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Nova Wealth Management

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

Top 5 stock holdings are UCON, IWY, DJUL, SPMO, NVDA, and represent 22.91% of Nova Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO, FTCB, FDMO, SPMO, Tortoise North American Pipeline Fund, XSMO, BOUT, QGRO, QTUM, VT.
Started 188 new stock positions in GARP, IEMG, ANSS, CNQ, BIIB, VPU, QDEF, CB, EMXC, INGR.
Reduced shares in these 10 stocks: UCON, DJUL, PTNQ, XLV, DAUG, DDEC, QQQ, IEO, XLE, DNOV.
Sold out of its positions in AKBA, BLOK, HACK, CGC, CENN, CHPT, DVN, DFAS, DIS, EMBC.
Nova Wealth Management was a net buyer of stock by $4.4M.
Nova Wealth Management has $116M in assets under management (AUM), dropping by 0.35%.
Central Index Key (CIK): 0002051980

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Portfolio Holdings for Nova Wealth Management

Nova Wealth Management holds 550 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Nova Wealth Management has 550 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nova Wealth Management March 31, 2025 positions
Download the Nova Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Trust Smith Unconstrained Bond Etf Etf (UCON)	9.9	$12M	-16%	465k	24.75	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	3.6	$4.2M	+5%	20k	210.94	View chart
Ft Vest U.s. Equity Deep Buffer Etf - July Etf (DJUL)	3.5	$4.1M	-22%	101k	40.90	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	3.3	$3.8M	+17%	42k	92.53	View chart
Nvidia Corporation Stock (NVDA)	2.5	$2.9M	+9%	26k	108.39	View chart
Ishares S&p 100 Etf Etf (OEF)	2.3	$2.7M		10k	270.84	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	2.2	$2.5M	-23%	35k	71.01	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.8	$2.1M	+5726%	4.0k	513.91	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.7	$1.9M	-15%	4.1k	468.97	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	1.6	$1.9M	+36%	30k	62.69	View chart
Fidelity Enhanced Large Cap Growth Etf Etf (FELG)	1.6	$1.8M	+16%	57k	31.50	View chart
Invesco Rafi Strategic Us Etf Etf (IUS)	1.4	$1.6M	+6%	33k	49.36	View chart
Ishares U.s. Technology Etf Etf (IYW)	1.3	$1.5M	+9%	11k	140.45	View chart
Technology Select Sector Spdr Fund Etf (XLK)	1.3	$1.5M		7.2k	206.49	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.3	$1.5M	-12%	27k	54.76	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	1.2	$1.4M	+2%	9.0k	161.27	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	1.2	$1.4M		11k	131.07	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	1.2	$1.4M	+10%	9.3k	151.71	View chart
Apple Stock (AAPL)	1.1	$1.3M	+2%	5.7k	222.04	View chart
Microsoft Corp Stock (MSFT)	1.0	$1.2M		3.1k	375.34	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	1.0	$1.2M	-10%	28k	41.98	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	1.0	$1.2M	-24%	30k	39.14	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$1.2M	-2%	4.7k	245.25	View chart
Financial Select Sector Spdr Fund Etf (XLF)	1.0	$1.1M	+26%	23k	49.78	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	1.0	$1.1M	-19%	27k	41.92	View chart
Ft Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG)	1.0	$1.1M	-25%	29k	38.80	View chart
Amazon Stock (AMZN)	0.9	$1.1M	-9%	5.8k	190.30	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.9	$1.0M		12k	84.40	View chart
Vanguard Information Technology Etf Etf (VGT)	0.8	$983k	-9%	1.8k	542.38	View chart
Advisorshares Focused Equity Etf Etf (CWS)	0.8	$953k	-18%	15k	65.47	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.8	$951k	+13%	8.2k	116.55	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.8	$939k		9.1k	103.17	View chart
Vanguard Financials Etf Etf (VFH)	0.8	$920k	+32%	7.7k	119.47	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.8	$912k	-22%	16k	58.54	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.8	$904k	-21%	21k	43.31	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$876k	-2%	5.7k	154.64	View chart
