Portfolio (Quarterly)
Guide ↗
Innova Wealth Partners
· CIK 0001888831| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | — | 17,211 | $1.5M | 0.71% | SOLD |
| 2 | RWX | SPDR INDEX SHS FDS | — | 20,654 | $550K | 0.26% | SOLD |
| 3 | PFE CALL | PFIZER INC | Healthcare | 13,500 | $379K | 0.18% | SOLD |
| 4 | EURL | DIREXION SHARES ETF TRUST | — | 7,723 | $292K | 0.14% | SOLD |
| 5 | UGL | PROSHARES TR II | Financial Services | 3,922 | $241K | 0.11% | SOLD |
| 6 | VBIL | VANGUARD INSTL INDEX FD | — | 3,171 | $240K | 0.11% | SOLD |
| 7 | EFO | PROSHARES TR | — | 3,714 | $236K | 0.11% | SOLD |
| 8 | — | EXPAND ENERGY CORPORATION | — | 2,115 | $232K | 0.11% | SOLD |
| 9 | NEE | NEXTERA ENERGY INC | Utilities | 2,192 | $204K | 0.10% | SOLD |
| 10 | PFE | PFIZER INC | Healthcare | 6,777 | $190K | 0.09% | SOLD |
| 11 | DOW CALL | DOW HLDGS INC | Basic Materials | 3,900 | $162K | 0.08% | SOLD |
| 12 | DOW | DOW HLDGS INC | Basic Materials | 1,491 | $62K | 0.03% | SOLD |
| 13 | TLT CALL | ISHARES TR | — | 100 | $9K | 0.00% | SOLD |
Sector Allocation
Financial Services
41.8%
Technology
18.0%
Healthcare
11.0%
Industrials
6.8%
Consumer Cyclical
4.7%
Consumer Defensive
4.5%
Energy
3.7%
Utilities
3.5%
Real Estate
3.2%
Communication Services
2.2%