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CIK: 0001888831
Total reported value
$244.4M
$244.4M
82 檔
14.4%
As reported in its official Q2 2024 Form 13F filing, Innova Wealth Partners's tracked investment portfolio stood at $244.4M with 82 total positions.
During Q2 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.97% | +1.99% | +106.67% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.16% | -5.95% | +0.52% | |
| 3 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 4.81% | +2.11% | +64.16% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.36% | -2.24% | -5.79% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.92% | +1.64% | -1.80% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.80% | +0.02% | -2.30% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 3.59% | +2.04% | NEW | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 3.53% | -0.29% | -1.55% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.51% | -0.36% | +0.51% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 3.47% | +1.48% | -0.66% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.43% | +0.04% | -0.95% | |
| 12 | XLB | Ss Materials Select Sector | ETF-Other | 3.39% | -0.15% | -1.64% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 3.39% | -0.68% | -1.52% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.34% | -0.01% | -0.89% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 2.64% | -0.19% | -31.54% | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.43% | -0.12% | +72.30% | |
| 17 | SVIX | -1x Short Vix Futures ETF | ETF-Other | 2.42% | +0.85% | NEW | |
| 18 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.15% | +0.40% | +282.10% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.85% | +0.82% | +32.77% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.11% | +8.38% | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.63% | -2.39% | -4.12% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.54% | -0.17% | +15.59% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | +1.03% | -4.26% | |
| 24 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.49% | +0.17% | -1.06% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +0.75% | -2.64% | |
| 26 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.25% | -0.12% | +165.82% | |
| 27 | ROMO | Strategy Shares Newfound/res | ETF-Other | 1.24% | -0.04% | +37.45% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | -0.18% | +193.08% | |
| 29 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.91% | — | -73.31% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.88% | -0.19% | +121.12% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.75% | -2.88% | +161.12% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.01% | +102.80% | |
| 33 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.71% | — | -1.40% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -1.03% | -69.96% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.23% | — | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.64% | -0.71% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.23% | -47.00% | |
| 38 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 0.58% | +0.46% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.01% | +1.75% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.04% | -14.98% | |
| 41 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.54% | +0.13% | -2.37% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.14% | +73.68% | |
| 43 | QLD | Proshares Ultra Qqq | ETF-Other | 0.46% | +0.18% | +13.86% | |
| 44 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.43% | +0.93% | -66.37% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.18% | -9.40% | |
| 46 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.40% | — | +3.25% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | — | +17.58% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.02% | +949.28% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.06% | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | -0.41% | +3.90% |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 82 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SHY, DBMF) accounted for 14.4% of total reported equity market value during Q2 2024.
During Q2 2024, Innova Wealth Partners's top holdings by market value included SPY (7.0%)、SHY (5.2%)、DBMF (4.8%). The largest single position, SPY, represented 7.0% of total portfolio value.
In Q2 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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