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Home > Institutional Investor > Nova R Wealth, Inc. > Profile

Instuitional Investor - Nova R Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Nova R Wealth, Inc.
Portfolio Value $198,361,614
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,087 $23,009,719 11.59%
2.
Vanguard Scottsdale Funds
 357,669 $20,744,789 10.45%
3.
Blackrock Health Sciences Trust
 BME 320,242 $12,146,786 6.12%
4.
Intuitive Surgical Inc
 ISRG 22,153 $11,562,763 5.82%
5.
American Centy Etf Tr
 167,383 $11,176,142 5.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)