PW Nova Financial Services LLC
Top Portfolio Positions
109 positions ·
$193,645,658 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
33,535 | $19,355,731 | 10.00% |
| AAPL |
Apple Inc.
Technology
|
54,758 | $13,897,032 | 7.18% |
| NVDA |
Nvidia Corp
Technology
|
64,708 | $11,285,075 | 5.83% |
| AVGO |
Broadcom Inc.
Technology
|
26,264 | $8,128,970 | 4.20% |
| MSFT |
Microsoft Corp
Technology
|
17,212 | $6,371,366 | 3.29% |
| WMT |
Walmart Inc.
Consumer Defensive
|
51,184 | $6,361,147 | 3.28% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,810 | $5,533,149 | 2.86% |
| LLY |
ELI LILLY & Co
Healthcare
|
5,822 | $5,354,900 | 2.77% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,027 | $5,212,373 | 2.69% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,907 | $4,889,482 | 2.52% |
Portfolio Trend
Holdings in T
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,808 | 15,447 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $224,603 | 9,042 | Shares | Sole | 2026-04-09 | |
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