Portfolio (Quarterly)
Guide ↗
Nova R Wealth, Inc.
· CIK 0001729457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPTB | SPDR SERIES TRUST | — | 111,867 | $3.4M | 1.08% | SOLD |
| 2 | VTV | VANGUARD INDEX FDS | — | 4,246 | $833K | 0.27% | SOLD |
| 3 | VUG | VANGUARD INDEX FDS | — | 1,578 | $689K | 0.22% | SOLD |
| 4 | BSV | VANGUARD BD INDEX FDS | — | 5,342 | $419K | 0.13% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 1,509 | $341K | 0.11% | SOLD |
| 6 | KO | COCA COLA CO | Consumer Defensive | 2,861 | $218K | 0.07% | SOLD |
| 7 | MPLX | MPLX LP | Energy | 3,590 | $205K | 0.07% | SOLD |
| 8 | OKE | ONEOK INC NEW | Energy | 2,226 | $201K | 0.06% | SOLD |
Sector Allocation
Technology
39.6%
Financial Services
18.7%
Healthcare
16.9%
Consumer Cyclical
9.0%
Consumer Defensive
4.1%
Communication Services
3.6%
Utilities
3.0%
Industrials
2.4%
Energy
2.4%
Basic Materials
0.4%