Innova Wealth Partners Portfolio Holdings
Q3 2025•123 long positions•$183.4M portfolio value
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Holding127 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.0M 8.17% | -$5.1M Sold | — 180.8K shares | 242.6K → 180.8K −$5.1M | -25.49% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.6M 5.76% | +$5.9M Bought | — 15.8K shares | 7.0K → 15.8K +$5.9M | +125.75% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $8.7M 4.73% | -$206.5K Sold | — 24.4K shares | 25.0K → 24.4K −$206.5K | -2.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.0M 4.37% | +$347.4K Bought | — 70.3K shares | 67.3K → 70.3K +$347.4K | +4.54% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.5M 2.99% | -$704.6K Sold | — 54.8K shares | 61.8K → 54.8K −$704.6K | -11.37% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.1M 2.8% | -$551.3K Sold | — 18.2K shares | 20.2K → 18.2K −$551.3K | -9.69% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.0M 2.72% | -$571.0K Sold | — 42.1K shares | 46.9K → 42.1K −$571.0K | -10.28% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.9M 2.69% | -$273.8K Sold | — 56.5K shares | 59.7K → 56.5K −$273.8K | -5.26% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.7M 2.55% | +$740.6K Bought | — 92.2K shares | 77.7K → 92.2K +$740.6K | +18.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 2.55% | -$509.4K Sold | — 30.3K shares | 33.6K → 30.3K −$509.4K | -9.84% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.6M 2.49% | -$490.7K Sold | — 84.6K shares | 93.7K → 84.6K −$490.7K | -9.72% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.5M 2.44% | -$500.8K Sold | — 18.7K shares | 20.7K → 18.7K −$500.8K | -10.07% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.2M 2.31% | +$213.8K Bought | — 160.2K shares | 152.1K → 160.2K +$213.8K | +5.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.2M 2.3% | -$501.9K Sold | — 197.4K shares | 220.8K → 197.4K −$501.9K | -10.63% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.1M 2.24% | -$2.8M Sold | — 147.5K shares | 247.5K → 147.5K −$2.8M | -40.42% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.9M 2.12% | +$3.9M Bought | — 43.5K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.8M 2.09% | +$3.8M Bought | — 42.9K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 1.94% | -$75.6K Sold | — 5.9K shares | 6.1K → 5.9K −$75.6K | -2.08% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $3.5M 1.88% | +$217.9K Bought | — 16.0K shares | 15.0K → 16.0K +$217.9K | +6.74% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 1.77% | +$44.7K Bought | — 5.3K shares | 5.2K → 5.3K +$44.7K | +1.4% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.2M 1.75% | +$73.8K Bought | — 28.6K shares | 27.9K → 28.6K +$73.8K | +2.36% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $3.1M 1.71% | +$78.7K Bought | 0.0% 6.1K shares | 5.9K → 6.1K +$78.7K | +2.57% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $2.8M 1.55% | +$340.2K Bought | 0.0% 11.2K shares | 9.8K → 11.2K +$340.2K | +13.59% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.7M 1.46% | +$55.2K Bought | — 153.2K shares | 150.0K → 153.2K +$55.2K | +2.11% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.6M 1.44% | +$993.5K Bought | — 28.3K shares | 17.6K → 28.3K +$993.5K | +60.3% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.6M 1.39% | +$39.7K Bought | — 7.8K shares | 7.7K → 7.8K +$39.7K | +1.58% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 1.24% | -$354.6K Sold | — 42.0K shares | 48.5K → 42.0K −$354.6K | -13.49% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.2M 1.17% | -$358.3K Sold | — 35.9K shares | 41.9K → 35.9K −$358.3K | -14.27% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.0M 1.09% | -$31.9K Sold | — 99.7K shares | 101.3K → 99.7K −$31.9K | -1.57% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.06% | -$2.5M Sold | — 36.4K shares | 83.7K → 36.4K −$2.5M | -56.48% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.9M 1.03% | -$21.7K Sold | — 56.2K shares | 56.8K → 56.2K −$21.7K | -1.13% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.6M 0.895% | +$53.0K Bought | — 12.0K shares | 11.6K → 12.0K +$53.0K | +3.33% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.4M 0.75% | +$231.8K Bought | 0.0% 5.9K shares | 4.9K → 5.9K +$231.8K | +20.25% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.3M 0.727% | -$922.1K Sold | — 16.6K shares | 28.1K → 16.6K −$922.1K | -40.89% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.2M 0.67% | -$51.0K Sold | — 22.8K shares | 23.8K → 22.8K −$51.0K | -3.98% | — — | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $1.2M 0.647% | +$337.8K Bought | 0.0% 10.5K shares | 7.5K → 10.5K +$337.8K | +39.77% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $1.1M 0.622% | +$1.1M New | 0.002% 2.7K shares | 0 → 2.7K +$1.1M | New | $58.2B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.0M 0.556% | -$31.0K Sold | 0.0% 5.5K shares | 5.6K → 5.5K −$31.0K | -2.95% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $966.5K 0.527% | -$1.7M Sold | — 12.1K shares | 33.5K → 12.1K −$1.7M | -63.84% | — — | Q1 2023 Held for 2y 8m | |
Drug Manufacturers - General Healthcare | $961.4K 0.524% | +$123.6K Bought | 0.0% 1.3K shares | 1.1K → 1.3K +$123.6K | +14.75% | $684.00B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $954.2K 0.52% | +$739.2K Bought | — 4.8K shares | 1.1K → 4.8K +$739.2K | +343.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $915.3K 0.499% | -$1.2M Sold | — 33.5K shares | 78.6K → 33.5K −$1.2M | -57.38% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $912.3K 0.497% | +$234.8K Bought | — 7.7K shares | 5.7K → 7.7K +$234.8K | +34.65% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $893.5K 0.487% | +$893.5K Bought | — 10.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $890.1K 0.485% | +$186.6K Bought | 0.0% 4.1K shares | 3.2K → 4.1K +$186.6K | +26.53% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Household & Personal Products Consumer Defensive | $831.9K 0.454% | +$161.5K Bought | 0.0% 5.4K shares | 4.4K → 5.4K +$161.5K | +24.09% | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $817.9K 0.446% | +$97.0K Bought | — 1.2K shares | 1.1K → 1.2K +$97.0K | +13.46% | — — | Q2 2024 Held for 1y 5m | |
REIT - Mortgage Real Estate | $776.6K 0.423% | +$76.5K Bought | 0.008% 79.3K shares | 71.5K → 79.3K +$76.5K | +10.93% | $10.3B Large Cap | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | $739.8K 0.403% | +$279.7K Bought | 0.001% 2.2K shares | 1.4K → 2.2K +$279.7K | +60.8% | $102.80B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $691.0K 0.377% | +$25.3K Bought | 0.0% 2.5K shares | 2.4K → 2.5K +$25.3K | +3.8% | $801.76B Mega Cap | Q2 2025 Held for 5 months |
