Nova R Wealth, Inc. Reduced Holdings in Q3 2024

Nova R Wealth, Inc.

  • $194 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STM
St Microelectronics N.V.

Technology
-121
- 0.3%
$27.83 - $42.72 $3.37K - $5.17K
40.7K $1.21M
NXPI
Nxp Semiconductors N.V.

Technology
-13
- 0.13%
$225.14 - $290.78 $2.93K - $3.78K
10K $2.41M
MSFT
Microsoft Corp

Technology
-79
- 1.4%
$395.15 - $467.56 $31.2K - $36.9K
5.58K $2.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.83K
- 9.28%
$61.11 - $67.85 $234K - $260K
37.4K $2.54M
SCHW
Schwab Charles Corp

Financial Services
-964
- 19.67%
$61.74 - $76.08 $59.5K - $73.3K
3.94K $255K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-1.92K
- 11.84%
$15.19 - $16.12 $29.1K - $30.9K
14.3K $226K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-302
- 4.8%
$175.46 - $203.3 $53K - $61.4K
6K $1.22M
PMO
Putnam Municipal Opportunities Trust

Financial Services
-6.94K
- 6.94%
$10.15 - $10.9 $70.4K - $75.6K
93.1K $1.01M
ANSS
Ansys Inc

Technology
-11
- 0.52%
$296.54 - $331.25 $3.26K - $3.64K
2.11K $672K
XOM
Exxon Mobil Corp

Energy
-129
- 3.58%
$109.72 - $119.0 $14.2K - $15.4K
3.48K $407K
CDW
Cdw Corp

Technology
-23
- 1.26%
$206.67 - $239.84 $4.75K - $5.52K
1.8K $406K
AVGE
American Centy ETF Tr Avantis
-1.32K
- 1.2%
N/A
109K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-356
- 6.22%
$75.47 - $83.18 $26.9K - $29.6K
5.37K $446K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.14K
- 6.91%
$63.46 - $71.43 $72.4K - $81.5K
15.4K $1.09M
APTV
Aptiv PLC

Consumer Cyclical
-35
- 0.4%
$65.39 - $74.24 $2.29K - $2.6K
8.62K $620K
VLUE
Ishares Msci Usa Value Factor

ETFs
-5
- 0.21%
$99.14 - $109.18 $496 - $546
2.38K $259K
VB
Vanguard Small Cap ETF

ETFs
-40
- 2.75%
$214.77 - $237.72 $8.59K - $9.51K
1.42K $335K
TJX
Tjx Companies Inc

Consumer Cyclical
-43
- 1.21%
$107.93 - $120.23 $4.64K - $5.17K
3.52K $413K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-638
- 4.67%
$141.31 - $161.48 $90.2K - $103K
13K $2.1M
GRMN
Garmin LTD

Technology
-631
- 5.11%
$161.1 - $183.29 $102K - $116K
11.7K $2.06M
META
Meta Platforms, Inc.

Communication Services
-19
- 1.97%
$453.41 - $572.44 $8.61K - $10.9K
945 $540K
ADP
Automatic Data Processing Inc

Industrials
-21
- 1.28%
$233.44 - $279.45 $4.9K - $5.87K
1.62K $448K
BME
Black Rock Health Sciences Trust

Financial Services
-6.86K
- 2.02%
$39.94 - $42.41 $274K - $291K
333K $14M
AVDE
American Centy ETF Tr Avantis

ETFs
-93
- 0.39%
$60.09 - $67.67 $5.59K - $6.29K
23.8K $1.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-397
- 1.22%
$41.9 - $48.26 $16.6K - $19.2K
32K $1.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-89
- 0.7%
$105.53 - $118.34 $9.39K - $10.5K
12.7K $1.48M
VEA
Vanguard Ftse Developed Market

ETFs
-162
- 0.34%
$47.6 - $53.31 $7.71K - $8.64K
47.5K $2.51M
VONE
Vanguard Russell 1000 ETF

ETFs
-99
- 0.57%
$234.0 - $260.07 $23.2K - $25.7K
17.3K $4.49M
NEE
Nextera Energy Inc

Utilities
-2
- 0.01%
$69.9 - $84.97 $140 - $170
18.4K $1.56M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-464
- 0.32%
$50.77 - $57.17 $23.6K - $26.5K
144K $8.24M
IEFA
Ishares Tr

ETFs
-2.78K
- 2.07%
$70.09 - $78.74 $195K - $219K
131K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-75
- 0.69%
$405.19 - $478.57 $30.4K - $35.9K
10.7K $4.93M
IVV
Ishares Core S&P 500 ETF

ETFs
-649
- 1.59%
$520.18 - $576.82 $338K - $374K
40.2K $23.2M
ISRG
Intuitive Surgical Inc

Healthcare
-428
- 1.87%
$416.14 - $494.01 $178K - $211K
22.4K $11M
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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