Innovator Ibd Breakout Opportunities Etf Etf (BOUT)	0.8	$870k	+109%	24k	36.27	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.7	$806k	+51%	7.1k	112.85	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.7	$803k	+12%	16k	51.13	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.7	$797k	+35%	16k	48.93	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.7	$797k	-35%	5.5k	146.00	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.7	$787k	+25%	12k	68.45	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.7	$771k	+38%	11k	69.52	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.6	$748k	+21%	7.5k	99.19	View chart
First Trust Core Investment Grade Etf Etf (FTCB)	0.6	$734k	NEW	35k	20.99	View chart
Ft Vest U.s. Equity Deep Buffer Etf - September Etf (DSEP)	0.6	$730k	-16%	18k	39.68	View chart
First Trust Consumer Staples Alphadex Fund Etf (FXG)	0.6	$713k	-13%	11k	65.34	View chart
Ishares Gold Trust Etf (IAU)	0.6	$672k	-4%	11k	58.94	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$669k	-3%	1.2k	559.16	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	0.6	$642k	NEW	9.9k	65.06	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.5	$597k	+30%	3.9k	153.10	View chart
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR)	0.5	$570k	-8%	15k	37.23	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.5	$570k	+18%	2.6k	218.82	View chart
Visa Inc Com Cl A Stock (V)	0.5	$564k	-10%	1.6k	350.16	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.5	$556k	+80%	9.3k	59.84	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.5	$533k	+14%	8.6k	61.89	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.5	$533k	+10%	6.5k	81.61	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.5	$532k	-21%	15k	36.29	View chart
Spdr Gold Shares Etf (GLD)	0.5	$523k		1.8k	288.14	View chart
Alps O'shares Us Small-cap Quality Dividend Etf Etf (OUSM)	0.4	$520k	-31%	12k	42.02	View chart
Tortoise North American Pipeline Fund Etf	0.4	$520k	NEW	14k	36.37	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.4	$506k	-3%	3.1k	160.78	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.4	$487k	-2%	7.5k	64.60	View chart
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB)	0.4	$471k	+171%	11k	42.15	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.4	$462k	-22%	6.0k	76.72	View chart
Broadcom Stock (AVGO)	0.4	$454k	+78%	2.7k	167.43	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	0.4	$447k	NEW	4.8k	93.67	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.4	$446k	+16%	6.1k	73.61	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.4	$423k	-30%	11k	37.97	View chart
Costco Whsl Corp Stock (COST)	0.4	$420k	+8%	444.00	946.80	View chart
Invesco Dorsey Wright Industrials Momentum Etf Etf (PRN)	0.4	$416k	+40%	3.0k	137.71	View chart
Home Depot Stock (HD)	0.4	$414k	-16%	1.1k	366.13	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.4	$413k		4.0k	102.46	View chart
Eli Lilly & Co Stock (LLY)	0.4	$410k	-20%	496.00	826.31	View chart
Defiance Quantum Etf Etf (QTUM)	0.3	$402k	NEW	5.4k	74.53	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.3	$386k	-10%	9.7k	39.60	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.3	$383k	+14%	5.6k	68.21	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.3	$381k	-12%	4.2k	89.64	View chart
Vanguard Total World Stock Etf Etf (VT)	0.3	$380k	NEW	3.3k	115.97	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.3	$379k	+6%	4.7k	79.86	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.3	$370k	+62%	16k	23.61	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.3	$362k		3.2k	113.76	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.3	$358k	-15%	3.9k	91.13	View chart
Palo Alto Networks Stock (PANW)	0.3	$336k	-8%	2.0k	170.72	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$334k	-4%	1.6k	211.51	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$331k	+5%	589.00	561.90	View chart
Nyli Ftse International Equity Currency Neutral Etf Etf (HFXI)	0.3	$323k	-5%	12k	27.52	View chart
Ishares Global Tech Etf Etf (IXN)	0.3	$323k	-7%	4.3k	75.74	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$319k	-48%	3.4k	93.41	View chart
