Est. Cost $22.13 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value $561K Shares 9,611 Est. Cost $49.39 Unrealized +8.5%
CRH CRH PLC 0.2%
Value $548K Shares 4,391 Est. Cost $105.61 Unrealized +12.8%
ASND ASCENDIS PHARMA A/S 0.2%
Value $537K Shares 2,518 Est. Cost $181.66 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value $535K Shares 25,453 Est. Cost $20.80 Unrealized
GSK GSK PLC 0.2%
Value $529K Shares 10,706 Est. Cost $39.88 Unrealized
ALLY ALLY FINL INC 0.2%
Value $528K Shares 11,669 Est. Cost $40.80 Unrealized 0.0%
KBWB INVESCO EXCH TRADED FD TR II 0.2%
Value $504K Shares 5,985 Est. Cost $84.29 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value $493K Shares 5,292 Est. Cost $60.08 Unrealized +44.2%
FCX FREEPORT-MCMORAN INC 0.2%
Value $480K Shares 9,452 Est. Cost $43.20 Unrealized +0.3%
LDOS LEIDOS HOLDINGS INC 0.2%
Value $477K Shares 2,646 Est. Cost $147.17 Unrealized +28.5%
EXE EXPAND ENERGY CORPORATION 0.2%
Value $475K Shares 4,308 Est. Cost $109.18 Unrealized +1.3%
RMD RESMED INC 0.2%
Value $471K Shares 1,956 Est. Cost $232.99 Unrealized +9.6%
QTUM ETF SER SOLUTIONS 0.2%
Value $464K Shares 4,235 Est. Cost $82.89 Unrealized
ORCL ORACLE CORP 0.2%
Value $462K Shares 2,368 Est. Cost $160.80 Unrealized +48.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $460K Shares 596 Est. Cost $577.90 Unrealized +17.4%
MS MORGAN STANLEY 0.2%
Value $452K Shares 2,547 Est. Cost $146.45 Unrealized +13.7%
RCL ROYAL CARIBBEAN GROUP 0.2%
Value $437K Shares 1,561 Est. Cost $141.32 Unrealized +99.3%
AMP AMERIPRISE FINL INC 0.2%
Value $426K Shares 869 Est. Cost $523.99 Unrealized -9.6%
USB US BANCORP DEL 0.2%
Value $413K Shares 7,672 Est. Cost $40.98 Unrealized +18.9%
FNY FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $409K Shares 4,488 Est. Cost $80.00 Unrealized
GM GENERAL MTRS CO 0.1%
Value $409K Shares 5,030 Est. Cost $56.23 Unrealized +25.2%
PWR QUANTA SVCS INC 0.1%
Value $409K Shares 968 Est. Cost $388.50 Unrealized +13.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $402K Shares 4,049 Est. Cost $88.62 Unrealized +4.7%
VBK VANGUARD INDEX FDS 0.1%
Value $395K Shares 1,308 Est. Cost $266.38 Unrealized
MPB MID PENN BANCORP INC 0.1%
Value $394K Shares 12,687 Est. Cost $19.67 Unrealized +48.5%
PH PARKER-HANNIFIN CORP 0.1%
Value $381K Shares 434 Est. Cost $741.96 Unrealized +10.2%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value $365K Shares 8,024 Est. Cost $37.29 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $365K Shares 7,130 Est. Cost $47.52 Unrealized
BX BLACKSTONE INC 0.1%
Value $364K Shares 2,360 Est. Cost $139.27 Unrealized +8.8%
NRG NRG ENERGY INC 0.1%
Value $363K Shares 2,280 Est. Cost $132.82 Unrealized +24.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value $358K Shares 7,886 Est. Cost $65.21 Unrealized
ETN EATON CORP PLC 0.1%
Value $353K Shares 1,108 Est. Cost $324.57 Unrealized +9.2%
TTE TOTALENERGIES SE 0.1%
Value $352K Shares 5,379 Est. Cost $63.23 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value $351K Shares 1,322 Est. Cost $269.66 Unrealized -8.0%
VST VISTRA CORP 0.1%
Value $350K Shares 2,170 Est. Cost $181.92 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $342K Shares 3,534 Est. Cost $81.30 Unrealized +19.5%
NFG NATIONAL FUEL GAS CO 0.1%
Value $330K Shares 4,093 Est. Cost $59.77 Unrealized +37.8%
PYPL PAYPAL HLDGS INC 0.1%
Value $328K Shares 5,625 Est. Cost $64.63 Unrealized +0.3%
DG DOLLAR GEN CORP NEW 0.1%
Value $325K Shares 2,449 Est. Cost $99.61 Unrealized +11.9%
B BARRICK MNG CORP 0.1%
Value $325K Shares 7,466 Est. Cost $19.29 Unrealized +94.0%
GDXJ VANECK ETF TRUST 0.1%
Value $324K Shares 2,850 Est. Cost $113.78 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $320K Shares 3,554 Est. Cost $101.41 Unrealized -6.7%
MA MASTERCARD INCORPORATED 0.1%
Value $319K Shares 559 Est. Cost $453.88 Unrealized +23.1%
LNG CHENIERE ENERGY INC 0.1%
Value $317K Shares 1,631 Est. Cost $235.04 Unrealized -10.7%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value $315K Shares 1,447 Est. Cost $184.82 Unrealized +19.5%
AG FIRST MAJESTIC SILVER CORP 0.1%
Value $314K Shares 18,850 Est. Cost $13.89 Unrealized 0.0%
GL GLOBE LIFE INC 0.1%
Value $312K Shares 2,231 Est. Cost $96.55 Unrealized +40.3%
NMAY INNOVATOR ETFS TRUST 0.1%
Value $308K Shares 11,071 Est. Cost $26.36 Unrealized
SNY SANOFI SA 0.1%
Value $306K Shares 6,311 Est. Cost $48.29 Unrealized
FDX FEDEX CORP 0.1%
