Innova Wealth Partners Top Holdings and 13F Report (2025) About Innova Wealth PartnersInvestment ActivityInnova Wealth Partners has $161.38 million in total holdings as of March 31, 2025.Innova Wealth Partners owns shares of 100 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 24.56% of the portfolio was purchased this quarter.About 22.14% of the portfolio was sold this quarter.This quarter, Innova Wealth Partners has purchased 89 new stocks and bought additional shares in 39 stocks.Innova Wealth Partners sold shares of 30 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $31,496,800iShares 7-10 Year Treasury Bond ETF $9,296,152SPDR Gold Shares $9,234,887Alpha Architect 1-3 Month Box ETF $7,019,901iShares Core U.S. Aggregate Bond ETF $6,617,759 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $4,945,561 Holding78463X863 - SPDR Dow Jones International Real Estate ETF $2,576,948 Holding921943858 - Vanguard FTSE Developed Markets ETF $2,203,226 Holding922040845 - VANGUARD INSTL INDEX FD $630,603 Holding74347W601 - ProShares Ultra Gold $502,394 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 122,566 shares (about $10.14M)iShares 7-10 Year Treasury Bond ETF 61,455 shares (about $5.86M)Energy Select Sector SPDR Fund 52,922 shares (about $4.95M)SPDR Gold Shares 15,968 shares (about $4.60M)SPDR Dow Jones International Real Estate ETF 105,267 shares (about $2.58M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 10,045 shares (about $5.62M)Technology Select Sector SPDR Fund 22,868 shares (about $4.72M)iMGP DBi Managed Futures Strategy ETF 89,075 shares (about $2.25M)iShares Core U.S. Aggregate Bond ETF 21,864 shares (about $2.16M)iShares Select U.S. REIT ETF 31,095 shares (about $1.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInnova Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$31,496,800$10,139,885 ▲47.5%380,71819.5%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$9,296,152$5,860,939 ▲170.6%97,4755.8%ETFGLDSPDR Gold Shares$9,234,887$4,601,020 ▲99.3%32,0505.7%FinanceBOXXAlpha Architect 1-3 Month Box ETF$7,019,901$743,086 ▲11.8%62,9644.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,617,759$2,162,790 ▼-24.6%66,9004.1%FinanceXLUUtilities Select Sector SPDR Fund$5,247,783$186,165 ▼-3.4%66,5543.3%ETFXLFFinancial Select Sector SPDR Fund$5,028,070$1,069,570 ▼-17.5%100,9453.1%ETFXLEEnergy Select Sector SPDR Fund$4,945,561$4,945,561 ▲New Holding52,9223.1%ETFXLCCommunication Services Select Sector SPDR Fund$4,906,701$866,700 ▼-15.0%50,8733.0%ETFXLIIndustrial Select Sector SPDR Fund$4,882,882$507,372 ▼-9.4%37,2543.0%ETFJAAAJanus Henderson AAA CLO ETF$3,388,009$573,889 ▲20.4%66,8112.1%ETFTIDAL TR II$3,363,070$118,977 ▲3.7%152,2442.1%RETURN STCKD USBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,083,373$1,011,861 ▲48.8%33,6141.9%ETFVIGVanguard Dividend Appreciation ETF$2,706,440$220,186 ▲8.9%13,9511.7%ETFSPYSPDR S&P 500 ETF Trust$2,636,549$5,619,379 ▼-68.1%4,7131.6%FinanceRWXSPDR Dow Jones International Real Estate ETF$2,576,948$2,576,948 ▲New Holding105,2671.6%ETFRSBTReturn Stacked Bonds & Managed Futures ETF$2,497,871$199,569 ▲8.7%147,3671.5%ETFVOOVanguard S&P 500 ETF$2,470,722$219,939 ▲9.8%4,8081.