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