
Entity | Amount | Change
06/30/2022 to 09/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
465,022 | -7,425 | $18,052 |
BME | 465,022 | -7,425 | $18,052 |
![]() |
277,533 | +13,093 | $16,183 |
VGIT | 277,533 | +13,093 | $16,183 |
![]() |
27,993 | +9,365 | $10,040 |
IVV | 27,993 | +9,365 | $10,040 |
![]() |
108,862 | +7,604 | $5,237 |
VTIP | 108,862 | +7,604 | $5,237 |
![]() |
25,511 | +16 | $4,782 |
ISRG | 25,511 | +16 | $4,782 |
![]() |
34,354 | -72 | $4,748 |
AAPL | 34,354 | -72 | $4,748 |
![]() |
85,847 | +32,157 | $4,522 |
IEFA | 85,847 | +32,157 | $4,522 |
![]() |
95,602 | +49,461 | $4,247 |
AVLV | 95,602 | +49,461 | $4,247 |
![]() |
30,654 | +10,313 | $4,021 |
MTUM | 30,654 | +10,313 | $4,021 |
![]() |
17,288 | -9,473 | $3,637 |
IWF | 17,288 | -9,473 | $3,637 |
![]() |
97,212 | -23,795 | $3,521 |
LRGF | 97,212 | -23,795 | $3,521 |
![]() |
$2,981 | ||
BRK.B | 11,163 | +6 | $2,981 |
![]() |
12,596 | -31 | $2,839 |
AMGN | 12,596 | -31 | $2,839 |
![]() |
21,892 | +50 | $2,474 |
AMZN | 21,892 | +50 | $2,474 |
![]() |
45,513 | +15,547 | $1,956 |
IEMG | 45,513 | +15,547 | $1,956 |
![]() |
11,132 | +2,562 | $1,819 |
VONE | 11,132 | +2,562 | $1,819 |
![]() |
10,900 | +125 | $1,608 |
NXPI | 10,900 | +125 | $1,608 |
![]() |
6,859 | +1 | $1,597 |
MSFT | 6,859 | +1 | $1,597 |
![]() |
11,528 | +528 | $1,558 |
VIG | 11,528 | +528 | $1,558 |
![]() |
19,471 | -77 | $1,527 |
NEE | 19,471 | -77 | $1,527 |
![]() |
46,006 | +225 | $1,423 |
STM | 46,006 | +225 | $1,423 |
![]() |
31,984 | +5,051 | $1,163 |
VEA | 31,984 | +5,051 | $1,163 |
![]() |
46,108 | +14,486 | $1,135 |
BMEZ | 46,108 | +14,486 | $1,135 |
![]() |
9,941 | +2,379 | $1,051 |
VFMO | 9,941 | +2,379 | $1,051 |
![]() |
100,687 | UNCH | $987 |
PMO | 100,687 | UNCH | $987 |
![]() |
6,238 | +81 | $966 |
TXN | 6,238 | +81 | $966 |
![]() |
93,803 | -6,100 | $932 |
MYD | 93,803 | -6,100 | $932 |
![]() |
13,932 | +17 | $921 |
USMV | 13,932 | +17 | $921 |
![]() |
10,969 | -431 | $858 |
APTV | 10,969 | -431 | $858 |
![]() |
10,312 | +623 | $828 |
GRMN | 10,312 | +623 | $828 |
![]() |
29,328 | -21,390 | $815 |
IQLT | 29,328 | -21,390 | $815 |
![]() |
9,111 | +1,445 | $794 |
IJR | 9,111 | +1,445 | $794 |
![]() |
9,260 | -1,529 | $758 |
VLUE | 9,260 | -1,529 | $758 |
![]() |
20,724 | +3,765 | $756 |
VWO | 20,724 | +3,765 | $756 |
![]() |
15,531 | +15,531 | $709 |
AVDE | 15,531 | +15,531 | $709 |
![]() |
5,238 | UNCH | $679 |
WMT | 5,238 | UNCH | $679 |
![]() |
4,439 | +27 | $638 |
CVX | 4,439 | +27 | $638 |
![]() |
8,248 | +178 | $592 |
FIW | 8,248 | +178 | $592 |
![]() |
8,893 | +1,326 | $588 |
AVUV | 8,893 | +1,326 | $588 |
![]() |
1,922 | -99 | $546 |
MA | 1,922 | -99 | $546 |
![]() |
7,116 | -16 | $541 |
NVCR | 7,116 | -16 | $541 |
![]() |
683 | UNCH | $480 |
ORLY | 683 | UNCH | $480 |
![]() |
1,492 | UNCH | $455 |
SPGI | 1,492 | UNCH | $455 |
