Innova Wealth Partners New Holdings in Q4 2024

Innova Wealth Partners

  • $144 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
258K
New
$81.68 - $82.93 $21.1M - $21.4M
258K $21.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.8K
New
$567.81 - $607.81 $8.38M - $8.97M
14.8K $8.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
88.8K
New
$96.64 - $101.23 $8.58M - $8.99M
88.8K $8.6M
XLU
Utilities Sector Spdr

ETFs
68.9K
New
$74.89 - $82.93 $5.16M - $5.72M
68.9K $5.22M
GLD
Spdr Gold Trust

ETFs
16.1K
New
$236.59 - $257.5 $3.8M - $4.14M
16.1K $3.89M
IEF
Ishares Barclays

ETFs
36K
New
$92.08 - $98.18 $3.32M - $3.54M
36K $3.33M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
119K
New
$26.01 - $28.19 $3.11M - $3.37M
119K $3.13M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
55.5K
New
$50.62 - $50.97 $2.81M - $2.83M
55.5K $2.81M
ICF
Ishares Tr

ETFs
45.3K
New
$58.8 - $66.61 $2.66M - $3.02M
45.3K $2.73M
SSO
Proshares Ultra S&P 500

ETFs
26.4K
New
$87.92 - $99.73 $2.32M - $2.63M
26.4K $2.44M
VIG
Vanguard Dividend Appreciation

ETFs
12.8K
New
N/A
12.8K $2.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.53K
New
$481.22 - $538.17 $2.18M - $2.44M
4.53K $2.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
51.6K
New
$44.04 - $49.49 $2.27M - $2.55M
51.6K $2.27M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
159K
New
$12.74 - $14.23 $2.03M - $2.27M
159K $2.07M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22.6K
New
$91.29 - $91.8 $2.06M - $2.07M
22.6K $2.06M
EEM
Ishares Msci Emerging Markets

ETFs
46.9K
New
$41.82 - $47.36 $1.96M - $2.22M
46.9K $1.96M
ROMO
Strategy Shs Newfound/Resolve

ETFs
57.5K
New
$31.04 - $32.88 $1.79M - $1.89M
57.5K $1.82M
VTI
Vanguard Total Stock Market Et

ETFs
6.04K
New
$280.04 - $302.45 $1.69M - $1.83M
6.04K $1.75M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
24K
New
$45.85 - $49.28 $1.1M - $1.18M
24K $1.12M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
17.1K
New
$63.27 - $70.31 $1.08M - $1.2M
17.1K $1.09M
QLD
Proshares Ultra Qqq

ETFs
8.18K
New
$97.85 - $120.25 $800K - $983K
8.18K $884K
LLY
Eli Lilly & CO

Healthcare
1.06K
New
$727.2 - $932.06 $773K - $991K
1.06K $820K
XOM
Exxon Mobil Corp

Energy
7.5K
New
$105.51 - $125.37 $791K - $940K
7.5K $806K
TQQQ
Proshares Ultrapro Qqq

ETFs
10.1K
New
$69.42 - $93.29 $698K - $939K
10.1K $796K
SHV
Ishares Tr

ETFs
7.14K
New
$109.92 - $110.57 $784K - $789K
7.14K $785K
PG
Procter & Gamble CO

Consumer Defensive
4.36K
New
$161.05 - $179.7 $702K - $783K
4.36K $730K
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.47K
New
$75.1 - $82.99 $711K - $786K
9.47K $716K
IVV
Ishares Core S&P 500 ETF

ETFs
1.17K
New
$570.51 - $610.59 $665K - $712K
1.17K $686K
EWJ
Ishares Msci Japan ETF

ETFs
8.3K
New
$66.18 - $71.84 $550K - $597K
8.3K $557K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
5.65K
New
$91.39 - $113.27 $516K - $640K
5.65K $534K
VEU
Vanguard Ftse All World Ex Us

ETFs
8.92K
New
$57.29 - $63.1 $511K - $563K
8.92K $512K
MAIN
Main Street Capital Corp

Financial Services
8.49K
New
$49.95 - $58.58 $424K - $497K
8.49K $497K
PEP
Pepsico Inc

Consumer Defensive
3.16K
New
$151.29 - $176.1 $478K - $556K
3.16K $480K
UNH
Unitedhealth Group Inc

Healthcare
900
New
$485.52 - $625.25 $437K - $563K
900 $455K
AGNC
Agnc Investment Corp.

Real Estate
46.3K
New
$9.21 - $10.59 $427K - $491K
46.3K $426K
JPM
Jpmorgan Chase & CO

Financial Services
1.76K
New
$205.18 - $250.29 $361K - $441K
1.76K $421K
JNJ
Johnson & Johnson

Healthcare
2.87K
New
$143.34 - $165.86 $412K - $477K
2.87K $415K
TSLA
Tesla, Inc.

Consumer Cyclical
1.03K
New
$213.65 - $479.86 $219K - $493K
1.03K $414K
HD
Home Depot, Inc.

Consumer Cyclical
1.04K
New
$385.02 - $431.37 $401K - $449K
1.04K $405K
SHYD
Vaneck Short High Yield Muni E

ETFs
17.9K
New
$22.45 - $22.81 $402K - $409K
17.9K $402K
VTV
Vanguard Value ETF

ETFs
2.27K
New
$168.32 - $181.87 $382K - $413K
2.27K $384K
VXF
Vanguard Extended Market ETF

ETFs
2K
New
$179.17 - $207.15 $358K - $413K
2K $379K
UPRO
Proshares Trust Proshares Ultr

ETFs
4.09K
New
$82.66 - $99.48 $338K - $407K
4.09K $362K
RZV
Invesco Fd Tr

ETFs
3.23K
New
$105.77 - $119.36 $342K - $386K
3.23K $359K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
834
New
$417.69 - $450.94 $348K - $376K
834 $354K
WMT
Walmart Inc.

Consumer Defensive
3.9K
New
$79.1 - $95.7 $308K - $373K
3.9K $352K
BNDX
Vanguard Total International B

ETFs
6.89K
New
$48.91 - $50.61 $337K - $349K
6.89K $337K
VUG
Vanguard Growth ETF

ETFs
806
New
$378.79 - $428.11 $305K - $345K
806 $330K
LOW
Lowes Companies Inc

Consumer Cyclical
1.3K
New
$244.52 - $284.07 $318K - $369K
1.3K $320K
Activity Summary
Buys All Purchases 82 New Holdings 72 Increased Positions 10 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 1 Puts 0
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