Innova Wealth Partners
Q4 2024 13F Holdings
- Locationnewtown, PA
- Num holdings
89
- Value ($000)
$158,745
- Date Filed01/07/2025
- Form type13F-HR
- CIK0001888831
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $21.16M | 13 % | 258,152 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $8.65M | 5 % | 14,758 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.60M | 5 % | 88,764 | ||
BOXX EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | $6.21M | 4 % | 56,299 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $5.92M | 4 % | 122,418 | ||
XLY SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | $5.89M | 4 % | 26,247 | ||
XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $5.79M | 4 % | 59,859 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.63M | 4 % | 24,217 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $5.42M | 3 % | 41,125 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $5.22M | 3 % | 68,915 |
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