Portfolio (Quarterly)
Guide ↗
PW Nova Financial Services LLC
· CIK 0002127408| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 3,165 | $715K | 0.18% | SOLD |
| 2 | CRWV | COREWEAVE INC | Technology | 9,051 | $701K | 0.18% | SOLD |
| 3 | PTA | COHEN & STEERS TAX ADVAN PFD | Financial Services | 16,694 | $313K | 0.08% | SOLD |
| 4 | — | EXPAND ENERGY CORPORATION | — | 2,430 | $267K | 0.07% | SOLD |
| 5 | — | COHEN & STEERS LTD DURATION | — | 10,085 | $201K | 0.05% | SOLD |
| 6 | HCA | HCA HEALTHCARE INC | Healthcare | 424 | $201K | 0.05% | SOLD |
| 7 | KEY | KEYCORP | Financial Services | 10,000 | $200K | 0.05% | SOLD |
| 8 | CMCSA | COMCAST CORP NEW | Communication Services | 6,971 | $200K | 0.05% | SOLD |
Sector Allocation
Technology
32.9%
Financial Services
23.8%
Healthcare
8.3%
Industrials
8.3%
Consumer Cyclical
7.5%
Consumer Defensive
7.2%
Communication Services
5.1%
Energy
2.8%
Utilities
2.6%
Basic Materials
1.1%