Innova Wealth Partners Purchases in Q4 2025

Innova Wealth Partners

  • $202 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
413
+ 30.59%
$153.27 - $206.06 $63.3K - $85.1K
1.76K $362K
AMZN
Amazon Com Inc

Consumer Cyclical
315
+ 7.77%
$213.04 - $254.0 $67.1K - $80K
4.37K $1.03M
CMI
Cummins Inc

Industrials
3
+ 0.11%
$407.98 - $484.34 $1.22K - $1.45K
2.7K $1.25M
IBM
International Business Machines Corp

Technology
239
+ 11.12%
$275.97 - $314.98 $66K - $75.3K
2.39K $709K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.15K
+ 38.56%
$45.02 - $47.53 $96.9K - $102K
7.74K $361K
SLV
I Shares Silver Trust

ETFs
1.37K
+ 17.42%
$42.4 - $49.17 $57.9K - $67.1K
9.2K $422K
IWM
Ishares Russell 2000 ETF

ETFs
369
+ 27.64%
$236.79 - $250.33 $87.4K - $92.4K
1.7K $404K
BMY
Bristol Myers Squibb CO

Healthcare
1.46K
+ 26.49%
$42.6 - $49.08 $62.2K - $71.7K
6.97K $326K
XOM
Exxon Mobil Corp

Energy
182
+ 1.73%
$110.64 - $119.78 $20.1K - $21.8K
10.7K $1.26M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
141
+ 16.1%
$454.87 - $482.76 $64.1K - $68.1K
1.02K $479K
ABBV
Abb Vie Inc.

Healthcare
227
+ 3.82%
$211.96 - $244.38 $48.1K - $55.5K
6.17K $1.44M
VOOV
Vanguard S&P 500 Value ETF

ETFs
239
+ 5.0%
$195.54 - $204.93 $46.7K - $49K
5.02K $1.02M
EFV
Msci Eafe Value ETF

ETFs
570
+ 6.87%
$66.73 - $70.99 $38K - $40.5K
8.87K $622K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
975
+ 22.08%
$62.92 - $67.84 $61.3K - $66.1K
5.39K $342K
AVGO
Broadcom Inc.

Technology
92
+ 4.48%
$324.63 - $385.98 $29.9K - $35.5K
2.15K $734K
IEF
Ishares Barclays

ETFs
525
+ 11.92%
$96.12 - $97.72 $50.5K - $51.3K
4.93K $475K
AEP
American Electric Power CO Inc

Utilities
199
+ 7.1%
$112.75 - $122.73 $22.4K - $24.4K
3K $364K
PM
Philip Morris International Inc.

Consumer Defensive
447
+ 19.99%
$144.33 - $160.86 $64.5K - $71.9K
2.68K $409K
CB
Chubb LTD

Financial Services
95
+ 11.69%
$268.2 - $296.22 $25.5K - $28.1K
908 $268K
JPM
Jpmorgan Chase & CO

Financial Services
205
+ 11.83%
$294.11 - $320.41 $60.3K - $65.7K
1.94K $582K
WMB
Williams Companies, Inc.

Energy
776
+ 17.18%
$56.51 - $64.48 $43.9K - $50K
5.29K $322K
NVDA
Nvidia Corp

Technology
169
+ 3.09%
$179.83 - $207.04 $30.4K - $35K
5.63K $1.05M
SPGI
S&P Global Inc.

Financial Services
59
+ 10.75%
$472.05 - $502.96 $27.9K - $29.7K
608 $297K
WMT
Walmart Inc.

Consumer Defensive
273
+ 6.99%
$101.18 - $109.03 $27.6K - $29.8K
4.18K $430K
UBT
Proshares Ultra 20+Yr Treasury

ETFs
1.62K
+ 11.2%
$17.15 - $18.43 $27.7K - $29.8K
16K $276K
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 1.86%
$482.23 - $557.53 $3.86K - $4.46K
438 $235K
ALL
Allstate Corp

Financial Services
119
+ 10.34%
$190.0 - $214.3 $22.6K - $25.5K
1.27K $272K
RTX
Raytheon Technologies Corp

Industrials
54
+ 3.5%
$157.0 - $179.44 $8.48K - $9.69K
1.6K $280K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
221
+ 0.97%
$52.99 - $55.79 $11.7K - $12.3K
23K $1.25M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
19
+ 0.42%
$43.89 - $49.2 $834 - $935
4.58K $217K
RSP
Invesco S&P 500 Equal Weight E

ETFs
96
+ 8.05%
$185.12 - $192.11 $17.8K - $18.4K
1.29K $241K
VZ
Verizon Communications Inc

Communication Services
868
+ 11.56%
$38.4 - $43.83 $33.3K - $38K
8.38K $343K
LMT
Lockheed Martin Corp

Industrials
61
+ 11.09%
$452.1 - $514.24 $27.6K - $31.4K
611 $287K
ABC
Amerisourcebergen Corp

Healthcare
63
+ 9.13%
N/A
753 $139K
MA
Mastercard Inc

Financial Services
48
+ 9.49%
$536.85 - $580.45 $25.8K - $27.9K
554 $297K
XLRE
Select Sector Spdr Tr Real Est

ETFs
414
+ 7.25%
$40.65 - $42.74 $16.8K - $17.7K
6.13K $250K
ED
Consolidated Edison Inc

Utilities
13
+ 0.37%
$96.11 - $102.39 $1.25K - $1.33K
3.57K $363K
MDT
Medtronic PLC

Healthcare
24
+ 1.09%
$90.06 - $98.43 $2.16K - $2.36K
2.23K $215K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 1.2%
$293.81 - $310.11 $2.94K - $3.1K
846 $257K
TOTB.DE
Total Energies Se

Energy
4.83K
New
N/A
4.83K $0
Ge Vernova Inc
316
New
N/A
316 $0
CVX
Chevron Corp

Energy
7
+ 0.21%
$148.9 - $157.72 $1.04K - $1.1K
3.39K $524K
Tidal Trust Ii
24.8K
+ 24.91%
N/A
125K $0
Gmo ETF Trust
8.05K
New
N/A
8.05K $0
Tidal Trust Ii
12.4K
+ 67.56%
N/A
30.8K $0
Tidal Trust Ii
16.5K
+ 59.05%
N/A
44.5K $0
Tidal Trust Ii
17.2K
+ 11.25%
N/A
170K $0
Tidal Trust Ii
22K
+ 13.71%
N/A
182K $0
SO
Southern CO

Utilities
76
+ 3.19%
$90.58 - $99.72 $6.88K - $7.58K
2.46K $222K
Activity Summary
Buys All Purchases 111 New Holdings 29 Increased Positions 82 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 2 Puts 0
Track This Portfolio

Track Innova Wealth Partners Portfolio

Follow Innova Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Innova Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Innova Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email