Nova R Wealth, Inc. has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $184 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.8M, Vanguard Intermediate Term Tre with a value of $19.1M, Black Rock Health Sciences Trust with a value of $14.8M, American Centy ETF Tr Avantis with a value of $10.7M, and Ishares Tr with a value of $9.46M.

Examining the 13F form we can see an increase of $25.6M in the current position value, from $158M to 184M.

Below you can find more details about Nova R Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $105 Million
Financial Services: $23.8 Million
Technology: $18.3 Million
Healthcare: $13.9 Million
Consumer Cyclical: $5.39 Million
Consumer Defensive: $2.05 Million
Energy: $1.56 Million
Industrials: $1.47 Million
Other: $1.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $184 Million
  • Prior Value $158 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 22 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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