Innova Wealth Partners Portfolio Holdings
Innova Wealth Partners
- $145 Million
- Q1 2025
Innova Wealth Partners has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 100 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 $31.5M, Ishares Barclays with a value of $9.3M, Spdr Gold Trust with a value of $9.23M, Ishares Core U.S. Aggregate Bo with a value of $6.62M, and Utilities Sector Spdr with a value of $5.25M.
Examining the 13F form we can see an increase of $862K in the current position value, from $144M to 145M.
Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
ETFs: $126 Million
Technology: $5.61 Million
Healthcare: $3.05 Million
Financial Services: $2.3 Million
Consumer Defensive: $1.8 Million
Consumer Cyclical: $1.78 Million
Energy: $1.38 Million
Utilities: $731,000
Other: $1.84 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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