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Innova Wealth Partners

Latest statistics and disclosures from Innova Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, TLT, NVDA, ITB, ACWI, and represent 34.62% of Innova Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IAU (+$13M), TLT (+$9.3M), NVDA (+$7.0M), ITB (+$6.1M), ACWI (+$5.4M), SMH (+$5.3M), SDS, IGV, VMBS, ANET.
Started 67 new stock positions in XLRE, VPU, SDS, XSEP, LQD, RA, ACP, PMX, ETV, NOCT.
Reduced shares in these 10 stocks: , SHY (-$7.2M), DBMF (-$6.7M), AGG (-$6.1M), XLF (-$5.3M), XLI (-$5.2M), XLC (-$5.2M), XLY, XLB, .
Sold out of its positions in BOXX, CVX, CMCSA, TMF, DORM, XOM, GSK, HPE, HD, RZV.
Innova Wealth Partners was a net seller of stock by $-21M.
Innova Wealth Partners has $122M in assets under management (AUM), dropping by -13.10%.
Central Index Key (CIK): 0001888831

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Positions held by Innova Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Innova Wealth Partners

Innova Wealth Partners holds 85 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	10.6	$13M	NEW	259k	49.70	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	8.4	$10M	+968%	104k	98.10	View chart
NVIDIA Corporation (NVDA)	6.2	$7.6M	+1334%	62k	121.44	View chart
Ishares Tr Us Home Cons Etf (ITB)	5.0	$6.1M	NEW	48k	127.10	View chart
Ishares Tr Msci Acwi Etf (ACWI)	4.4	$5.4M	NEW	45k	119.55	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	4.3	$5.3M	NEW	21k	245.46	View chart
Proshares Tr Ultrashrt S&p500 (SDS)	3.5	$4.2M	NEW	204k	20.63	View chart
Ishares Tr Expanded Tech (IGV)	3.2	$3.9M	NEW	43k	89.37	View chart
Select Sector Spdr Tr Technology (XLK)	3.0	$3.6M	-33%	16k	225.77	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.6	$3.2M	NEW	67k	47.21	View chart
Arista Networks (ANET)	2.2	$2.7M	NEW	7.1k	383.82	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.2	$2.7M	NEW	24k	112.98	View chart
Global X Fds Gb Msci Ar Etf (NORW)	2.0	$2.4M	NEW	37k	66.30	View chart
Super Micro Computer (SMCI)	1.9	$2.3M	NEW	5.6k	416.40	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	1.9	$2.3M	NEW	103k	22.56	View chart
Alkami Technology (ALKT)	1.8	$2.2M	NEW	71k	31.54	View chart
Ishares Tr Msci Poland Etf (EPOL)	1.8	$2.2M	NEW	90k	24.24	View chart
Broadcom (AVGO)	1.8	$2.1M	NEW	12k	172.50	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	1.7	$2.0M	NEW	41k	49.60	View chart
Barclays Bank Ipath S7p 500 Md	1.6	$2.0M	NEW	38k	52.46	View chart
M/I Homes (MHO)	1.6	$1.9M	NEW	11k	171.36	View chart
Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)	1.5	$1.9M	NEW	89k	21.00	View chart
Lennox International (LII)	1.5	$1.8M	NEW	2.9k	604.29	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.3M	NEW	7.9k	167.18	View chart
Microsoft Corporation (MSFT)	1.1	$1.3M	-43%	3.1k	430.31	View chart
Costco Wholesale Corporation (COST)	1.0	$1.2M	+436%	1.3k	886.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.2M	-55%	2.4k	488.12	View chart
Vertiv Holdings Com Cl A (VRT)	0.9	$1.1M	NEW	11k	99.49	View chart
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)	0.8	$1.0M	NEW	48k	21.06	View chart
Intel Corporation (INTC)	0.8	$980k	NEW	42k	23.46	View chart
Dominion Resources (D)	0.8	$969k	NEW	17k	57.79	View chart
Encore Energy Corp Com New (EU)	0.7	$897k	NEW	222k	4.04	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.7	$883k	NEW	64k	13.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$880k	NEW	15k	57.53	View chart
Brookfield Real Assets Incom Shs Ben Int (RA)	0.7	$870k	NEW	64k	13.70	View chart
Oxford Lane Cap Corp (OXLC)	0.7	$857k	NEW	164k	5.24	View chart
Denison Mines Corp (DNN)	0.7	$807k	NEW	441k	1.83	View chart
Amazon (AMZN)	0.6	$768k	+37%	4.1k	186.33	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$695k	NEW	16k	44.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.6	$688k	NEW	29k	23.54	View chart
Hubbell (HUBB)	0.5	$651k	NEW	1.5k	428.35	View chart
Meta Platforms Cl A (META)	0.5	$629k	+173%	1.1k	572.45	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.5	$592k	NEW	41k	14.43	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.5	$583k	NEW	35k	16.67	View chart
Apple (AAPL)	0.5	$583k	-75%	2.5k	233.01	View chart
Aberdeen Income Cred Strat (ACP)	0.5	$560k	NEW	85k	6.62	View chart
Vanguard World Utilities Etf (VPU)	0.5	$548k	NEW	3.1k	174.05	View chart
Advanced Micro Devices (AMD)	0.4	$510k	NEW	3.1k	164.08	View chart
Highland Opportunities Highland Income (HFRO)	0.4	$509k	NEW	83k	6.13	View chart
Biontech Se Sponsored Ads (BNTX)	0.4	$452k	NEW	3.8k	118.77	View chart
Dell Technologies CL C (DELL)	0.3	$406k	NEW	3.4k	118.54	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$388k	-93%	4.3k	90.40	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$378k	NEW	8.5k	44.67	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$356k	-92%	4.3k	83.00	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.3	$304k	NEW	5.0k	60.82	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$299k	NEW	6.1k	48.64	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$298k	NEW	6.0k	49.91	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$298k	NEW	6.4k	46.46	View chart
Abbvie (ABBV)	0.2	$297k	-68%	1.5k	197.49	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$295k	NEW	5.8k	50.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.2	$288k	NEW	13k	21.58	View chart
Gabelli Utility Trust (GUT)	0.2	$286k	NEW	55k	5.20	View chart
Microstrategy Cl A New (MSTR)	0.2	$280k	NEW	1.7k	168.60	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$263k	-95%	1.3k	200.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$254k	-95%	5.6k	45.32	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$254k	-95%	1.9k	135.44	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$249k	-95%	2.6k	96.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$242k	NEW	6.3k	38.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.2	$239k	NEW	7.1k	33.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.2	$236k	NEW	7.0k	33.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.2	$235k	NEW	6.9k	33.87	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.2	$234k	NEW	21k	11.16	View chart
Qualcomm (QCOM)	0.2	$233k	+28%	1.4k	170.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$221k	NEW	1.5k	151.62	View chart
Pimco Municipal Income Fund III (PMX)	0.2	$216k	NEW	26k	8.26	View chart
BlackRock Municipal Income Trust II (BLE)	0.2	$215k	NEW	19k	11.26	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.2	$213k	NEW	23k	9.26	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$211k	-95%	2.4k	87.80	View chart
Abbott Laboratories (ABT)	0.2	$210k	NEW	1.8k	114.00	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$204k	NEW	9.2k	22.15	View chart
Allspring Utilities And High Wf Utilities Inc (ERH)	0.1	$175k	NEW	16k	11.16	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$166k	NEW	13k	13.22	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.1	$164k	NEW	17k	9.41	View chart
Skywater Technology (SKYT)	0.1	$92k	NEW	10k	9.08	View chart
Ryde Group Cl A Shs (RYDE)	0.0	$11k	NEW	14k	0.77	View chart

