Nova Wealth Management, Inc.
RIA/Wealth
Nova Wealth Management, Inc. is a RIA/Wealth based in Bonita Springs, FL led by Amy Christine Novakovich, reporting $191.0M in AUM as of Q3 2025 with 79% ETF concentration.
CEOAmy Christine Novakovich
- Portfolio Value
- $142.0M
- Positions
- 587
- Top Holding
- SPMO at 5.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Nova Wealth Management, Inc.'s portfolio (29% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $7.1M | 5.02% | +$276.5K Bought | — 58.9K shares | |
ETF ETF | $6.3M | 4.46% | -$2.3M Sold | — 251.4K shares | |
ETF ETF | $5.1M | 3.61% | -$635.4K Sold | — 18.8K shares | |
Semiconductors Technology | $4.3M | 2.99% | -$505.0K Sold | 0.00% 22.8K shares | |
ETF ETF | $4.1M | 2.86% | +$944.8K Bought | — 35.5K shares | |
ETF ETF | $3.3M | 2.33% | -$205.7K Sold | — 10.0K shares | |
ETF ETF | $3.2M | 2.23% | -$951.5K Sold | — 67.7K shares | |
ETF ETF | $2.7M | 1.90% | -$53.8K Sold | — 9.6K shares | |
ETF ETF | $2.6M | 1.82% | +$206.6K Bought | — 35.1K shares | |
ETF ETF | $2.5M | 1.73% | +$52.8K Bought | — 44.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Nova Wealth Management, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Nova Wealth Management, Inc.
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