Nova R Wealth, Inc. Purchases and Sells in Q2 2025

Nova R Wealth, Inc.

$202 Million
Q2 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.12K + 2.87%	$498.8 - $620.9 $560K - $697K	40.2K $25M
IEFA	17K + 12.44%	$67.83 - $84.09 $1.15M - $1.43M	153K $12.8M
JMOM	7.04K + 4.99%	$50.29 - $64.29 $354K - $453K	148K $9.52M
AVLV	8.34K + 4.93%	$56.85 - $68.21 $474K - $569K	177K $12.1M
LRGF	258 + 0.26%	$51.37 - $64.13 $13.3K - $16.5K	101K $6.45M
NVDA	37 + 0.32%	$94.31 - $157.99 $3.49K - $5.85K	11.4K $1.81M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	5.65K New	$146.36 - $159.82 $826K - $902K	5.65K $862K
HON	1.55K New	$182.86 - $232.88 $283K - $360K	1.55K $360K
CAT	583 New	$273.94 - $388.21 $160K - $226K	583 $226K
VOO	381 New	$456.74 - $568.03 $174K - $216K	381 $216K
DFAT	3.9K New	$44.8 - $53.97 $175K - $211K	3.9K $210K
ORCL	960 New	$122.82 - $218.63 $118K - $210K	960 $209K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BME	-32.5K - 10.35%	$34.86 - $38.42 $1.13M - $1.25M	281K $10.3M
AMGN	-5K - 41.22%	$262.28 - $309.85 $1.31M - $1.55M	7.13K $1.99M
AAPL	-954 - 2.8%	$172.42 - $223.89 $164K - $214K	33.2K $6.8M
BRK-B	-62 - 0.59%	$483.48 - $539.8 $30K - $33.5K	10.5K $5.11M
BIL	-3.59K - 13.14%	$91.43 - $91.74 $328K - $330K	23.7K $2.18M
ADT	-23.9K - 39.02%	$7.54 - $8.6 $180K - $205K	37.3K $315K

Activity Summary All Purchases 40 New Holdings 8 Increased Positions 32 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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