Innova Wealth Partners Incresed Positions 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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.42K
+ 57.2%
$74.85 - $84.89 $405K - $460K
14.9K $1.22M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.28K
+ 24.97%
$63.07 - $73.5 $270K - $314K
21.4K $1.5M
AGNC
Agnc Investment Corp.

Real Estate
23.3K
+ 50.4%
$9.12 - $10.54 $213K - $246K
69.7K $667K
VIG
Vanguard Dividend Appreciation

ETFs
1.14K
+ 8.86%
N/A
14K $2.54M
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 17.0%
$271.18 - $303.12 $278K - $311K
7.06K $1.94M
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
Ea Series Trust
6.67K
+ 11.84%
N/A
63K $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
11.8K
+ 8.68%
N/A
147K $0
Tidal Tr Ii
4.97K
+ 5.87%
N/A
89.7K $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
AVGO
Broadcom Inc.

Technology
352
+ 29.7%
$167.43 - $244.7 $58.9K - $86.1K
1.54K $257K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
22
+ 0.09%
$44.7 - $49.05 $983 - $1.08K
24K $1.09M
ROMO
Strategy Shs Newfound/Resolve

ETFs
343
+ 0.6%
$30.1 - $32.88 $10.3K - $11.3K
57.9K $1.76M
AMZN
Amazon Com Inc

Consumer Cyclical
68
+ 2.19%
$190.26 - $242.06 $12.9K - $16.5K
3.17K $603K
NVDA
Nvidia Corp

Technology
181
+ 4.01%
$106.98 - $149.43 $19.4K - $27K
4.7K $508K
MSFT
Microsoft Corp

Technology
86
+ 1.49%
$375.39 - $447.2 $32.3K - $38.5K
5.85K $2.19M
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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