Latest Innova Wealth Partners Stock Portfolio
$129Million
Equity Portfolio Value
Last Reported on: 16 May, 2024
About Innova Wealth Partners and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Innova Wealth Partners reported an equity portfolio of $129.5 Millions as of 31 Mar, 2024.
The top stock holdings of Innova Wealth Partners are AGG, AGG, XLB. The fund has invested 5.6% of it's portfolio in ISHARES TR and 5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGG), TESLA INC (TSLA) and PROSHARES TR (EET) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), PROSHARES TR II (UCO) and ISHARES TR (AGG). Innova Wealth Partners opened new stock positions in SELECT SECTOR SPDR TR (XLB), EA SERIES TRUST (BOB) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), LITMAN GREGORY FDS TR (DBEH) and ISHARES TR (AGG).
The top stock holdings of Innova Wealth Partners are AGG, AGG, XLB. The fund has invested 5.6% of it's portfolio in ISHARES TR and 5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGG), TESLA INC (TSLA) and PROSHARES TR (EET) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), PROSHARES TR II (UCO) and ISHARES TR (AGG). Innova Wealth Partners opened new stock positions in SELECT SECTOR SPDR TR (XLB), EA SERIES TRUST (BOB) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), LITMAN GREGORY FDS TR (DBEH) and ISHARES TR (AGG).
New Buys
| Ticker | $ Bought |
|---|---|
| SELECT SECTOR SPDR TR | 4,700,800 |
| SELECT SECTOR SPDR TR | 4,692,320 |
| EA SERIES TRUST | 1,949,600 |
| ISHARES TR | 1,782,990 |
| ISHARES TR | 471,678 |
| VANGUARD INDEX FDS | 431,808 |
| NVIDIA CORPORATION | 374,466 |
| PROSHARES TR | 368,404 |
New stocks bought by Innova Wealth Partners
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES INC | 557 |
| LITMAN GREGORY FDS TR | 220 |
| ISHARES TR | 113 |
| EXXON MOBIL CORP | 83.62 |
| TIDAL TR II | 76.73 |
| TIDAL TR II | 59.7 |
| PROSHARES TR | 54.64 |
| PROSHARES TR | 43.31 |
Additions to existing portfolio by Innova Wealth Partners
Reductions
| Ticker | % Reduced |
|---|---|
| INVESCO QQQ TR | -68.93 |
| PROSHARES TR II | -60.35 |
| ISHARES TR | -53.69 |
| SPDR S&P 500 ETF TR | -46.57 |
| SPDR GOLD TR | -37.62 |
| ISHARES TR | -29.92 |
| VS TRUST | -9.89 |
| DORMAN PRODS INC | -7.3 |
Innova Wealth Partners reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -1,131,880 |
| PFIZER INC | -207,461 |
| PROSHARES TR | -247,206 |
| INTEL CORP | -212,809 |
| TESLA INC | -248,977 |
| VROOM INC | -6,025 |
Innova Wealth Partners got rid off the above stocks
Current Stock Holdings of Innova Wealth Partners
Last Reported on: 16 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.17 | 8,853 | 1,518,110 | ADDED | 8.65 | |
| AAXJ | ISHARES TR | 0.72 | 8,370 | 925,220 | REDUCED | -29.92 | |
