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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 $158,775,846
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,741 $18,503,716 11.65%
2.
Vanguard Scottsdale Funds
 300,071 $17,800,207 11.21%
3.
Blackrock Health Sciences Trust
 BME 377,766 $15,284,409 9.62%
4.
American Centy Etf Tr
 154,630 $8,931,447 5.62%
5.
Ishares Tr
 123,474 $8,686,361 5.47%
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)