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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
XLPSelect Sector Spdr Tr
Recent Activity
Increased 1427%
3.25%
$5.154M
65,569 shares@ $78.61 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
2.46%
$3.894M
16,082 shares@ $242.14 avg price
RSSTTidal Tr Ii
Recent Activity
New Position
2.22%
$3.51M
146,858 shares@ $23.9 avg price
IEFIshares Tr
Recent Activity
New Position
2.1%
$3.33M
36,020 shares@ $92.45 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
New Position
1.97%
$3.125M
119,461 shares@ $26.17 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
1.78%
$2.814M
55,494 shares@ $50.72 avg price
ICFIshares Tr
Recent Activity
New Position
1.72%
$2.728M
45,277 shares@ $60.26 avg price
AAPLApple Inc
Recent Activity
Increased 303.76%
1.6%
$2.531M
10,106 shares@ $250.42 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
1.59%
$2.51M
12,816 shares@ $195.84 avg price
SSOProshares Tr
Recent Activity
New Position
1.54%
$2.442M
26,401 shares@ $92.52 avg price