| AAXJ | ISHARES TR | 0.39 | 4,650 | 500,340 | REDUCED | -1.46 | |
| ABBV | ABBVIE INC | 0.65 | 4,640 | 844,922 | ADDED | 0.45 | |
| AFK | VANECK ETF TRUST | 0.41 | 23,576 | 528,338 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 5.55 | 87,854 | 7,184,700 | REDUCED | -53.69 | |
| AGG | ISHARES TR | 5.04 | 66,676 | 6,530,250 | ADDED | 1.6 | |
| AGG | ISHARES TR | 2.54 | 41,138 | 3,285,280 | ADDED | 113 | |
| AGG | ISHARES TR | 1.38 | 30,901 | 1,782,990 | NEW | ||
| AGG | ISHARES TR | 0.36 | 11,482 | 471,678 | NEW | ||
| AGG | ISHARES TR | 0.32 | 4,306 | 407,598 | REDUCED | -0.81 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMGN | AMGEN INC | 0.19 | 848 | 241,103 | NEW | ||
| AMZN | AMAZON COM INC | 0.46 | 3,308 | 596,697 | ADDED | 40.41 | |
| BIB | PROSHARES TR | 1.52 | 25,414 | 1,970,090 | ADDED | 3.18 | |
| BIB | PROSHARES TR | 0.46 | 14,619 | 596,894 | ADDED | 43.31 | |
| BIB | PROSHARES TR | 0.38 | 5,621 | 491,725 | ADDED | 54.64 | |
| BOB | EA SERIES TRUST | 1.51 | 18,313 | 1,949,600 | NEW | ||
| BUZZ | VANECK ETF TRUST | 0.31 | 7,775 | 406,322 | REDUCED | -5.47 | |
| BUZZ | VANECK ETF TRUST | 0.23 | 6,535 | 303,943 | UNCHANGED | 0.00 | |
| CMCSA | COMCAST CORP NEW | 0.18 | 5,465 | 236,908 | ADDED | 0.96 | |
| CVX | CHEVRON CORP NEW | 0.23 | 1,900 | 299,706 | UNCHANGED | 0.00 | |
| DBC | INVESCO DB COMMDY INDX TRCK | 0.23 | 12,941 | 297,253 | UNCHANGED | 0.00 | |
| DBEH | LITMAN GREGORY FDS TR | 3.02 | 136,228 | 3,907,020 | ADDED | 220 | |
| DIS | DISNEY WALT CO | 0.17 | 1,791 | 219,204 | NEW | ||
| DORM | DORMAN PRODS INC | 0.19 | 2,540 | 244,831 | REDUCED | -7.3 | |
| DWMF | WISDOMTREE TR | 0.75 | 23,032 | 972,661 | ADDED | 19.75 | |
| EET | PROSHARES TR | 0.50 | 10,541 | 648,904 | ADDED | 6.25 | |
| EET | PROSHARES TR | 0.28 | 4,325 | 368,404 | NEW | ||
| EET | PROSHARES TR | 0.21 | 6,172 | 271,286 | NEW | ||
| EET | PROSHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EMGF | ISHARES INC | 3.85 | 69,933 | 4,989,700 | ADDED | 557 | |
| FIVR | STRATEGY SHS | 0.94 | 42,152 | 1,218,610 | REDUCED | -5.69 | |
| GLD | SPDR GOLD TR | 3.99 | 25,124 | 5,168,510 | REDUCED | -37.62 | |
| GSK | GSK PLC | 0.34 | 10,111 | 433,459 | REDUCED | -6.15 | |
| GUSH | DIREXION SHS ETF TR | 0.26 | 6,219 | 338,936 | ADDED | 42.28 | |
| HD | HOME DEPOT INC | 0.31 | 1,050 | 402,780 | ADDED | 31.91 | |
| INTC | INTEL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JNJ | JOHNSON & JOHNSON | 0.37 | 3,054 | 483,112 | ADDED | 29.3 | |
| JPM | JPMORGAN CHASE & CO | 0.16 | 1,060 | 212,318 | NEW | ||
| LLY | ELI LILLY & CO | 0.64 | 1,068 | 830,861 | ADDED | 1.23 | |
| LMT | LOCKHEED MARTIN CORP | 0.17 | 499 | 226,980 | NEW | ||
| LOW | LOWES COS INC | 0.18 | 900 | 229,257 | UNCHANGED | 0.00 | |