Tesla Stock (TSLA)	0.3	$311k	+92%	1.2k	259.22	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$309k	+4219%	4.3k	71.43	View chart
Invesco S&p 500 Equal Weight Utilities Etf Etf (RSPU)	0.3	$306k	+38%	4.4k	69.65	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	0.3	$292k	-33%	4.9k	59.27	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.3	$291k		16k	18.70	View chart
Ishares U.s. Insurance Etf Etf (IAK)	0.2	$289k	-2%	2.1k	137.70	View chart
Xtrackers Msci All World Ex Us Hedged Equity Etf Etf (DBAW)	0.2	$289k	-9%	8.2k	35.39	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$281k	-7%	512.00	548.12	View chart
Advanced Micro Devices Stock (AMD)	0.2	$272k	-16%	2.7k	102.75	View chart
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)	0.2	$271k	+1064%	2.1k	129.35	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$269k	NEW	1.0k	258.62	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$266k	+3%	7.9k	33.50	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$265k	-4%	593.00	446.74	View chart
Ft Vest Us Equity Deep Buffer Etf - March Etf (DMAR)	0.2	$252k	-20%	6.7k	37.68	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.2	$251k	-32%	6.5k	38.35	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.2	$249k	-7%	4.7k	53.00	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.2	$230k	-43%	14k	16.52	View chart
Ishares Msci Usa Quality Garp Etf Etf (GARP)	0.2	$225k	NEW	4.4k	51.02	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$217k	-5%	600.00	361.09	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$211k		3.2k	65.59	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.2	$210k	+205%	4.1k	51.45	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$209k	-15%	1.8k	118.94	View chart
Pacer Us Export Leaders Etf Etf (PEXL)	0.2	$207k	-46%	4.5k	45.62	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.2	$198k	+20%	5.3k	37.50	View chart
Intuit Stock (INTU)	0.2	$197k	-16%	320.00	613.99	View chart
Interpublic Group Cos Stock (IPG)	0.2	$194k	-21%	7.1k	27.16	View chart
Global X Adaptive U.s. Factor Etf Etf (AUSF)	0.2	$189k	-4%	4.3k	43.65	View chart
Adobe Stock (ADBE)	0.2	$188k	-35%	489.00	383.53	View chart
Ishares U.s. Utilities Etf Etf (IDU)	0.2	$187k	-38%	1.8k	101.29	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.2	$186k	NEW	2.9k	63.81	View chart
American Healthcare Reit Reit (AHR)	0.2	$186k		6.1k	30.30	View chart
Old Dominion Freight Line Stock (ODFL)	0.2	$185k		1.1k	165.45	View chart
Marsh & Mclennan Cos Stock (MMC)	0.2	$182k		746.00	244.03	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$180k	+168%	1.9k	92.83	View chart
Spdr S&p Capital Markets Etf Etf (KCE)	0.2	$177k	NEW	1.4k	126.17	View chart
Ishares Global Utilities Etf Etf (JXI)	0.2	$175k	+256%	2.5k	69.09	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.2	$175k	-64%	1.9k	94.58	View chart
Salesforce Stock (CRM)	0.1	$171k	+37%	636.00	268.36	View chart
Sofi Select 500 Etf Etf (SFY)	0.1	$168k	+4602%	1.6k	101.92	View chart
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)	0.1	$161k	+2145%	5.0k	32.37	View chart
Lowes Cos Stock (LOW)	0.1	$159k	+4%	683.00	233.23	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$159k		4.7k	34.14	View chart
First Trust Utilities Alphadex Fund Etf (FXU)	0.1	$153k		3.7k	41.01	View chart
United Rentals Stock (URI)	0.1	$147k	+11%	234.00	626.70	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$143k	+12%	405.00	353.00	View chart
First Trust Nasdaq-100 Ex-technology Sector Index Fund Etf (QQXT)	0.1	$143k		1.5k	93.82	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.1	$139k		2.3k	60.89	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$134k		5.4k	25.04	View chart
Imperial Oil Stock (IMO)	0.1	$130k		1.8k	72.32	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.1	$129k	NEW	1.6k	80.65	View chart
First Trust Nasdaq Oil & Gas Etf Etf (FTXN)	0.1	$125k	-60%	4.1k	30.28	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.1	$121k	+45%	3.1k	39.16	View chart
