HoldingsChannel.com
All Stocks Held By Nova R Wealth Inc.
As of  09/30/2022, we find all stocks held by Nova R Wealth Inc. to be as follows, presented in the table below with each row detailing each Nova R Wealth Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Nova R Wealth Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Nova R Wealth Inc. as of the latest filing.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
BLACKROCK HEALTH SCIENCES TR 465,022 -7,425 $18,052
     BME465,022-7,425$18,052
VANGUARD SCOTTSDALE FDS (VGIT) 277,533 +13,093 $16,183
     VGIT277,533+13,093$16,183
ISHARES TR (IVV) 27,993 +9,365 $10,040
     IVV27,993+9,365$10,040
VANGUARD MALVERN FDS (VTIP) 108,862 +7,604 $5,237
     VTIP108,862+7,604$5,237
INTUITIVE SURGICAL INC 25,511 +16 $4,782
     ISRG25,511+16$4,782
APPLE INC 34,354 -72 $4,748
     AAPL34,354-72$4,748
ISHARES TR (IEFA) 85,847 +32,157 $4,522
     IEFA85,847+32,157$4,522
AMERICAN CENTY ETF TR (AVLV) 95,602 +49,461 $4,247
     AVLV95,602+49,461$4,247
ISHARES TR (MTUM) 30,654 +10,313 $4,021
     MTUM30,654+10,313$4,021
ISHARES TR (IWF) 17,288 -9,473 $3,637
     IWF17,288-9,473$3,637
ISHARES TR (LRGF) 97,212 -23,795 $3,521
     LRGF97,212-23,795$3,521
BERKSHIRE HATHAWAY INC DEL      $2,981
     BRK.B11,163+6$2,981
AMGEN INC 12,596 -31 $2,839
     AMGN12,596-31$2,839
AMAZON COM INC 21,892 +50 $2,474
     AMZN21,892+50$2,474
ISHARES INC (IEMG) 45,513 +15,547 $1,956
     IEMG45,513+15,547$1,956
VANGUARD SCOTTSDALE FDS (VONE) 11,132 +2,562 $1,819
     VONE11,132+2,562$1,819
NXP SEMICONDUCTORS N V 10,900 +125 $1,608
     NXPI10,900+125$1,608
MICROSOFT CORP 6,859 +1 $1,597
     MSFT6,859+1$1,597
VANGUARD SPECIALIZED FUNDS (VIG) 11,528 +528 $1,558
     VIG11,528+528$1,558
NEXTERA ENERGY INC 19,471 -77 $1,527
     NEE19,471-77$1,527
STMICROELECTRONICS N V 46,006 +225 $1,423
     STM46,006+225$1,423
VANGUARD TAX MANAGED FDS (VEA) 31,984 +5,051 $1,163
     VEA31,984+5,051$1,163
ANSYS INC 46,108 +14,486 $1,135
     BMEZ46,108+14,486$1,135
VANGUARD WELLINGTON FD (VFMO) 9,941 +2,379 $1,051
     VFMO9,941+2,379$1,051
PUTNAM MUN OPPORTUNITIES TR 100,687 UNCH $987
     PMO100,687UNCH$987
TEXAS INSTRS INC 6,238 +81 $966
     TXN6,238+81$966
BLACKROCK MUNIYIELD FD INC 93,803 -6,100 $932
     MYD93,803-6,100$932
ISHARES TR (USMV) 13,932 +17 $921
     USMV13,932+17$921
APTIV PLC 10,969 -431 $858
     APTV10,969-431$858
GARMIN LTD 10,312 +623 $828
     GRMN10,312+623$828
ISHARES TR (IQLT) 29,328 -21,390 $815
     IQLT29,328-21,390$815
ISHARES TR (IJR) 9,111 +1,445 $794
     IJR9,111+1,445$794
ISHARES TR (VLUE) 9,260 -1,529 $758
     VLUE9,260-1,529$758
VANGUARD INTL EQUITY INDEX F (VWO) 20,724 +3,765 $756
     VWO20,724+3,765$756
AMERICAN CENTY ETF TR (AVDE) 15,531 +15,531 $709
