Innova Wealth Partners
Q2 2025 13F Holdings
- Locationnewtown, PA
- Num holdings
107
- Value ($000)
$170,165
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001888831
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $20.10M | 12 % | 242,591 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $7.61M | 5 % | 24,974 | ||
BOXX EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | $7.58M | 5 % | 67,269 | ||
RWX SPDR INDEX SHS FDS | DJ INTL RL ETF | 78463X863 | $6.78M | 4 % | 247,509 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $6.13M | 4 % | 61,785 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.11M | 3 % | 20,181 | ||
XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $5.09M | 3 % | 46,941 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $4.95M | 3 % | 33,572 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $4.91M | 3 % | 93,744 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $4.87M | 3 % | 59,680 |
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