Nova R Wealth, Inc. Portfolio Holdings

Nova R Wealth, Inc.

  • $190 Million
  • Q1 2025

Nova R Wealth, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 77 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 $22M, Vanguard Intermediate Term Tre with a value of $18.3M, Black Rock Health Sciences Trust with a value of $12.1M, American Centy ETF Tr Avantis with a value of $11M, and Intuitive Surgical Inc with a value of $10.7M.

Examining the 13F form we can see an increase of $161K in the current position value, from $190M to 190M.

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

Portfolio value $190 Million
ETFs: $109 Million
Financial Services: $22.7 Million
Technology: $19.1 Million
Healthcare: $15.4 Million
Consumer Cyclical: $5.13 Million
Consumer Defensive: $2.47 Million
Utilities: $1.74 Million
Energy: $1.66 Million
Other: $2.42 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22 Million 11.55% of portfolio
39,127
Q1 2025 Added 0.1%
$0
$18.3 Million 9.63% of portfolio
308,662
Q1 2025 Reduced 13.7%
$0
$11 Million 5.79% of portfolio
168,962
Q1 2025 Added 0.94%
$0
$10.3 Million 5.42% of portfolio
136,348
Q1 2025 Added 1.75%
$0
$7.95 Million 4.18% of portfolio
141,069
Q1 2025 Reduced 0.43%
$0
$7.74 Million 4.06% of portfolio
155,080
Q1 2025 Added 6.25%
$0
$6.26 Million 3.29% of portfolio
131,696
Q1 2025 Added 515.2%
$0
$5.81 Million 3.05% of portfolio
100,379
Q1 2025 Added 0.22%
$0
$4.26 Million 2.24% of portfolio
16,795
Q1 2025 Reduced 1.18%
$0
$3.42 Million 1.8% of portfolio
63,845
Q1 2025 Added 2.7%
$0
$2.51 Million 1.32% of portfolio
27,336
Q1 2025 Reduced 0.13%
$0
$2.47 Million 1.3% of portfolio
48,596
Q1 2025 Added 0.42%
$0
$1.91 Million 1.0% of portfolio
12,584
Q1 2025 Reduced 0.44%
$0
$1.79 Million 0.94% of portfolio
45,207
Q1 2025 Added 1.21%
$0
$1.65 Million 0.86% of portfolio
9,038
Q1 2025 Added 1.03%
$0
$1.56 Million 0.82% of portfolio
23,573
Q1 2025 Reduced 2.28%
$0
$1.39 Million 0.73% of portfolio
13,334
Q1 2025 Added 4.07%
$0
$1.38 Million 0.72% of portfolio
3,810
Q1 2025 Reduced 0.24%
$0
$1.34 Million 0.7% of portfolio
14,292
Q1 2025 Added 0.19%
$0
$1.12 Million 0.59% of portfolio
5,523
Q1 2025 Reduced 0.83%
$0
$994,000 0.52% of portfolio
11,412
Q1 2025 Added 0.3%
$0
$711,000 0.37% of portfolio
7,060
Q1 2025 Added 0.04%
$0
$597,000 0.31% of portfolio
1,068
Q1 2025 Added 0.28%
$0
$555,000 0.29% of portfolio
2,022
Q1 2025 Added 0.65%
$0
$477,000 0.25% of portfolio
14,413
Q1 2025 Added 0.24%
$0
$311,000 0.16% of portfolio
1,404
Q1 2025 Added 0.5%
$0
$269,000 0.14% of portfolio
4,335
Q1 2025 Added 0.3%
$0
$230,000 0.12% of portfolio
2,158
Q1 2025 Reduced 8.79%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $190 Million
  • Prior Value $190 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Nova R Wealth, Inc. Portfolio

Follow Nova R Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nova R Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nova R Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email