Nova R Wealth, Inc. Incresed Positions in Q1 2025

Nova R Wealth, Inc.

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
110K
+ 515.2%
$46.74 - $47.55 $5.15M - $5.24M
132K $6.26M
IEFA
Ishares Tr

ETFs
2.35K
+ 1.75%
$69.57 - $78.65 $163K - $185K
136K $10.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.13K
+ 6.25%
$48.43 - $49.9 $442K - $455K
155K $7.74M
AMGN
Amgen Inc

Healthcare
4
+ 0.03%
$258.59 - $327.36 $1.03K - $1.31K
12.1K $3.78M
VEA
Vanguard Ftse Developed Market

ETFs
201
+ 0.42%
$47.4 - $52.99 $9.53K - $10.7K
48.6K $2.47M
IQLT
Ishares Msci Intl Quality Fact

ETFs
540
+ 1.21%
$36.91 - $41.03 $19.9K - $22.2K
45.2K $1.79M
CVX
Chevron Corp

Energy
131
+ 2.99%
$146.71 - $167.97 $19.2K - $22K
4.51K $753K
IEMG
Ishares Inc

ETFs
1.68K
+ 2.7%
N/A
63.8K $3.42M
MA
Mastercard Inc

Financial Services
102
+ 6.62%
$504.67 - $576.31 $51.5K - $58.8K
1.64K $900K
V
Visa Inc.

Financial Services
88
+ 5.61%
$306.92 - $362.71 $27K - $31.9K
1.66K $581K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
27
+ 0.19%
$87.68 - $94.52 $2.37K - $2.55K
14.3K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
249
+ 17.1%
$225.19 - $279.95 $56.1K - $69.7K
1.71K $418K
ABT
Abbott Laboratories

Healthcare
3
+ 0.09%
$111.1 - $140.22 $333 - $421
3.21K $426K
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 8.66%
$279.74 - $321.29 $28K - $32.1K
1.26K $392K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
80
+ 0.24%
$42.5 - $46.71 $3.4K - $3.74K
32.8K $1.49M
MPLX
Mplx LP

Energy
88
+ 1.78%
$47.88 - $54.65 $4.21K - $4.81K
5.03K $269K
SO
Southern CO

Utilities
2
+ 0.08%
$80.96 - $92.96 $162 - $186
2.62K $240K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.18%
$286.85 - $318.64 $861 - $956
1.63K $496K
PG
Procter & Gamble CO

Consumer Defensive
78
+ 4.87%
$158.56 - $176.26 $12.4K - $13.7K
1.68K $286K
VIG
Vanguard Dividend Appreciation

ETFs
92
+ 1.03%
N/A
9.04K $1.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.3%
$58.01 - $64.46 $754 - $838
4.34K $269K
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 11.73%
$347.25 - $424.87 $26.4K - $32.3K
724 $265K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.06%
$112.81 - $126.16 $226 - $252
3.52K $428K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.07%
$156.48 - $175.67 $156 - $176
1.37K $225K
Canadian Pacific Kansas City
6
+ 0.14%
N/A
4.27K $0
META
Meta Platforms, Inc.

Communication Services
19
+ 2.04%
$576.36 - $736.67 $11K - $14K
951 $548K
OKE
Oneok Inc

Energy
7
+ 0.27%
$89.57 - $109.85 $627 - $769
2.61K $258K
DUHP
Dimensional ETF Tr Dimensional

ETFs
35
+ 0.24%
$32.57 - $35.82 $1.14K - $1.25K
14.4K $477K
FIW
First Trust Water ETF

ETFs
3
+ 0.04%
$99.48 - $106.74 $298 - $320
7.06K $711K
NEE
Nextera Energy Inc

Utilities
8
+ 0.04%
$66.96 - $76.16 $536 - $609
18.1K $1.29M
ETN
Eaton Corp PLC

Industrials
102
+ 12.19%
$271.83 - $371.23 $27.7K - $37.9K
939 $255K
IQV
Iqvia Holdings Inc.

Healthcare
32
+ 2.22%
$176.3 - $209.96 $5.64K - $6.72K
1.47K $259K
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.5%
$217.89 - $252.64 $1.53K - $1.77K
1.4K $311K
CDW
Cdw Corp

Technology
2
+ 0.11%
$160.26 - $206.13 $321 - $412
1.8K $288K
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.65%
$271.18 - $303.12 $3.53K - $3.94K
2.02K $555K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.28%
$551.42 - $612.93 $1.65K - $1.84K
1.07K $597K
WMT
Walmart Inc.

Consumer Defensive
288
+ 1.33%
$84.5 - $105.05 $24.3K - $30.3K
21.9K $1.92M
APH
Amphenol Corp

Technology
30
+ 0.16%
$61.62 - $78.55 $1.85K - $2.36K
19.1K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
522
+ 4.07%
$102.49 - $119.96 $53.5K - $62.6K
13.3K $1.39M
GOOGL
Alphabet Inc.

Communication Services
251
+ 6.69%
$154.33 - $206.19 $38.7K - $51.8K
4.01K $619K
AVUV
American Centy ETF Tr Avantis

ETFs
34
+ 0.3%
$84.95 - $100.62 $2.89K - $3.42K
11.4K $994K
MSFT
Microsoft Corp

Technology
124
+ 3.48%
$375.39 - $447.2 $46.5K - $55.5K
3.69K $1.39M
AVLV
American Centy ETF Tr Avantis
1.58K
+ 0.94%
$63.51 - $70.42 $100K - $111K
169K $11M
LRGF
Ishares Tr

ETFs
221
+ 0.22%
$56.95 - $63.95 $12.6K - $14.1K
100K $5.81M
AMZN
Amazon Com Inc

Consumer Cyclical
258
+ 1.4%
$190.26 - $242.06 $49.1K - $62.5K
18.6K $3.55M
AAPL
Apple Inc.

Technology
319
+ 0.94%
$209.68 - $247.1 $66.9K - $78.8K
34.1K $7.58M
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 0.1%
$554.06 - $615.85 $22.2K - $24.6K
39.1K $22M
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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