Nova R Wealth, Inc. Portfolio Holdings

Nova R Wealth, Inc.

  • $190 Million
  • Q1 2025

Nova R Wealth, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22M, Vanguard Intermediate Term Tre with a value of $18.3M, Black Rock Health Sciences Trust with a value of $12.1M, American Centy ETF Tr Avantis with a value of $11M, and Intuitive Surgical Inc with a value of $10.7M.

Examining the 13F form we can see an increase of $161K in the current position value, from $190M to 190M.

Below you can find more details about Nova R Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $190 Million
ETFs: $109 Million
Financial Services: $22.7 Million
Technology: $19.1 Million
Healthcare: $15.4 Million
Consumer Cyclical: $5.13 Million
Consumer Defensive: $2.47 Million
Utilities: $1.74 Million
Energy: $1.66 Million
Other: $2.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22 Million 11.55% of portfolio
39,127
Q1 2025 Added 0.1%
$0
$18.3 Million 9.63% of portfolio
308,662
Q1 2025 Reduced 13.7%
$0
$12.1 Million 6.37% of portfolio
313,846
Q1 2025 Reduced 2.0%
$0
$11 Million 5.79% of portfolio
168,962
Q1 2025 Added 0.94%
$182B
$10.7 Million 5.62% of portfolio
21,605
Q1 2025 Reduced 2.47%
$0
$10.3 Million 5.42% of portfolio
136,348
Q1 2025 Added 1.75%
$0
$7.95 Million 4.18% of portfolio
141,069
Q1 2025 Reduced 0.43%
$0
$7.74 Million 4.06% of portfolio
155,080
Q1 2025 Added 6.25%
$3.36T
$7.58 Million 3.98% of portfolio
34,106
Q1 2025 Added 0.94%
$0
$6.26 Million 3.29% of portfolio
131,696
Q1 2025 Added 515.2%
$0
$5.81 Million 3.05% of portfolio
100,379
Q1 2025 Added 0.22%
$691B
$5.64 Million 2.96% of portfolio
10,585
Q1 2025 Reduced 0.86%
$0
$4.26 Million 2.24% of portfolio
16,795
Q1 2025 Reduced 1.18%
$150B
$3.78 Million 1.98% of portfolio
12,122
Q1 2025 Added 0.03%
$1.93T
$3.55 Million 1.86% of portfolio
18,640
Q1 2025 Added 1.4%
$0
$3.42 Million 1.8% of portfolio
63,845
Q1 2025 Added 2.7%
$38.1B
$2.52 Million 1.32% of portfolio
11,616
Q1 2025 Reduced 0.29%
$0
$2.47 Million 1.3% of portfolio
48,596
Q1 2025 Added 0.42%
$258B
$1.92 Million 1.01% of portfolio
21,864
Q1 2025 Added 1.33%
$0
$1.91 Million 1.0% of portfolio
12,584
Q1 2025 Reduced 0.44%
$50.8B
$1.88 Million 0.99% of portfolio
9,907
Q1 2025 Reduced 0.49%
$0
$1.79 Million 0.94% of portfolio
45,207
Q1 2025 Added 1.21%
$0
$1.65 Million 0.86% of portfolio
9,038
Q1 2025 Added 1.03%
$0
$1.56 Million 0.82% of portfolio
23,573
Q1 2025 Reduced 2.28%
$0
$1.49 Million 0.78% of portfolio
32,841
Q1 2025 Added 0.24%
$0
$1.39 Million 0.73% of portfolio
13,334
Q1 2025 Added 4.07%
$2.92T
$1.39 Million 0.73% of portfolio
3,690
Q1 2025 Added 3.48%
$0
$1.38 Million 0.72% of portfolio
3,810
Q1 2025 Reduced 0.24%
$0
$1.34 Million 0.7% of portfolio
14,292
Q1 2025 Added 0.19%
$130B
$1.29 Million 0.68% of portfolio
18,132
Q1 2025 Added 0.04%
$45.1B
$1.25 Million 0.66% of portfolio
19,129
Q1 2025 Added 0.16%
$277B
$1.23 Million 0.65% of portfolio
11,391
Q1 2025 Reduced 7.82%
$177B
$1.14 Million 0.6% of portfolio
5,848
Q1 2025 Reduced 0.2%
$0
$1.12 Million 0.59% of portfolio
5,523
Q1 2025 Reduced 0.83%
$0
$994,000 0.52% of portfolio
11,412
Q1 2025 Added 0.3%
$0
$989,000 0.52% of portfolio
93,803
Q3 2022 Reduced 6.11%
$0
$948,000 0.5% of portfolio
93,059
Q3 2024 Reduced 6.94%
$509B
$900,000 0.47% of portfolio
1,643
Q1 2025 Added 6.62%
$21.2B
$878,000 0.46% of portfolio
39,991
Q1 2025 Reduced 0.95%
$272B
$753,000 0.4% of portfolio
4,506
Q1 2025 Added 2.99%
$156B
$758,000 0.4% of portfolio
1,492
Q4 2021 New
$0
$711,000 0.37% of portfolio
7,060
Q1 2025 Added 0.04%
$27.9B
$652,000 0.34% of portfolio
2,062
Q1 2025 Reduced 0.82%
$967B
$619,000 0.33% of portfolio
4,005
Q1 2025 Added 6.69%
$548B
$581,000 0.31% of portfolio
1,658
Q1 2025 Added 5.61%
$0
$597,000 0.31% of portfolio
1,068
Q1 2025 Added 0.28%
$1.23T
$548,000 0.29% of portfolio
951
Q1 2025 Added 2.04%
$0
$555,000 0.29% of portfolio
2,022
Q1 2025 Added 0.65%
$6.74B
$497,000 0.26% of portfolio
61,156
Q1 2025 Added 0.78%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $190 Million
  • Prior Value $190 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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