Nova R Wealth

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

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Positions held by Nova R Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Nova R Wealth

Nova R Wealth holds 63 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.7 $19M 39k 477.63
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 11.2 $18M -3% 300k 59.32
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Blackrock Health Sciences Trust (BME) 9.6 $15M -5% 378k 40.46
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.6 $8.9M -2% 155k 57.76
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Ishares Tr Core Msci Eafe (IEFA) 5.5 $8.7M 124k 70.35
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Intuitive Surgical Com New (ISRG) 5.1 $8.1M -5% 24k 337.35
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Apple (AAPL) 4.1 $6.5M 34k 192.53
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J P Morgan Exchange Traded F Us Momentum (JMOM) 3.9 $6.2M +7% 135k 45.71
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Vanguard Malvern Fds Strm Infproidx (VTIP) 3.6 $5.6M -4% 119k 47.49
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Ishares Tr U S Equity Factr (LRGF) 3.0 $4.8M 100k 48.29
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $3.9M 11k 356.66
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.4 $3.8M -4% 17k 216.94
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Amgen (AMGN) 2.2 $3.5M 12k 288.02
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Ishares Core Msci Emkt (IEMG) 1.8 $2.9M +4% 56k 50.58
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Amazon (AMZN) 1.8 $2.8M +6% 18k 151.94
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Nxp Semiconductors N V (NXPI) 1.5 $2.4M 10k 229.67
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.4 $2.2M NEW 24k 91.39
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $2.2M -2% 46k 47.90
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Stmicroelectronics N V Ny Registry (STM) 1.3 $2.1M 42k 50.13
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Microsoft Corporation (MSFT) 1.2 $1.9M +37% 5.2k 376.03
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Vanguard Wellington Us Momentum (VFMO) 1.1 $1.8M 14k 131.29
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Garmin SHS (GRMN) 1.0 $1.6M 13k 128.54
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Ishares Tr Msci Intl Qualty (IQLT) 1.0 $1.6M 42k 37.56
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Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.5M 8.8k 170.39
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.3M 31k 41.10
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Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $1.3M -27% 8.1k 156.89
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Nextera Energy (NEE) 0.7 $1.2M 20k 60.74
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.2M -11% 3.8k 303.20
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.1M 10k 108.25
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Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.1M +5% 14k 78.03
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $1.1M 12k 89.80
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Texas Instruments Incorporated (TXN) 0.7 $1.0M 6.1k 170.46
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Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.6 $1.0M 100k 10.23
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Blackrock Muniyield Fund (MYD) 0.6 $1.0M 94k 10.78
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Aptiv SHS (APTV) 0.5 $847k +2% 9.4k 89.72
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $831k 14k 60.43
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Wal-Mart Stores (WMT) 0.5 $818k 5.2k 157.65
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Ansys (ANSS) 0.5 $812k 2.2k 362.88
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First Tr Exchange Traded Wtr Etf (FIW) 0.5 $757k 8.0k 94.80
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NVIDIA Corporation (NVDA) 0.4 $676k -13% 1.4k 495.32
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S&p Global (SPGI) 0.4 $657k 1.5k 440.44
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Chevron Corporation (CVX) 0.4 $650k 4.4k 149.16
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Amphenol Corp Cl A (APH) 0.3 $555k NEW 5.6k 99.14
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $503k 1.1k 475.31
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Ishares Tr Msci Usa Value (VLUE) 0.3 $489k -4% 4.8k 101.16
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Visa Com Cl A (V) 0.3 $422k 1.6k 260.41
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Exxon Mobil Corporation (XOM) 0.2 $396k +12% 4.0k 99.99
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $391k NEW 2.8k 139.69
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O'reilly Automotive (ORLY) 0.2 $370k -20% 389.00 950.08
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $361k -2% 1.5k 237.26
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McDonald's Corporation (MCD) 0.2 $342k 1.2k 296.42
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Canadian Pacific Kansas City (CP) 0.2 $335k +10% 4.2k 79.07
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Blackrock Health Sciences Te Com Shs (BMEZ) 0.2 $304k -28% 21k 14.65
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $299k -7% 1.4k 213.37
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Schlumberger Com Stk (SLB) 0.2 $265k NEW 5.1k 52.04
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $265k 4.6k 57.96
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JPMorgan Chase & Co. (JPM) 0.2 $265k 1.6k 170.14
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Home Depot (HD) 0.2 $240k -14% 694.00 346.39
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Procter & Gamble Company (PG) 0.1 $233k NEW 1.6k 146.58
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Constellation Brands Cl A (STZ) 0.1 $232k NEW 960.00 241.65
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Coca-Cola Company (KO) 0.1 $215k NEW 3.6k 58.93
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Colgate-Palmolive Company (CL) 0.1 $215k NEW 2.7k 79.70
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Shyft Group (SHYF) 0.1 $202k -6% 17k 12.22
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Past Filings by Nova R Wealth

SEC 13F filings are viewable for Nova R Wealth going back to 2021