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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
MSFTMicrosoft Corp
Recent Activity
Increased 88.7%
1.53%
$2.428M
5,761 shares@ $421.51 avg price
VOOVanguard Index Fds
Recent Activity
New Position
1.49%
$2.36M
4,380 shares@ $538.81 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 89.66%
1.46%
$2.316M
4,529 shares@ $511.29 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
1.44%
$2.273M
51,610 shares@ $44.04 avg price
RSBTTidal Tr Ii
Recent Activity
New Position
1.44%
$2.271M
135,593 shares@ $16.76 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
New Position
1.31%
$2.068M
159,212 shares@ $13.0 avg price
BILSpdr Ser Tr
Recent Activity
New Position
1.31%
$2.065M
22,583 shares@ $91.44 avg price
EEMIshares Tr
Recent Activity
New Position
1.24%
$1.962M
46,915 shares@ $41.83 avg price
ROMOStrategy Shs
Recent Activity
New Position
1.15%
$1.82M
57,547 shares@ $31.62 avg price
VTIVanguard Index Fds
Recent Activity
New Position
1.11%
$1.75M
6,037 shares@ $289.82 avg price