Nova R Wealth, Inc. Top Holdings and 13F Report (2025) About Nova R Wealth, Inc.Investment ActivityNova R Wealth, Inc. has $201.90 million in total holdings as of March 31, 2025.Nova R Wealth, Inc. owns shares of 77 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.28% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Nova R Wealth, Inc. has purchased 81 new stocks and bought additional shares in 48 stocks.Nova R Wealth, Inc. sold shares of 21 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $21,985,477Vanguard Intermediate-Term Treasury Index ETF $18,334,529BlackRock Health Sciences Trust $12,127,017Avantis U.S. Large Cap Value ETF $11,018,021Intuitive Surgical $10,700,348 Largest New Holdings this Quarter 78468R457 - SPDR SER TR $3,685,307 Holding30034W106 - EVERGY INC $213,973 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 110,289 shares (about $5.24M)SPDR SER TR 120,610 shares (about $3.69M)Vanguard Short-Term Inflation-Protected Securities ETF 9,126 shares (about $455.39K)EVERGY INC 3,103 shares (about $213.97K)iShares Core MSCI EAFE ETF 2,346 shares (about $177.48K) Largest Sales this Quarter Vanguard Intermediate-Term Treasury Index ETF 49,007 shares (about $2.91M)Intuitive Surgical 548 shares (about $271.41K)BlackRock Health Sciences Trust 6,396 shares (about $247.14K)Avantis All Equity Markets ETF 3,084 shares (about $219.55K)NVIDIA 966 shares (about $104.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNova R Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$21,985,477$22,476 ▲0.1%39,12710.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$18,334,529$2,911,017 ▼-13.7%308,6629.1%ETFBMEBlackRock Health Sciences Trust$12,127,017$247,142 ▼-2.0%313,8466.0%Financial ServicesAVLVAvantis U.S. Large Cap Value ETF$11,018,021$102,967 ▲0.9%168,9625.5%ETFISRGIntuitive Surgical$10,700,348$271,409 ▼-2.5%21,6055.3%MedicalIEFAiShares Core MSCI EAFE ETF$10,314,760$177,475 ▲1.8%136,3485.1%ETFJMOMJPMorgan US Momentum Factor ETF$7,950,669$34,380 ▼-0.4%141,0693.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,738,472$455,386 ▲6.3%155,0803.8%ManufacturingAAPLApple$7,575,893$70,859 ▲0.9%34,1063.8%Computer and TechnologyAVGEAvantis All Equity Markets ETF$7,485,028$219,549 ▼-2.8%105,1423.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,258,194$5,240,933 ▲515.2%131,6963.1%ETFLRGFiShares U.S. Equity Factor ETF$5,809,913$12,791 ▲0.2%100,3792.9%ETFBRK.BBerkshire Hathaway$5,637,181$48,996 ▼-0.9%10,5852.8%FinanceVONEVanguard Russell 1000$4,263,520$51,025 ▼-1.2%16,7952.1%ETFAMGNAmgen$3,776,742$1,246 ▲0.0%12,1221.9%MedicalSPDR SER TR$3,685,307$3,685,307 ▲New Holding120,6101.8%PORTFOLIO TREASUAMZNAmazon.com$3,546,453$49,087 ▲1.4%18,6401.8%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$3,445,730$90,562 ▲2.7%63,8451.7%ETFGRMNGarmin$2,522,101$7,382 ▼-0.3%11,6161.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,507,540$3,302 ▼-0.1%27,3361.2%ETFVEAVanguard FTSE Developed Markets ETF$2,470,149$10,217 ▲0.4%48,5961.2%ETFWMTWalmart$1,919,450$25,284 ▲1.3%21,8641.0%Retail/WholesaleVFMOVanguard U.S. Momentum Factor ETF$1,909,112$8,496 ▼-0.4%12,5840.9%ETFNXPINXP Semiconductors$1,882,907$9,313 ▼-0.5%9,9070.9%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$1,794,282$21,433 ▲1.2%45,2070.9%ETFVIGVanguard Dividend Appreciation ETF$1,753,278$17,847 ▲1.0%9,0380.9%ETFAVDEAvantis International Equity ETF$1,562,172$36,515 ▼-2.3%23,5730.