Innova Wealth Partners

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 16, 2024
Value $
$129M
Signature - Title
Katie Smith - COMPLIANCE CONSULTANT
Location
12 Terry Dr, Ste 203, Newtown, Pennsylvania
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 75 $129M +$29.1M -$23.5M +$5.6M SHY, AGG, XLF, XLI, XLC, GLD 13F-HR 5/15/2024, 06:06 PM
Q4 2023 65 $116M +$35M -$34.7M +$238K SHY, SPY, GLD, AGG, QQQ, XLK 13F-HR 2/7/2024, 08:09 PM
Q3 2023 58 $111M +$35M -$21M +$14M SHY, DBMF, AGG, GLD, IEF, XLE 13F-HR 10/23/2023, 01:18 PM
Q2 2023 57 $117M +$32.7M -$31.9M +$766K IEF, SHY, GLD, AGG, DBMF, SPY 13F-HR 7/13/2023, 03:56 PM
Q1 2023 50 $111M +$29M -$2.48M +$26.5M SHY, IEF, AGG, GLD, XLK, XLI 13F-HR 4/25/2023, 04:31 PM
Q4 2022 54 $114M +$44.5M -$38.7M +$5.81M SHY, AGG, GLD, DBMF, XLE, XLV 13F-HR 1/17/2023, 12:24 PM
Q3 2022 54 $110M +$17.2M -$13.9M +$3.3M SHY, AGG, DBMF, IEF, XLU, EWJ 13F-HR 10/18/2022, 05:08 PM
Q2 2022 55 $119M +$52.5M -$18.9M +$33.6M SHY, AGG, IEF, GLD, XLE, PDBC 13F-HR 7/11/2022, 04:52 PM
Q1 2022 71 $138M +$22.4M -$12.2M +$10.2M IEF, AGG, SHY, GLD, XLU, XLE 13F-HR 4/18/2022, 03:09 PM
Q4 2021 72 $140M +$26.8M -$14.7M +$12.1M IEF, AGG, SHY, SPY, XLK, XLV 13F-HR 1/13/2022, 09:55 AM
Q3 2021 66 $125M +$16.3M -$15.4M +$989K AGG, SHY, SPY, XLK, XLF, XLV 13F-HR 10/28/2021, 11:03 AM
Q2 2021 64 $126M +$11.1M -$8.9M +$2.25M SHY, AGG, SPY, XLK, XLF, EFA 13F-HR 10/28/2021, 11:02 AM
Q1 2021 61 $117M +$18.9M -$11.8M +$7.13M SHY, AGG, PDBC, XLU, XLI, XLP 13F-HR 10/28/2021, 11:01 AM
Q4 2020 57 $104M SHY, AGG, SPY, XLK, XLY, XLI 13F-HR 10/28/2021, 11:00 AM