HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (SHY) |
189,699 | -112,569 | $15,563 |
| SHY | 189,699 | -112,569 | $15,563 |
| SPDR S&P 500 ETF TR (SPY) |
16,211 | +9,966 | $7,705 |
| SPY | 16,211 | +9,966 | $7,705 |
| SPDR GOLD TR (GLD) |
40,275 | -5,083 | $7,699 |
| GLD | 40,275 | -5,083 | $7,699 |
| ISHARES TR (AGG) |
65,626 | -19,260 | $6,513 |
| AGG | 65,626 | -19,260 | $6,513 |
| INVESCO QQQ TR |
13,121 | +9,472 | $5,373 |
| QQQ | 13,121 | +9,472 | $5,373 |
| SELECT SECTOR SPDR TR (XLK) |
25,943 | -1,862 | $4,994 |
| XLK | 25,943 | -1,862 | $4,994 |
| SELECT SECTOR SPDR TR (XLI) |
42,329 | -2,784 | $4,825 |
| XLI | 42,329 | -2,784 | $4,825 |
| SELECT SECTOR SPDR TR (XLY) |
26,722 | -2,327 | $4,778 |
| XLY | 26,722 | -2,327 | $4,778 |
| SELECT SECTOR SPDR TR (XLC) |
65,024 | -10,184 | $4,725 |
| XLC | 65,024 | -10,184 | $4,725 |
| SELECT SECTOR SPDR TR (XLF) |
124,324 | +134,824 | $4,675 |
| XLF | 124,324 | +124,324 | $4,675 |
| SELECT SECTOR SPDR TR (XLB) |
54,081 | +54,081 | $4,626 |
| XLB | 54,081 | +54,081 | $4,626 |
| SELECT SECTOR SPDR TR (XLV) |
33,053 | +31,481 | $4,508 |
| XLV | 33,053 | +31,481 | $4,508 |
| SELECT SECTOR SPDR TR (XLE) |
50,547 | -5,690 | $4,238 |
| XLE | 50,547 | -5,690 | $4,238 |
| VS TRUST |
85,936 | +85,936 | $3,242 |
| SVIX | 85,936 | +85,936 | $3,242 |
| VANGUARD INTL EQUITY INDEX F (VGK) |
37,256 | +26,404 | $2,402 |
| VGK | 37,256 | +26,404 | $2,402 |
| VANGUARD TAX MANAGED FDS (VEA) |
44,379 | -4,371 | $2,126 |
| VEA | 44,379 | -4,371 | $2,126 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
48,578 | +48,578 | $1,997 |
| VWO | 48,578 | +48,578 | $1,997 |
| PROSHARES TR (SSO) |
24,630 | -3,344 | $1,603 |
| SSO | 24,630 | -3,344 | $1,603 |
| MICROSOFT CORP |
4,239 | +25 | $1,594 |
| MSFT | 4,239 | +25 | $1,594 |
| APPLE INC |
8,148 | UNCH | $1,569 |
| AAPL | 8,148 | UNCH | $1,569 |
| ISHARES TR (EFA) |
19,239 | +19,239 | $1,450 |
| EFA | 19,239 | +19,239 | $1,450 |
| ISHARES TR (SHV) |
11,944 | +73 | $1,315 |
| SHV | 11,944 | +73 | $1,315 |
| STRATEGY SHS |
44,695 | UNCH | $1,180 |
| ROMO | 44,695 | UNCH | $1,180 |
| ISHARES TR (TLT) |
11,447 | +11,447 | $1,132 |
| TLT | 11,447 | +11,447 | $1,132 |
| LITMAN GREGORY FDS TR |
42,562 | -254,265 | $1,096 |
| DBMF | 42,562 | -254,265 | $1,096 |
| WISDOMTREE TR |
19,233 | -585 | $756 |
| NTSX | 19,233 | -585 | $756 |
| EXXON MOBIL CORP |
7,465 | -50 | $746 |
| XOM | 7,465 | -50 | $746 |
| ABBVIE INC |
4,619 | +76 | $716 |
| ABBV | 4,619 | +76 | $716 |
| ISHARES INC (EWJ) |
10,641 | -15,467 | $682 |
| EWJ | 10,641 | -15,467 | $682 |
| ELI LILLY & CO |
1,055 | UNCH | $615 |
| LLY | 1,055 | UNCH | $615 |
| VANECK ETF TRUST (SHYD) |
23,576 | -6,768 | $522 |
| SHYD | 23,576 | -6,768 | $522 |
| ISHARES TR (MUB) |
4,719 | -1,080 | $512 |
| MUB | 4,719 | -1,080 | $512 |
| PROSHARES TR (TQQQ) |
9,921 | +2,450 | $503 |
| TQQQ | 9,921 | +2,450 | $503 |
| PEPSICO INC |
2,957 | +15 | $502 |
| PEP | 2,957 | +15 | $502 |
| PROSHARES TR II (UGL) |
7,699 | +3,602 | $492 |
| UGL | 7,699 | +3,602 | $492 |
| INVESCO ACTVELY MNGD ETC FD |
35,782 | -288,677 | $476 |
| PDBC | 35,782 | -288,677 | $476 |
| UNITEDHEALTH GROUP INC |
813 | +76 | $428 |
| UNH | 813 | +76 | $428 |
| VANGUARD INDEX FDS (VOO) |
976 | +378 | $426 |
| VOO | 976 | +378 | $426 |
| VANECK ETF TRUST (HYD) |
8,225 | -3,065 | $425 |
| HYD | 8,225 | -3,065 | $425 |
| ISHARES TR (IEF) |
4,341 | -58,051 | $418 |
| IEF | 4,341 | -58,051 | $418 |
| TIDAL TR II |
20,058 | +20,058 | $405 |
| RSST | 20,058 | +20,058 | $405 |
| GSK PLC |
10,774 | -1,000 | $399 |
| GSK | 10,774 | -1,000 | $399 |
| PROSHARES TR (UWM) |
10,201 | +10,201 | $388 |
| UWM | 10,201 | +10,201 | $388 |
| JOHNSON & JOHNSON |
2,362 | +277 | $370 |
| JNJ | 2,362 | +277 | $370 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
2,134 | +2,134 | $364 |
| VIG | 2,134 | +2,134 | $364 |
| AMAZON COM INC |
2,356 | -100 | $358 |
| AMZN | 2,356 | -100 | $358 |
| TIDAL TR II |
20,304 | +8,465 | $350 |
| RSBT | 20,304 | +8,465 | $350 |
| VANECK ETF TRUST (ITM) |
6,535 | -2,185 | $307 |
| ITM | 6,535 | -2,185 | $307 |
| INVESCO DB COMMDY INDX TRCK |
12,941 | UNCH | $285 |
| DBC | 12,941 | UNCH | $285 |
| CHEVRON CORP NEW |
1,900 | -700 | $283 |
| CVX | 1,900 | -700 | $283 |
See Full List: All Stocks Held By Innova Wealth Partners
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Innova Wealth Partners
|
Size ($ in 1000's)
At 12/31/2023: $116,142 At 09/30/2023: $111,302 Innova Wealth Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Innova Wealth Partners 13F filings. Link to 13F filings: SEC filings |
