Top 50 Innova Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 12.49% | 318.1K | $26.3M | +134.61%(+182.54K) | $82.53(-0.72%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.96% | 105.1K | $10.4M | +108.54%(+54.71K) | $103.13(-4.38%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 4.49% | 81.2K | $9.4M | +18.43%(+12.63K) | $109.69(+6.87%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.94% | 164.4K | $8.3M | +42.78%(+49.26K) | $50.67(-0.23%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.09% | 68.2K | $6.5M | +1282.54%(+63.23K) | $95.73(-1.68%) | 2026-03-31 | |
| RSST | TIDAL TRUST II | 2.78% | 206.8K | $5.8M | +13.55%(+24.67K) | $24.36(+32.28%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.72% | 69.5K | $5.7M | +645.29%(+60.20K) | $69.07(+29.36%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.32% | 79.5K | $4.9M | -10.82%(-9.65K) | $43.64(+21.94%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 2.18% | 99.7K | $4.6M | -8.98%(-9.84K) | $32.19(+42.16%) | 2026-03-31 | |
| ICF | ISHARES TR | 2.17% | 73.8K | $4.6M | +1084.79%(+67.59K) | $60.84(+12.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.44% | +27.52% |
| Top 20 Holdings Unweighted | +12.10% | +40.87% |
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