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KATIE SMITH

@Innova Wealth Partners

Latest period2024 - Q4ReportedManaged Assets$158.745MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IAUIshares Gold Tr
Recent Activity
Exited
0%
$12.85M
258,550 shares@ $49.7 avg price
ITBIshares Tr
Recent Activity
Exited
0%
$6.072M
47,772 shares@ $127.11 avg price
ACWIIshares Tr
Recent Activity
Exited
0%
$5.366M
44,887 shares@ $119.56 avg price
SMHVaneck Etf Trust
Recent Activity
Exited
0%
$5.253M
21,401 shares@ $245.46 avg price
SDSProshares Tr
Recent Activity
Exited
0%
$4.205M
203,836 shares@ $20.64 avg price
IGVIshares Tr
Recent Activity
Exited
0%
$3.856M
43,145 shares@ $89.38 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Exited
0%
$3.15M
66,726 shares@ $47.21 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.729M
7,110 shares@ $383.82 avg price
LQDIshares Tr
Recent Activity
Exited
0%
$2.67M
23,631 shares@ $112.98 avg price
NORWGlobal X Fds
Recent Activity
Exited
0%
$2.445M
36,882 shares@ $66.3 avg price