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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
XLFSelect Sector Spdr Tr
Recent Activity
Increased 2086.43%
3.73%
$5.916M
122,418 shares@ $48.34 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1903.59%
3.71%
$5.889M
26,247 shares@ $224.35 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 1294.67%
3.66%
$5.795M
59,859 shares@ $96.82 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 50.31%
3.55%
$5.631M
24,217 shares@ $232.53 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 2096.85%
3.42%
$5.419M
41,125 shares@ $131.76 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 1427%
3.25%
$5.154M
65,569 shares@ $78.61 avg price
AAPLApple Inc
Recent Activity
Increased 303.76%
1.6%
$2.531M
10,106 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 88.7%
1.53%
$2.428M
5,761 shares@ $421.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 89.66%
1.46%
$2.316M
4,529 shares@ $511.29 avg price
ABBVAbbvie Inc
Recent Activity
Increased 217.87%
0.54%
$850,706
4,787 shares@ $177.72 avg price