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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
SHYIshares Tr
Recent Activity
New Position
13.34%
$21.163M
258,152 shares@ $81.99 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
5.45%
$8.649M
14,758 shares@ $586.08 avg price
AGGIshares Tr
Recent Activity
New Position
5.42%
$8.601M
88,764 shares@ $96.91 avg price
BOXXEa Series Trust
Recent Activity
New Position
3.92%
$6.209M
56,299 shares@ $110.28 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 2086.43%
3.73%
$5.916M
122,418 shares@ $48.34 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1903.59%
3.71%
$5.889M
26,247 shares@ $224.35 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 1294.67%
3.66%
$5.795M
59,859 shares@ $96.82 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 50.31%
3.55%
$5.631M
24,217 shares@ $232.53 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 2096.85%
3.42%
$5.419M
41,125 shares@ $131.76 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
3.29%
$5.216M
68,915 shares@ $75.69 avg price