$149 Million is the total value of Nova R Wealth, Inc.'s 64 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JMOM | New | J P MORGAN EXCHANGE TRADED Fus momentum | $423,173 | – | 9,988 | +100.0% | 0.28% | – |
| New | CANADIAN PACIFIC KANSAS CITY | $309,009 | – | 3,826 | +100.0% | 0.21% | – | |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $250,637 | – | 1,260 | +100.0% | 0.17% | – |
| ISRG | New | INTUITIVE SURGICAL INCcall | $239,358 | – | 700 | +100.0% | 0.16% | – |
| PG | New | PROCTER AND GAMBLE CO | $202,782 | – | 1,336 | +100.0% | 0.14% | – |
| GM | New | GENERAL MTRS COcall | $38,560 | – | 1,000 | +100.0% | 0.03% | – |
| MSFT | New | MICROSOFT CORPcall | $34,054 | – | 100 | +100.0% | 0.02% | – |
| NVCR | New | NOVOCURE LTDcall | $12,450 | – | 300 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BLACKROCK HEALTH SCIENCES TR | 8 | Q3 2023 | 20.7% |
| ISHARES TR | 8 | Q3 2023 | 11.6% |
| INTUITIVE SURGICAL INC | 8 | Q3 2023 | 10.0% |
| ISHARES TR | 8 | Q3 2023 | 5.7% |
| APPLE INC | 8 | Q3 2023 | 5.4% |
| ISHARES TR | 8 | Q3 2023 | 4.8% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 3.4% |
| AMGEN INC | 8 | Q3 2023 | 2.6% |
| ISHARES TR | 8 | Q3 2023 | 6.6% |
View Nova R Wealth, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BlackRock Health Sciences Trust | February 05, 2020 | 582,784 | 5.4% |
| FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | February 06, 2018 | 78,488,356 | 5.5% |
View Nova R Wealth, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-27 |
View Nova R Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.