Nova R Wealth, Inc. Purchases in Q3 2024

Nova R Wealth, Inc.

  • $194 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
2.69K
+ 0.79%
$57.8 - $60.8 $155K - $163K
343K $20.7M
AAPL
Apple Inc.

Technology
595
+ 1.78%
$207.23 - $234.82 $123K - $140K
34.1K $7.94M
WMT
Walmart Inc.

Consumer Defensive
5.99K
+ 38.46%
$66.91 - $81.4 $401K - $488K
21.6K $1.74M
AVLV
American Centy ETF Tr Avantis
304
+ 0.18%
$60.05 - $65.83 $18.3K - $20K
170K $11.2M
LRGF
Ishares Tr

ETFs
282
+ 0.28%
$52.89 - $58.77 $14.9K - $16.6K
99.9K $5.87M
CAT
Caterpillar Inc

Industrials
582
New
$316.8 - $391.12 $184K - $228K
582 $227K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.86K
New
$51.0 - $57.07 $197K - $220K
3.86K $214K
CL
Colgate Palmolive CO

Consumer Defensive
1.99K
New
$95.54 - $108.77 $190K - $217K
1.99K $206K
PEP
Pepsico Inc

Consumer Defensive
1.18K
New
$161.9 - $179.3 $192K - $212K
1.18K $201K
APH
Amphenol Corp

Technology
3.38K
+ 21.03%
$58.39 - $70.41 $197K - $238K
19.4K $1.27M
AMGN
Amgen Inc

Healthcare
103
+ 0.84%
$309.38 - $337.38 $31.9K - $34.8K
12.3K $3.98M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
496
+ 0.36%
$48.06 - $49.39 $23.8K - $24.5K
137K $6.76M
IQLT
Ishares Msci Intl Quality Fact

ETFs
272
+ 0.61%
$37.37 - $41.82 $10.2K - $11.4K
44.8K $1.86M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34
+ 0.24%
$83.76 - $91.82 $2.85K - $3.12K
14.2K $1.3M
AVUV
American Centy ETF Tr Avantis

ETFs
39
+ 0.33%
$88.24 - $99.7 $3.44K - $3.89K
12K $1.15M
FIW
First Trust Water ETF

ETFs
3
+ 0.04%
$98.0 - $109.33 $294 - $328
7.04K $769K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 7.33%
$333.64 - $405.2 $17K - $20.7K
747 $302K
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 0.5%
$332.02 - $382.76 $6.31K - $7.27K
3.82K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 1.52%
$255.18 - $283.2 $7.15K - $7.93K
1.87K $528K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.28%
$517.38 - $573.86 $1.55K - $1.72K
1.06K $608K
SO
Southern CO

Utilities
2
+ 0.08%
$77.0 - $90.52 $154 - $181
2.61K $235K
ABT
Abbott Laboratories

Healthcare
4
+ 0.12%
$100.07 - $118.13 $400 - $473
3.21K $365K
KO
Coca Cola CO

Consumer Defensive
13
+ 0.35%
$62.69 - $73.01 $815 - $949
3.68K $264K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.07%
$172.58 - $196.48 $173 - $196
1.37K $267K
OKE
Oneok Inc

Energy
7
+ 0.27%
$78.62 - $95.27 $550 - $667
2.6K $236K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20
+ 0.43%
$58.03 - $65.37 $1.16K - $1.31K
4.64K $300K
V
Visa Inc.

Financial Services
2
+ 0.12%
$253.74 - $291.56 $507 - $583
1.63K $447K
ETN
Eaton Corp PLC

Industrials
1
+ 0.12%
$272.52 - $333.02 $273 - $333
837 $277K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.42%
$194.9 - $224.8 $1.17K - $1.35K
1.45K $305K
IEMG
Ishares Inc

ETFs
116
+ 0.18%
$53.64 - $53.64 $6.22K - $6.22K
65.8K $3.53M
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.25%
$160.76 - $177.82 $643 - $711
1.6K $276K
MPLX
Mplx LP

Energy
58
+ 1.21%
$40.44 - $45.07 $2.35K - $2.61K
4.84K $215K
TXN
Texas Instruments Inc

Technology
10
+ 0.17%
$194.6 - $194.6 $1.95K - $1.95K
5.89K $1.15M
Canadian Pacific Kansas City
6
+ 0.14%
N/A
4.26K $0
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.09%
$182.15 - $182.15 $1.46K - $1.46K
8.87K $1.62M
NVDA
Nvidia Corp

Technology
153
+ 1.24%
$98.91 - $134.91 $15.1K - $20.6K
12.4K $1.51M
ADT
Adt Inc.

Industrials
450
+ 0.75%
$6.87 - $7.9 $3.09K - $3.56K
60.2K $435K
CVX
Chevron Corp

Energy
35
+ 0.82%
$137.88 - $161.97 $4.83K - $5.67K
4.28K $629K
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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