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
BNDXVanguard Charlotte Fds Recent Activity New Position	0.22%	$337,758 6,886 shares@ $49.05 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.21%	$330,815 806 shares@ $410.45 avg price	New Position
LOWLowes Cos Inc Recent Activity New Position	0.21%	$320,840 1,300 shares@ $246.8 avg price	New Position
MUBIshares Tr Recent Activity New Position	0.21%	$319,650 3,000 shares@ $106.55 avg price	New Position
TMFDirexion Shs Etf Tr Recent Activity New Position	0.2%	$316,097 7,908 shares@ $39.98 avg price	New Position
VVisa Inc Recent Activity New Position	0.2%	$310,983 984 shares@ $316.04 avg price	New Position
GSKGsk Plc Recent Activity New Position	0.2%	$306,477 9,062 shares@ $33.83 avg price	New Position
PEGPublic Svc Enterprise Grp In Recent Activity New Position	0.2%	$304,164 3,600 shares@ $84.49 avg price	New Position
HYDVaneck Etf Trust Recent Activity New Position	0.18%	$279,016 5,375 shares@ $51.91 avg price	New Position
LMTLockheed Martin Corp Recent Activity New Position	0.17%	$268,725 553 shares@ $485.95 avg price	New Position