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CIK: 0002051980
Total reported value
$181.2M
$181.2M
399 檔
16.8%
In Q4 2024, Nova Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $181.2M, distributed across 399 disclosed stock positions.
During Q4 2024, Nova Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including UCON, DJUL, IWY) accounted for 16.8% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UCON | First Trust Smith Unconstrai | ETF-Other | 11.90% | +0.41% | — | |
| 2 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 4.71% | -0.25% | — | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.86% | -0.17% | — | |
| 4 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 2.96% | -0.02% | EXIT | |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.92% | +1.22% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | -0.10% | — | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.49% | -0.17% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.14% | +0.09% | — | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.51% | -0.04% | — | |
| 10 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.51% | -0.51% | — | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.47% | -0.01% | — | |
| 12 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.41% | +0.20% | — | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.38% | -0.25% | — | |
| 14 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.36% | -0.08% | — | |
| 15 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.35% | -0.19% | — | |
| 16 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.34% | +0.04% | — | |
| 17 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.26% | -0.04% | — | |
| 18 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.26% | -0.10% | — | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.24% | +0.06% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.02% | — | |
| 21 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.20% | — | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.20% | -0.02% | — | |
| 23 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 1.17% | -0.07% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.15% | — | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.07% | -0.04% | — | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 1.03% | — | — | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 1.02% | -0.01% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.04% | — | |
| 29 | CWS | Advisorshares Equity Focused | ETF-Other | 1.00% | -0.05% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.07% | — | |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.95% | -0.18% | — | |
| 32 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 0.87% | +0.07% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.62% | — | |
| 34 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.78% | -0.05% | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.76% | -0.14% | — | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.71% | +0.06% | — | |
| 37 | FXG | First Trust Consumer Staples | ETF-Other | 0.70% | -0.06% | — | |
| 38 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.68% | -0.06% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.01% | — | |
| 40 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.60% | -0.06% | — | |
| 41 | VFH | Vanguard Financials ETF | ETF-Other | 0.59% | -0.26% | — | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.57% | +0.05% | — | |
| 43 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.56% | -0.05% | — | |
| 44 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.54% | -0.03% | — | |
| 45 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.54% | -0.04% | — | |
| 46 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.53% | +0.40% | — | |
| 47 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.06% | — | |
| 48 | FTA | First Trust L C Val Alp | ETF-Other | 0.51% | -0.02% | — | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.51% | -0.42% | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | -0.05% | — |
According to official SEC Form 13F filings, Nova Wealth Management, Inc. reported a total U.S. public equity portfolio value of $181.2M across 399 disclosed positions in Q4 2024.
During Q4 2024, Nova Wealth Management, Inc.'s top holdings by market value included UCON (11.9%)、DJUL (4.7%)、IWY (3.9%). The largest single position, UCON, represented 11.9% of total portfolio value.
In Q4 2024, Nova Wealth Management, Inc. 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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