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Nova R Wealth, Inc.13F | |
| Nova R Wealth, Inc. | |
| Last update 2025-04-23 | 77 Stocks (2 new) |
| Value $202.00 Mil | Turnover 5 % |
Nova R Wealth, Inc. Top Holdings of 2025-03-31
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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 | 39,127 | 21,985.5 | +0.10% | 10.890 | +0.01% | 0.000 | +23.58% | +6.63% | 619,462.7 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 308,662 | 18,334.5 | -13.70% | 9.080 | -1.43% | 0.060 | +0.45% | +3.98% | 31,526.2 | ||
BME | Blackrock Health Sciences Trust | 313,846 | 12,127.0 | -2.00% | 6.010 | -0.12% | 2.430 | +5.91% | -0.31% | 468.6 | Asset Management | |
AVLV | Avantis U.S. Large Cap Value ETF | 168,962 | 11,018.0 | +0.94% | 5.460 | +0.05% | 0.170 | +22.02% | +4.31% | 7,709.3 | ||
ISRG | Intuitive Surgical Inc | 21,605 | 10,700.4 | -2.47% | 5.300 | -0.14% | 0.010 | +15.33% | +2.44% | 191,649.8 | Medical Devices & Instruments | |
IEFA | iShares Core MSCI EAFE ETF | 136,348 | 10,314.8 | +1.75% | 5.110 | +0.09% | 0.010 | +23.74% | +19.69% | 141,458.3 | ||
JMOM | JPMorgan U.S. Momentum Factor ETF | 141,069 | 7,950.7 | -0.43% | 3.940 | -0.02% | 0.610 | +28.44% | +11.07% | 1,728.9 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 155,080 | 7,738.5 | +6.25% | 3.830 | +0.23% | 0.060 | +0.90% | +4.06% | 15,001.5 | ||
AAPL | Apple Inc | 34,106 | 7,575.9 | +0.94% | 3.750 | +0.04% | 0.000 | +21.93% | -15.96% | 3,135,776.7 | Hardware | |
AVGE | Avantis All Equity Markets ETF | 105,142 | 7,485.0 | -2.85% | 3.710 | -0.11% | 1.530 | +24.95% | +8.72% | 553.3 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-03-31 | Add Add | +2.60% | 46.74 ($47.22) 47.57 | $47.92 | 1.48% | Add 515.2% | 131,696 | 110,289 | |
SPTB |
SPDR Series Trust SPDR Portfolio Treasury ETF
SPDR Series Trust SPDR Portfolio Treasury ETF
| 2025-03-31 | New Buy New Buy | +1.83% | 29.6 ($30.15) 30.58 | $30.14 | -0.02% | New holding | 120,610 | 120,610 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -1.43% | 57.44 ($58.5) 59.4 | $59.17 | 1.15% | Reduce -13.7% | 308,662 | -49,007 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-03-31 | Add Add | +0.23% | 48.43 ($49.09) 49.9 | $49.86 | 1.57% | Add 6.25% | 155,080 | 9,126 | |
STZ | Constellation Brands Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 161.05 ($181.67) 222.93 | $170.34 | -6.24% | Sold Out | 0 | -1,567 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Reduce Reduce | -0.14% | 476.78 ($553.02) 610.45 | $534.71 | -3.31% | Reduce -2.47% | 21,605 | -548 | |
BME | Blackrock Health Sciences Trust | 2025-03-31 | Reduce Reduce | -0.12% | 37.49 ($39.65) 41 | $36.26 | -8.55% | Reduce -2% | 313,846 | -6,396 | |
AVGE | Avantis All Equity Markets ETF | 2025-03-31 | Reduce Reduce | -0.11% | 70.14 ($73.47) 75.99 | $77.96 | 6.11% | Reduce -2.85% | 105,142 | -3,084 | |
EVRG | Evergy Inc | 2025-03-31 | New Buy New Buy | +0.11% | 59.9 ($65.44) 69.52 | $69.30 | 5.90% | New holding | 3,103 | 3,103 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.11% | 222.15 ($333.26) 428.22 | $293.94 | -11.80% | Sold Out | 0 | -538 |
Nova R Wealth, Inc. Total Holding History ($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 2025-03-31
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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