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Home > Institutional Investor > Nova R Wealth, Inc. > Profile

Instuitional Investor - Nova R Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Nova R Wealth, Inc.
Portfolio Value $215,095,278
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 40,249 $24,990,855 11.62%
2.
Vanguard Scottsdale Funds
 315,241 $18,854,575 8.77%
3.
Ishares Tr - CORE MSCI EAFE
 153,307 $12,798,082 5.95%
4.
American Centy Etf Tr
 177,298 $12,093,488 5.62%
5.
Intuitive Surgical Inc
 ISRG 21,312 $11,581,198 5.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)