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
SHYIshares Tr Recent Activity New Position	13.34%	$21.163M 258,152 shares@ $81.99 avg price	New Position
SPYSpdr S&p 500 Etf Tr Recent Activity New Position	5.45%	$8.649M 14,758 shares@ $586.08 avg price	New Position
AGGIshares Tr Recent Activity New Position	5.42%	$8.601M 88,764 shares@ $96.91 avg price	New Position
BOXXEa Series Trust Recent Activity New Position	3.92%	$6.209M 56,299 shares@ $110.28 avg price	New Position
XLUSelect Sector Spdr Tr Recent Activity New Position	3.29%	$5.216M 68,915 shares@ $75.69 avg price	New Position
GLDSpdr Gold Tr Recent Activity New Position	2.46%	$3.894M 16,082 shares@ $242.14 avg price	New Position
RSSTTidal Tr Ii Recent Activity New Position	2.22%	$3.51M 146,858 shares@ $23.9 avg price	New Position
IEFIshares Tr Recent Activity New Position	2.1%	$3.33M 36,020 shares@ $92.45 avg price	New Position
DBMFLitman Gregory Fds Tr Recent Activity New Position	1.97%	$3.125M 119,461 shares@ $26.17 avg price	New Position
JAAAJanus Detroit Str Tr Recent Activity New Position	1.78%	$2.814M 55,494 shares@ $50.72 avg price	New Position