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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Million 9.05% of portfolio
180,750
Q3 2025 Reduced 25.49%
$0
$10.6 Million 6.37% of portfolio
15,848
Q3 2025 Added 125.75%
$130B
$8.67 Million 5.23% of portfolio
24,393
Q3 2025 Reduced 2.33%
$0
$5.49 Million 3.31% of portfolio
54,757
Q3 2025 Reduced 11.37%
$0
$5.14 Million 3.1% of portfolio
18,225
Q3 2025 Reduced 9.69%
$0
$4.99 Million 3.01% of portfolio
42,117
Q3 2025 Reduced 10.28%
$0
$4.93 Million 2.97% of portfolio
56,541
Q3 2025 Reduced 5.26%
$0
$4.68 Million 2.83% of portfolio
92,245
Q3 2025 Added 18.78%
$0
$4.67 Million 2.82% of portfolio
30,269
Q3 2025 Reduced 9.84%
$0
$4.56 Million 2.75% of portfolio
84,635
Q3 2025 Reduced 9.72%
$0
$4.47 Million 2.7% of portfolio
18,659
Q3 2025 Reduced 10.07%
$0
$4.22 Million 2.55% of portfolio
197,352
Q3 2025 Reduced 10.63%
$0
$4.1 Million 2.47% of portfolio
147,455
Q3 2025 Reduced 40.42%
$0
$3.89 Million 2.34% of portfolio
43,488
Q3 2025 New
$0
$3.84 Million 2.32% of portfolio
42,853
Q3 2025 New
$0
$3.56 Million 2.15% of portfolio
5,925
Q3 2025 Reduced 2.08%
$0
$3.2 Million 1.93% of portfolio
28,568
Q3 2025 Added 2.36%
$3.78T
$3.14 Million 1.9% of portfolio
6,072
Q3 2025 Added 2.57%
$0
$2.91 Million 1.76% of portfolio
15,991
Q3 2025 Added 6.74%
$4.3T
$2.84 Million 1.72% of portfolio
11,170
Q3 2025 Added 13.59%
$0
$2.64 Million 1.59% of portfolio
28,289
Q3 2025 Added 60.3%
$0
$2.55 Million 1.54% of portfolio
7,777
Q3 2025 Added 1.58%
$0
$2.27 Million 1.37% of portfolio
41,975
Q3 2025 Reduced 13.49%
$0
$2.15 Million 1.3% of portfolio
35,915
Q3 2025 Reduced 14.27%
$0
$1.95 Million 1.17% of portfolio
36,440
Q3 2025 Reduced 56.48%
$0
$1.89 Million 1.14% of portfolio
56,202
Q3 2025 Reduced 1.13%
$0
$1.64 Million 0.99% of portfolio
11,968
Q3 2025 Added 3.33%
$414B
$1.38 Million 0.83% of portfolio
5,943
Q3 2025 Added 20.25%
$0
$1.33 Million 0.8% of portfolio
16,617
Q3 2025 Reduced 40.89%
$0
$1.23 Million 0.74% of portfolio
22,809
Q3 2025 Reduced 3.98%
$490B
$1.19 Million 0.72% of portfolio
10,530
Q3 2025 Added 39.77%
$65.2B
$1.14 Million 0.69% of portfolio
2,700
Q3 2025 New
$465B
$1.02 Million 0.61% of portfolio
5,464
Q3 2025 Reduced 2.95%
$0
$966,000 0.58% of portfolio
12,112
Q3 2025 Reduced 63.84%
$971B
$961,000 0.58% of portfolio
1,260
Q3 2025 Added 14.75%
$0
$954,000 0.58% of portfolio
4,784
Q3 2025 Added 343.78%
$0
$911,000 0.55% of portfolio
7,729
Q3 2025 Added 34.65%
$0
$915,000 0.55% of portfolio
33,516
Q3 2025 Reduced 57.38%
$2.39T
$890,000 0.54% of portfolio
4,054
Q3 2025 Added 26.53%
$0
$893,000 0.54% of portfolio
9,998
Q3 2025 New
$346B
$831,000 0.5% of portfolio
5,414
Q3 2025 Added 24.09%
$0
$817,000 0.49% of portfolio
1,222
Q3 2025 Added 13.46%
$5.6B
$776,000 0.47% of portfolio
79,330
Q3 2025 Added 10.93%
$111B
$739,000 0.45% of portfolio
2,248
Q3 2025 Added 60.8%
$593B
$691,000 0.42% of portfolio
2,457
Q3 2025 Added 3.8%
$139B
$677,000 0.41% of portfolio
2,053
Q3 2025 Added 0.05%
$0
$687,000 0.41% of portfolio
51,217
Q3 2025 New
$0
$631,000 0.38% of portfolio
6,106
Q3 2025 Added 17.88%
$0
$625,000 0.38% of portfolio
5,662
Q3 2025 Reduced 3.41%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $166 Million
  • Prior Value $152 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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