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CIK: 0001888831
Total reported value
$244.4M
$244.4M
100 檔
26.1%
According to the latest 13F quarterly dataset, Innova Wealth Partners managed an equity portfolio of $244.4M at the end of Q1 2025, spanning 100 distinct U.S. exchange-listed positions.
In Q1 2025, Innova Wealth Partners displayed an active expansion posture, initiating 17 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 19.52% | -5.95% | +47.48% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.76% | -2.88% | +170.61% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 5.72% | -0.19% | +99.29% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.35% | -0.12% | +11.84% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.10% | -2.24% | -24.63% | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.25% | -0.36% | -3.43% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 3.12% | +2.04% | NEW | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 3.06% | -0.68% | — | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.04% | +0.02% | -15.01% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 3.03% | -0.29% | -9.41% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.10% | +0.21% | +20.39% | |
| 12 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.08% | +0.40% | +3.67% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.91% | -0.84% | +48.85% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.68% | -0.19% | +8.86% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | +1.99% | -68.06% | |
| 16 | RWX | State Street Spdr Dow Jones | ETF-Other | 1.60% | -0.26% | EXIT | |
| 17 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.55% | -0.12% | +8.68% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.01% | +9.77% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +0.75% | -2.43% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.37% | -0.17% | -1.62% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.37% | +1.03% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.11% | +1.49% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.33% | +0.17% | -1.91% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | -0.18% | +17.00% | |
| 25 | ROMO | Strategy Shares Newfound/res | ETF-Other | 1.09% | -0.04% | +0.60% | |
| 26 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 0.99% | +0.46% | +5.87% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.93% | -2.39% | +24.97% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.75% | -1.03% | +57.20% | |
| 29 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.67% | — | +0.09% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | +2.26% | |
| 31 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.55% | +0.56% | -58.81% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.23% | +0.08% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.23% | +0.09% | |
| 34 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.54% | +0.93% | -68.68% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.82% | -60.79% | |
| 36 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.48% | +2.11% | -74.56% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.14% | +0.05% | |
| 38 | QLD | Proshares Ultra Qqq | ETF-Other | 0.44% | +0.18% | -2.63% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | -0.41% | -66.27% | |
| 40 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.41% | +0.02% | +50.40% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.04% | -15.92% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.39% | — | +10.93% | |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.39% | -0.11% | EXIT | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | -5.15% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.18% | +2.19% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.34% | -0.01% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.02% | +4.01% | |
| 48 | RSBY | Return Stkd Bnd & Fut Yd ETF | ETF-Other | 0.31% | +0.28% | +145.92% | |
| 49 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.31% | +0.13% | -12.66% | |
| 50 | UGL | Proshares Ultra Gold | ETF-Commodities | 0.31% | -0.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +6.2% | +47.48% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +3.7% | +170.61% | Add |
| 3 | GLD | Spdr Gold Shares | +3.3% | +99.29% | Add |
| 4 | XLE | Ss Energy Select Sector | +3.1% | NEW | New buy |
| 5 | RWX | State Street Spdr Dow Jones | +1.6% | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | +1.4% | NEW | New buy |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +48.85% | Add |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | +0.4% | +11.84% | Add |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | +0.4% | NEW | New buy |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +20.39% | Add |
| 11 | UGL | Proshares Ultra Gold | +0.3% | NEW | New buy |
| 12 | EFA | Ishares Msci Eafe ETF | +0.3% | +57.20% | Add |
| 13 | VGK | Vanguard Ftse Europe ETF | +0.3% | +24.97% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | New buy |
| 15 | TYD | Dir Dly 7-10 Y Tr Bul 3x ETF | +0.2% | NEW | New buy |
| 16 | RSBY | Return Stkd Bnd & Fut Yd ETF | +0.2% | +145.92% | Add |
| 17 | VGSH | Vanguard Short-term Treasury | +0.2% | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 19 | ED | Consolidated Edison Inc | +0.2% | NEW | New buy |
| 20 | AGNC | Agnc Investment CORP | +0.1% | +50.40% | Add |
| 21 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 22 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 23 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 24 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 25 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 26 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 27 | RSBT | Rtrn Stck Bnds & Mng Futures | +0.1% | +8.68% | Add |
| 28 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.86% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +17.00% | Add |
| 31 | XLV | Ss Health Care Select Sector | -0.1% | EXIT | Sold out |
| 32 | DORM | Dorman Products Inc | -0.2% | EXIT | Sold out |
| 33 | MSFT | Microsoft CORP | -0.2% | +1.49% | Add |
| 34 | TQQQ | Proshares Ultrapro Qqq | -0.2% | -12.66% | Trim |
| 35 | SSO | Proshares Ultra S&p500 | -0.2% | -1.91% | Trim |
| 36 | AAPL | Apple Inc | -0.2% | -1.62% | Trim |
| 37 | UPRO | Proshares Ultrapro S&p 500 | -0.2% | EXIT | Sold out |
| 38 | XLI | Ss Industrial Select Sector | -0.4% | -9.41% | Trim |
| 39 | XLF | Ss Financial Select Sector | -0.6% | -17.54% | Trim |
| 40 | XLC | Ss Comm Select Sector Spdr | -0.6% | -15.01% | Trim |
| 41 | PDBC | Invesco Optimum Yield Divers | -0.8% | -58.81% | Trim |
| 42 | EEM | Ishares Msci Emerging Market | -0.8% | -66.27% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | -60.79% | Trim |
| 44 | ICF | Ishares Select U.s. Reit ETF | -1.2% | -68.68% | Trim |
| 45 | AGG | Ishares Core U.s. Aggregate | -1.3% | -24.63% | Trim |
| 46 | DBMF | Imgp Dbi Managed Futures Str | -1.5% | -74.56% | Trim |
| 47 | XLP | Ss Consumer Staples Sel Sect | -3.3% | EXIT | Sold out |
| 48 | XLK | Ss Technology Select Sector | -3.4% | -94.43% | Trim |
| 49 | XLY | Ss Consumer Disc Select Sect | -3.7% | EXIT | Sold out |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.8% | -68.06% | Trim |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 100 disclosed positions in Q1 2025.
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, IEF, GLD) accounted for 26.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
XLE
市值: $4.9M
Top Position Liquidated / Trimmed
XLY
前期市值: $5.9M
During Q1 2025, Innova Wealth Partners's top holdings by market value included SHY (19.5%)、IEF (5.8%)、GLD (5.7%). The largest single position, SHY, represented 19.5% of total portfolio value.
In Q1 2025, Innova Wealth Partners made 50 total portfolio adjustments, initiating 17 new buys, adding to 14 positions, trimming 14 holdings, and fully liquidating 5 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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