Innova Wealth Partners Top Holdings and 13F Report (2025) About Innova Wealth PartnersInvestment ActivityInnova Wealth Partners has $170.16 million in total holdings as of June 30, 2025.Innova Wealth Partners owns shares of 107 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 23.18% of the portfolio was purchased this quarter.About 22.05% of the portfolio was sold this quarter.This quarter, Innova Wealth Partners has purchased 100 new stocks and bought additional shares in 49 stocks.Innova Wealth Partners sold shares of 32 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $20,101,090SPDR Gold Shares $7,612,824Alpha Architect 1-3 Month Box ETF $7,579,916SPDR Dow Jones International Real Estate ETF $6,781,760iShares Core U.S. Aggregate Bond ETF $6,129,055 Largest New Holdings this Quarter 81369Y308 - Consumer Staples Select Sector SPDR Fund $4,589,379 Holding81369Y407 - Consumer Discretionary Select Sector SPDR Fund $4,509,380 Holding92891H101 - -1x Short VIX Futures ETF $3,424,996 Holding68389X105 - Oracle $517,497 Holding88636J527 - TIDAL TR II $445,303 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 18,832 shares (about $4.77M)Consumer Staples Select Sector SPDR Fund 56,680 shares (about $4.59M)Consumer Discretionary Select Sector SPDR Fund 20,749 shares (about $4.51M)SPDR Dow Jones International Real Estate ETF 142,242 shares (about $3.90M)-1x Short VIX Futures ETF 220,825 shares (about $3.42M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 138,127 shares (about $11.45M)iShares 7-10 Year Treasury Bond ETF 93,100 shares (about $8.92M)SPDR Gold Shares 7,076 shares (about $2.16M)Utilities Select Sector SPDR Fund 6,874 shares (about $561.33K)Industrial Select Sector SPDR Fund 3,682 shares (about $543.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInnova Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$20,101,090$11,445,203 ▼-36.3%242,59111.8%ManufacturingGLDSPDR Gold Shares$7,612,824$2,156,977 ▼-22.1%24,9744.5%FinanceBOXXAlpha Architect 1-3 Month Box ETF$7,579,916$485,090 ▲6.8%67,2694.5%ETFRWXSPDR Dow Jones International Real Estate ETF$6,781,760$3,897,439 ▲135.1%247,5094.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,129,055$507,407 ▼-7.6%61,7853.6%FinanceXLKTechnology Select Sector SPDR Fund$5,110,435$4,768,828 ▲1,396.0%20,1813.0%ETFXLCCommunication Services Select Sector SPDR Fund$5,094,507$426,740 ▼-7.7%46,9413.0%ETFXLIIndustrial Select Sector SPDR Fund$4,952,541$543,169 ▼-9.9%33,5722.9%ETFXLFFinancial Select Sector SPDR Fund$4,909,373$377,116 ▼-7.1%93,7442.9%ETFXLUUtilities Select Sector SPDR Fund$4,873,439$561,327 ▼-10.3%59,6802.9%ETFXLPConsumer Staples Select Sector SPDR Fund$4,589,379$4,589,379 ▲New Holding56,6802.