Nova R Wealth, Inc. Portfolio Holdings
Nova R Wealth, Inc.
- $194 Million
- Q3 2024
Nova R Wealth, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 Million distributed in 81 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 $23.2M, Vanguard Intermediate Term Tre with a value of $20.7M, Black Rock Health Sciences Trust with a value of $14M, American Centy ETF Tr Avantis with a value of $11.2M, and Intuitive Surgical Inc with a value of $11M.
Examining the 13F form we can see an increase of $8.21M in the current position value, from $186M to 194M.
Below you can find more details about Nova R Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$194 Million
ETFs: $109 Million
Financial Services: $23.5 Million
Technology: $21 Million
Healthcare: $16 Million
Consumer Cyclical: $5.56 Million
Consumer Defensive: $3.09 Million
Utilities: $1.79 Million
Energy: $1.49 Million
Other: $1.93 Million