Nova R Wealth, Inc. Incresed Positions in Q3 2025

Nova R Wealth, Inc.

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
221K
+ 70.02%
$58.97 - $60.36 $13M - $13.3M
536K $32.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
168K
+ 122.79%
$47.86 - $48.43 $8.06M - $8.16M
306K $14.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
129K
+ 80.19%
$49.78 - $50.75 $6.4M - $6.53M
289K $14.6M
AVLV
American Centy ETF Tr Avantis
5.23K
+ 2.95%
$68.33 - $72.69 $357K - $380K
183K $13.2M
IEFA
Ishares Tr

ETFs
1.86K
+ 1.21%
$81.7 - $87.53 $152K - $163K
155K $13.5M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
2.36K
+ 1.59%
$63.74 - $68.36 $150K - $161K
150K $10.2M
LRGF
Ishares Tr

ETFs
199
+ 0.2%
$64.13 - $69.24 $12.8K - $13.8K
101K $6.97M
GRMN
Garmin LTD

Technology
37
+ 0.32%
$211.13 - $246.22 $7.81K - $9.11K
11.7K $2.88M
NVDA
Nvidia Corp

Technology
509
+ 4.45%
$153.3 - $186.58 $78K - $95K
11.9K $2.23M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.03K
+ 59.93%
$89.32 - $107.82 $271K - $327K
8.09K $872K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.06K
+ 3.23%
$49.43 - $54.52 $52.5K - $58K
34K $1.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 0.62%
$459.11 - $506.91 $29.8K - $32.9K
10.6K $5.32M
MSFT
Microsoft Corp

Technology
266
+ 7.4%
$491.09 - $535.64 $131K - $142K
3.86K $2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
322
+ 2.15%
$108.46 - $120.63 $34.9K - $38.8K
15.3K $1.82M
VEA
Vanguard Ftse Developed Market

ETFs
448
+ 0.92%
$56.02 - $60.3 $25.1K - $27K
49.3K $2.96M
AVDE
American Centy ETF Tr Avantis

ETFs
497
+ 2.09%
$73.24 - $79.04 $36.4K - $39.3K
24.3K $1.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
194
+ 50.92%
$567.77 - $614.76 $110K - $119K
575 $352K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.94K
+ 4.27%
$41.43 - $44.2 $80.2K - $85.6K
47.3K $2.09M
NEE
Nextera Energy Inc

Utilities
149
+ 0.82%
$69.77 - $77.54 $10.4K - $11.6K
18.3K $1.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
89
+ 8.31%
$617.65 - $666.84 $55K - $59.3K
1.16K $772K
JPM
Jpmorgan Chase & CO

Financial Services
201
+ 13.76%
$282.78 - $316.06 $56.8K - $63.5K
1.66K $524K
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 0.45%
$121.35 - $144.54 $1.94K - $2.31K
3.54K $511K
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 2.78%
$303.93 - $329.86 $17.3K - $18.8K
2.11K $691K
VB
Vanguard Small Cap ETF

ETFs
55
+ 2.6%
$237.58 - $259.17 $13.1K - $14.3K
2.17K $552K
MA
Mastercard Inc

Financial Services
68
+ 4.23%
$550.18 - $598.96 $37.4K - $40.7K
1.68K $952K
DUHP
Dimensional ETF Tr Dimensional

ETFs
41
+ 0.28%
$35.76 - $37.93 $1.47K - $1.56K
14.5K $547K
META
Meta Platforms, Inc.

Communication Services
45
+ 4.73%
$695.21 - $791.73 $31.3K - $35.6K
997 $732K
EVRG
Evergy, Inc.

Utilities
58
+ 1.87%
$67.73 - $76.02 $3.93K - $4.41K
3.16K $240K
SCHW
Schwab Charles Corp

Financial Services
43
+ 1.09%
$91.03 - $98.69 $3.91K - $4.24K
3.98K $379K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
29
+ 0.2%
$92.18 - $95.14 $2.67K - $2.76K
14.2K $1.35M
ETN
Eaton Corp PLC

Industrials
8
+ 0.85%
$342.99 - $392.76 $2.74K - $3.14K
947 $354K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.1%
$68.24 - $73.73 $273 - $295
4.12K $302K
DFAT
Dimensional ETF Tr U S Target

ETFs
18
+ 0.46%
$53.36 - $59.69 $960 - $1.07K
3.92K $228K
ADT
Adt Inc.

Industrials
243
+ 0.65%
$8.27 - $8.85 $2.01K - $2.15K
37.5K $326K
VIG
Vanguard Dividend Appreciation

ETFs
41
+ 0.46%
N/A
8.93K $1.63M
SO
Southern CO

Utilities
2
+ 0.08%
$90.83 - $96.0 $182 - $192
2.62K $248K
ABT
Abbott Laboratories

Healthcare
81
+ 2.98%
$120.51 - $136.62 $9.76K - $11.1K
2.8K $375K
PG
Procter & Gamble CO

Consumer Defensive
90
+ 5.6%
$150.47 - $161.22 $13.5K - $14.5K
1.7K $260K
Capital Group New Geography
5.47K
+ 32.24%
N/A
22.4K $0
V
Visa Inc.

Financial Services
46
+ 2.8%
$332.09 - $358.86 $15.3K - $16.5K
1.69K $577K
KO
Coca Cola CO

Consumer Defensive
13
+ 0.35%
$65.67 - $71.67 $854 - $932
3.73K $247K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.13%
$288.69 - $310.94 $577 - $622
1.54K $450K
HON
Honeywell International Inc

Industrials
47
+ 3.04%
$207.7 - $240.4 $9.76K - $11.3K
1.59K $335K
SPGI
S&P Global Inc.

Financial Services
16
+ 1.07%
$484.94 - $564.15 $7.76K - $9.03K
1.51K $733K
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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