| MAIN | MAIN STR CAP CORP | 0.23 | 6,434 | 304,392 | NEW | ||
| MCD | MCDONALDS CORP | 0.18 | 834 | 235,146 | UNCHANGED | 0.00 | |
| MDT | MEDTRONIC PLC | 0.21 | 3,175 | 276,701 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 1.61 | 4,952 | 2,083,400 | ADDED | 16.82 | |
| NVDA | NVIDIA CORPORATION | 0.29 | 414 | 374,466 | NEW | ||
| O | REALTY INCOME CORP | 0.16 | 3,725 | 201,549 | NEW | ||
| OKE | ONEOK INC NEW | 0.16 | 2,495 | 200,054 | NEW | ||
| PDBC | INVESCO ACTVELY MNGD ETC FD | 0.50 | 46,856 | 649,893 | ADDED | 30.95 | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 0.22 | 4,319 | 288,423 | REDUCED | -4.02 | |
| PEP | PEPSICO INC | 0.43 | 3,207 | 561,257 | ADDED | 8.45 | |
| PFE | PFIZER INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PG | PROCTER AND GAMBLE CO | 0.31 | 2,508 | 406,923 | ADDED | 31.38 | |
| QQQ | INVESCO QQQ TR | 1.40 | 4,077 | 1,810,230 | REDUCED | -68.93 | |
| SPY | SPDR S&P 500 ETF TR | 3.50 | 8,662 | 4,531,070 | REDUCED | -46.57 | |
| TSLA | TESLA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UCO | PROSHARES TR II | 0.17 | 3,053 | 220,610 | REDUCED | -60.35 | |
| UNH | UNITEDHEALTH GROUP INC | 0.35 | 927 | 458,605 | ADDED | 14.02 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.73 | 44,507 | 2,232,920 | ADDED | 0.29 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.85 | 35,546 | 2,393,670 | REDUCED | -4.59 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.50 | 46,415 | 1,938,760 | REDUCED | -4.45 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.43 | 3,058 | 558,377 | ADDED | 43.3 | |
| VOO | VANGUARD INDEX FDS | 0.37 | 999 | 480,239 | ADDED | 2.36 | |
| VOO | VANGUARD INDEX FDS | 0.33 | 1,661 | 431,808 | NEW | ||
| VRM | VROOM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 4.04 | 124,133 | 5,228,480 | REDUCED | -0.15 | |
| XLB | SELECT SECTOR SPDR TR | 4.01 | 41,190 | 5,188,290 | REDUCED | -2.69 | |
| XLB | SELECT SECTOR SPDR TR | 4.00 | 63,492 | 5,184,760 | REDUCED | -2.36 | |
| XLB | SELECT SECTOR SPDR TR | 3.97 | 24,698 | 5,143,850 | REDUCED | -4.8 | |
| XLB | SELECT SECTOR SPDR TR | 3.92 | 54,624 | 5,074,020 | ADDED | 1.00 | |
| XLB | SELECT SECTOR SPDR TR | 3.85 | 52,769 | 4,981,920 | ADDED | 4.4 | |
| XLB | SELECT SECTOR SPDR TR | 3.83 | 33,553 | 4,956,780 | ADDED | 1.51 | |
| XLB | SELECT SECTOR SPDR TR | 3.77 | 26,509 | 4,874,740 | REDUCED | -0.8 | |
| XLB | SELECT SECTOR SPDR TR | 3.63 | 71,604 | 4,700,800 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 3.62 | 61,450 | 4,692,320 | NEW | ||
| XOM | EXXON MOBIL CORP | 1.23 | 13,707 | 1,593,300 | ADDED | 83.62 | |
| VS TRUST | 2.53 | 77,437 | 3,280,230 | REDUCED | -9.89 | ||
| TIDAL TR II | 0.58 | 32,032 | 748,588 | ADDED | 59.7 | ||
| TIDAL TR II | 0.50 | 35,883 | 651,093 | ADDED | 76.73 |