Innova Wealth Partners Portfolio Holdings

Innova Wealth Partners

  • $130 Million
  • Q2 2024

Innova Wealth Partners has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $9.74M, Ishares Barclays 1 3 Year Trea with a value of $7.21M, Litman Gregory Fds Tr Imgp Dbi with a value of $6.72M, Ishares Core U.S. Aggregate Bo with a value of $6.1M, and Technology Sector Spdr with a value of $5.49M.

Examining the 13F form we can see an increase of $5.08M in the current position value, from $125M to 130M.

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

Portfolio value $130 Million
ETFs: $115 Million
Technology: $5.57 Million
Healthcare: $3.35 Million
Consumer Defensive: $1.72 Million
Consumer Cyclical: $1.67 Million
Energy: $1.36 Million
Financial Services: $729,000
Communication Services: $413,000
Other: $541,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.99T
$2.4 Million 1.84% of portfolio
5,367
Q2 2024 Added 8.38%
$3.55T
$2.16 Million 1.65% of portfolio
10,233
Q2 2024 Added 15.59%
$858B
$966,000 0.74% of portfolio
1,068
Q1 2024 Added 1.23%
$470B
$836,000 0.64% of portfolio
7,265
Q2 2024 Reduced 47.0%
$342B
$809,000 0.62% of portfolio
4,721
Q2 2024 Added 1.75%
$416B
$718,000 0.55% of portfolio
4,356
Q2 2024 Added 73.68%
$1.75T
$579,000 0.44% of portfolio
2,997
Q2 2024 Reduced 9.4%
$558B
$555,000 0.43% of portfolio
1,090
Q2 2024 Added 17.58%
$256B
$536,000 0.41% of portfolio
4,344
Q2 2024 Added 949.28%
$244B
$528,000 0.4% of portfolio
3,207
Q1 2024 Added 8.45%
$430B
$468,000 0.36% of portfolio
3,208
Q2 2024 Added 5.04%
$3.66B
$374,000 0.29% of portfolio
7,411
Q2 2024 Added 15.18%
$369B
$358,000 0.27% of portfolio
1,042
Q2 2024 Reduced 0.76%
$623B
$355,000 0.27% of portfolio
1,760
Q2 2024 Added 66.04%
$271B
$309,000 0.24% of portfolio
1,976
Q2 2024 Added 4.0%
$39.9B
$294,000 0.23% of portfolio
4,000
Q2 2024 Reduced 7.39%
$151B
$286,000 0.22% of portfolio
1,300
Q2 2024 Added 44.44%
$208B
$264,000 0.2% of portfolio
3,900
Q2 2024 New
$120B
$262,000 0.2% of portfolio
3,340
Q2 2024 Added 5.2%
$149B
$247,000 0.19% of portfolio
530
Q2 2024 Added 6.21%
$3.42B
$232,000 0.18% of portfolio
2,540
Q1 2024 Reduced 7.3%
$175B
$211,000 0.16% of portfolio
5,413
Q2 2024 Reduced 0.95%
$388B
$209,000 0.16% of portfolio
247
Q2 2024 New
$40.7B
$213,000 0.16% of portfolio
2,612
Q2 2024 Added 4.69%
$178B
$212,000 0.16% of portfolio
1,065
Q2 2024 New
$213B
$212,000 0.16% of portfolio
834
Q4 2023 Reduced 5.87%
$1.12T
$202,000 0.15% of portfolio
402
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $130 Million
  • Prior Value $125 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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