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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
BUFFInnovator Etfs Trust
Recent Activity
Exited
0%
$695,375
15,761 shares@ $44.12 avg price
BUFZFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$687,580
29,209 shares@ $23.55 avg price
HUBBHubbell Inc
Recent Activity
Exited
0%
$651,092
1,520 shares@ $428.35 avg price
ETBEaton Vance Tax Mnged Buy Wr
Recent Activity
Exited
0%
$592,135
41,035 shares@ $14.43 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$583,283
34,990 shares@ $16.67 avg price
ACPAbrdn Income Credit Strategi
Recent Activity
Exited
0%
$560,078
84,604 shares@ $6.62 avg price
VPUVanguard World Fd
Recent Activity
Exited
0%
$547,735
3,147 shares@ $174.05 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$509,632
3,106 shares@ $164.08 avg price
HFROHighland Opportunities
Recent Activity
Exited
0%
$509,121
83,054 shares@ $6.13 avg price
BNTXBiontech Se
Recent Activity
Exited
0%
$452,157
3,807 shares@ $118.77 avg price