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$4,509,380$4,509,380 ▲New Holding20,7492.7%FinanceSPYSPDR S&P 500 ETF Trust$4,337,452$1,425,428 ▲48.9%7,0202.5%FinanceEEMiShares MSCI Emerging Markets ETF$4,039,452$3,276,058 ▲429.1%83,7372.4%FinanceJAAAJanus Henderson AAA CLO ETF$3,941,254$550,588 ▲16.2%77,6602.3%ETFTIDAL TR II$3,546,482$3,848 ▼-0.1%152,0792.1%RETURN STCKD USSVIX-1x Short VIX Futures ETF$3,424,996$3,424,996 ▲New Holding220,8252.0%FinanceQQQInvesco QQQ$3,337,999$2,358,279 ▲240.7%6,0512.0%FinanceVIGVanguard Dividend Appreciation ETF$3,066,252$210,816 ▲7.4%14,9811.8%ETFVOOVanguard S&P 500 ETF$2,967,215$236,287 ▲8.7%5,2241.7%ETFMSFTMicrosoft$2,944,502$36,309 ▲1.2%5,9201.7%Computer and TechnologySSOProShares Ultra S&P500$2,727,365$196,808 ▲7.8%27,9101.6%ETFVGKVanguard FTSE Europe ETF$2,595,863$936,898 ▲56.5%33,4951.5%ETFRSBTReturn Stacked Bonds & Managed Futures ETF$2,432,019$43,200 ▲1.8%150,0321.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,399,726$90,956 ▼-3.7%48,5191.4%ETFVEAVanguard FTSE Developed Markets ETF$2,388,437$82,665 ▼-3.3%41,8951.4%ETFVTIVanguard Total Stock Market ETF$2,326,781$180,222 ▲8.4%7,6561.4%ETFEWJiShares MSCI Japan ETF$2,107,605$1,416,990 ▲205.2%28,1131.2%ETFDBMFiMGP DBi Managed Futures Strategy ETF$2,023,484$1,241,652 ▲158.8%78,6431.2%ETFAAPLApple$2,017,608$22,158 ▼-1.1%9,8341.2%Computer and TechnologyTIDAL TR II$1,877,233$215,259 ▲13.0%101,2751.1%RETURN STACKED UROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$1,820,294$33,430 ▼-1.8%56,8461.1%ManufacturingEFAiShares MSCI EAFE ETF$1,577,548$246,805 ▲18.5%17,6480.9%FinanceQLDProShares Ultra QQQ$1,363,317$426,346 ▲45.5%11,5820.8%ETFNTSXWisdomTree U.S. Efficient Core Fund$1,189,179$13,366 ▼-1.1%23,7550.7%FinanceABBVAbbVie$917,311$8,724 ▲1.0%4,9420.5%MedicalNVDANVIDIA$889,541$147,730 ▲19.9%5,6300.5%Computer and TechnologyLLYEli Lilly and Company$855,924$26,504 ▲3.2%1,0980.5%MedicalXOMExxon Mobil$812,145$2,911 ▲0.4%7,5340.5%EnergyVANGUARD INSTL INDEX FD$721,110$89,600 ▲14.2%9,5450.4%0-3 MO TREAS BILAMZNAmazon.com$702,891$7,459 ▲1.1%3,2040.4%Retail/WholesalePGProcter & Gamble$695,041$319 ▲0.0%4,3630.4%Consumer StaplesIVViShares Core S&P 500 ETF$668,709$18,006 ▼-2.6%1,0770.4%ETFAGNCAGNC Investment$657,227$17,001 ▲2.7%71,5160.4%FinanceSHViShares Short Treasury Bond ETF$647,282$15,348 ▼-2.3%5,8620.4%ETFRZVInvesco S&P SmallCap 600 Pure Value ETF$601,317$179,348 ▲42.5%5,7400.4%ETFAVGOBroadcom$565,717$141,981 ▲33.5%2,0520.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$552,750$46,987 ▼-7.8%8,2230.3%ETFORCLOracle$517,497$517,497 ▲New Holding2,3670.3%Computer and TechnologyUDOWProShares UltraPro Dow30$497,121$17,468 ▼-3.4%5,2650.3%ETFJPMJPMorgan Chase & Co.$488,788$22,613 ▼-4.4%1,6860.3%FinanceMAINMain Street Capital$486,985$5,733 ▼-1.2%8,2400.3%FinanceTIDAL TR II$480,236$7,099 ▲1.5%30,0350.3%RETURN STACKED BJNJJohnson & Johnson$458,210$19,245 ▲4.4%3,0000.3%MedicalCEGConstellation Energy$451,268$122,017 ▲37.1%1,3980.3%EnergyTIDAL TR II$445,303$445,303 ▲New Holding70,6830.3%YIELDMAX ULTRA OTQQQProShares UltraPro QQQ$429,940$299,381 ▼-41.0%5,1800.