Innova Wealth Partners Purchases in Q1 2025

Innova Wealth Partners

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
123K
+ 47.48%
$81.83 - $82.73 $10M - $10.1M
381K $31.5M
IEF
Ishares Barclays

ETFs
61.5K
+ 170.61%
$91.17 - $95.39 $5.6M - $5.86M
97.5K $9.3M
GLD
Spdr Gold Trust

ETFs
16K
+ 99.29%
$243.19 - $288.14 $3.88M - $4.6M
32.1K $9.23M
XLE
Energy Sector Spdr

ETFs
52.9K
New
$85.7 - $93.96 $4.54M - $4.97M
52.9K $4.95M
RWX
Spdr Dow Jones International R

ETFs
105K
New
$22.39 - $24.7 $2.36M - $2.6M
105K $2.58M
VEA
Vanguard Ftse Developed Market

ETFs
43.3K
New
$47.4 - $52.99 $2.05M - $2.3M
43.3K $2.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11K
+ 48.85%
$91.45 - $91.75 $1.01M - $1.01M
33.6K $3.08M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.3K
+ 20.39%
$50.48 - $51.04 $571K - $578K
66.8K $3.39M
UGL
Pro Shares Trust Ii

ETFs
3.9K
New
$93.8 - $128.72 $366K - $502K
3.9K $502K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.42K
+ 57.2%
$74.85 - $84.89 $405K - $460K
14.9K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
721
New
$442.66 - $534.52 $319K - $385K
721 $383K
TYD
Direxion Daily 7 10 Yr Tsy Bul

ETFs
13.1K
New
$22.46 - $25.73 $294K - $336K
13.1K $331K
VGSH
Vanguard

ETFs
4.18K
New
$58.07 - $58.69 $243K - $245K
4.18K $245K
GOOG
Alphabet Inc.

Communication Services
1.56K
New
$156.06 - $207.71 $243K - $324K
1.56K $243K
AGNC
Agnc Investment Corp.

Real Estate
23.3K
+ 50.4%
$9.12 - $10.54 $213K - $246K
69.7K $667K
ED
Consolidated Edison Inc

Utilities
2.15K
New
$88.0 - $110.59 $189K - $238K
2.15K $238K
CVX
Chevron Corp

Energy
1.33K
New
$146.71 - $167.97 $195K - $224K
1.33K $222K
SLV
I Shares Silver Trust

ETFs
6.94K
New
$26.93 - $31.32 $187K - $217K
6.94K $214K
MDT
Medtronic PLC

Healthcare
2.33K
New
$79.84 - $94.5 $186K - $220K
2.33K $208K
VIG
Vanguard Dividend Appreciation

ETFs
1.14K
+ 8.86%
N/A
14K $2.54M
SPGI
S&P Global Inc.

Financial Services
409
New
$478.26 - $543.77 $196K - $222K
409 $207K
CEG
Constellation Energy Corp

Utilities
1.02K
New
$201.63 - $347.44 $206K - $354K
1.02K $205K
RTX
Raytheon Technologies Corp

Industrials
1.54K
New
$114.1 - $135.66 $176K - $209K
1.54K $204K
CB
Chubb LTD

Financial Services
665
New
$257.71 - $301.99 $171K - $201K
665 $200K
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 17.0%
$271.18 - $303.12 $278K - $311K
7.06K $1.94M
ABBV
Abb Vie Inc.

Healthcare
108
+ 2.26%
$169.2 - $216.66 $18.3K - $23.4K
4.9K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
428
+ 9.77%
$507.05 - $563.67 $217K - $241K
4.81K $2.47M
QCOM
Qualcomm Inc

Technology
601
+ 41.14%
$151.94 - $175.86 $91.3K - $106K
2.06K $316K
XOM
Exxon Mobil Corp

Energy
6
+ 0.08%
$105.44 - $118.93 $633 - $714
7.51K $892K
EWJ
Ishares Msci Japan ETF

ETFs
908
+ 10.93%
$65.24 - $71.7 $59.2K - $65.1K
9.21K $631K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.09%
$725.72 - $929.72 $726 - $930
1.06K $878K
V
Visa Inc.

Financial Services
59
+ 6.0%
$306.92 - $362.71 $18.1K - $21.4K
1.04K $365K
MA
Mastercard Inc

Financial Services
62
+ 16.32%
$504.67 - $576.31 $31.3K - $35.7K
442 $242K
RZV
Invesco Fd Tr

ETFs
798
+ 24.71%
$96.48 - $115.16 $77K - $91.9K
4.03K $398K
WMB
Williams Companies, Inc.

Energy
256
+ 6.12%
$54.02 - $61.09 $13.8K - $15.6K
4.44K $265K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
60
+ 7.19%
$408.78 - $448.82 $24.5K - $26.9K
894 $375K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.05%
$158.56 - $176.26 $317 - $353
4.36K $743K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 2.02%
$890.62 - $1076.86 $4.45K - $5.38K
252 $238K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.23%
$225.19 - $279.95 $901 - $1.12K
1.76K $432K
Tidal Tr Ii
11.8K
+ 8.68%
N/A
147K $0
Vanguard Instl Index Fd
8.36K
New
N/A
8.36K $0
Tidal Tr Ii
5.39K
+ 3.67%
N/A
152K $0
Tidal Tr Ii
17.6K
+ 145.92%
N/A
29.6K $0
Tidal Tr Ii
4.97K
+ 5.87%
N/A
89.7K $0
Ea Series Trust
6.67K
+ 11.84%
N/A
63K $0
META
Meta Platforms, Inc.

Communication Services
5
+ 1.2%
$576.36 - $736.67 $2.88K - $3.68K
422 $243K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
136
+ 2.6%
$41.45 - $46.58 $5.64K - $6.33K
5.36K $228K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
185
+ 4.86%
$55.52 - $69.21 $10.3K - $12.8K
3.99K $237K
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.15%
$84.5 - $105.05 $507 - $630
3.91K $342K
Activity Summary
Buys All Purchases 56 New Holdings 17 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 1 Puts 0
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