Nova R Wealth, Inc. Portfolio Holdings

Nova R Wealth, Inc.

  • $202 Million
  • Q2 2025

Nova R Wealth, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $202 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25M, Vanguard Intermediate Term Tre with a value of $18.9M, Ishares Tr with a value of $12.8M, American Centy ETF Tr Avantis with a value of $12.1M, and Intuitive Surgical Inc with a value of $11.6M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $190M to 202M.

Below you can find more details about Nova R Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $202 Million
ETFs: $120 Million
Technology: $20.5 Million
Financial Services: $20.2 Million
Healthcare: $14.8 Million
Consumer Cyclical: $5.56 Million
Consumer Defensive: $2.66 Million
Utilities: $1.71 Million
Industrials: $1.71 Million
Other: $3.11 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$11.6 Million 5.73% of portfolio
21,312
Q2 2025 Reduced 1.36%
$0
$10.3 Million 5.08% of portfolio
281,349
Q2 2025 Reduced 10.35%
$3.69T
$6.8 Million 3.37% of portfolio
33,152
Q2 2025 Reduced 2.8%
$621B
$5.11 Million 2.53% of portfolio
10,523
Q2 2025 Reduced 0.59%
$2.26T
$4.03 Million 2.0% of portfolio
18,391
Q2 2025 Reduced 1.34%
$44.6B
$2.43 Million 1.2% of portfolio
11,645
Q2 2025 Added 0.25%
$57.8B
$2.15 Million 1.07% of portfolio
9,863
Q2 2025 Reduced 0.44%
$281B
$2.15 Million 1.06% of portfolio
21,940
Q2 2025 Added 0.35%
$152B
$1.99 Million 0.98% of portfolio
7,125
Q2 2025 Reduced 41.22%
$66.5B
$1.89 Million 0.93% of portfolio
19,094
Q2 2025 Reduced 0.18%
$456B
$1.81 Million 0.89% of portfolio
11,428
Q2 2025 Added 0.32%
$3.95T
$1.79 Million 0.89% of portfolio
3,597
Q2 2025 Reduced 2.52%
$141B
$1.26 Million 0.62% of portfolio
18,134
Q2 2025 Added 0.01%
$23.9B
$1.2 Million 0.6% of portfolio
39,604
Q2 2025 Reduced 0.97%
$177B
$1.13 Million 0.56% of portfolio
5,829
Q2 2025 Reduced 0.32%
$0
$920,000 0.46% of portfolio
93,059
Q3 2024 Reduced 6.94%
$0
$870,000 0.43% of portfolio
86,694
Q2 2025 Reduced 7.58%
$452B
$862,000 0.43% of portfolio
5,645
Q2 2025 New
$182B
$786,000 0.39% of portfolio
1,492
Q4 2021 New
$32.6B
$719,000 0.36% of portfolio
2,049
Q2 2025 Reduced 0.63%
$302B
$710,000 0.35% of portfolio
4,961
Q2 2025 Added 10.1%
$1.78T
$702,000 0.35% of portfolio
952
Q2 2025 Added 0.11%
$1.21T
$689,000 0.34% of portfolio
3,910
Q2 2025 Reduced 2.37%
$551B
$584,000 0.29% of portfolio
1,645
Q2 2025 Reduced 0.78%
$124B
$473,000 0.23% of portfolio
1,534
Q2 2025 Reduced 5.66%
$6.4B
$455,000 0.23% of portfolio
5,059
Q2 2025 Added 1,345.43%
$155B
$434,000 0.21% of portfolio
3,521
Q2 2025 Added 0.06%
$859B
$423,000 0.21% of portfolio
1,461
Q2 2025 Reduced 14.31%
$442B
$395,000 0.2% of portfolio
3,673
Q2 2025 Added 15.54%
$179B
$359,000 0.18% of portfolio
3,936
Q3 2024 Reduced 19.67%
$146B
$360,000 0.18% of portfolio
1,547
Q2 2025 New
$229B
$370,000 0.18% of portfolio
2,721
Q2 2025 Reduced 15.31%
$3.68B
$352,000 0.17% of portfolio
873
Q4 2024 New
$145B
$335,000 0.17% of portfolio
939
Q1 2025 Added 12.19%
$222B
$338,000 0.17% of portfolio
1,158
Q2 2025 Reduced 7.73%
$7.31B
$315,000 0.16% of portfolio
37,291
Q2 2025 Reduced 39.02%
$405B
$298,000 0.15% of portfolio
813
Q2 2025 Added 12.29%
$368B
$256,000 0.13% of portfolio
1,608
Q2 2025 Reduced 4.29%
$306B
$262,000 0.13% of portfolio
3,713
Q2 2025 Added 0.35%
$102B
$240,000 0.12% of portfolio
2,618
Q2 2025 Added 0.08%
$50.2B
$241,000 0.12% of portfolio
4,691
Q2 2025 Reduced 6.78%
$218B
$226,000 0.11% of portfolio
583
Q2 2025 New
$33.1B
$213,000 0.11% of portfolio
2,615
Q2 2025 Added 0.27%
$16.7B
$213,000 0.11% of portfolio
3,103
Q1 2025 New
$684B
$209,000 0.1% of portfolio
960
Q2 2025 New
$1.96B
$159,000 0.08% of portfolio
39,063
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.47%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $202 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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