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Latest Innova Wealth Partners Stock Portfolio

Innova Wealth Partners Performance:
2025 Q3: 5.97%YTD: 10.15%2024: 8.87%
Performance for 2025 Q3 is 5.97%, and YTD is 10.15%, and 2024 is 8.87%.

About Innova Wealth Partners and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Innova Wealth Partners reported an equity portfolio of $185.2 Millions as of 30 Sep, 2025.

The top stock holdings of Innova Wealth Partners are IJR, SPY, GLD. The fund has invested 8.1% of it's portfolio in ISHARES TR and 5.7% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), QUALCOMM INC (QCOM) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), LITMAN GREGORY FDS TR (DBEH) and ISHARES TR (IJR). Innova Wealth Partners opened new stock positions in SELECT SECTOR SPDR TR (XLB), CUMMINS INC (CMI) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), ISHARES TR (AAXJ) and SPDR S&P 500 ETF TR (SPY).

Innova Wealth Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Innova Wealth Partners made a return of 5.97% in the last quarter. In trailing 12 months, it's portfolio return was 10.83%.

New Buys

Ticker$ Bought
select sector spdr tr3,885,220
select sector spdr tr3,840,490
cummins inc1,140,400
ishares tr893,521
invesco actvely mngd etc fd687,844
international business machs606,644
chevron corp new524,880
tidal trust ii466,523
New stocks bought by Innova Wealth Partners

Additions

Ticker% Inc.
vanguard admiral fds inc343
ishares tr158
spdr s&p 500 etf tr125
consolidated edison inc73.99
constellation energy corp60.8
ishares tr60.3
exxon mobil corp39.77
novo-nordisk a s35.55
Additions to existing portfolio by Innova Wealth Partners

Reductions

Ticker% Reduced
vanguard intl equity index f-63.84
litman gregory fds tr-57.38
ishares tr-56.48
tidal trust ii-53.54
ishares inc-40.89
spdr index shs fds-40.42
proshares tr ii-31.16
ishares tr-25.49
Innova Wealth Partners reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-4,589,380
vanguard scottsdale fds-237,982
qualcomm inc-390,282
moodys corp-204,262
Innova Wealth Partners got rid off the above stocks

Sector Distribution

Innova Wealth Partners has about 84.5% of it's holdings in Others sector.

Sector%
Others84.5
Technology5
Healthcare2
Financial Services1.6
Consumer Defensive1.2
Consumer Cyclical1.2
Energy1.1

Market Cap. Distribution

Innova Wealth Partners has about 14.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED84.4
MEGA-CAP10.1
LARGE-CAP4.7

Stocks belong to which Index?

About 14.4% of the stocks held by Innova Wealth Partners either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others85.6
S&P 50014.4
Top 5 Winners (%)%
TSLA
tesla inc
38.0 %
vs trust
35.8 %
GOOG
alphabet inc
33.6 %
ORCL
oracle corp
28.0 %
AGQ
proshares tr ii
27.8 %
Top 5 Winners ($)$
GLD
spdr gold tr
1.2 M
vs trust
1.2 M
SPY
spdr s&p 500 etf tr
0.6 M
XLB
select sector spdr tr
0.5 M
AAPL
apple inc
0.5 M
Top 5 Losers (%)%
novo-nordisk a s
-17.5 %
tidal trust ii
-9.7 %
SPGI
s&p global inc
-7.2 %
COST
costco whsl corp new
-6.5 %
CAH
cardinal health inc
-6.3 %
Top 5 Losers ($)$
novo-nordisk a s
0.0 M
tidal trust ii
0.0 M
PG
procter and gamble co
0.0 M
SPGI
s&p global inc
0.0 M
LLY
eli lilly & co
0.0 M

Innova Wealth Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Innova Wealth Partners

Innova Wealth Partners has 126 stocks in it's portfolio. About 39% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Innova Wealth Partners last quarter.

Last Reported on: 02 Dec, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions