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
JNJJohnson & Johnson Recent Activity New Position	0.27%	$415,638 2,874 shares@ $144.63 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.27%	$414,744 1,027 shares@ $403.85 avg price	New Position
HDHome Depot Inc Recent Activity New Position	0.26%	$405,328 1,042 shares@ $389.0 avg price	New Position
SHYDVaneck Etf Trust Recent Activity New Position	0.26%	$402,976 17,926 shares@ $22.48 avg price	New Position
VTVVanguard Index Fds Recent Activity New Position	0.25%	$384,142 2,269 shares@ $169.31 avg price	New Position
VXFVanguard Index Fds Recent Activity New Position	0.24%	$379,200 1,996 shares@ $189.98 avg price	New Position
UPROProshares Tr Recent Activity New Position	0.23%	$362,308 4,087 shares@ $88.65 avg price	New Position
RZVInvesco Exchange Traded Fd T Recent Activity New Position	0.23%	$359,767 3,230 shares@ $111.39 avg price	New Position
DIASpdr Dow Jones Indl Average Recent Activity New Position	0.23%	$354,867 834 shares@ $425.5 avg price	New Position
WMTWalmart Inc Recent Activity New Position	0.23%	$352,365 3,900 shares@ $90.35 avg price	New Position