Innova Wealth Partners Portfolio Holdings
Innova Wealth Partners
- $152 Million
- Q2 2025
Innova Wealth Partners has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $20.1M, Spdr Gold Trust with a value of $7.61M, Spdr Dow Jones International R with a value of $6.78M, Ishares Core U.S. Aggregate Bo with a value of $6.13M, and Technology Sector Spdr with a value of $5.11M.
Examining the 13F form we can see an increase of $7.46M in the current position value, from $145M to 152M.
Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$152 Million
ETFs: $131 Million
Technology: $7.41 Million
Healthcare: $3.05 Million
Financial Services: $2.93 Million
Consumer Cyclical: $1.85 Million
Consumer Defensive: $1.74 Million
Industrials: $1.12 Million
Energy: $1.09 Million
Other: $2.23 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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