KATIE SMITH

@Innova Wealth Partners

Latest period2024 - Q4

Reported11d 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
EFAIshares Tr Recent Activity New Position	0.46%	$716,043 9,470 shares@ $75.62 avg price	New Position
IVVIshares Tr Recent Activity New Position	0.44%	$686,401 1,166 shares@ $588.69 avg price	New Position
EWJIshares Inc Recent Activity New Position	0.36%	$557,175 8,304 shares@ $67.1 avg price	New Position
UDOWProshares Tr Recent Activity New Position	0.34%	$534,208 5,650 shares@ $94.56 avg price	New Position
VEUVanguard Intl Equity Index F Recent Activity New Position	0.33%	$512,212 8,922 shares@ $57.41 avg price	New Position
MAINMain Str Cap Corp Recent Activity New Position	0.32%	$497,047 8,485 shares@ $58.58 avg price	New Position
PEPPepsico Inc Recent Activity New Position	0.31%	$480,053 3,157 shares@ $152.06 avg price	New Position
UNHUnitedhealth Group Inc Recent Activity New Position	0.29%	$455,324 900 shares@ $505.92 avg price	New Position
AGNCAgnc Invt Corp Recent Activity New Position	0.27%	$426,594 46,319 shares@ $9.21 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.27%	$421,890 1,760 shares@ $239.72 avg price	New Position