Innova Wealth Partners Reduced Holdings in Q1 2025

Innova Wealth Partners

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-10K
- 68.06%
$551.42 - $612.93 $5.54M - $6.16M
4.71K $2.64M
XLK
Technology Sector Spdr

ETFs
-22.9K
- 94.43%
$206.38 - $242.18 $4.72M - $5.54M
1.35K $278K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-89.1K
- 74.56%
$24.88 - $26.85 $2.22M - $2.39M
30.4K $767K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-21.9K
- 24.63%
$95.85 - $99.25 $2.1M - $2.17M
66.9K $6.62M
ICF
Ishares Tr

ETFs
-31.1K
- 68.68%
$57.98 - $63.8 $1.8M - $1.98M
14.2K $872K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.75K
- 60.79%
$468.34 - $539.52 $1.29M - $1.49M
1.78K $832K
EEM
Ishares Msci Emerging Markets

ETFs
-31.1K
- 66.27%
$40.81 - $45.34 $1.27M - $1.41M
15.8K $691K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-93.6K
- 58.81%
$13.05 - $13.97 $1.22M - $1.31M
65.6K $893K
XLF
Financial Sector Spdr

ETFs
-21.5K
- 17.54%
$47.32 - $52.19 $1.02M - $1.12M
101K $5.03M
XLC
Select Sector Spdr Tr Communic

ETFs
-8.99K
- 15.01%
$94.84 - $105.31 $852K - $946K
50.9K $4.91M
AAPL
Apple Inc.

Technology
-164
- 1.62%
$209.68 - $247.1 $34.4K - $40.5K
9.94K $2.21M
SSO
Proshares Ultra S&P 500

ETFs
-505
- 1.91%
$80.57 - $100.21 $40.7K - $50.6K
25.9K $2.14M
TQQQ
Proshares Ultrapro Qqq

ETFs
-1.27K
- 12.66%
$57.3 - $90.39 $73K - $115K
8.79K $503K
TSLA
Tesla, Inc.

Consumer Cyclical
-114
- 11.1%
$222.15 - $428.22 $25.3K - $48.8K
913 $236K
QLD
Proshares Ultra Qqq

ETFs
-215
- 2.63%
$88.88 - $119.12 $19.1K - $25.6K
7.96K $707K
SHV
Ishares Tr

ETFs
-1.14K
- 15.92%
$110.11 - $110.51 $125K - $126K
6K $662K
IVV
Ishares Core S&P 500 ETF

ETFs
-60
- 5.15%
$554.06 - $615.85 $33.2K - $37K
1.11K $621K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-200
- 3.54%
$81.58 - $109.72 $16.3K - $21.9K
5.45K $478K
MAIN
Main Street Capital Corp

Financial Services
-148
- 1.74%
$54.71 - $63.1 $8.1K - $9.34K
8.34K $471K
LMT
Lockheed Martin Corp

Industrials
-10
- 1.81%
$423.19 - $506.29 $4.23K - $5.06K
543 $242K
HYD
Vaneck High Yield Muni ETF

ETFs
-300
- 5.58%
$50.79 - $52.53 $15.2K - $15.8K
5.08K $259K
PEG
Public Service Enterprise Group Inc

Utilities
-100
- 2.78%
$78.2 - $90.39 $7.82K - $9.04K
3.5K $288K
SHYD
Vaneck Short High Yield Muni E

ETFs
-650
- 3.63%
$22.46 - $22.9 $14.6K - $14.9K
17.3K $388K
MUB
Ishares National Muni Bond ETF

ETFs
-80
- 2.67%
$104.71 - $107.69 $8.38K - $8.62K
2.92K $307K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-270
- 5.99%
$85.29 - $92.57 $23K - $25K
4.24K $385K
Direxion Shs ETF Tr
-56
- 0.71%
N/A
7.85K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.25K
- 2.43%
$42.5 - $46.71 $53.2K - $58.5K
50.4K $2.28M
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.89%
$461.52 - $548.18 $3.69K - $4.39K
892 $467K
XLU
Utilities Sector Spdr

ETFs
-2.36K
- 3.43%
$74.7 - $80.27 $176K - $190K
66.6K $5.25M
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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