Nova Wealth Management, Inc.
CIK
2051980
City
BONITA SPRINGS
State / Country
FL
Top Portfolio Positions
283 positions ·
$29,971,166 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
20,249 | $3,531,425 | 11.78% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
16,898 | $2,471,839 | 8.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,336 | $1,925,472 | 6.42% | |
| MSFT |
Microsoft Corp
Technology
|
4,126 | $1,527,321 | 5.10% | |
| AVGO |
Broadcom Inc.
Technology
|
4,556 | $1,410,127 | 4.70% | |
| IAU |
Ishares Gold Trust
|
14,968 | $1,319,578 | 4.40% | |
| GLDM |
World Gold Trust
|
13,722 | $1,271,892 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,053 | $1,260,658 | 4.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,228 | $1,215,803 | 4.06% | |
| AAPL |
Apple Inc.
Technology
|
4,635 | $1,176,316 | 3.92% |
Portfolio Trend
6 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,933 | 10,450 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $38,769 | 10,450 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $40,128 | 10,450 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $41,591 | 10,450 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $41,591 | 10,450 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $41,068 | 10,450 | Shares | Sole | 2025-05-29 | |
| No 13F history on record for this holder in this stock. | ||||||