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CIK: 0001888831
Total reported value
$244.4M
$244.4M
75 檔
12.0%
During the Q1 2024 filing period, Innova Wealth Partners (CIK: 0001888831) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $244.4M across 75 reported positions.
During Q1 2024, Innova Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.55% | -5.95% | -53.69% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.04% | -2.24% | +1.60% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 4.04% | +2.04% | NEW | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 4.01% | -0.29% | -2.69% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.00% | +0.02% | -2.36% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.99% | -0.19% | -37.62% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.97% | +1.64% | -4.80% | |
| 8 | XLB | Ss Materials Select Sector | ETF-Other | 3.92% | -0.15% | +1.00% | |
| 9 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.85% | — | +557.20% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 3.85% | -0.68% | +4.40% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 3.83% | +1.48% | +1.51% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.77% | +0.04% | -0.80% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.63% | -0.36% | — | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.62% | -0.01% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.50% | +1.99% | -46.57% | |
| 16 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.02% | +2.11% | +220.07% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.54% | -1.03% | +113.83% | |
| 18 | SVIX | -1x Short Vix Futures ETF | ETF-Other | 2.53% | +0.85% | NEW | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.85% | -2.39% | -4.59% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.72% | +1.03% | +0.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.11% | +16.82% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.52% | +0.17% | +3.18% | |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.51% | -0.12% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.50% | +0.75% | -4.45% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.82% | -68.93% | |
| 26 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.38% | +0.93% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.23% | +83.62% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.17% | -0.17% | +8.65% | |
| 29 | ROMO | Strategy Shares Newfound/res | ETF-Other | 0.94% | -0.04% | -5.69% | |
| 30 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.75% | — | +19.75% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.71% | -0.04% | -29.92% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.01% | +0.45% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.23% | +1.23% | |
| 34 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.58% | +0.40% | +59.70% | |
| 35 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 0.50% | -0.12% | +76.73% | |
| 36 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.50% | +0.56% | +30.95% | |
| 37 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.50% | +0.13% | +6.25% | |
| 38 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.46% | — | +43.31% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.18% | +40.41% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.06% | +8.45% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.19% | +43.30% | |
| 42 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 0.41% | -0.02% | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.01% | -1.46% | |
| 44 | QLD | Proshares Ultra Qqq | ETF-Other | 0.38% | +0.18% | +54.64% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | +29.30% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | +2.36% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | -0.41% | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | — | +14.02% | |
| 49 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.33% | -0.03% | -6.15% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.18% | — |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 75 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SHY, AGG, XLF) accounted for 12.0% of total reported equity market value during Q1 2024.
During Q1 2024, Innova Wealth Partners's top holdings by market value included SHY (5.5%)、AGG (5.0%)、XLF (4.0%). The largest single position, SHY, represented 5.5% of total portfolio value.
In Q1 2024, Innova Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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