Nova R Wealth, Inc. Purchases in Q4 2025

Nova R Wealth, Inc.

  • $253 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
20.4K
+ 392.99%
$245.27 - $275.25 $5.01M - $5.62M
25.6K $6.85M
VGIT
Vanguard Intermediate Term Tre

ETFs
75.5K
+ 14.08%
$59.84 - $60.54 $4.52M - $4.57M
611K $36.7M
VONE
Vanguard Russell 1000 ETF

ETFs
11.4K
+ 70.03%
$296.54 - $311.51 $3.38M - $3.55M
27.7K $8.42M
AMZN
Amazon Com Inc

Consumer Cyclical
12.9K
+ 454.03%
$213.04 - $254.0 $2.75M - $3.27M
15.7K $3.69M
DFSD
Dimensional ETF Tr Short Durat

ETFs
57.9K
+ 18.95%
$48.17 - $48.5 $2.79M - $2.81M
363K $17.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
50.3K
+ 17.39%
$49.98 - $50.22 $2.51M - $2.52M
339K $17M
SCHR
Schwab Intermediate Term Us Tr

ETFs
79.3K
New
$25.03 - $25.34 $1.99M - $2.01M
79.3K $1.99M
DFUS
Dimensional ETF Tr U S Equity

ETFs
25.9K
New
$71.0 - $74.64 $1.84M - $1.94M
25.9K $1.89M
AMGN
Amgen Inc

Healthcare
5.03K
+ 251.98%
$290.13 - $341.71 $1.46M - $1.72M
7.03K $2.4M
VEA
Vanguard Ftse Developed Market

ETFs
27.1K
+ 54.85%
$59.18 - $62.09 $1.6M - $1.68M
76.4K $4.69M
VTI
Vanguard Total Stock Market Et

ETFs
2.78K
+ 132.1%
$321.8 - $337.95 $895K - $940K
4.89K $1.61M
VTV
Vanguard Value ETF

ETFs
4.24K
New
$182.87 - $189.72 $775K - $804K
4.24K $792K
VUG
Vanguard Growth ETF

ETFs
1.58K
New
$470.44 - $504.26 $741K - $795K
1.58K $762K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.6K
+ 34.11%
$52.54 - $55.77 $608K - $646K
45.5K $2.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.93K
New
$79.1 - $82.39 $469K - $489K
5.93K $482K
AVDE
American Centy ETF Tr Avantis

ETFs
4.97K
+ 20.44%
$77.65 - $81.2 $386K - $403K
29.3K $2.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.31K
New
$78.65 - $79.19 $417K - $420K
5.31K $418K
CAT
Caterpillar Inc

Industrials
583
New
$480.82 - $585.49 $280K - $341K
583 $321K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.75K
New
$142.79 - $150.05 $250K - $262K
1.75K $255K
AVEM
American Centy ETF Tr Avantis

ETFs
3.22K
New
$73.09 - $78.36 $235K - $252K
3.22K $249K
HD
Home Depot, Inc.

Consumer Cyclical
667
New
$358.03 - $397.02 $239K - $265K
667 $238K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.21K
+ 2.79%
$66.27 - $69.4 $279K - $292K
155K $10.4M
GOOGL
Alphabet Inc.

Communication Services
274
+ 6.57%
$236.57 - $291.31 $64.8K - $79.8K
4.44K $1.23M
AVDV
American Centy ETF Tr Avantis

ETFs
2.31K
New
$87.37 - $90.92 $202K - $210K
2.31K $208K
NEE
Nextera Energy Inc

Utilities
9
+ 0.05%
$78.18 - $86.03 $704 - $774
18.3K $1.57M
WFC
Wells Fargo & Company

Financial Services
2.16K
New
$77.62 - $87.3 $168K - $189K
2.16K $180K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.22K
+ 4.7%
$43.84 - $45.35 $97.5K - $101K
49.5K $2.22M
SAN
Banco Santander, S.A.

Financial Services
10.8K
New
$9.65 - $11.03 $104K - $119K
10.8K $115K
NVDA
Nvidia Corp

Technology
537
+ 4.5%
$179.83 - $207.04 $96.6K - $111K
12.5K $2.33M
MCD
Mcdonalds Corp

Consumer Cyclical
266
+ 34.64%
$293.81 - $310.11 $78.2K - $82.5K
1.03K $315K
LRGF
Ishares Tr

ETFs
1.36K
+ 1.35%
$67.34 - $70.85 $91.5K - $96.3K
102K $7.03M
XOM
Exxon Mobil Corp

Energy
236
+ 8.46%
$110.64 - $119.78 $26.1K - $28.3K
3.03K $356K
IQV
Iqvia Holdings Inc.

Healthcare
12
+ 0.99%
$198.17 - $223.55 $2.38K - $2.68K
1.22K $269K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
374
+ 2.63%
$92.34 - $95.43 $34.5K - $35.7K
14.6K $1.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.11%
$459.47 - $491.71 $1.38K - $1.48K
2.77K $1.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.36%
$72.17 - $75.74 $1.08K - $1.14K
4.13K $309K
CVX
Chevron Corp

Energy
37
+ 0.82%
$148.9 - $157.72 $5.51K - $5.84K
4.58K $708K
TXN
Texas Instruments Inc

Technology
20
+ 0.34%
N/A
5.83K $1.13M
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.16%
N/A
8.95K $1.63M
Bluerock Pvt Real Estate Fd
237K
New
N/A
237K $0
Spdr Series Trust
10.8K
+ 10.48%
N/A
114K $0
DUHP
Dimensional ETF Tr Dimensional

ETFs
33
+ 0.23%
$37.18 - $38.47 $1.23K - $1.27K
14.5K $547K
DFAT
Dimensional ETF Tr U S Target

ETFs
16
+ 0.41%
$55.75 - $58.83 $892 - $941
3.94K $224K
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.51%
$248.1 - $260.08 $2.73K - $2.86K
2.18K $545K
FIW
First Trust Water ETF

ETFs
7
+ 0.14%
$110.5 - $115.7 $774 - $810
4.87K $537K
TSLA
Tesla, Inc.

Consumer Cyclical
28
+ 4.71%
$401.99 - $468.37 $11.3K - $13.1K
623 $254K
SO
Southern CO

Utilities
2
+ 0.08%
$90.58 - $99.72 $181 - $199
2.62K $237K
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 1.62%
$294.11 - $320.41 $7.94K - $8.65K
1.69K $507K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
105
+ 2.22%
$245.79 - $258.02 $25.8K - $27.1K
4.84K $1.19M
Activity Summary
Buys All Purchases 54 New Holdings 14 Increased Positions 40 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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