Invesco Dorsey Wright Consumer Staples Momentum Etf Etf (PSL)	0.1	$120k	NEW	1.1k	108.37	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.1	$118k	-21%	977.00	120.93	View chart
Invesco Dividend Achievers Etf Etf (PFM)	0.1	$116k	-4%	2.5k	45.78	View chart
Steel Dynamics Stock (STLD)	0.1	$113k		901.00	125.08	View chart
Proshares S&p Technology Dividend Aristocrats Etf Etf (TDV)	0.1	$110k	NEW	1.5k	72.85	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$108k	+333%	919.00	117.49	View chart
Netflix Stock (NFLX)	0.1	$102k	+25%	109.00	932.53	View chart
Spdr S&p Insurance Etf Etf (KIE)	0.1	$100k	-48%	1.7k	60.53	View chart
Rtx Corporation Stock (RTX)	0.1	$98k	-17%	738.00	132.46	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$96k	+6%	192.00	497.60	View chart
3M Stock (MMM)	0.1	$96k	-50%	650.00	146.86	View chart
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ)	0.1	$95k		5.9k	16.18	View chart
Quanta Svcs Stock (PWR)	0.1	$95k	-38%	374.00	254.41	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$95k	+3%	1.0k	92.79	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$95k		1.5k	65.17	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$92k	+357%	160.00	575.12	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$91k	+40%	343.00	264.73	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$90k	NEW	364.00	247.55	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$88k	-57%	680.00	129.71	View chart
Kimbell Rty Partners Lp Unit Stock (KRP)	0.1	$87k		6.2k	14.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$86k	-43%	1.1k	80.36	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$85k		698.00	121.12	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$84k	-27%	1.1k	75.65	View chart
U.s. Global Jets Etf Etf (JETS)	0.1	$81k		3.9k	20.77	View chart
Eog Res Stock (EOG)	0.1	$80k		627.00	128.24	View chart
Chevron Corp Stock (CVX)	0.1	$78k	+102%	466.00	167.29	View chart
Invesco S&p Midcap Value With Momentum Etf Etf (XMVM)	0.1	$78k		1.5k	52.68	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.1	$78k	-2%	4.0k	19.44	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$77k	+1457%	1.6k	49.60	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$77k		409.00	188.16	View chart
Pacer Swan Sos Conservative Etf (PSCQ)	0.1	$75k	-37%	2.9k	25.90	View chart
Commercial Metals Stock (CMC)	0.1	$74k	-45%	1.6k	46.01	View chart
Constellation Energy Corp Stock (CEG)	0.1	$72k	+21%	357.00	201.63	View chart
Ishares U.s. Tech Independence Focused Etf Etf (IETC)	0.1	$71k	NEW	945.00	74.94	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$69k	NEW	568.00	122.01	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$68k	+5%	389.00	175.77	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.1	$68k	-42%	511.00	132.24	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$67k	+61%	2.2k	30.79	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$66k		510.00	128.96	View chart
Epr Pptys Com Sh Ben Int Reit (EPR)	0.1	$64k		1.2k	52.61	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$62k	+5585%	398.00	156.04	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$60k	+4%	884.00	68.32	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$59k	-48%	2.3k	25.56	View chart
Vaneck Environmental Services Etf Etf (EVX)	0.1	$59k	+400%	1.7k	35.44	View chart
Qualcomm Stock (QCOM)	0.0	$57k		370.00	153.61	View chart
Alliance Resource Partners L P Ut Ltd Part Stock (ARLP)	0.0	$56k		2.1k	27.28	View chart
Unitedhealth Group Stock (UNH)	0.0	$53k	+339%	101.00	523.75	View chart
Linde Stock (LIN)	0.0	$52k	NEW	111.00	465.64	View chart
Walmart Stock (WMT)	0.0	$51k	+93%	585.00	87.84	View chart
Boeing Stock (BA)	0.0	$51k	+4%	300.00	170.55	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$51k		350.00	146.16	View chart
Abbott Labs Stock (ABT)	0.0	$50k	NEW	375.00	132.65	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$49k	NEW	158.00	312.04	View chart
Wisdomtree International Multifactor Fund Etf (DWMF)	0.0	$49k	NEW	1.7k	29.21	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.0	$49k	-5%	922.00	53.01	View chart
Aflac Stock (AFL)	0.0	$49k	NEW	438.00	111.19	View chart
