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
DBCInvesco Db Commdy Indx Trck Recent Activity New Position	0.17%	$259,573 12,141 shares@ $21.38 avg price	New Position
QMOMEa Series Trust Recent Activity New Position	0.16%	$244,271 3,809 shares@ $64.13 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.16%	$241,768 834 shares@ $289.89 avg price	New Position
DORMDorman Prods Inc Recent Activity New Position	0.16%	$238,372 1,840 shares@ $129.55 avg price	New Position
ADPAutomatic Data Processing In Recent Activity New Position	0.15%	$234,184 800 shares@ $292.73 avg price	New Position
QVALEa Series Trust Recent Activity New Position	0.15%	$233,244 5,225 shares@ $44.64 avg price	New Position
WMBWilliams Cos Inc Recent Activity New Position	0.15%	$226,457 4,184 shares@ $54.13 avg price	New Position
XLVSelect Sector Spdr Tr Recent Activity New Position	0.14%	$217,636 1,582 shares@ $137.58 avg price	New Position
RSBYTidal Tr Ii Recent Activity New Position	0.14%	$217,196 12,033 shares@ $18.06 avg price	New Position
MAMastercard Incorporated Recent Activity New Position	0.13%	$200,097 380 shares@ $526.58 avg price	New Position