KATIE SMITH

@Innova Wealth Partners

Latest period2024 - Q4

Reported10d ago

Managed Assets$158.745M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RSSYTidal Tr Ii Recent Activity New Position	1.09%	$1.719M 84,693 shares@ $20.31 avg price	New Position
NTSXWisdomtree Tr Recent Activity New Position	0.71%	$1.121M 24,000 shares@ $46.7 avg price	New Position
VGKVanguard Intl Equity Index F Recent Activity New Position	0.69%	$1.087M 17,129 shares@ $63.48 avg price	New Position
QLDProshares Tr Recent Activity New Position	0.56%	$884,862 8,175 shares@ $108.24 avg price	New Position
ABBVAbbvie Inc Recent Activity Increased 217.87%	0.54%	$850,706 4,787 shares@ $177.72 avg price	Increased 217.87%
LLYEli Lilly & Co Recent Activity New Position	0.52%	$820,636 1,063 shares@ $772.0 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.51%	$806,841 7,501 shares@ $107.57 avg price	New Position
TQQQProshares Tr Recent Activity New Position	0.51%	$796,094 10,061 shares@ $79.13 avg price	New Position
SHVIshares Tr Recent Activity New Position	0.5%	$785,855 7,137 shares@ $110.11 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	0.47%	$730,784 4,359 shares@ $167.65 avg price	New Position