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,279,198$56,665 ▼-2.4%50,3581.4%ETFAAPLApple$2,208,324$36,428 ▼-1.6%9,9421.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,203,226$2,203,226 ▲New Holding43,3451.4%ETFMSFTMicrosoft$2,195,076$32,286 ▲1.5%5,8471.4%Computer and TechnologySSOProShares Ultra S&P500$2,143,671$41,804 ▼-1.9%25,8961.3%ETFVTIVanguard Total Stock Market ETF$1,941,098$281,972 ▲17.0%7,0631.2%ETFROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$1,763,329$10,448 ▲0.6%57,8901.1%ManufacturingTIDAL TR II$1,595,984$88,448 ▲5.9%89,6621.0%RETURN STACKED UVGKVanguard FTSE Europe ETF$1,502,915$300,288 ▲25.0%21,4060.9%ETFEFAiShares MSCI EAFE ETF$1,216,732$442,738 ▲57.2%14,8870.8%FinanceNTSXWisdomTree U.S. Efficient Core Fund$1,088,415$997 ▲0.1%24,0220.7%FinanceABBVAbbVie$1,025,620$22,629 ▲2.3%4,8950.6%MedicalPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$893,760$1,276,300 ▼-58.8%65,5730.6%ManufacturingXOMExxon Mobil$892,828$714 ▲0.1%7,5070.6%EnergyLLYEli Lilly and Company$878,768$826 ▲0.1%1,0640.5%MedicalICFiShares Select U.S. REIT ETF$872,618$1,913,274 ▼-68.7%14,1820.5%ETFQQQInvesco QQQ$833,012$1,291,262 ▼-60.8%1,7760.5%FinanceDBMFiMGP DBi Managed Futures Strategy ETF$767,550$2,250,033 ▼-74.6%30,3860.5%ETFPGProcter & Gamble$743,150$341 ▲0.0%4,3610.5%Consumer StaplesQLDProShares Ultra QQQ$707,485$19,109 ▼-2.6%7,9600.4%ETFEEMiShares MSCI Emerging Markets ETF$691,554$1,358,636 ▼-66.3%15,8250.4%FinanceAGNCAGNC Investment$667,401$223,665 ▲50.4%69,6660.4%FinanceSHViShares Short Treasury Bond ETF$662,870$125,482 ▼-15.9%6,0010.4%ETFEWJiShares MSCI Japan ETF$631,551$62,250 ▲10.9%9,2120.4%ETFVANGUARD INSTL INDEX FD$630,603$630,603 ▲New Holding8,3590.4%0-3 MO TREAS BILIVViShares Core S&P 500 ETF$621,461$33,714 ▼-5.1%1,1060.4%ETFAMZNAmazon.com$603,124$12,938 ▲2.2%3,1700.4%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$541,2090.0%8,9220.3%ETFNVDANVIDIA$508,882$19,618 ▲4.0%4,6950.3%Computer and TechnologyTIDAL TR II$504,231$299,189 ▲145.9%29,5910.3%RETURN STACKED BTQQQProShares UltraPro QQQ$503,471$72,997 ▼-12.7%8,7870.3%ETFUGLProShares Ultra Gold$502,394$502,394 ▲New Holding3,9030.3%ETFUDOWProShares UltraPro Dow30$478,619$17,564 ▼-3.5%5,4500.3%ETFJNJJohnson & Johnson$476,6240.0%2,8740.3%MedicalPEPPepsiCo$473,3610.0%3,1570.3%Consumer StaplesMAINMain Street Capital$471,525$8,371 ▼-1.7%8,3370.3%FinanceUNHUnitedHealth Group$467,248$4,191 ▼-0.9%8920.3%MedicalJPMJPMorgan Chase & Co.