Value $305K Shares 1,050 Est. Cost $228.30 Unrealized +14.6%
JKHY HENRY JACK & ASSOC INC 0.1%
Value $304K Shares 1,666 Est. Cost $162.46 Unrealized +2.3%
AVGO BROADCOM INC 0.1%
Value $302K Shares 874 Est. Cost $357.00 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $300K Shares 1,435 Est. Cost $154.80 Unrealized +24.5%
KVUE KENVUE INC 0.1%
Value $295K Shares 17,119 Est. Cost $17.53 Unrealized -7.2%
MNKD MANNKIND CORP 0.1%
Value $292K Shares 51,475 Est. Cost $5.49 Unrealized +0.3%
IVV ISHARES TR 0.1%
Value $291K Shares 425 Est. Cost $684.94 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $288K Shares 5,857 Est. Cost $36.45 Unrealized +25.6%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $286K Shares 3,368 Est. Cost $87.46 Unrealized 0.0%
MAGS LISTED FDS TR 0.1%
Value $286K Shares 4,337 Est. Cost $52.02 Unrealized
TGT TARGET CORP 0.1%
Value $285K Shares 2,916 Est. Cost $92.90 Unrealized -1.4%
UL UNILEVER PLC 0.1%
Value $277K Shares 4,235 Est. Cost $65.40 Unrealized
V VISA INC 0.1%
Value $276K Shares 787 Est. Cost $273.37 Unrealized +24.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $272K Shares 917 Est. Cost $261.37 Unrealized +14.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value $271K Shares 936 Est. Cost $218.93 Unrealized +28.2%
VTI VANGUARD INDEX FDS 0.1%
Value $271K Shares 809 Est. Cost $285.39 Unrealized
ICLR ICON PLC 0.1%
Value $270K Shares 1,479 Est. Cost $167.88 Unrealized +6.1%
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value $263K Shares 5,525 Est. Cost $47.06 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value $263K Shares 19,889 Est. Cost $15.19 Unrealized +1.0%
NJUL INNOVATOR ETFS TRUST 0.1%
Value $261K Shares 3,595 Est. Cost $71.11 Unrealized
BAX BAXTER INTL INC 0.1%
Value $260K Shares 13,614 Est. Cost $26.77 Unrealized -25.3%
SCHW SCHWAB CHARLES CORP 0.1%
Value $258K Shares 2,583 Est. Cost $72.57 Unrealized +30.5%
DEO DIAGEO PLC 0.1%
Value $256K Shares 2,964 Est. Cost $93.08 Unrealized
WPC WP CAREY INC 0.1%
Value $256K Shares 3,917 Est. Cost $59.97 Unrealized
SGOL ETFS GOLD TR 0.1%
Value $252K Shares 6,145 Est. Cost $36.81 Unrealized
NOW SERVICENOW INC 0.1%
Value $249K Shares 1,627 Est. Cost $163.33 Unrealized +5.0%
HSY HERSHEY CO 0.1%
Value $247K Shares 1,358 Est. Cost $179.82 Unrealized +1.3%
GD GENERAL DYNAMICS CORP 0.1%
Value $247K Shares 733 Est. Cost $314.91 Unrealized +8.2%
SPXT PROSHARES TR 0.1%
Value $245K Shares 2,358 Est. Cost $103.86 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value $244K Shares 9,272 Est. Cost $26.12 Unrealized -3.9%
XBI SPDR SERIES TRUST 0.1%
Value $243K Shares 1,992 Est. Cost $121.93 Unrealized
OSK OSHKOSH CORP 0.1%
Value $242K Shares 1,924 Est. Cost $131.25 Unrealized -2.5%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value $235K Shares 14,614 Est. Cost $17.46 Unrealized -0.0%
FDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $232K Shares 4,537 Est. Cost $51.18 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value $232K Shares 3,564 Est. Cost $61.19 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value $231K Shares 2,862 Est. Cost $80.63 Unrealized
AGNC AGNC INVT CORP 0.1%
Value $231K Shares 21,288 Est. Cost $9.84 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $230K Shares 1,076 Est. Cost $224.60 Unrealized 0.0%
INGR INGREDION INC 0.1%
Value $224K Shares 2,031 Est. Cost $114.96 Unrealized -1.9%
PPG PPG INDS INC 0.1%
Value $224K Shares 2,182 Est. Cost $118.80 Unrealized -15.7%
SHOP SHOPIFY INC 0.1%
Value $222K Shares 1,378 Est. Cost $100.02 Unrealized +60.5%
JLL JONES LANG LASALLE INC 0.1%
Value $218K Shares 648 Est. Cost $313.44 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value $218K Shares 1,757 Est. Cost $132.25 Unrealized -2.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $203K Shares 2,969 Est. Cost $84.83 Unrealized
QQQG PACER FDS TR 0.1%
Value $203K Shares 8,381 Est. Cost $24.15 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $188K Shares 570 Est. Cost $374.94 Unrealized -10.1%
JOBY AVIATION INC 0.0%
Value $127K Shares 470 Est. Cost $510.00 Unrealized
INTEL CORP 0.0%
Value $37,531 Shares 185 Est. Cost $202.87 Unrealized
INCANNEX HEALTHCARE INC 0.0%
Value $5,766 Shares 16,106 Est. Cost $0.54 Unrealized -28.9%
ORGN ORIGIN MATERIALS INC 0.0%
Value $3,641 Shares 17,200 Est. Cost $0.99 Unrealized -50.9%
MANNKIND CORP 0.0%
Value $2,213 Shares 700 Est. Cost $3.16 Unrealized