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$418,955$8,915,362 ▼-95.5%4,3750.2%ETFPEPPepsiCo$416,8500.0%3,1570.2%Consumer StaplesVTVVanguard Value ETF$401,0230.0%2,2690.2%ETFBRK.BBerkshire Hathaway$400,274$50,034 ▲14.3%8240.2%FinanceVXFVanguard Extended Market ETF$395,188$10,597 ▲2.8%2,0510.2%ETFVVisa$393,122$22,728 ▲6.1%1,1070.2%Business ServicesQCOMQUALCOMM$390,282$61,942 ▲18.9%2,4510.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$386,009$7,932 ▼-2.0%8760.2%FinanceHDHome Depot$382,0390.0%1,0420.2%Retail/WholesaleWMTWalmart$381,9290.0%3,9060.2%Retail/WholesaleSHYDVanEck Short High Yield Muni ETF$367,662$22,589 ▼-5.8%16,2760.2%ETFVUGVanguard Growth ETF$353,3500.0%8060.2%ETFBNDXVanguard Total International Bond ETF$342,609$1,683 ▲0.5%6,9200.2%ETFGSKGSK$331,776$16,205 ▼-4.7%8,6400.2%MedicalMETAMeta Platforms$329,188$17,714 ▲5.7%4460.2%Computer and TechnologyUGLProShares Ultra Gold$318,456$183,178 ▲135.4%9,1880.2%ETFGOOGAlphabet$317,269$40,789 ▲14.8%1,7890.2%Computer and TechnologyIWMiShares Russell 2000 ETF$310,684$310,684 ▲New Holding1,4400.2%FinanceMUBiShares National Muni Bond ETF$299,858$5,224 ▼-1.7%2,8700.2%ETFLOWLowe's Companies$288,4310.0%1,3000.2%Retail/WholesaleMAMastercard$282,147$33,723 ▲13.6%5020.2%Business ServicesWMBWilliams Companies$277,373$1,507 ▼-0.5%4,4160.2%EnergyPEGPublic Service Enterprise Group$273,585$21,045 ▼-7.1%3,2500.2%UtilitiesLMTLockheed Martin$270,701$19,005 ▲7.6%5840.2%AerospaceQMOMAlpha Architect U.S. Quantitative Momentum ETF$265,248$5,718 ▲2.2%4,0820.2%ETFDBCInvesco DB Commodity Index Tracking Fund$264,7940.0%12,1410.2%FinanceCOSTCostco Wholesale$250,455$990 ▲0.4%2530.1%Retail/WholesaleHYDVanEck High Yield Muni ETF$249,795$5,021 ▼-2.0%4,9750.1%ETFSPGIS&P Global$247,425$31,654 ▲14.7%4690.1%FinanceADPAutomatic Data Processing$246,7200.0%8000.1%Computer and TechnologyCAHCardinal Health$245,112$245,112 ▲New Holding1,4590.1%MedicalMCDMcDonald's$244,254$584 ▲0.2%8360.1%Retail/WholesaleQVALAlpha Architect U.S. Quantitative Value ETF$240,603$4,665 ▲2.0%5,4670.1%ETFVGSHVanguard Short-Term Treasury ETF$237,982$7,464 ▼-3.0%4,0490.1%ETFTSLATesla$237,610$52,414 ▼-18.1%7480.1%Auto/Tires/TrucksSLViShares Silver Trust$230,818$3,281 ▲1.4%7,0350.1%ETFCORCencora$229,162$229,162 ▲New Holding7640.1%MedicalUBTProShares Ultra 20+ Year Treasury$225,634$225,634 ▲New Holding13,3590.1%ETFRTXRTX$225,3090.0%1,5430.1%AerospaceBMYBristol Myers Squibb$221,901$221,901 ▲New Holding4,7940.1%MedicalALLAllstate$218,623$218,623 ▲New Holding1,0860.1%FinanceCBChubb$216,711$24,047 ▲12.5%7480.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$216,665$216,665 ▲New Holding1,1920.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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