$432,709$981 ▲0.2%1,7640.3%FinanceRZVInvesco S&P SmallCap 600 Pure Value ETF$398,216$78,892 ▲24.7%4,0280.2%ETFVTVVanguard Value ETF$391,9470.0%2,2690.2%ETFSHYDVanEck Short High Yield Muni ETF$388,537$14,618 ▼-3.6%17,2760.2%ETFTLTiShares 20+ Year Treasury Bond ETF$385,876$24,578 ▼-6.0%4,2390.2%ETFBRK.BBerkshire Hathaway$383,990$383,990 ▲New Holding7210.2%FinanceHDHome Depot$381,8830.0%1,0420.2%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$375,373$25,193 ▲7.2%8940.2%FinanceVVisa$365,530$20,677 ▲6.0%1,0430.2%Business ServicesGSKGSK$351,0620.0%9,0620.2%MedicalDIREXION SHS ETF TR$345,504$2,464 ▼-0.7%7,8520.2%DAILY 20+ YEAR TVXFVanguard Extended Market ETF$343,8310.0%1,9960.2%ETFWMTWalmart$342,908$527 ▲0.2%3,9060.2%Retail/WholesaleBNDXVanguard Total International Bond ETF$336,1750.0%6,8860.2%ETFTYDDirexion Daily 7-10 Year Treasury Bull 3x Shares$331,789$331,789 ▲New Holding13,0780.2%ETFQCOMQUALCOMM$316,684$92,302 ▲41.1%2,0620.2%Computer and TechnologyMUBiShares National Muni Bond ETF$307,885$8,435 ▼-2.7%2,9200.2%ETFLOWLowe's Companies$303,1990.0%1,3000.2%Retail/WholesaleVUGVanguard Growth ETF$298,8810.0%8060.2%ETFPEGPublic Service Enterprise Group$288,050$8,230 ▼-2.8%3,5000.2%UtilitiesXLKTechnology Select Sector SPDR Fund$278,542$4,721,793 ▼-94.4%1,3490.2%ETFDBCInvesco DB Commodity Index Tracking Fund$273,1710.0%12,1410.2%FinanceWMBWilliams Companies$265,348$15,299 ▲6.1%4,4400.2%EnergyMCDMcDonald's$260,5170.0%8340.2%Retail/WholesaleHYDVanEck High Yield Muni ETF$259,739$15,354 ▼-5.6%5,0750.2%ETFAVGOBroadcom$257,340$58,935 ▲29.7%1,5370.2%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$245,089$245,089 ▲New Holding4,1760.2%ETFADPAutomatic Data Processing$244,4240.0%8000.2%Business ServicesGOOGAlphabet$243,577$243,577 ▲New Holding1,5590.2%Computer and TechnologyMETAMeta Platforms$243,224$2,882 ▲1.2%4220.2%Computer and TechnologyLMTLockheed Martin$242,564$4,467 ▼-1.8%5430.2%AerospaceMAMastercard$242,269$33,983 ▲16.3%4420.2%Business ServicesCOSTCostco Wholesale$238,337$4,729 ▲2.0%2520.1%Retail/WholesaleEDConsolidated Edison$238,067$238,067 ▲New Holding2,1530.1%UtilitiesQMOMAlpha Architect U.S. Quantitative Momentum ETF$237,244$10,989 ▲4.9%3,9940.1%ETFTSLATesla$236,613$29,544 ▼-11.1%9130.1%Auto/Tires/TrucksQVALAlpha Architect U.S. Quantitative Value ETF$228,647$5,800 ▲2.6%5,3610.1%ETFCVXChevron$222,663$222,663 ▲New Holding1,3310.1%EnergySLViShares Silver Trust$214,916$214,916 ▲New Holding6,9350.1%ETFMDTMedtronic$208,925$208,925 ▲New Holding2,3250.1%MedicalSPGIS&P Global$207,813$207,813 ▲New Holding4090.1%Business ServicesCEGConstellation Energy$205,663$205,663 ▲New Holding1,0200.1%EnergyRTXRTX$204,386$204,386 ▲New Holding1,5430.1%AerospaceCBChubb$200,823$200,823 ▲New Holding6650.1%FinanceGRABGrab$21,235$21,235 ▲New Holding27,4000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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