$110 Million is the total value of Innova Wealth Partners's 54 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $4,247,000 | – | 64,835 | +100.0% | 3.87% | – |
| New | GSK PLCsponsored adr | $411,000 | – | 13,982 | +100.0% | 0.38% | – | |
| PYPL | New | PAYPAL HLDGS INCcall | $266,000 | – | 3,100 | +100.0% | 0.24% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $160,000 | – | 1,670 | +100.0% | 0.15% | – |
| GOOGL | New | ALPHABET INCcall | $134,000 | – | 1,400 | +100.0% | 0.12% | – |
| TMF | New | DIREXION SHS ETF TR20yr tres bull | $97,000 | – | 11,369 | +100.0% | 0.09% | – |
| IEF | New | ISHARES TRcall | $19,000 | – | 200 | +100.0% | 0.02% | – |
| GLD | New | SPDR GOLD TRcall | $15,000 | – | 100 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HLDGS INC | $10,000 | – | 120 | +100.0% | 0.01% | – |
| EEM | New | ISHARES TRcall | $3,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 46.1% |
| ISHARES TR | 12 | Q3 2023 | 11.4% |
| ISHARES TR | 12 | Q3 2023 | 15.8% |
| SPDR GOLD TR | 12 | Q3 2023 | 7.0% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 6.2% |
| ISHARES INC | 12 | Q3 2023 | 3.1% |
| INVESCO QQQ TR | 12 | Q3 2023 | 2.9% |
| APPLE INC | 12 | Q3 2023 | 1.4% |
| ISHARES TR | 12 | Q3 2023 | 1.5% |
| MICROSOFT CORP | 12 | Q3 2023 | 1.2% |
View Innova Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-13 |
View Innova Wealth Partners'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.