Past Filings by Innova Wealth Partners

SEC 13F filings are viewable for Innova Wealth Partners going back to 2021

Innova Wealth Partners 2024 Q3 filed Oct. 30, 2024
Innova Wealth Partners 2024 Q2 filed Aug. 13, 2024
Innova Wealth Partners 2024 Q1 filed May 16, 2024
Innova Wealth Partners 2023 Q4 filed Feb. 8, 2024
Innova Wealth Partners 2023 Q3 filed Oct. 23, 2023
Innova Wealth Partners 2023 Q2 filed July 13, 2023
Innova Wealth Partners 2023 Q1 filed April 25, 2023
Innova Wealth Partners 2022 Q4 filed Jan. 17, 2023
Innova Wealth Partners 2022 Q3 filed Oct. 18, 2022
Innova Wealth Partners 2022 Q2 filed July 11, 2022
Innova Wealth Partners 2022 Q1 filed April 18, 2022
Innova Wealth Partners 2021 Q4 filed Jan. 13, 2022
Innova Wealth Partners 2020 Q4 filed Oct. 28, 2021
Innova Wealth Partners 2021 Q1 filed Oct. 28, 2021
Innova Wealth Partners 2021 Q2 filed Oct. 28, 2021
Innova Wealth Partners 2021 Q3 filed Oct. 28, 2021

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