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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 $201,899,333
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,127 $21,985,477 10.89%
2.
Vanguard Scottsdale Funds
 308,662 $18,334,529 9.08%
3.
Blackrock Health Sciences Trust
 BME 313,846 $12,127,017 6.01%
4.
American Centy Etf Tr
 168,962 $11,018,021 5.46%
5.
Intuitive Surgical Inc
 ISRG 21,605 $10,700,348 5.3%
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)