Nova R Wealth, Inc.
Top Portfolio Positions
49 positions ·
$63,919,622 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ISRG |
Intuitive Surgical Inc
Healthcare
|
19,787 | $9,121,609 | 14.27% |
| AAPL |
Apple Inc.
Technology
|
25,030 | $6,352,363 | 9.94% |
| BME |
BlackRock Health Sciences Trust
Financial Services
|
154,617 | $5,954,300 | 9.32% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
232,620 | $3,863,818 | 6.04% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,691 | $3,267,964 | 5.11% |
| GRMN |
Garmin Ltd
Technology
|
11,739 | $2,723,565 | 4.26% |
| WMT |
Walmart Inc.
Consumer Defensive
|
20,641 | $2,565,263 | 4.01% |
| AMGN |
Amgen Inc
Healthcare
|
7,026 | $2,472,098 | 3.87% |
| APH |
Amphenol Corp /De/
Technology
|
18,044 | $2,279,859 | 3.57% |
| NVDA |
Nvidia Corp
Technology
|
12,835 | $2,238,424 | 3.50% |
Portfolio Trend
Holdings in BPRE
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,863,818 | 232,620 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,548,370 | 236,558 | Shares | Sole | 2026-01-14 | |
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