Hercules Capital Cef (HTGC)	0.0	$49k		2.5k	19.21	View chart
Ishares Currency Hedged Msci Acwi Ex U.s. Etf Etf (HAWX)	0.0	$48k	NEW	1.4k	33.44	View chart
Johnson & Johnson Stock (JNJ)	0.0	$48k	-47%	288.00	165.84	View chart
Chubb Stock (CB)	0.0	$47k	NEW	156.00	301.99	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$47k	NEW	570.00	82.17	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$47k	NEW	1.2k	37.49	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.0	$46k	-8%	1.0k	44.88	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.0	$46k		2.9k	15.57	View chart
Automatic Data Processing Stock (ADP)	0.0	$45k	NEW	147.00	305.53	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$45k	+15%	4.7k	9.58	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.0	$44k		3.0k	14.46	View chart
Barings Bdc Cef (BBDC)	0.0	$43k		4.6k	9.54	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$43k	NEW	254.00	170.81	View chart
Vident U.s. Equity Strategy Etf Etf (VUSE)	0.0	$43k	+101%	765.00	56.65	View chart
Victoryshares Us Small Mid Cap Value Momentum Etf Etf (USVM)	0.0	$43k	NEW	541.00	78.74	View chart
Analog Devices Stock (ADI)	0.0	$42k	NEW	210.00	201.67	View chart
Doubleline Income Solutions Cef (DSL)	0.0	$42k		3.4k	12.61	View chart
Liberty All Star Equity Fd Sh Ben Int Cef (USA)	0.0	$42k		6.4k	6.55	View chart
Western Asset High Income Oppo Cef (HIO)	0.0	$42k		11k	3.98	View chart
Pacer Swan Sos Conservative Etf (PSCX)	0.0	$41k	NEW	1.5k	27.18	View chart
Cbre Gbl Real Estate Cef (IGR)	0.0	$41k		7.9k	5.16	View chart
Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.0	$41k		320.00	126.79	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$40k	+7%	75.00	532.59	View chart
Toll Brothers Stock (TOL)	0.0	$40k		377.00	105.59	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$40k	-28%	502.00	78.85	View chart
Blackrock Health Sciences Term Cef (BMEZ)	0.0	$39k	NEW	2.6k	14.90	View chart
Amgen Stock (AMGN)	0.0	$38k	+12200%	123.00	311.55	View chart
Oxford Lane Cap Corp Cef (OXLC)	0.0	$38k		8.1k	4.72	View chart
Paychex Stock (PAYX)	0.0	$38k	NEW	245.00	154.28	View chart
Ishares Silver Trust Etf (SLV)	0.0	$38k		1.2k	30.99	View chart
Phillips 66 Stock (PSX)	0.0	$37k	NEW	301.00	123.48	View chart
Duke Energy Corp Stock (DUK)	0.0	$37k	+7%	304.00	121.97	View chart
Blackrock Stock (BLK)	0.0	$37k	NEW	39.00	946.49	View chart
Firstenergy Corp Stock (FE)	0.0	$37k		912.00	40.42	View chart
Goldman Sachs Bdc Cef (GSBD)	0.0	$37k	+17%	3.2k	11.63	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.0	$37k		2.2k	16.63	View chart
Illinois Tool Wks Stock (ITW)	0.0	$37k	NEW	147.00	248.01	View chart
Portman Ridge Fin Corp Cef	0.0	$36k		2.5k	14.35	View chart
Horizon Technology Fin Corp Cef (HRZN)	0.0	$35k	+20%	3.7k	9.42	View chart
S&p Global Stock (SPGI)	0.0	$35k	+36%	68.00	508.10	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$34k		1.6k	20.95	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.0	$34k	-40%	195.00	173.56	View chart
Solventum Corp Stock (SOLV)	0.0	$33k		439.00	76.04	View chart
General Dynamics Corp Stock (GD)	0.0	$33k	NEW	120.00	272.58	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$32k	+16%	385.00	83.87	View chart
Nextera Energy Stock (NEE)	0.0	$32k		452.00	70.89	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$32k		252.00	125.97	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$31k	+330%	1.1k	28.46	View chart
Cisco Sys Stock (CSCO)	0.0	$31k	NEW	508.00	61.71	View chart
Uber Technologies Stock (UBER)	0.0	$31k	+40%	430.00	72.89	View chart
Starbucks Corp Stock (SBUX)	0.0	$31k	+285%	316.00	98.09	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$30k	NEW	410.00	73.27	View chart
Spdr Russell 1000 Yield Focus Etf Etf (ONEY)	0.0	$30k	-28%	275.00	109.24	View chart

Past Filings by Nova Wealth Management

SEC 13F filings are viewable for Nova Wealth Management going back to 2025

Nova Wealth Management 2024 Q4 filed May 29, 2025
Nova Wealth Management 2025 Q1 amended filed May 29, 2025

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