IW

Innova Wealth Partners

13F
Innova Wealth Partners
Last update 2024-08-13 81 Stocks (13 new)
Value $138.00 Mil Turnover 16 %
Countries:
Top Holdings: SPY(7.06%)SHY(5.22%)DBMF(4.87%)AGG(4.42%)XLK(3.97%)
Portfolio Report
Summary Stock Picks Current Portfolio
Innova Wealth Partners Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
17,902
9742.670
+106.67%
7.060
+3.64%
-
+6.79%
+22.40%
603023.285
 
SHY 		iShares 1-3 Year Treasury Bond ETF
88,311
7210.590
+0.52%
5.220
+0.03%
-
+0.33%
+0.45%
22300.015
 
DBMF 		iMGP DBi Managed Futures Strategy ETF
223,631
6722.350
+64.16%
4.870
+1.90%
-
-5.68%
+6.33%
949.744
 
AGG 		iShares Core U.S. Aggregate Bond ETF
62,813
6097.260
-5.79%
4.420
-0.30%
-
-0.26%
-1.04%
117819.847
 
XLK 		Technology Select Sector SPDR ETF
24,253
5486.760
-1.80%
3.970
-0.07%
-
+8.36%
+21.22%
72517.231
 
XLC 		Communication Services Select Sector SPDR Fund
62,032
5313.660
-2.30%
3.850
-0.09%
-
+9.29%
+27.01%
18642.580
 
XLF 		Financial Select Sector SPDR
122,020
5016.240
-1.70%
3.630
-0.07%
-
+8.19%
+24.73%
44533.903
 
XLI 		Industrial Select Sector SPDR
40,552
4942.070
-1.55%
3.580
-0.06%
-
+7.82%
+19.26%
19790.491
 
XLU 		Utilities Select Sector SPDR ETF
71,969
4903.970
+0.51%
3.550
+0.02%
-
+10.90%
+25.19%
18375.051
 
XLV 		Health Care Select Sector SPDR
33,330
4857.850
-0.66%
3.520
-0.03%
-
-1.10%
+8.81%
40203.837
 

Innova Wealth Partners's Historical Top Holdings Breakdowns

Innova Wealth Partners's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-06-30Add
+3.64%
●
495.16 ($523.39) 548.49
$581.77
11.15%
Add 106.67%
17,902
9,240
EWJ 		iShares MSCI Japan ETF2024-06-30Reduce
-2.87%
●
66.01 ($68.28) 70.48
$68.36
0.12%
Reduce -73.31%
18,662
-51,271
DBMF 		iMGP DBi Managed Futures Strategy ETF2024-06-30Add
+1.90%
●
28.55 ($29.52) 30.21
$27.39
-7.22%
Add 64.16%
223,631
87,403
EFA 		iShares MSCI EAFE ETF2024-06-30Reduce
-1.80%
●
76.09 ($79.21) 82.16
$80.23
1.29%
Reduce -69.96%
12,358
-28,780
GLD 		SPDR Gold Shares ETF2024-06-30Reduce
-1.28%
●
207.82 ($216.29) 224.56
$256.09
18.40%
Reduce -31.54%
17,200
-7,924
RSBT 		Return Stacked Bonds & Managed Futures ETF2024-06-30New Buy
+1.26%
●
17.65 ($18.16) 18.7
$17.12
-5.74%
New holding
95,383
95,383
BOXX 		Alpha Architect 1-3 Month Box ETF2024-06-30Add
+1.03%
●
106.51 ($107.12) 107.82
$109.35
2.08%
Add 72.3%
31,554
13,241
ICF 		iShares Cohen & Steers REIT ETF2024-06-30Reduce
-0.93%
●
52.54 ($55.44) 57.29
$64.70
16.70%
Reduce -66.37%
10,393
-20,508
TLT 		iShares 20+ Year Treasury Bond ETF2024-06-30New Buy
+0.65%
●
87.78 ($91.12) 94.67
$92.03
1.00%
New holding
9,734
9,734
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+0.62%
●
245.23 ($258.82) 269.4
$287.08
10.92%
Add 193.08%
4,868
3,207

Innova Wealth Partners Total Holding History ($B)

To

Innova Wealth Partners's Asset Allocation

To

Innova Wealth Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Innova Wealth Partners's Hypothetical Growth since 2024-06-30

Innova Wealth Partners's Yearly Returns

Year Portfolio % % Excess Gain %

Innova Wealth Partners's Holdings Heat Map

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Innova Wealth Partners's Holdings Bubble Chart

Innova Wealth Partners News

  • 1

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