Nova R Wealth, Inc. Portfolio Holdings
Nova R Wealth, Inc.
- $190 Million
- Q4 2024
Nova R Wealth, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $190 Million distributed in 81 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 $23M, Vanguard Intermediate Term Tre with a value of $20.7M, Black Rock Health Sciences Trust with a value of $12.1M, Intuitive Surgical Inc with a value of $11.6M, and American Centy ETF Tr Avantis with a value of $11.2M.
Examining the 13F form we can see an decrease of $3.99M in the current position value, from $194M 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: $107 Million
Financial Services: $21.6 Million
Technology: $21 Million
Healthcare: $15.6 Million
Consumer Cyclical: $5.72 Million
Consumer Defensive: $2.79 Million
Utilities: $1.51 Million
Energy: $1.49 Million
Other: $2.64 Million