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,486,387$3,621 ▲0.2%32,8410.7%ETFIJRiShares Core S&P Small-Cap ETF$1,394,341$54,586 ▲4.1%13,3340.7%ETFMSFTMicrosoft$1,385,319$46,553 ▲3.5%3,6900.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,375,621$3,249 ▼-0.2%3,8100.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,338,568$2,529 ▲0.2%14,2920.7%ETFNEENextEra Energy$1,285,403$567 ▲0.0%18,1320.6%UtilitiesAPHAmphenol$1,254,694$1,968 ▲0.2%19,1290.6%Computer and TechnologyNVDANVIDIA$1,234,582$104,697 ▼-7.8%11,3910.6%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,116,447$9,299 ▼-0.8%5,5230.6%ETFTXNTexas Instruments$1,050,943$2,157 ▼-0.2%5,8480.5%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$994,794$2,964 ▲0.3%11,4120.5%ETFMYDBlackRock MuniYield Fund$989,6240.0%93,8030.5%FinancePMOPutnam Municipal Opportunities Trust$948,2710.0%93,0590.5%FinanceMAMastercard$900,290$55,891 ▲6.6%1,6430.4%Business ServicesSTMSTMicroelectronics$878,195$8,389 ▼-0.9%39,9910.4%Computer and TechnologySPGIS&P Global$757,9390.0%1,4920.4%Business ServicesCVXChevron$753,777$21,914 ▲3.0%4,5060.4%EnergyFIWFirst Trust Water ETF$711,052$302 ▲0.0%7,0600.4%ETFANSSANSYS$652,747$5,382 ▼-0.8%2,0620.3%Computer and TechnologyGOOGLAlphabet$619,284$38,812 ▲6.7%4,0050.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$597,473$1,678 ▲0.3%1,0680.3%FinanceVVisa$580,924$30,833 ▲5.6%1,6580.3%Business ServicesVTIVanguard Total Stock Market ETF$555,808$3,573 ▲0.6%2,0220.3%ETFMETAMeta Platforms$548,004$10,949 ▲2.0%9510.3%Computer and TechnologyORLYO'Reilly Automotive$500,914$55,816 ▼-10.0%3500.2%Retail/WholesaleADTADT$497,809$3,875 ▲0.8%61,1560.2%IndustrialsADPAutomatic Data Processing$496,642$916 ▲0.2%1,6260.2%Business ServicesDUHPDimensional US High Profitability ETF$477,632$1,160 ▲0.2%14,4130.2%ETFTJXTJX Companies$428,615$244 ▲0.1%3,5190.2%Retail/WholesaleABTAbbott Laboratories$426,161$398 ▲0.1%3,2130.2%MedicalJPMJPMorgan Chase & Co.$418,282$61,086 ▲17.1%1,7050.2%FinanceMCDMcDonald's$391,920$31,229 ▲8.7%1,2550.2%Retail/WholesaleXOMExxon Mobil$378,062$20,336 ▼-5.1%3,1790.2%EnergyVBVanguard Small-Cap ETF$311,332$1,552 ▲0.5%1,4040.2%ETFSCHWCharles Schwab$308,1100.0%3,9360.2%FinanceCPCanadian Pacific Kansas City$299,639$421 ▲0.1%4,2680.1%TransportationCDWCDW$288,569$320 ▲0.1%1,8010.1%Computer and TechnologyPGProcter & Gamble$286,258$13,291 ▲4.9%1,6800.1%Consumer StaplesMPLXMplx$269,338$4,710 ▲1.8%5,0320.1%EnergyVXUSVanguard Total International Stock ETF$269,176$807 ▲0.3%4,3350.1%ETFHDHome Depot$265,493$27,869 ▲11.7%7240.1%Retail/WholesaleKOCoca-Cola$265,0180.0%3,7000.1%Consumer StaplesIQVIQVIA$259,437$5,640 ▲2.2%1,4720.1%MedicalOKEONEOK$258,717$694 ▲0.3%2,6080.1%EnergyETNEaton$255,136$27,714 ▲12.2%9390.1%IndustrialsMSTRStrategy$251,7610.0%8730.1%Computer and TechnologySOSouthern$240,524$184 ▲0.1%2,6160.1%UtilitiesVLUEiShares MSCI USA Value Factor ETF$230,199$22,188 ▼-8.8%2,1580.1%ETFZTSZoetis$225,884$165 ▲0.1%1,3720.1%MedicalEVERGY INC$213,973$213,973 ▲New Holding3,1030.1%COMSTZConstellation Brands$0$346,360 ▼-100.0%00.0%Consumer StaplesTSLATesla$0$217,266 ▼-100.0%00.0%Auto/Tires/TrucksDFATDimensional U.S. Targeted Value ETF$0$215,535 ▼-100.0%00.0%ETFCATCaterpillar$0$211,302 ▼-100.0%00.0%IndustrialsVOOVanguard S&P 500 ETF$0$200,421 ▼-100.0%00.0%ETFRGTIRigetti Computing$0$152,600 ▼-100.0%00.0%Computer and TechnologyShowing 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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