$114 Million is the total value of Innova Wealth Partners's 54 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Exit | ISHARES TRcall | $0 | – | -100 | -100.0% | -0.00% | – |
| SSO | Exit | PROSHARES TRcall | $0 | – | -200 | -100.0% | -0.01% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -120 | -100.0% | -0.01% | – |
| GLD | Exit | SPDR GOLD TRcall | $0 | – | -100 | -100.0% | -0.01% | – |
| IEF | Exit | ISHARES TRcall | $0 | – | -200 | -100.0% | -0.02% | – |
| SPY | Exit | SPDR S&P 500 ETF TRcall | $0 | – | -100 | -100.0% | -0.03% | – |
| GOOGL | Exit | ALPHABET INCcall | $0 | – | -1,400 | -100.0% | -0.12% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,670 | -100.0% | -0.15% | – |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR | $0 | – | -10,000 | -100.0% | -0.19% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,100 | -100.0% | -0.22% | – |
| TSLA | Exit | TESLA INC | $0 | – | -992 | -100.0% | -0.24% | – |
| PYPL | Exit | PAYPAL HLDGS INCcall | $0 | – | -3,100 | -100.0% | -0.24% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -779 | -100.0% | -0.25% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -800 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
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 | 2024-02-08 |
| 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 |
| 13F-HR | 2021-10-28 |
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.