Nova R Wealth, Inc. Purchases in Q2 2025

Nova R Wealth, Inc.

  • $202 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
+ 2.87%
$498.8 - $620.9 $560K - $697K
40.2K $25M
IEFA
Ishares Tr

ETFs
17K
+ 12.44%
$67.83 - $84.09 $1.15M - $1.43M
153K $12.8M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
7.04K
+ 4.99%
$50.29 - $64.29 $354K - $453K
148K $9.52M
AVLV
American Centy ETF Tr Avantis
8.34K
+ 4.93%
$56.85 - $68.21 $474K - $569K
177K $12.1M
JNJ
Johnson & Johnson

Healthcare
5.65K
New
$146.36 - $159.82 $826K - $902K
5.65K $862K
LRGF
Ishares Tr

ETFs
258
+ 0.26%
$51.37 - $64.13 $13.3K - $16.5K
101K $6.45M
NVDA
Nvidia Corp

Technology
37
+ 0.32%
$94.31 - $157.99 $3.49K - $5.85K
11.4K $1.81M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.58K
+ 2.13%
$58.63 - $59.9 $386K - $394K
315K $18.9M
HON
Honeywell International Inc

Industrials
1.55K
New
$182.86 - $232.88 $283K - $360K
1.55K $360K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.47K
+ 4.15%
$47.09 - $48.01 $257K - $262K
137K $6.59M
VEA
Vanguard Ftse Developed Market

ETFs
300
+ 0.62%
$45.65 - $57.01 $13.7K - $17.1K
48.9K $2.79M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
28
+ 0.22%
$134.25 - $172.52 $3.76K - $4.83K
12.6K $2.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.62K
+ 12.16%
$90.56 - $109.49 $147K - $177K
15K $1.63M
WMT
Walmart Inc.

Consumer Defensive
76
+ 0.35%
$81.79 - $99.98 $6.22K - $7.6K
21.9K $2.15M
CAT
Caterpillar Inc

Industrials
583
New
$273.94 - $388.21 $160K - $226K
583 $226K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
381
New
$456.74 - $568.03 $174K - $216K
381 $216K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.9K
New
$44.8 - $53.97 $175K - $211K
3.9K $210K
ORCL
Oracle Corp

Technology
960
New
$122.82 - $218.63 $118K - $210K
960 $209K
AVDE
American Centy ETF Tr Avantis

ETFs
219
+ 0.93%
$59.32 - $74.36 $13K - $16.3K
23.8K $1.76M
VB
Vanguard Small Cap ETF

ETFs
712
+ 50.71%
$193.73 - $237.37 $138K - $169K
2.12K $501K
IQLT
Ishares Msci Intl Quality Fact

ETFs
152
+ 0.34%
$35.9 - $43.76 $5.46K - $6.65K
45.4K $1.96M
NG
Novagold Resources Inc

Basic Materials
39.1K
New
$2.28 - $4.98 $89.1K - $195K
39.1K $159K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.11%
$484.66 - $738.09 $485 - $738
952 $702K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
50
+ 0.15%
$39.89 - $49.46 $1.99K - $2.47K
32.9K $1.63M
IEMG
Ishares Inc

ETFs
1.84K
+ 2.87%
N/A
65.7K $3.52M
VTI
Vanguard Total Stock Market Et

ETFs
27
+ 1.34%
$243.75 - $303.93 $6.58K - $8.21K
2.05K $622K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.28%
$496.48 - $617.85 $1.49K - $1.85K
1.07K $661K
DUHP
Dimensional ETF Tr Dimensional

ETFs
47
+ 0.33%
$29.36 - $35.56 $1.38K - $1.67K
14.5K $514K
HD
Home Depot, Inc.

Consumer Cyclical
89
+ 12.29%
$335.24 - $380.78 $29.8K - $33.9K
813 $298K
XOM
Exxon Mobil Corp

Energy
494
+ 15.54%
$99.93 - $119.04 $49.4K - $58.8K
3.67K $395K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.06%
$119.13 - $135.03 $238 - $270
3.52K $434K
SO
Southern CO

Utilities
2
+ 0.08%
$84.91 - $92.56 $170 - $185
2.62K $240K
Capital Group New Geography
17K
New
N/A
17K $0
KO
Coca Cola CO

Consumer Defensive
13
+ 0.35%
$68.37 - $73.9 $889 - $961
3.71K $262K
NEE
Nextera Energy Inc

Utilities
2
+ 0.01%
$64.11 - $75.0 $128 - $150
18.1K $1.26M
CVX
Chevron Corp

Energy
455
+ 10.1%
$133.73 - $168.51 $60.8K - $76.7K
4.96K $710K
OKE
Oneok Inc

Energy
7
+ 0.27%
$78.71 - $100.37 $551 - $703
2.62K $213K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.71K
+ 1345.43%
$87.84 - $1441.89 $414K - $6.79M
5.06K $455K
GRMN
Garmin LTD

Technology
29
+ 0.25%
$173.63 - $218.07 $5.04K - $6.32K
11.6K $2.43M
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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