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Nova R Wealth, Inc.13F | |
| Nova R Wealth, Inc. | |
| Last update 2025-07-17 | 82 Stocks (8 new) |
| Value $215.00 Mil | Turnover 3 % |
Nova R Wealth, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 40,249 | 24,990.9 | +2.87% | 11.620 | +0.32% | 0.000 | +23.10% | +8.31% | 637,527.1 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 315,241 | 18,854.6 | +2.13% | 8.770 | +0.18% | 0.060 | +1.39% | +4.39% | 31,704.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 153,307 | 12,798.1 | +12.44% | 5.950 | +0.66% | 0.010 | +13.00% | +20.64% | 142,574.9 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 177,298 | 12,093.5 | +4.93% | 5.620 | +0.26% | 0.160 | +17.52% | +4.70% | 7,738.3 | ||
ISRG | Intuitive Surgical Inc | 21,312 | 11,581.2 | -1.36% | 5.380 | -0.07% | 0.010 | +11.20% | -0.23% | 186,651.7 | Medical Devices & Instruments | |
BME | Blackrock Health Sciences Trust | 281,349 | 10,258.0 | -10.35% | 4.770 | -0.62% | 2.180 | +2.42% | -1.49% | 459.8 | Asset Management | |
JMOM | JPMorgan U.S. Momentum Factor ETF | 148,113 | 9,522.2 | +4.99% | 4.430 | +0.21% | 0.610 | +23.54% | +11.57% | 1,581.3 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 160,439 | 8,065.3 | +3.46% | 3.750 | +0.13% | 0.050 | +1.54% | +4.62% | 15,049.4 | ||
AVGE | Avantis All Equity Markets ETF | 103,594 | 8,026.4 | -1.47% | 3.730 | -0.05% | 1.460 | +19.36% | +10.06% | 560.1 | ||
AAPL | Apple Inc | 33,152 | 6,801.9 | -2.80% | 3.160 | -0.10% | 0.000 | +10.57% | -14.62% | 3,185,810.2 | Hardware |
Nova R Wealth, Inc.'s Historical Top Holdings Breakdowns
Nova R Wealth, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMGN | Amgen Inc | 2025-06-30 | Reduce Reduce | -0.77% | 262.28 ($283.74) 311.55 | $295.10 | 4.00% | Reduce -41.22% | 7,125 | -4,997 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.66% | 67.83 ($79.31) 84.09 | $83.29 | 5.02% | Add 12.44% | 153,307 | 16,959 | |
BME | Blackrock Health Sciences Trust | 2025-06-30 | Reduce Reduce | -0.62% | 34.86 ($36.29) 38.64 | $35.58 | -1.97% | Reduce -10.35% | 281,349 | -32,497 | |
JNJ | Johnson & Johnson | 2025-06-30 | New Buy New Buy | +0.40% | 146.36 ($153.9) 165.84 | $164.36 | 6.80% | New holding | 5,645 | 5,645 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.32% | 498.8 ($573.99) 620.9 | $633.66 | 10.40% | Add 2.87% | 40,249 | 1,122 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-06-30 | Add Add | +0.26% | 56.85 ($64.41) 68.21 | $69.34 | 7.65% | Add 4.93% | 177,298 | 8,336 | |
CGNG |
Capital Group New Geography Equity ETF
Capital Group New Geography Equity ETF
| 2025-06-30 | New Buy New Buy | +0.23% | 22.52 ($26.42) 28.81 | $28.93 | 9.50% | New holding | 16,966 | 16,966 | |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2025-06-30 | Add Add | +0.21% | 50.29 ($58.79) 64.29 | $64.74 | 10.12% | Add 4.99% | 148,113 | 7,044 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.18% | 58.63 ($59.2) 59.97 | $59.41 | 0.35% | Add 2.13% | 315,241 | 6,579 | |
HON | Honeywell International Inc | 2025-06-30 | New Buy New Buy | +0.17% | 182.86 ($214.71) 232.88 | $237.91 | 10.80% | New holding | 1,547 | 1,547 |
Nova R Wealth, Inc. Total Holding History ($B)
Nova R Wealth, Inc.'s Asset Allocation
Nova R Wealth, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Nova R Wealth, Inc.'s Hypothetical Growth since 2025-06-30
Nova R Wealth, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Nova R Wealth, Inc.'s Holdings Heat Map
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Nova R Wealth, Inc.'s Holdings Bubble Chart
Nova R Wealth, Inc. News
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