Nova R Wealth, Inc.
CIK
1729457
City
OVERLAND PARK
State / Country
KS
Top Portfolio Positions
50 positions ·
$68,743,249 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ISRG |
Intuitive Surgical Inc
Healthcare
|
19,787 | $9,121,609 | 13.27% | |
| AAPL |
Apple Inc.
Technology
|
25,030 | $6,352,363 | 9.24% | |
| BME |
BlackRock Health Sciences Trust
Financial Services
|
154,617 | $5,954,300 | 8.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,066 | $4,823,627 | 7.02% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
232,620 | $3,863,818 | 5.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,691 | $3,267,964 | 4.75% | |
| GRMN |
Garmin Ltd
Technology
|
11,739 | $2,723,565 | 3.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
20,641 | $2,565,263 | 3.73% | |
| AMGN |
Amgen Inc
Healthcare
|
7,026 | $2,472,098 | 3.60% | |
| APH |
Amphenol Corp /De/
Technology
|
18,044 | $2,279,859 | 3.32% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MQY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $876,028 | 79,784 | Shares | Sole | 2026-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||