Nova R Wealth, Inc. Reduced Holdings in Q4 2024

Nova R Wealth, Inc.

  • $190 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BME
Black Rock Health Sciences Trust

Financial Services
-12.7K
- 3.82%
$36.92 - $42.26 $470K - $538K
320K $12.1M
MSFT
Microsoft Corp

Technology
-2.02K
- 36.1%
$406.35 - $454.46 $819K - $916K
3.57K $1.5M
AMGN
Amgen Inc

Healthcare
-230
- 1.86%
$258.78 - $328.31 $59.5K - $75.5K
12.1K $3.16M
NXPI
Nxp Semiconductors N.V.

Technology
-82
- 0.82%
$207.27 - $255.58 $17K - $21K
9.96K $2.07M
NEE
Nextera Energy Inc

Utilities
-296
- 1.61%
$69.77 - $85.43 $20.7K - $25.3K
18.1K $1.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-165
- 0.37%
$37.12 - $41.23 $6.12K - $6.8K
44.7K $1.66M
STM
St Microelectronics N.V.

Technology
-289
- 0.71%
$24.48 - $28.92 $7.07K - $8.36K
40.4K $1.01M
IEMG
Ishares Inc

ETFs
-3.59K
- 5.46%
N/A
62.2K $3.33M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.08K
- 2.68%
$570.51 - $610.59 $613K - $656K
39.1K $23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 0.37%
$442.29 - $483.08 $17.7K - $19.3K
10.7K $4.84M
AVUV
American Centy ETF Tr Avantis

ETFs
-637
- 5.3%
$94.37 - $106.41 $60.1K - $67.8K
11.4K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
-99
- 13.25%
$385.02 - $431.37 $38.1K - $42.7K
648 $252K
XOM
Exxon Mobil Corp

Energy
-125
- 3.6%
$105.51 - $125.37 $13.2K - $15.7K
3.35K $360K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-316
- 6.81%
$58.88 - $64.8 $18.6K - $20.5K
4.32K $254K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-393
- 3.02%
$159.11 - $178.39 $62.5K - $70.1K
12.6K $2.08M
VLUE
Ishares Msci Usa Value Factor

ETFs
-13
- 0.55%
$104.01 - $115.38 $1.35K - $1.5K
2.37K $249K
TXN
Texas Instruments Inc

Technology
-34
- 0.58%
N/A
5.86K $1.14M
VB
Vanguard Small Cap ETF

ETFs
-18
- 1.27%
$233.76 - $261.58 $4.21K - $4.71K
1.4K $335K
AVGE
American Centy ETF Tr Avantis
-627
- 0.58%
N/A
108K $0
META
Meta Platforms, Inc.

Communication Services
-13
- 1.38%
$554.08 - $632.68 $7.2K - $8.22K
932 $549K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-2.61K
- 1.81%
$56.7 - $62.15 $148K - $162K
142K $8.26M
AVLV
American Centy ETF Tr Avantis
-2.14K
- 1.26%
$65.51 - $71.22 $140K - $152K
167K $11.2M
ANSS
Ansys Inc

Technology
-34
- 1.61%
$313.05 - $361.45 $10.6K - $12.3K
2.08K $701K
VONE
Vanguard Russell 1000 ETF

ETFs
-287
- 1.66%
$257.18 - $277.76 $73.8K - $79.7K
17K $4.53M
V
Visa Inc.

Financial Services
-56
- 3.44%
$273.87 - $320.91 $15.3K - $18K
1.57K $496K
APH
Amphenol Corp

Technology
-333
- 1.71%
$62.07 - $75.35 $20.7K - $25.1K
19.1K $1.33M
NVDA
Nvidia Corp

Technology
-90
- 0.72%
$117.0 - $148.88 $10.5K - $13.4K
12.4K $1.66M
GRMN
Garmin LTD

Technology
-74
- 0.63%
$161.91 - $220.77 $12K - $16.3K
11.7K $2.4M
AAPL
Apple Inc.

Technology
-317
- 0.93%
$221.69 - $259.02 $70.3K - $82.1K
33.8K $8.46M
ISRG
Intuitive Surgical Inc

Healthcare
-285
- 1.27%
$471.27 - $550.62 $134K - $157K
22.2K $11.6M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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