Innova Wealth Partners
Top Portfolio Positions
77 positions ·
$47,389,041 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
5,901 | $3,837,656 | 8.10% | |
| AAPL |
Apple Inc.
Technology
|
10,225 | $2,595,002 | 5.48% | |
| MSFT |
Microsoft Corp
Technology
|
6,649 | $2,461,260 | 5.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,893 | $2,246,961 | 4.74% | |
| GLD |
Spdr Gold Trust
|
5,176 | $2,227,181 | 4.70% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,556 | $1,621,270 | 3.42% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
148,022 | $1,484,660 | 3.13% | |
| CMI |
Cummins Inc
Industrials
|
2,704 | $1,454,806 | 3.07% | |
| ABBV |
AbbVie Inc.
Healthcare
|
6,164 | $1,340,608 | 2.83% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,456 | $1,339,185 | 2.83% |
Portfolio Trend
Holdings in CZNC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,896 | 10,067 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $203,051 | 10,067 | Shares | Sole | 2026-01-07 | |
| No 13F history on record for this holder in this stock. | ||||||