Nova R Wealth, Inc. Reduced Holdings in Q2 2025

Nova R Wealth, Inc.

  • $202 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BME
Black Rock Health Sciences Trust

Financial Services
-32.5K
- 10.35%
$34.86 - $38.42 $1.13M - $1.25M
281K $10.3M
AMGN
Amgen Inc

Healthcare
-5K
- 41.22%
$262.28 - $309.85 $1.31M - $1.55M
7.13K $1.99M
AAPL
Apple Inc.

Technology
-954
- 2.8%
$172.42 - $223.89 $164K - $214K
33.2K $6.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-62
- 0.59%
$483.48 - $539.8 $30K - $33.5K
10.5K $5.11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.59K
- 13.14%
$91.43 - $91.74 $328K - $330K
23.7K $2.18M
ADT
Adt Inc.

Industrials
-23.9K
- 39.02%
$7.54 - $8.6 $180K - $205K
37.3K $315K
FIW
First Trust Water ETF

ETFs
-2.13K
- 30.17%
$90.26 - $108.05 $192K - $230K
4.93K $532K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-962
- 25.25%
$320.42 - $421.7 $308K - $406K
2.85K $1.2M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-7.11K
- 7.58%
$9.67 - $10.64 $68.7K - $75.6K
86.7K $870K
ABT
Abbott Laboratories

Healthcare
-492
- 15.31%
$123.95 - $138.08 $61K - $67.9K
2.72K $370K
PG
Procter & Gamble CO

Consumer Defensive
-72
- 4.29%
$157.66 - $172.39 $11.4K - $12.4K
1.61K $256K
MPLX
Mplx LP

Energy
-341
- 6.78%
$46.68 - $53.89 $15.9K - $18.4K
4.69K $241K
VIG
Vanguard Dividend Appreciation

ETFs
-146
- 1.62%
N/A
8.89K $1.62M
ADP
Automatic Data Processing Inc

Industrials
-92
- 5.66%
$276.76 - $326.81 $25.5K - $30.1K
1.53K $473K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-123
- 0.86%
$85.42 - $94.39 $10.5K - $11.6K
14.2K $1.33M
TXN
Texas Instruments Inc

Technology
-19
- 0.32%
N/A
5.83K $1.13M
Canadian Pacific Kansas City
-401
- 9.4%
N/A
3.87K $0
Spdr Series Trust
-6.58K
- 5.45%
N/A
114K $0
AVGE
American Centy ETF Tr Avantis
-1.55K
- 1.47%
N/A
104K $0
MA
Mastercard Inc

Financial Services
-36
- 2.19%
$479.92 - $590.74 $17.3K - $21.3K
1.61K $903K
V
Visa Inc.

Financial Services
-13
- 0.78%
$308.27 - $373.31 $4.01K - $4.85K
1.65K $584K
JPM
Jpmorgan Chase & CO

Financial Services
-244
- 14.31%
$210.28 - $289.91 $51.3K - $70.7K
1.46K $423K
AVUV
American Centy ETF Tr Avantis

ETFs
-424
- 3.72%
$75.17 - $91.21 $31.9K - $38.7K
11K $1M
VLUE
Ishares Msci Usa Value Factor

ETFs
-13
- 0.6%
$93.5 - $113.21 $1.22K - $1.47K
2.15K $242K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-222
- 5.12%
$55.54 - $69.09 $12.3K - $15.3K
4.11K $284K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-633
- 11.46%
$180.84 - $240.32 $114K - $152K
4.89K $1.18M
ANSS
Ansys Inc

Technology
-13
- 0.63%
$284.19 - $351.22 $3.69K - $4.57K
2.05K $719K
GOOGL
Alphabet Inc.

Communication Services
-95
- 2.37%
$144.7 - $178.6 $13.7K - $17K
3.91K $689K
NXPI
Nxp Semiconductors N.V.

Technology
-44
- 0.44%
$153.5 - $218.72 $6.75K - $9.62K
9.86K $2.15M
STM
St Microelectronics N.V.

Technology
-387
- 0.97%
$17.78 - $30.41 $6.88K - $11.8K
39.6K $1.2M
MSFT
Microsoft Corp

Technology
-93
- 2.52%
$354.56 - $497.45 $33K - $46.3K
3.6K $1.79M
VONE
Vanguard Russell 1000 ETF

ETFs
-73
- 0.43%
$225.48 - $279.48 $16.5K - $20.4K
16.7K $4.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-249
- 1.34%
$167.32 - $223.3 $41.7K - $55.6K
18.4K $4.03M
APH
Amphenol Corp

Technology
-35
- 0.18%
$59.09 - $98.75 $2.07K - $3.46K
19.1K $1.89M
ISRG
Intuitive Surgical Inc

Healthcare
-293
- 1.36%
$451.58 - $565.94 $132K - $166K
21.3K $11.6M
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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