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Pw Nova Financial Services Llc

Portfolio Manager
PW Nova Financial Services LLC
Performance
-3.82% (2026 Q1)
AUM (13F)
$398.71M
# of Holdings
193
Performance Rank
Allocation (Top 20)
47.16%

Pw Nova Financial Services Llc Holdings Map

Top 50 Pw Nova Financial Services Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWF
ISHARES TR
5.45%51.0K$21.7M
+1.65%(+825)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.1K shares2026-Q1: 51.0K shares
$470.51(-74.41%)
2026-03-31
QQQ
INVESCO QQQ TR
4.85%33.5K$19.4M
+11.07%(+3.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.2K shares2026-Q1: 33.5K shares
$606.18(+12.44%)
2026-03-31
IWD
ISHARES TR
3.99%74.4K$15.9M
+2.18%(+1.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 72.8K shares2026-Q1: 74.4K shares
$207.07(+12.05%)
2026-03-31
AAPL
APPLE INC
3.49%54.8K$13.9M
+44.52%(+16.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.9K shares2026-Q1: 54.8K shares
$263.12(+8.01%)
2026-03-31
IJK
ISHARES TR
3.01%119.1K$12.0M
+1.20%(+1.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 117.7K shares2026-Q1: 119.1K shares
$96.41(+14.67%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.83%64.7K$11.3M
+31.73%(+15.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 49.1K shares2026-Q1: 64.7K shares
$185.07(+6.17%)
2026-03-31
IJJ
ISHARES TR
2.75%82.8K$11.0M
+1.24%(+1.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 81.8K shares2026-Q1: 82.8K shares
$130.67(+8.50%)
2026-03-31
AVGO
BROADCOM INC
2.04%26.3K$8.1M
+32.81%(+6.49K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 19.8K shares2026-Q1: 26.3K shares
$335.48(+27.39%)
2026-03-31
IJT
ISHARES TR
1.85%51.1K$7.4M
+0.82%(+417)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.7K shares2026-Q1: 51.1K shares
$141.34(+15.85%)
2026-03-31
MTUM
ISHARES TR
1.8%29.9K$7.2M
-0.25%(-74)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.0K shares2026-Q1: 29.9K shares
$248.96(+16.93%)
2026-03-31

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