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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
VRTVertiv Holdings Co
Recent Activity
Exited
0%
$1.087M
10,924 shares@ $99.5 avg price
TFJLInnovator Etfs Trust
Recent Activity
Exited
0%
$1.019M
48,370 shares@ $21.06 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$980,393
41,790 shares@ $23.46 avg price
DDominion Energy Inc
Recent Activity
Exited
0%
$968,560
16,760 shares@ $57.79 avg price
EUEncore Energy Corp
Recent Activity
Exited
0%
$897,021
222,035 shares@ $4.04 avg price
ETVEaton Vance Tax-managed Buy-
Recent Activity
Exited
0%
$882,689
63,963 shares@ $13.8 avg price
EFVIshares Tr
Recent Activity
Exited
0%
$879,806
15,293 shares@ $57.53 avg price
RABrookfield Real Assets Incom
Recent Activity
Exited
0%
$869,950
63,500 shares@ $13.7 avg price
OXLCOxford Lane Cap Corp
Recent Activity
Exited
0%
$856,955
163,541 shares@ $5.25 avg price
DNNDenison Mines Corp
Recent Activity
Exited
0%
$807,381
441,192 shares@ $1.83 avg price