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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
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$2.337M
5,613 shares@ $416.4 avg price
BGLDFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$2.325M
103,042 shares@ $22.57 avg price
ALKTAlkami Technology Inc
Recent Activity
Exited
0%
$2.239M
71,005 shares@ $31.55 avg price
EPOLIshares Tr
Recent Activity
Exited
0%
$2.178M
89,850 shares@ $24.24 avg price
VXXBarclays Bank Plc
Recent Activity
Exited
0%
$2.037M
41,060 shares@ $49.6 avg price
VXZBarclays Bank Plc
Recent Activity
Exited
0%
$1.988M
37,905 shares@ $52.46 avg price
MHOM I Homes Inc
Recent Activity
Exited
0%
$1.905M
11,119 shares@ $171.37 avg price
TBJLInnovator Etfs Trust
Recent Activity
Exited
0%
$1.86M
88,580 shares@ $21.01 avg price
LIILennox Intl Inc
Recent Activity
Exited
0%
$1.773M
2,934 shares@ $604.3 avg price
GOOGAlphabet Inc
Recent Activity
Exited
0%
$1.328M
7,944 shares@ $167.19 avg price