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Innova Wealth Partners

Portfolio Manager
Innova Wealth Partners
Performance
+1.67% (2026 Q1)
AUM (13F)
$211.29M
# of Holdings
157
Performance Rank
Allocation (Top 20)
58.88%

Innova Wealth Partners Holdings Map

Top 50 Innova Wealth Partners Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SHY
ISHARES TR
12.49%318.1K$26.3M
+134.61%(+182.54K)
2025-Q1: 380.7K shares2025-Q2: 242.6K shares2025-Q3: 180.8K shares2025-Q4: 135.6K shares2026-Q1: 318.1K shares
$82.53(-0.72%)
2026-03-31
AGG
ISHARES TR
4.96%105.1K$10.4M
+108.54%(+54.71K)
2025-Q1: 66.9K shares2025-Q2: 61.8K shares2025-Q3: 54.8K shares2025-Q4: 50.4K shares2026-Q1: 105.1K shares
$103.13(-4.38%)
2026-03-31
BOXX
EA SERIES TRUST
4.49%81.2K$9.4M
+18.43%(+12.63K)
2025-Q1: 63.0K shares2025-Q2: 67.3K shares2025-Q3: 70.3K shares2025-Q4: 68.5K shares2026-Q1: 81.2K shares
$109.69(+6.87%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.94%164.4K$8.3M
+42.78%(+49.26K)
2025-Q1: 66.8K shares2025-Q2: 77.7K shares2025-Q3: 92.2K shares2025-Q4: 115.1K shares2026-Q1: 164.4K shares
$50.67(-0.23%)
2026-03-31
IEF
ISHARES TR
3.09%68.2K$6.5M
+1282.54%(+63.23K)
2025-Q1: 97.5K shares2025-Q2: 4.4K shares2025-Q3: 4.4K shares2025-Q4: 4.9K shares2026-Q1: 68.2K shares
$95.73(-1.68%)
2026-03-31
RSST
TIDAL TRUST II
2.78%206.8K$5.8M
+13.55%(+24.67K)
2025-Q1: 152.2K shares2025-Q2: 152.1K shares2025-Q3: 160.2K shares2025-Q4: 182.1K shares2026-Q1: 206.8K shares
$24.36(+32.28%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
2.72%69.5K$5.7M
+645.29%(+60.20K)
2025-Q1: 21.4K shares2025-Q2: 33.5K shares2025-Q3: 12.1K shares2025-Q4: 9.3K shares2026-Q1: 69.5K shares
$69.07(+29.36%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
2.32%79.5K$4.9M
-10.82%(-9.65K)
2025-Q1: 52.9K shares2025-Q2: 0 shares2025-Q3: 43.5K shares2025-Q4: 89.1K shares2026-Q1: 79.5K shares
$43.64(+21.94%)
2026-03-31
XLU
SELECT SECTOR SPDR TR
2.18%99.7K$4.6M
-8.98%(-9.84K)
2025-Q1: 66.6K shares2025-Q2: 59.7K shares2025-Q3: 56.5K shares2025-Q4: 109.5K shares2026-Q1: 99.7K shares
$32.19(+42.16%)
2026-03-31
ICF
ISHARES TR
2.17%73.8K$4.6M
+1084.79%(+67.59K)
2025-Q1: 14.2K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.2K shares2026-Q1: 73.8K shares
$60.84(+12.69%)
2026-03-31

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