Innova Wealth Partners
Top Portfolio Positions
78 positions ·
$47,625,286 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 | 8.06% | |
| AAPL |
Apple Inc.
Technology
|
10,225 | $2,595,002 | 5.45% | |
| MSFT |
Microsoft Corp
Technology
|
6,649 | $2,461,260 | 5.17% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,893 | $2,246,961 | 4.72% | |
| GLD |
Spdr Gold Trust
|
5,176 | $2,227,181 | 4.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,556 | $1,621,270 | 3.40% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
148,022 | $1,484,660 | 3.12% | |
| CMI |
Cummins Inc
Industrials
|
2,704 | $1,454,806 | 3.05% | |
| ABBV |
AbbVie Inc.
Healthcare
|
6,164 | $1,340,608 | 2.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,456 | $1,339,185 | 2.81% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SVIX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,718,775 | 112,207 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,219,385 | 197,352 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,424,995 | 220,825 | Shares | Sole | 2025-07-28 | |
| 2024-06-30 | $3,385,666 | 71,023 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,280,231 | 77,437 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,242,365 | 85,936 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $3,260,976 | 116,173 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,818,389 | 170,708 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,967,653 | 202,432 | Shares | Sole | 2023-01-17 | |
| No 13F history on record for this holder in this stock. | ||||||