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Size ($ in 1000's)
At 03/31/2024: $191,530
At 12/31/2023: $158,774
Nova R Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nova R Wealth Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Nova R Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by Nova R Wealth Inc..
In the Nova R Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Nova R Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the Nova R Wealth Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
39,656 |
+915 |
$20,848 | | IVV | 39,656 | +915 | $20,848 | | VANGUARD SCOTTSDALE FDS (VGIT) |
326,172 |
+26,101 |
$19,097 | | VGIT | 326,172 | +26,101 | $19,097 | | BLACKROCK HEALTH SCIENCES TR |
357,869 |
-19,897 |
$14,830 | | BME | 357,869 | -19,897 | $14,830 | | AMERICAN CENTY ETF TR (AVLV) |
167,079 |
+12,449 |
$10,736 | | AVLV | 167,079 | +12,449 | $10,736 | | ISHARES TR (IEFA) |
127,415 |
+3,941 |
$9,457 | | IEFA | 127,415 | +3,941 | $9,457 | | INTUITIVE SURGICAL INC |
23,029 |
-927 |
$9,191 | | ISRG | 23,029 | -927 | $9,191 | | J P MORGAN EXCHANGE TRADED F (JMOM) |
144,911 |
+9,887 |
$7,634 | | JMOM | 144,911 | +9,887 | $7,634 | | AMERICAN CENTY ETF TR (AVGE) |
102,385 |
+102,385 |
$7,149 | | AVGE | 102,385 | +102,385 | $7,149 | | VANGUARD MALVERN FDS (VTIP) |
130,073 |
+11,216 |
$6,229 | | VTIP | 130,073 | +11,216 | $6,229 | | APPLE INC |
33,717 |
-177 |
$5,782 | | AAPL | 33,717 | -177 | $5,782 | | ISHARES TR (LRGF) |
99,412 |
-185 |
$5,349 | | LRGF | 99,412 | -185 | $5,349 | | SCHWAB STRATEGIC TR |
85,031 |
+85,031 |
$5,277 | | SCHX | 85,031 | +85,031 | $5,277 |  BERKSHIRE HATHAWAY INC DEL |
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$4,465 | | BRK.B | 10,617 | -340 | $4,465 | | VANGUARD SCOTTSDALE FDS (VONE) |
18,446 |
+1,114 |
$4,396 | | VONE | 18,446 | +1,114 | $4,396 | | ISHARES INC (IEMG) |
67,727 |
+11,347 |
$3,495 | | IEMG | 67,727 | +11,347 | $3,495 | | AMGEN INC |
12,241 |
+2 |
$3,480 | | AMGN | 12,241 | +2 | $3,480 | | AMAZON COM INC |
18,359 |
UNCH |
$3,312 | | AMZN | 18,359 | UNCH | $3,312 | | NXP SEMICONDUCTORS N V |
10,125 |
-286 |
$2,509 | | NXPI | 10,125 | -286 | $2,509 | | VANGUARD TAX MANAGED FDS (VEA) |
49,380 |
+3,804 |
$2,477 | | VEA | 49,380 | +3,804 | $2,477 | | ISHARES TR (IDEV) |
33,393 |
+33,393 |
$2,242 | | IDEV | 33,393 | +33,393 | $2,242 | | MICROSOFT CORP |
4,810 |
-363 |
$2,024 | | MSFT | 4,810 | -363 | $2,024 | | VANGUARD WELLINGTON FD (VFMO) |
13,129 |
-632 |
$1,986 | | VFMO | 13,129 | -632 | $1,986 | | GARMIN LTD |
12,347 |
-143 |
$1,838 | | GRMN | 12,347 | -143 | $1,838 | | STMICROELECTRONICS N V |
41,171 |
-1,085 |
$1,780 | | STM | 41,171 | -1,085 | $1,780 | | ISHARES TR (IQLT) |
42,472 |
+636 |
$1,684 | | IQLT | 42,472 | +636 | $1,684 | | VANGUARD SPECIALIZED FUNDS (VIG) |
8,823 |
+70 |
$1,611 | | VIG | 8,823 | +70 | $1,611 | | AMERICAN CENTY ETF TR (AVDE) |
23,466 |
+9,714 |
$1,496 | | AVDE | 23,466 | +9,714 | $1,496 | | VANGUARD INTL EQUITY INDEX F (VWO) |
33,301 |
+2,142 |
$1,391 | | VWO | 33,301 | +2,142 | $1,391 | | ISHARES TR (IWF) |
3,859 |
+26 |
$1,301 | | IWF | 3,859 | +26 | $1,301 | | NVIDIA CORPORATION |
1,364 |
UNCH |
$1,233 | | NVDA | 1,364 | UNCH | $1,233 | | ISHARES TR (MTUM) |
6,490 |
-1,635 |
$1,216 | | MTUM | 6,490 | -1,635 | $1,216 | | NEXTERA ENERGY INC |
19,033 |
-518 |
$1,216 | | NEE | 19,033 | -518 | $1,216 | | ISHARES TR (IJR) |
10,778 |
+481 |
$1,191 | | IJR | 10,778 | +481 | $1,191 | | ISHARES TR (USMV) |
14,176 |
+22 |
$1,185 | | USMV | 14,176 | +22 | $1,185 | | AMERICAN CENTY ETF TR (AVUV) |
11,929 |
+169 |
$1,118 | | AVUV | 11,929 | +169 | $1,118 | | BLACKROCK MUNIYIELD FD INC |
93,803 |
UNCH |
$1,037 | | MYD | 93,803 | UNCH | $1,037 | | TEXAS INSTRS INC |
5,896 |
-163 |
$1,027 | | TXN | 5,896 | -163 | $1,027 | | PUTNAM MUN OPPORTUNITIES TR |
99,997 |
UNCH |
$1,016 | | PMO | 99,997 | UNCH | $1,016 | | SCHWAB STRATEGIC TR |
11,792 |
+11,792 |
$960 | | SCHM | 11,792 | +11,792 | $960 | | WALMART INC |
15,570 |
+10,382 |
$937 | | WMT | 15,570 | +10,382 | $937 | | AMPHENOL CORP NEW |
8,013 |
+2,414 |
$924 | | APH | 8,013 | +2,414 | $924 | | ANSYS INC |
2,141 |
-97 |
$743 | | ANSS | 2,141 | -97 | $743 | | MASTERCARD INCORPORATED |
1,515 |
+1,515 |
$730 | | MA | 1,515 | +1,515 | $730 | | FIRST TR EXCHANGE TRADED FD (FIW) |
7,032 |
-950 |
$718 | | FIW | 7,032 | -950 | $718 | | APTIV PLC |
8,705 |
-731 |
$693 | | APTV | 8,705 | -731 | $693 | | CHEVRON CORP NEW |
4,211 |
-145 |
$664 | | CVX | 4,211 | -145 | $664 | | S&P GLOBAL INC |
1,492 |
UNCH |
$635 | | SPGI | 1,492 | UNCH | $635 | | SPDR S&P 500 ETF TR (SPY) |
1,058 |
UNCH |
$553 | | SPY | 1,058 | UNCH | $553 | | META PLATFORMS INC |
962 |
+962 |
$467 | | META | 962 | +962 | $467 | | CDW CORP |
1,797 |
+1,797 |
$460 | | CDW | 1,797 | +1,797 | $460 |
See Full List: All Stocks Held By Nova R Wealth Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nova R Wealth Inc.
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