$117 Million is the total value of Innova Wealth Partners's 57 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,116 | -100.0% | -0.18% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,302 | -100.0% | -0.19% | – |
| TYD | Exit | DIREXION SHS ETF TR7 10yr tres bull | $0 | – | -7,265 | -100.0% | -0.20% | – |
| CII | Exit | BLACKROCK ENHANCD CAP & INM | $0 | – | -15,460 | -100.0% | -0.24% | – |
| RWX | Exit | SPDR INDEX SHS FDSdj intl rl etf | $0 | – | -34,460 | -100.0% | -0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
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.