Portfolio (Quarterly)
Guide ↗
Innova Wealth Partners
· CIK 0001888831| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLF | SELECT SECTOR SPDR TR | — | 81,478 | $4.5M | 2.25% | SOLD |
| 2 | SVIX | VS TRUST | Financial Services | 112,207 | $2.7M | 1.37% | SOLD |
| 3 | CAH | CARDINAL HEALTH INC | Healthcare | 1,763 | $362K | 0.18% | SOLD |
| 4 | UBT | PROSHARES TR | — | 16,038 | $265K | 0.13% | SOLD |
| 5 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 4,235 | $231K | 0.12% | SOLD |
| 6 | FROG | JFROG LTD | Technology | 3,560 | $222K | 0.11% | SOLD |
| 7 | NVO | NOVO-NORDISK A S | Healthcare | 4,337 | $221K | 0.11% | SOLD |
| 8 | BAC | BANK AMERICA CORP | Financial Services | 3,969 | $218K | 0.11% | SOLD |
| 9 | DIS | DISNEY WALT CO | Communication Services | 1,911 | $217K | 0.11% | SOLD |
| 10 | MDT | MEDTRONIC PLC | Healthcare | 2,234 | $215K | 0.11% | SOLD |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 823 | $212K | 0.11% | SOLD |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 438 | $205K | 0.10% | SOLD |
| 13 | HAL CALL | HALLIBURTON CO | Energy | 11,700 | $33K | 0.02% | SOLD |
| 14 | GRAB CALL | GRAB HOLDINGS LIMITED | Technology | 11,800 | $13K | 0.01% | SOLD |
Sector Allocation
Financial Services
32.1%
Technology
18.9%
Healthcare
11.8%
Industrials
7.2%
Consumer Defensive
6.5%
Energy
5.8%
Utilities
5.0%
Consumer Cyclical
4.4%
Communication Services
4.3%
Real Estate
3.2%