Innova Wealth Partners Portfolio Holdings

Innova Wealth Partners

  • $152 Million
  • Q2 2025

Innova Wealth Partners has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $20.1M, Spdr Gold Trust with a value of $7.61M, Spdr Dow Jones International R with a value of $6.78M, Ishares Core U.S. Aggregate Bo with a value of $6.13M, and Technology Sector Spdr with a value of $5.11M.

Examining the 13F form we can see an increase of $7.46M in the current position value, from $145M to 152M.

Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $131 Million
Technology: $7.41 Million
Healthcare: $3.05 Million
Financial Services: $2.93 Million
Consumer Cyclical: $1.85 Million
Consumer Defensive: $1.74 Million
Industrials: $1.12 Million
Energy: $1.09 Million
Other: $2.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Million 13.19% of portfolio
242,591
Q2 2025 Reduced 36.28%
$116B
$7.61 Million 4.99% of portfolio
24,974
Q2 2025 Reduced 22.08%
$0
$6.78 Million 4.45% of portfolio
247,509
Q2 2025 Added 135.12%
$0
$6.13 Million 4.02% of portfolio
61,785
Q2 2025 Reduced 7.65%
$0
$5.11 Million 3.35% of portfolio
20,181
Q2 2025 Added 1,396.0%
$0
$5.09 Million 3.34% of portfolio
46,941
Q2 2025 Reduced 7.73%
$0
$4.95 Million 3.25% of portfolio
33,572
Q2 2025 Reduced 9.88%
$0
$4.91 Million 3.22% of portfolio
93,744
Q2 2025 Reduced 7.13%
$0
$4.87 Million 3.2% of portfolio
59,680
Q2 2025 Reduced 10.33%
$0
$4.51 Million 2.96% of portfolio
20,749
Q2 2025 New
$0
$4.34 Million 2.85% of portfolio
7,020
Q2 2025 Added 48.95%
$0
$4.31 Million 2.83% of portfolio
56,680
Q2 2025 New
$0
$4.04 Million 2.65% of portfolio
83,737
Q2 2025 Added 429.14%
$0
$3.94 Million 2.59% of portfolio
77,660
Q2 2025 Added 16.24%
$0
$3.42 Million 2.25% of portfolio
220,825
Q2 2025 New
$0
$3.34 Million 2.19% of portfolio
6,051
Q2 2025 Added 240.71%
$3.8T
$2.94 Million 1.93% of portfolio
5,920
Q2 2025 Added 1.25%
$0
$2.73 Million 1.79% of portfolio
14,981
Q2 2025 Added 7.38%
$0
$2.73 Million 1.79% of portfolio
27,910
Q2 2025 Added 7.78%
$0
$2.6 Million 1.7% of portfolio
33,495
Q2 2025 Added 56.47%
$0
$2.4 Million 1.57% of portfolio
48,519
Q2 2025 Reduced 3.65%
$0
$2.39 Million 1.57% of portfolio
41,895
Q2 2025 Reduced 3.35%
$0
$2.33 Million 1.53% of portfolio
7,656
Q2 2025 Added 8.4%
$0
$2.11 Million 1.38% of portfolio
28,113
Q2 2025 Added 205.18%
$0
$2.02 Million 1.33% of portfolio
78,643
Q2 2025 Added 158.81%
$3.84T
$2.02 Million 1.32% of portfolio
9,834
Q2 2025 Reduced 1.09%
$0
$1.82 Million 1.19% of portfolio
56,846
Q2 2025 Reduced 1.8%
$0
$1.58 Million 1.03% of portfolio
17,648
Q2 2025 Added 18.55%
$0
$1.36 Million 0.89% of portfolio
11,582
Q2 2025 Added 45.5%
$0
$1.19 Million 0.78% of portfolio
23,755
Q2 2025 Reduced 1.11%
$390B
$917,000 0.6% of portfolio
4,942
Q2 2025 Added 0.96%
$424B
$889,000 0.58% of portfolio
5,630
Q2 2025 Added 19.91%
$722B
$855,000 0.56% of portfolio
1,098
Q2 2025 Added 3.2%
$480B
$812,000 0.53% of portfolio
7,534
Q2 2025 Added 0.36%
$2.36T
$702,000 0.46% of portfolio
3,204
Q2 2025 Added 1.07%
$380B
$695,000 0.46% of portfolio
4,363
Q2 2025 Added 0.05%
$0
$668,000 0.44% of portfolio
1,077
Q2 2025 Reduced 2.62%
$5.63B
$657,000 0.43% of portfolio
71,516
Q2 2025 Added 2.66%
$0
$647,000 0.42% of portfolio
5,862
Q2 2025 Reduced 2.32%
$0
$601,000 0.39% of portfolio
5,740
Q2 2025 Added 42.5%
$140B
$565,000 0.37% of portfolio
2,052
Q2 2025 Added 33.51%
$0
$552,000 0.36% of portfolio
8,223
Q2 2025 Reduced 7.83%
$813B
$517,000 0.34% of portfolio
2,367
Q2 2025 New
$0
$497,000 0.33% of portfolio
5,265
Q2 2025 Reduced 3.39%
$4.95B
$486,000 0.32% of portfolio
8,240
Q2 2025 Reduced 1.16%
$914B
$488,000 0.32% of portfolio
1,686
Q2 2025 Reduced 4.42%
$463B
$458,000 0.3% of portfolio
3,000
Q2 2025 Added 4.38%
$106B
$451,000 0.3% of portfolio
1,398
Q2 2025 Added 37.06%
$0
$429,000 0.28% of portfolio
5,180
Q2 2025 Reduced 41.05%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $152 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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