PW Nova Financial Services LLC
CIK
2127408
City
NEWTOWN
State / Country
PA
Top Portfolio Positions
110 positions ·
$193,088,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
33,535 | $19,355,731 | 10.02% | |
| AAPL |
Apple Inc.
Technology
|
54,758 | $13,897,032 | 7.20% | |
| NVDA |
Nvidia Corp
Technology
|
64,708 | $11,285,075 | 5.84% | |
| AVGO |
Broadcom Inc.
Technology
|
26,264 | $8,128,970 | 4.21% | |
| MSFT |
Microsoft Corp
Technology
|
17,212 | $6,371,366 | 3.30% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
51,184 | $6,361,147 | 3.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,810 | $5,533,149 | 2.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
5,822 | $5,354,900 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,027 | $5,212,373 | 2.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,907 | $4,889,482 | 2.53% |
Portfolio Trend
2 quarters · across all stocks
Holdings in AWF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,903 | 10,315 | Shares | Sole | 2026-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||