Innova Wealth Partners Portfolio Holdings
Innova Wealth Partners
- $111 Million
- Q3 2024
Innova Wealth Partners has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $111 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $12.8M, Ishares Barclays 20+ Year Trea with a value of $10.2M, Nvidia Corp with a value of $7.57M, Ishares Tr with a value of $6.07M, and Ishares Msci Acwi ETF with a value of $5.37M.
Examining the 13F form we can see an decrease of $19.1M in the current position value, from $130M to 111M.
Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$111 Million
ETFs: $70.5 Million
Technology: $21.4 Million
Financial Services: $5.93 Million
Industrials: $3.37 Million
Consumer Cyclical: $2.67 Million
Communication Services: $1.96 Million
Consumer Defensive: $1.87 Million
Utilities: $968,000
Other: $1.77 Million