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CIK: 0002051980
Total reported value
$181.2M
$181.2M
550 檔
14.6%
The Q1 2025 SEC filing reveals that Nova Wealth Management, Inc. held a total portfolio value of $181.2M, covering 550 public equity positions.
In Q1 2025, Nova Wealth Management, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including UCON, IWY, DJUL) accounted for 14.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
FTCB
市值: $734.0K
Top Position Liquidated / Trimmed
UCON
前期市值: $13.7M
Showing top 200 holdings (of 550 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UCON | First Trust Smith Unconstrai | ETF-Other | 9.94% | +0.41% | -16.51% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.64% | -0.17% | +5.38% | |
| 3 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 3.55% | -0.25% | -22.40% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.31% | +1.22% | +17.04% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | -0.10% | +9.66% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.33% | -0.17% | +0.05% | |
| 7 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 2.17% | -0.02% | EXIT | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.06% | +5726.09% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | +0.09% | -15.50% | |
| 10 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.62% | -0.04% | +36.58% | |
| 11 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.56% | -0.51% | +16.41% | |
| 12 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.41% | +0.04% | +6.32% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.33% | -0.25% | +9.27% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.29% | -0.01% | -0.82% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.27% | -0.04% | -12.60% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.25% | +0.20% | +2.01% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.24% | +0.06% | +1.17% | |
| 18 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.22% | — | +10.16% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.09% | -0.02% | +2.53% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.15% | -1.01% | |
| 21 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 1.01% | -0.07% | -10.53% | |
| 22 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.00% | -0.08% | -24.39% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.04% | -2.94% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.99% | -0.14% | +26.97% | |
| 25 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.99% | -0.10% | -19.20% | |
| 26 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.97% | -0.19% | -25.80% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.02% | -9.45% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.89% | -0.62% | -1.83% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.85% | -0.04% | -9.08% | |
| 30 | CWS | Advisorshares Equity Focused | ETF-Other | 0.82% | -0.05% | -18.04% | |
| 31 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.82% | +0.06% | +13.82% | |
| 32 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 0.81% | +0.07% | +1.52% | |
| 33 | VFH | Vanguard Financials ETF | ETF-Other | 0.79% | -0.26% | +32.56% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.79% | — | -22.68% | |
| 35 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.78% | -0.18% | -21.34% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.07% | -2.46% | |
| 37 | ✓ | Innovator Etfs Trust | ETF-Other | 0.75% | — | +109.41% | |
| 38 | IYF | Ishares US Financials ETF | ETF-Other | 0.70% | -0.18% | +51.95% | |
| 39 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.69% | -0.06% | +12.67% | |
| 40 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | -0.06% | +35.20% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | -0.01% | -35.96% | |
| 42 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.68% | -0.05% | +25.99% | |
| 43 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.67% | -0.22% | +38.91% | |
| 44 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.65% | +0.40% | +21.06% | |
| 45 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.63% | -0.31% | — | |
| 46 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.63% | -0.05% | -16.98% | |
| 47 | FXG | First Trust Consumer Staples | ETF-Other | 0.62% | -0.06% | -13.84% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | -0.42% | -4.33% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.01% | -3.63% | |
| 50 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.55% | +1.38% | — |
According to official SEC Form 13F filings, Nova Wealth Management, Inc. reported a total U.S. public equity portfolio value of $181.2M across 550 disclosed positions in Q1 2025.
During Q1 2025, Nova Wealth Management, Inc.'s top holdings by market value included UCON (9.9%)、IWY (3.6%)、DJUL (3.5%). The largest single position, UCON, represented 9.9% of total portfolio value.
In Q1 2025, Nova Wealth Management, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 23 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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