Innova Wealth Partners Portfolio Holdings
Innova Wealth Partners
- $144 Million
- Q4 2024
Innova Wealth Partners has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 89 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 $21.2M, Spdr S&P 500 ETF Trust with a value of $8.65M, Ishares Core U.S. Aggregate Bo with a value of $8.6M, Financial Sector Spdr with a value of $5.92M, and Select Sector Spdr Consumer Di with a value of $5.89M.
Examining the 13F form we can see an increase of $32.8M in the current position value, from $111M to 144M.
Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$144 Million
ETFs: $127 Million
Technology: $6.06 Million
Healthcare: $2.54 Million
Consumer Cyclical: $2.3 Million
Consumer Defensive: $1.79 Million
Financial Services: $1.43 Million
Energy: $1.03 Million
Industrials: $502,000
Other: $975,000