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CIK: 0001888831
Total reported value
$244.4M
$244.4M
107 檔
19.7%
At the close of Q2 2025, Innova Wealth Partners disclosed equity holdings valued at approximately $244.4M, spread across 107 reported holdings.
In Q2 2025, Innova Wealth Partners displayed an active expansion posture, initiating 14 new positions and adding to 21 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 | 11.81% | -5.95% | -36.28% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 4.47% | -0.19% | -22.08% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.45% | -0.12% | +6.84% | |
| 4 | RWX | State Street Spdr Dow Jones | ETF-Other | 3.99% | -0.26% | EXIT | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.60% | -2.24% | -7.65% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.00% | +1.64% | +1396.00% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.99% | +0.02% | -7.73% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.91% | -0.29% | -9.88% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.89% | +2.04% | NEW | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.86% | -0.36% | -10.33% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.70% | -0.01% | — | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.65% | +0.04% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.55% | +1.99% | +48.95% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.37% | -0.41% | +429.14% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.32% | +0.21% | +16.24% | |
| 16 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.08% | +0.40% | -0.11% | |
| 17 | SVIX | -1x Short Vix Futures ETF | ETF-Other | 2.01% | +0.85% | NEW | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.96% | +0.82% | +240.71% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.80% | -0.19% | +7.38% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.01% | +8.65% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.11% | +1.25% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.60% | +0.17% | +7.78% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.53% | -2.39% | +56.47% | |
| 24 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.43% | -0.12% | +1.81% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +0.75% | -3.65% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.40% | +1.03% | -3.35% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | -0.18% | +8.40% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.24% | — | +205.18% | |
| 29 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.19% | +2.11% | +158.81% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.17% | -1.09% | |
| 31 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 1.10% | +0.46% | +12.95% | |
| 32 | ROMO | Strategy Shares Newfound/res | ETF-Other | 1.07% | -0.04% | -1.80% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.93% | -1.03% | +18.55% | |
| 34 | QLD | Proshares Ultra Qqq | ETF-Other | 0.80% | +0.18% | +45.50% | |
| 35 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.70% | — | -1.11% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.01% | +0.96% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.02% | +19.91% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.23% | +3.20% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.23% | +0.36% | |
| 40 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.42% | -0.11% | EXIT | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.18% | +1.07% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.14% | +0.05% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | -2.62% | |
| 44 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.39% | +0.02% | +2.66% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.04% | -2.32% | |
| 46 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.35% | +0.22% | +42.50% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.01% | +33.51% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | -0.01% | -7.83% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.02% | — | |
| 50 | UDOW | Proshares Ultrapro Dow30 | ETF-Other | 0.29% | +0.05% | -3.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +2.8% | +1396.00% | Add |
| 2 | XLP | Ss Consumer Staples Sel Sect | +2.7% | NEW | New buy |
| 3 | XLY | Ss Consumer Disc Select Sect | +2.7% | NEW | New buy |
| 4 | RWX | State Street Spdr Dow Jones | +2.4% | +135.13% | Add |
| 5 | SVIX | -1x Short Vix Futures ETF | +2% | NEW | New buy |
| 6 | EEM | Ishares Msci Emerging Market | +1.9% | +429.14% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +240.71% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +48.95% | Add |
| 9 | EWJ | Ishares Msci Japan ETF | +0.9% | +205.18% | Add |
| 10 | DBMF | Imgp Dbi Managed Futures Str | +0.7% | +158.81% | Add |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.6% | +56.47% | Add |
| 12 | MSFT | Microsoft CORP | +0.4% | +1.25% | Add |
| 13 | QLD | Proshares Ultra Qqq | +0.4% | +45.50% | Add |
| 14 | ORCL | Oracle CORP | +0.3% | NEW | New buy |
| 15 | SSO | Proshares Ultra S&p500 | +0.3% | +7.78% | Add |
| 16 | ✓ | +0.3% | NEW | New buy | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +16.24% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.2% | +8.65% | Add |
| 19 | NVDA | Nvidia CORP | +0.2% | +19.91% | Add |
| 20 | EFA | Ishares Msci Eafe ETF | +0.2% | +18.55% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | +0.2% | NEW | New buy |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +8.40% | Add |
| 23 | AVGO | Broadcom Inc | +0.2% | +33.51% | Add |
| 24 | CEG | Constellation Energy | +0.1% | +37.06% | Add |
| 25 | CAH | Cardinal Health Inc | +0.1% | NEW | New buy |
| 26 | COR | Cencora Inc | +0.1% | NEW | New buy |
| 27 | UBT | Proshares Ultra 20+ Year Tsy | +0.1% | NEW | New buy |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 29 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 30 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 31 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +7.38% | Add |
| 32 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 33 | MCO | Moody's CORP | +0.1% | NEW | New buy |
| 34 | RSSY | Return Stacked US S&f Yd ETF | +0.1% | +12.95% | Add |
| 35 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +6.84% | Add |
| 36 | MDT | Medtronic plc | -0.1% | EXIT | Sold out |
| 37 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 38 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | -0.2% | EXIT | Sold out |
| 39 | TYD | Dir Dly 7-10 Y Tr Bul 3x ETF | -0.2% | EXIT | Sold out |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 41 | UNH | Unitedhealth Group Inc | -0.3% | EXIT | Sold out |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | -10.33% | Trim |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.5% | -7.65% | Trim |
| 44 | ICF | Ishares Select U.s. Reit ETF | -0.5% | EXIT | Sold out |
| 45 | PDBC | Invesco Optimum Yield Divers | -0.6% | EXIT | Sold out |
| 46 | GLD | Spdr Gold Shares | -1.3% | -22.08% | Trim |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.9% | EXIT | Sold out |
| 48 | XLE | Ss Energy Select Sector | -3.1% | EXIT | Sold out |
| 49 | IEF | Ishares 7-10 Year Treasury B | -5.5% | -95.51% | Trim |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | -7.7% | -36.28% | Trim |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 107 disclosed positions in Q2 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, GLD, BOXX) accounted for 19.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLP
市值: $4.6M
Top Position Liquidated / Trimmed
XLE
前期市值: $4.9M
During Q2 2025, Innova Wealth Partners's top holdings by market value included SHY (11.8%)、GLD (4.5%)、BOXX (4.5%). The largest single position, SHY, represented 11.8% of total portfolio value.
In Q2 2025, Innova Wealth Partners made 50 total portfolio adjustments, initiating 14 new buys, adding to 21 positions, trimming 5 holdings, and fully liquidating 10 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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