13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001888831
Total reported value
$244.4M
$244.4M
89 檔
20.7%
As reported in its official Q4 2024 Form 13F filing, Innova Wealth Partners's tracked investment portfolio stood at $244.4M with 89 total positions.
Innova Wealth Partners executed strategic sector rebalancing during Q4 2024, establishing 21 new positions while fully exiting 19 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 13.33% | -5.95% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.45% | +1.99% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.42% | -2.24% | — | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.91% | -0.12% | — | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 3.73% | +2.04% | NEW | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.71% | +0.04% | +1903.59% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.65% | +0.02% | +1294.66% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.55% | +1.64% | +50.30% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 3.41% | -0.29% | +2096.85% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.29% | -0.36% | — | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.25% | -0.01% | +1426.99% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.45% | -0.19% | — | |
| 13 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.21% | +0.40% | — | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.10% | -2.88% | — | |
| 15 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.97% | +2.11% | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.77% | +0.21% | — | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.72% | +0.93% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.59% | -0.17% | +303.76% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.58% | -0.19% | — | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.54% | +0.17% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.11% | +88.70% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.01% | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.46% | +0.82% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.43% | +0.75% | — | |
| 25 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.43% | -0.12% | — | |
| 26 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.30% | +0.56% | — | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.30% | -0.84% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.24% | -0.41% | — | |
| 29 | ROMO | Strategy Shares Newfound/res | ETF-Other | 1.15% | -0.04% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.18% | — | |
| 31 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 1.08% | +0.46% | — | |
| 32 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.71% | — | — | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.68% | -2.39% | — | |
| 34 | QLD | Proshares Ultra Qqq | ETF-Other | 0.56% | +0.18% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.01% | +217.86% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.23% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.23% | — | |
| 38 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.50% | +0.13% | — | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.04% | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.14% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -1.03% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.18% | -24.71% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.02% | -92.76% | |
| 45 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.35% | — | — | |
| 46 | UDOW | Proshares Ultrapro Dow30 | ETF-Other | 0.34% | +0.05% | — | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | -0.01% | — | |
| 48 | MAIN | Main Street Capital CORP | Stock-Financials | 0.31% | -0.04% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.06% | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +13.3% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.5% | NEW | New buy |
| 3 | AGG | Ishares Core U.s. Aggregate | +5.4% | NEW | New buy |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | +3.9% | NEW | New buy |
| 5 | XLF | Ss Financial Select Sector | +3.5% | +2086.43% | Add |
| 6 | XLY | Ss Consumer Disc Select Sect | +3.5% | +1903.59% | Add |
| 7 | XLC | Ss Comm Select Sector Spdr | +3.3% | +1294.66% | Add |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +3.3% | NEW | New buy |
| 9 | XLI | Ss Industrial Select Sector | +3.2% | +2096.85% | Add |
| 10 | XLP | Ss Consumer Staples Sel Sect | +3% | +1426.99% | Add |
| 11 | GLD | Spdr Gold Shares | +2.5% | NEW | New buy |
| 12 | RSST | Return Stacked US Sm Ftr ETF | +2.2% | NEW | New buy |
| 13 | IEF | Ishares 7-10 Year Treasury B | +2.1% | NEW | New buy |
| 14 | DBMF | Imgp Dbi Managed Futures Str | +2% | NEW | New buy |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | +1.8% | NEW | New buy |
| 16 | ICF | Ishares Select U.s. Reit ETF | +1.7% | NEW | New buy |
| 17 | VIG | Vanguard Dividend Apprec ETF | +1.6% | NEW | New buy |
| 18 | SSO | Proshares Ultra S&p500 | +1.5% | NEW | New buy |
| 19 | VOO | Vanguard S&p 500 ETF | +1.5% | NEW | New buy |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +1.5% | NEW | New buy |
| 21 | VWO | Vanguard Ftse Emerging Marke | +1.4% | NEW | New buy |
| 22 | RSBT | Rtrn Stck Bnds & Mng Futures | +1.4% | NEW | New buy |
| 23 | PDBC | Invesco Optimum Yield Divers | +1.3% | NEW | New buy |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.3% | NEW | New buy |
| 25 | EEM | Ishares Msci Emerging Market | +1.2% | NEW | New buy |
| 26 | ROMO | Strategy Shares Newfound/res | +1.2% | NEW | New buy |
| 27 | AAPL | Apple Inc | +1.1% | +303.76% | Add |
| 28 | XLK | Ss Technology Select Sector | +0.6% | +50.30% | Add |
| 29 | LII | Lennox International Inc | -1.5% | EXIT | Sold out |
| 30 | TBJL | Innovator 20 Yr T Bond 9 Buf | -1.5% | EXIT | Sold out |
| 31 | MHO | M/i Homes Inc | -1.6% | EXIT | Sold out |
| 32 | AVGO | Broadcom Inc | -1.6% | -90.48% | Trim |
| 33 | VXZ | Ipath Ser B S&p 500 Vix M/t | -1.6% | EXIT | Sold out |
| 34 | VXX | Ipath Series B S&p 500 Vix | -1.7% | EXIT | Sold out |
| 35 | EPOL | Ishares Msci Poland ETF | -1.8% | EXIT | Sold out |
| 36 | ALKT | Alkami Technology Inc | -1.8% | EXIT | Sold out |
| 37 | BGLD | Ft Vest Gold Strategy Quarte | -1.9% | EXIT | Sold out |
| 38 | SMCIUSD | Super Micro Computer Inc | -1.9% | EXIT | Sold out |
| 39 | ✓ | Global X Fds | -2% | EXIT | Sold out |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -2.2% | EXIT | Sold out |
| 41 | ANETEUR | Arista Networks Inc | -2.3% | EXIT | Sold out |
| 42 | VMBS | Vanguard Mortgage-backed Sec | -2.6% | EXIT | Sold out |
| 43 | IGV | Ishares Expanded Tech-softwa | -3.2% | EXIT | Sold out |
| 44 | SDS | ProShares UltraShort S&P500 | -3.5% | EXIT | Sold out |
| 45 | SMH | Vaneck Semiconductor ETF | -4.3% | EXIT | Sold out |
| 46 | ACWI | Ishares Msci Acwi ETF | -4.4% | EXIT | Sold out |
| 47 | ITB | Ishares U.s. Home Constructi | -5% | EXIT | Sold out |
| 48 | NVDA | Nvidia CORP | -5.9% | -92.76% | Trim |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -8.2% | -95.67% | Trim |
| 50 | IAU | Ishares Gold Trust | -10.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 89 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SHY, SPY, AGG) accounted for 20.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SHY
市值: $21.2M
Top Position Liquidated / Trimmed
IAU
前期市值: $12.8M
During Q4 2024, Innova Wealth Partners's top holdings by market value included SHY (13.3%)、SPY (5.5%)、AGG (5.4%). The largest single position, SHY, represented 13.3% of total portfolio value.
In Q4 2024, Innova Wealth Partners made 50 total portfolio adjustments, initiating 21 new buys, adding to 7 positions, trimming 3 holdings, and fully liquidating 19 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.