Innova Wealth Partners Portfolio Holdings
Innova Wealth Partners
- $166 Million
- Q3 2025
Innova Wealth Partners has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $166 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $15M, Spdr S&P 500 ETF Trust with a value of $10.6M, Spdr Gold Trust with a value of $8.67M, Ishares Core U.S. Aggregate Bo with a value of $5.49M, and Technology Sector Spdr with a value of $5.14M.
Examining the 13F form we can see an increase of $13.4M in the current position value, from $152M to 166M.
Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
ETFs: $135 Million
Technology: $9.26 Million
Healthcare: $4.11 Million
Financial Services: $3.77 Million
Consumer Cyclical: $2.54 Million
Energy: $2.28 Million
Consumer Defensive: $2.28 Million
Industrials: $1.91 Million
Other: $4.34 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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