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Home > Institutional Investor > Innova Wealth Partners > Profile

Instuitional Investor - Innova Wealth Partners

Fund Profile
Filing Period:
Fund Name: Innova Wealth Partners
Portfolio Value $158,745,112
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 258,152 $21,163,301 13.33%
2.
Spdr S & P 500 Etf Trust
 SPY 14,758 $8,649,321 5.44%
3.
Ishares Trust
 IEF 88,764 $8,601,235 5.41%
4.
Ea Series Trust
 56,299 $6,208,622 3.91%
5.
Sector Spdr Trust
 XLB 122,418 $5,916,462 3.72%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)