     AVDE15,531+15,531$709
WALMART INC 5,238 UNCH $679
     WMT5,238UNCH$679
CHEVRON CORP NEW 4,439 +27 $638
     CVX4,439+27$638
FIRST TR EXCHANGE TRADED FD (FIW) 8,248 +178 $592
     FIW8,248+178$592
AMERICAN CENTY ETF TR (AVUV) 8,893 +1,326 $588
     AVUV8,893+1,326$588
MASTERCARD INCORPORATED 1,922 -99 $546
     MA1,922-99$546
NOVOCURE LTD 7,116 -16 $541
     NVCR7,116-16$541
OREILLY AUTOMOTIVE INC 683 UNCH $480
     ORLY683UNCH$480
S&P GLOBAL INC 1,492 UNCH $455
     SPGI1,492UNCH$455
ABBOTT LABS 4,475 -3 $433
     ABT4,475-3$433
GENERAL MTRS CO 13,022 -191 $418
     GM13,022-191$418
SPDR S&P 500 ETF TR (SPY) 1,058 UNCH $378
     SPY1,058UNCH$378
AUTOMATIC DATA PROCESSING IN 1,631 -58 $369
     ADP1,631-58$369
SCHWAB CHARLES CORP 5,060 UNCH $364
     SCHW5,060UNCH$364
CONSTELLATION BRANDS INC 1,528 +1 $351
     STZ1,528+1$351
EXXON MOBIL CORP 3,698 +13 $323
     XOM3,698+13$323
SHYFT GROUP INC 15,321 +2,330 $313
     SHYF15,321+2,330$313
CDW CORP 1,833 UNCH $286
     CDW1,833UNCH$286
NVIDIA CORPORATION 2,333 +1 $283
     NVDA2,333+1$283
IQVIA HLDGS INC 1,492 +11 $270
     IQV1,492+11$270
MCDONALDS CORP 1,155 UNCH $266
     MCD1,155UNCH$266
VISA INC 1,497 -129 $266
     V1,497-129$266
ZOETIS INC 1,796 +81 $266
     ZTS1,796+81$266
META PLATFORMS INC 1,910 +40 $259
     FB1,910+40$259
CANADIAN PAC RY LTD 3,815 +5 $255
     CP3,815+5$255
HOME DEPOT INC 885 -160 $244
     HD885-160$244
NIKE INC 2,864 -51 $238
     NKE2,864-51$238
AMPHENOL CORP NEW 3,481 -75 $233
     APH3,481-75$233
AMERICAN TOWER CORP NEW 1,056 UNCH $227
     AMT1,056UNCH$227
TJX COS INC NEW 3,641 -104 $226
     TJX3,641-104$226
PEPSICO INC 1,272 +2 $208
     PEP1,272+2$208
VANGUARD STAR FDS (VXUS) 4,532 +6 $207
     VXUS4,532+6$207
FIRST TR SPECIALTY FIN & FIN (FGB) 34,673 -11,987 $99
     FGB34,673-11,987$99
CONFORMIS INC 36,185 +0 $7
     CFMS36,185UNCH$7
ANSYS INC $0 (exited)
     ANSS0-2,180$0
MCEWEN MNG INC $0 (exited)
     MUX0-10,236$0
PROCTER AND GAMBLE CO $0 (exited)
     PG0-1,430$0
SOUTHERN CO $0 (exited)
     SO0-2,869$0
VANGUARD INDEX FDS $0 (exited)
     VTI0-1,104$0
VERIZON COMMUNICATIONS INC 0 -4,713 $0 (exited)
     VZ0-4,713$0

See Summary: Nova R Wealth Inc. Top Holdings
See Details: Top 10 Stocks Held By Nova R Wealth Inc.

EntityShares/Amount
Change
Position Value
Change
AVDE +15,531+$709
EntityShares/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
EntityShares/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
EntityShares/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-$2
Size ($ in 1000's)
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

All Stocks Held By Nova R Wealth Inc. | www.HoldingsChannel.com

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