![]() |
4,475 | -3 | $433 |
ABT | 4,475 | -3 | $433 |
![]() |
13,022 | -191 | $418 |
GM | 13,022 | -191 | $418 |
![]() |
1,058 | UNCH | $378 |
SPY | 1,058 | UNCH | $378 |
![]() |
1,631 | -58 | $369 |
ADP | 1,631 | -58 | $369 |
![]() |
5,060 | UNCH | $364 |
SCHW | 5,060 | UNCH | $364 |
![]() |
1,528 | +1 | $351 |
STZ | 1,528 | +1 | $351 |
![]() |
3,698 | +13 | $323 |
XOM | 3,698 | +13 | $323 |
![]() |
15,321 | +2,330 | $313 |
SHYF | 15,321 | +2,330 | $313 |
![]() |
1,833 | UNCH | $286 |
CDW | 1,833 | UNCH | $286 |
![]() |
2,333 | +1 | $283 |
NVDA | 2,333 | +1 | $283 |
![]() |
1,492 | +11 | $270 |
IQV | 1,492 | +11 | $270 |
![]() |
1,155 | UNCH | $266 |
MCD | 1,155 | UNCH | $266 |
![]() |
1,497 | -129 | $266 |
V | 1,497 | -129 | $266 |
![]() |
1,796 | +81 | $266 |
ZTS | 1,796 | +81 | $266 |
![]() |
1,910 | +40 | $259 |
FB | 1,910 | +40 | $259 |
![]() |
3,815 | +5 | $255 |
CP | 3,815 | +5 | $255 |
![]() |
885 | -160 | $244 |
HD | 885 | -160 | $244 |
![]() |
2,864 | -51 | $238 |
NKE | 2,864 | -51 | $238 |
![]() |
3,481 | -75 | $233 |
APH | 3,481 | -75 | $233 |
![]() |
1,056 | UNCH | $227 |
AMT | 1,056 | UNCH | $227 |
![]() |
3,641 | -104 | $226 |
TJX | 3,641 | -104 | $226 |
![]() |
1,272 | +2 | $208 |
PEP | 1,272 | +2 | $208 |
![]() |
4,532 | +6 | $207 |
VXUS | 4,532 | +6 | $207 |
![]() |
34,673 | -11,987 | $99 |
FGB | 34,673 | -11,987 | $99 |
![]() |
36,185 | +0 | $7 |
CFMS | 36,185 | UNCH | $7 |
![]() |
$0 (exited) | ||
ANSS | 0 | -2,180 | $0 |
![]() |
$0 (exited) | ||
MUX | 0 | -10,236 | $0 |
![]() |
$0 (exited) | ||
PG | 0 | -1,430 | $0 |
![]() |
$0 (exited) | ||
SO | 0 | -2,869 | $0 |
![]() |
$0 (exited) | ||
VTI | 0 | -1,104 | $0 |
![]() |
0 | -4,713 | $0 (exited) |
VZ | 0 | -4,713 | $0 |
See Summary: Nova R Wealth Inc. Top Holdings
See Details: Top 10 Stocks Held By Nova R Wealth Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AVDE | +15,531 | +$709 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ANSS | -2,180 | -$522 |
VZ | -4,713 | -$239 |
VTI | -1,104 | -$208 |
PG | -1,430 | -$206 |
SO | -2,869 | -$205 |
MUX | -10,236 | -$4 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AVLV | +49,461 | +$2,120 |
IEFA | +32,157 | +$1,362 |
IEMG | +15,547 | +$486 |
BMEZ | +14,486 | +$615 |
VGIT | +13,093 | +$10 |
MTUM | +10,313 | +$1,247 |
IVV | +9,365 | +$2,977 |
VTIP | +7,604 | +$162 |
VEA | +5,051 | +$64 |
VWO | +3,765 | +$50 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
LRGF | -23,795 | -$1,065 |
IQLT | -21,390 | -$754 |
FGB | -11,987 | -$50 |
IWF | -9,473 | -$2,216 |
BME | -7,425 | -$1,980 |
MYD | -6,100 | -$181 |
VLUE | -1,529 | -$219 |
APTV | -431 | -$157 |
GM | -191 | -$2 |
![]() At 09/30/2022: $122,753 At 06/30/2022: $121,565 Nova R Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nova R Wealth Inc. 13F filings. Link to 13F filings: SEC filings |