Innova Wealth Partners Portfolio Holdings

Innova Wealth Partners

  • $145 Million
  • Q1 2025

Innova Wealth Partners has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 100 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 $31.5M, Ishares Barclays with a value of $9.3M, Spdr Gold Trust with a value of $9.23M, Ishares Core U.S. Aggregate Bo with a value of $6.62M, and Utilities Sector Spdr with a value of $5.25M.

Examining the 13F form we can see an increase of $862K in the current position value, from $144M to 145M.

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

Portfolio value $145 Million
ETFs: $126 Million
Technology: $5.61 Million
Healthcare: $3.05 Million
Financial Services: $2.3 Million
Consumer Defensive: $1.8 Million
Consumer Cyclical: $1.78 Million
Energy: $1.38 Million
Utilities: $731,000
Other: $1.84 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.5 Million 21.73% of portfolio
380,718
Q1 2025 Added 47.48%
$0
$9.3 Million 6.41% of portfolio
97,475
Q1 2025 Added 170.61%
$105B
$9.23 Million 6.37% of portfolio
32,050
Q1 2025 Added 99.29%
$0
$6.62 Million 4.56% of portfolio
66,900
Q1 2025 Reduced 24.63%
$0
$5.25 Million 3.62% of portfolio
66,554
Q1 2025 Reduced 3.43%
$0
$5.03 Million 3.47% of portfolio
100,945
Q1 2025 Reduced 17.54%
$0
$4.95 Million 3.41% of portfolio
52,922
Q1 2025 New
$0
$4.91 Million 3.38% of portfolio
50,873
Q1 2025 Reduced 15.01%
$0
$4.88 Million 3.37% of portfolio
37,254
Q1 2025 Reduced 9.41%
$0
$3.39 Million 2.34% of portfolio
66,811
Q1 2025 Added 20.39%
$0
$3.08 Million 2.13% of portfolio
33,614
Q1 2025 Added 48.85%
$0
$2.64 Million 1.82% of portfolio
4,713
Q1 2025 Reduced 68.06%
$0
$2.58 Million 1.78% of portfolio
105,267
Q1 2025 New
$0
$2.54 Million 1.75% of portfolio
13,951
Q1 2025 Added 8.86%
$0
$2.47 Million 1.7% of portfolio
4,808
Q1 2025 Added 9.77%
$0
$2.28 Million 1.57% of portfolio
50,358
Q1 2025 Reduced 2.43%
$3.39T
$2.21 Million 1.52% of portfolio
9,942
Q1 2025 Reduced 1.62%
$3.75T
$2.19 Million 1.51% of portfolio
5,847
Q1 2025 Added 1.49%
$0
$2.14 Million 1.48% of portfolio
25,896
Q1 2025 Reduced 1.91%
$0
$1.94 Million 1.34% of portfolio
7,063
Q1 2025 Added 17.0%
$0
$1.76 Million 1.22% of portfolio
57,890
Q1 2025 Added 0.6%
$0
$1.5 Million 1.04% of portfolio
21,406
Q1 2025 Added 24.97%
$0
$1.22 Million 0.84% of portfolio
14,887
Q1 2025 Added 57.2%
$0
$1.09 Million 0.75% of portfolio
24,022
Q1 2025 Added 0.09%
$337B
$1.03 Million 0.71% of portfolio
4,895
Q1 2025 Added 2.26%
$474B
$892,000 0.62% of portfolio
7,507
Q1 2025 Added 0.08%
$0
$893,000 0.62% of portfolio
65,573
Q1 2025 Reduced 58.81%
$748B
$878,000 0.61% of portfolio
1,064
Q1 2025 Added 0.09%
$0
$872,000 0.6% of portfolio
14,182
Q1 2025 Reduced 68.68%
$0
$832,000 0.57% of portfolio
1,776
Q1 2025 Reduced 60.79%
$0
$767,000 0.53% of portfolio
30,386
Q1 2025 Reduced 74.56%
$373B
$743,000 0.51% of portfolio
4,361
Q1 2025 Added 0.05%
$0
$707,000 0.49% of portfolio
7,960
Q1 2025 Reduced 2.63%
$0
$691,000 0.48% of portfolio
15,825
Q1 2025 Reduced 66.27%
$0
$662,000 0.46% of portfolio
6,001
Q1 2025 Reduced 15.92%
$5.24B
$667,000 0.46% of portfolio
69,666
Q1 2025 Added 50.4%
$0
$631,000 0.44% of portfolio
9,212
Q1 2025 Added 10.93%
$0
$621,000 0.43% of portfolio
1,106
Q1 2025 Reduced 5.15%
$2.27T
$603,000 0.42% of portfolio
3,170
Q1 2025 Added 2.19%
$0
$541,000 0.37% of portfolio
8,922
Q4 2024 New
$0
$502,000 0.35% of portfolio
3,903
Q1 2025 New
$406B
$508,000 0.35% of portfolio
4,695
Q1 2025 Added 4.01%
$0
$503,000 0.35% of portfolio
8,787
Q1 2025 Reduced 12.66%
$0
$478,000 0.33% of portfolio
5,450
Q1 2025 Reduced 3.54%
$185B
$473,000 0.33% of portfolio
3,157
Q4 2024 New
$409B
$476,000 0.33% of portfolio
2,874
Q4 2024 New
$4.62B
$471,000 0.32% of portfolio
8,337
Q1 2025 Reduced 1.74%
$283B
$467,000 0.32% of portfolio
892
Q1 2025 Reduced 0.89%
$831B
$432,000 0.3% of portfolio
1,764
Q1 2025 Added 0.23%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $145 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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