Nova R Wealth, Inc. Purchases and Sells in Q4 2024

Nova R Wealth, Inc.

$190 Million
Q4 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	4 + 0.02%	$180.88 - $232.93 $724 - $932	18.4K $4.03M
VTIP	8.76K + 6.39%	$48.33 - $49.08 $423K - $430K	146K $7.07M
WMT	4 + 0.02%	$79.1 - $95.7 $316 - $383	21.6K $1.95M
LRGF	259 + 0.26%	$58.25 - $63.26 $15.1K - $16.4K	100K $6.04M
IWF	4 + 0.1%	$370.24 - $418.94 $1.48K - $1.68K	3.82K $1.53M
VTI	141 + 7.55%	$280.04 - $302.45 $39.5K - $42.6K	2.01K $582K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	27.4K New	$91.29 - $91.8 $2.5M - $2.51M	27.4K $2.5M
DFSD	21.4K New	$46.75 - $47.8 $1M - $1.02M	21.4K $1M
GOOGL	3.75K New	$161.86 - $196.66 $608K - $738K	3.75K $710K
MSTR	873 New	$162.69 - $473.83 $142K - $414K	873 $252K
TSLA	538 New	$213.65 - $479.86 $115K - $258K	538 $217K
VOO	372 New	$521.84 - $558.82 $194K - $208K	372 $200K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BME	-12.7K - 3.82%	$36.92 - $42.26 $470K - $538K	320K $12.1M
MSFT	-2.02K - 36.1%	$406.35 - $454.46 $819K - $916K	3.57K $1.5M
AMGN	-230 - 1.86%	$258.78 - $328.31 $59.5K - $75.5K	12.1K $3.16M
NXPI	-82 - 0.82%	$207.27 - $255.58 $17K - $21K	9.96K $2.07M
NEE	-296 - 1.61%	$69.77 - $85.43 $20.7K - $25.3K	18.1K $1.3M
IQLT	-165 - 0.37%	$37.12 - $41.23 $6.12K - $6.8K	44.7K $1.66M

Activity Summary All Purchases 41 New Holdings 7 Increased Positions 34 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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