KATIE SMITH

@Innova Wealth Partners

Latest period2024 - Q4

Reported10d ago

Managed Assets$158.745M

Total holdings89

Assets growth rate30.66%

Assets growth rate (2-Q avg)8.78%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Innova Wealth Partners's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Innova Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 158.745M in assets, with a quarterly growth rate of 30.66% and a 2-quarter average growth rate of 8.78%. The portfolio is managed by KATIE SMITH, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMZNAmazon Com Inc Recent Activity Decreased -24.7%	0.43%	$680,548 3,102 shares@ $219.4 avg price	Decreased -24.7%
NVDANvidia Corporation Recent Activity Decreased -92.75%	0.39%	$606,232 4,514 shares@ $134.31 avg price	Decreased -92.75%
TLTIshares Tr Recent Activity Decreased -95.66%	0.25%	$393,771 4,509 shares@ $87.34 avg price	Decreased -95.66%
AVGOBroadcom Inc Recent Activity Decreased -90.47%	0.18%	$274,730 1,185 shares@ $231.84 avg price	Decreased -90.47%
METAMeta Platforms Inc Recent Activity Decreased -62.02%	0.16%	$244,158 417 shares@ $585.52 avg price	Decreased -62.02%
COSTCostco Whsl Corp New Recent Activity Decreased -81.37%	0.15%	$226,319 247 shares@ $916.28 avg price	Decreased -81.37%