Innova Wealth Partners Portfolio Holdings

Innova Wealth Partners

  • $125 Million
  • Q1 2024

Innova Wealth Partners has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $125 Million distributed in 75 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 $7.18M, Ishares Core U.S. Aggregate Bo with a value of $6.53M, Financial Sector Spdr with a value of $5.23M, Industrial Sector Spdr with a value of $5.19M, and Select Sector Spdr Tr Communic with a value of $5.18M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $115M to 125M.

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

Portfolio value $125 Million
ETFs: $112 Million
Technology: $3.98 Million
Healthcare: $3.13 Million
Energy: $2.09 Million
Consumer Cyclical: $1.71 Million
Consumer Defensive: $967,000
Financial Services: $516,000
Communication Services: $455,000
Other: $715,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.18 Million 5.73% of portfolio
87,854
Q1 2024 Reduced 53.69%
$0
$6.53 Million 5.21% of portfolio
66,676
Q1 2024 Added 1.6%
$0
$5.23 Million 4.17% of portfolio
124,133
Q1 2024 Reduced 0.15%
$0
$5.19 Million 4.14% of portfolio
41,190
Q1 2024 Reduced 2.69%
$0
$5.18 Million 4.14% of portfolio
63,492
Q1 2024 Reduced 2.36%
$74.3B
$5.17 Million 4.12% of portfolio
25,124
Q1 2024 Reduced 37.62%
$0
$5.14 Million 4.1% of portfolio
24,698
Q1 2024 Reduced 4.8%
$0
$5.07 Million 4.05% of portfolio
54,624
Q1 2024 Added 1.0%
$0
$4.99 Million 3.98% of portfolio
69,933
Q1 2024 Added 557.2%
$0
$4.98 Million 3.97% of portfolio
52,769
Q1 2024 Added 4.4%
$0
$4.96 Million 3.95% of portfolio
33,553
Q1 2024 Added 1.51%
$0
$4.87 Million 3.89% of portfolio
26,509
Q1 2024 Reduced 0.8%
$0
$4.7 Million 3.75% of portfolio
71,604
Q1 2024 New
$0
$4.69 Million 3.74% of portfolio
61,450
Q1 2024 New
$0
$4.53 Million 3.61% of portfolio
8,662
Q1 2024 Reduced 46.57%
$0
$3.91 Million 3.12% of portfolio
136,228
Q1 2024 Added 220.07%
$0
$3.29 Million 2.62% of portfolio
41,138
Q1 2024 Added 113.83%
$0
$2.39 Million 1.91% of portfolio
35,546
Q1 2024 Reduced 4.59%
$0
$2.23 Million 1.78% of portfolio
44,507
Q1 2024 Added 0.29%
$3.09T
$2.08 Million 1.66% of portfolio
4,952
Q1 2024 Added 16.82%
$0
$1.97 Million 1.57% of portfolio
25,414
Q1 2024 Added 3.18%
$0
$1.94 Million 1.55% of portfolio
46,415
Q1 2024 Reduced 4.45%
$0
$1.81 Million 1.44% of portfolio
4,077
Q1 2024 Reduced 68.93%
$0
$1.78 Million 1.42% of portfolio
30,901
Q1 2024 New
$489B
$1.59 Million 1.27% of portfolio
13,707
Q1 2024 Added 83.62%
$3.09T
$1.52 Million 1.21% of portfolio
8,853
Q1 2024 Added 8.65%
$0
$1.22 Million 0.97% of portfolio
42,152
Q1 2024 Reduced 5.69%
$0
$972,000 0.78% of portfolio
23,032
Q1 2024 Added 19.75%
$0
$925,000 0.74% of portfolio
8,370
Q1 2024 Reduced 29.92%
$285B
$844,000 0.67% of portfolio
4,640
Q1 2024 Added 0.45%
$779B
$830,000 0.66% of portfolio
1,068
Q1 2024 Added 1.23%
$0
$649,000 0.52% of portfolio
46,856
Q1 2024 Added 30.95%
$0
$648,000 0.52% of portfolio
10,541
Q1 2024 Added 6.25%
$1.8T
$596,000 0.48% of portfolio
3,308
Q1 2024 Added 40.41%
$0
$596,000 0.48% of portfolio
14,619
Q1 2024 Added 43.31%
$238B
$561,000 0.45% of portfolio
3,207
Q1 2024 Added 8.45%
$0
$558,000 0.45% of portfolio
3,058
Q1 2024 Added 43.3%
$0
$528,000 0.42% of portfolio
23,576
Q4 2023 Reduced 22.3%
$0
$500,000 0.4% of portfolio
4,650
Q1 2024 Reduced 1.46%
$383B
$483,000 0.39% of portfolio
3,054
Q1 2024 Added 29.3%
$0
$491,000 0.39% of portfolio
5,621
Q1 2024 Added 54.64%
$0
$480,000 0.38% of portfolio
999
Q1 2024 Added 2.36%
$0
$471,000 0.38% of portfolio
11,482
Q1 2024 New
$463B
$458,000 0.37% of portfolio
927
Q1 2024 Added 14.02%
$0
$431,000 0.34% of portfolio
1,661
Q1 2024 New
$343B
$402,000 0.32% of portfolio
1,050
Q1 2024 Added 31.91%
$0
$406,000 0.32% of portfolio
7,775
Q1 2024 Reduced 5.47%
$390B
$406,000 0.32% of portfolio
2,508
Q1 2024 Added 31.38%
$0
$407,000 0.32% of portfolio
4,306
Q1 2024 Reduced 0.81%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $125 Million
  • Prior Value $115 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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