Nova R Wealth, Inc. Reduced Holdings in Q3 2025

Nova R Wealth, Inc.

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-28K
- 84.33%
$202.38 - $256.87 $5.66M - $7.18M
5.2K $1.32M
AMZN
Amazon Com Inc

Consumer Cyclical
-15.6K
- 84.56%
$211.65 - $238.24 $3.29M - $3.71M
2.84K $623K
ISRG
Intuitive Surgical Inc

Healthcare
-456
- 2.14%
$433.66 - $544.47 $198K - $248K
20.9K $9.33M
WMT
Walmart Inc.

Consumer Defensive
-17.8K
- 81.07%
$94.4 - $104.27 $1.68M - $1.85M
4.15K $428K
AMGN
Amgen Inc

Healthcare
-5.13K
- 71.97%
$271.18 - $309.22 $1.39M - $1.59M
2K $563K
BME
Black Rock Health Sciences Trust

Financial Services
-27.6K
- 9.82%
$35.17 - $37.31 $972K - $1.03M
254K $9.45M
MCD
Mcdonalds Corp

Consumer Cyclical
-390
- 33.68%
$291.67 - $316.99 $114K - $124K
768 $233K
STM
St Microelectronics N.V.

Technology
-253
- 0.64%
$24.77 - $33.41 $6.27K - $8.45K
39.4K $1.11M
XOM
Exxon Mobil Corp

Energy
-882
- 24.01%
$105.83 - $117.22 $93.3K - $103K
2.79K $314K
MSTR
Microstrategy Inc

Technology
-14
- 1.6%
$300.7 - $455.9 $4.21K - $6.38K
859 $276K
CVX
Chevron Corp

Energy
-422
- 8.51%
$145.57 - $161.83 $61.4K - $68.3K
4.54K $704K
TXN
Texas Instruments Inc

Technology
-22
- 0.38%
N/A
5.81K $1.13M
AVGE
American Centy ETF Tr Avantis
-1.52K
- 1.47%
N/A
102K $0
Spdr Series Trust
-10.8K
- 9.43%
N/A
103K $0
FIW
First Trust Water ETF

ETFs
-70
- 1.42%
$107.54 - $115.08 $7.53K - $8.06K
4.86K $546K
ORCL
Oracle Corp

Technology
-152
- 15.83%
$218.96 - $328.33 $33.3K - $49.9K
808 $227K
VLUE
Ishares Msci Usa Value Factor

ETFs
-20
- 0.93%
$111.55 - $125.05 $2.23K - $2.5K
2.13K $265K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-159
- 3.25%
$236.25 - $257.69 $37.6K - $41K
4.73K $1.21M
AVUV
American Centy ETF Tr Avantis

ETFs
-273
- 2.48%
$90.37 - $102.12 $24.7K - $27.9K
10.7K $1.07M
NXPI
Nxp Semiconductors N.V.

Technology
-75
- 0.76%
$205.16 - $239.07 $15.4K - $17.9K
9.79K $2.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-78
- 2.74%
$420.11 - $472.68 $32.8K - $36.9K
2.77K $1.3M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-315
- 2.5%
$170.68 - $192.95 $53.8K - $60.8K
12.3K $2.36M
VONE
Vanguard Russell 1000 ETF

ETFs
-445
- 2.66%
$280.68 - $303.97 $125K - $135K
16.3K $4.92M
APH
Amphenol Corp

Technology
-55
- 0.29%
$97.39 - $125.4 $5.36K - $6.9K
19K $2.36M
IVV
Ishares Core S&P 500 ETF

ETFs
-70
- 0.17%
$620.67 - $670.08 $43.4K - $46.9K
40.2K $26.9M
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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