Innova Wealth Partners Portfolio Holdings
Innova Wealth Partners
- $202 Million
- Q4 2025
Innova Wealth Partners has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $202 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Litman Gregory Fds Tr Imgp Dbi with a value of $12.2M, Ishares Barclays 1 3 Year Trea with a value of $11.2M, Technology Sector Spdr with a value of $9.98M, Utilities Sector Spdr with a value of $9.72M, and Energy Sector Spdr with a value of $8.2M.
Examining the 13F form we can see an increase of $35.8M in the current position value, from $166M to 202M.
Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$202 Million
ETFs: $165 Million
Technology: $10.2 Million
Healthcare: $5.96 Million
Financial Services: $5.24 Million
Industrials: $2.82 Million
Consumer Defensive: $2.81 Million
Energy: $2.61 Million
Consumer Cyclical: $2.24 Million
Other: $5.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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