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Portfolio (Quarterly) Guide ↗

PW Nova Financial Services LLC

· CIK 0002127408
13F Portfolio $399M AUM 193 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 89 Added 11 Reduced 1 Exited
Page 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 4,718.0 $289K 0.07% NEW $61.26 -12.2%
62 SO SOUTHERN CO Utilities 2,992.0 $289K 0.07% NEW $96.51 -3.5%
63 JAAA JANUS DETROIT STR TR 5,697.0 $287K 0.07% NEW $50.37 +0.5%
64 ABR ARBOR REALTY TRUST INC Real Estate 37,000.0 $285K 0.07% NEW $7.71 -32.6%
65 TIP ISHARES TR 2,505.0 $276K 0.07% NEW $110.37 -0.9%
66 NLR VANECK ETF TRUST 2,040.0 $272K 0.07% NEW $133.19 -4.7%
67 EXPAND ENERGY CORPORATION 2,430.0 $267K 0.07% NEW $109.78
68 EEM ISHARES TR 4,681.0 $266K 0.07% NEW $56.79 +24.7%
69 XLF SELECT SECTOR SPDR TR 5,020.0 $248K 0.06% NEW $49.37 +8.5%
70 IBHF ISHARES TR 10,500.0 $241K 0.06% NEW $22.95 -1.3%
71 XLV SELECT SECTOR SPDR TR 1,561.0 $229K 0.06% NEW $146.61 +1.9%
72 SHOC EA SERIES TRUST 3,177.0 $229K 0.06% NEW $72.02 +70.1%
73 RQI COHEN & STEERS QUALITY INCOM Financial Services 18,551.0 $224K 0.06% NEW $12.05 +1.8%
74 MO ALTRIA GROUP INC Consumer Defensive 3,374.0 $223K 0.06% NEW $65.99 +4.7%
75 MA MASTERCARD INCORPORATED Financial Services 433.0 $216K 0.05% NEW $499.66 -2.0%
76 PYLD PIMCO ETF TR 8,000.0 $210K 0.05% NEW $26.20 +1.0%
77 COHEN & STEERS LTD DURATION 10,085.0 $201K 0.05% NEW $19.97
78 IYF ISHARES TR 1,710.0 $201K 0.05% NEW $117.66 +8.5%
79 HCA HCA HEALTHCARE INC Healthcare 424.0 $201K 0.05% NEW $473.24 -20.7%
80 KEY KEYCORP Financial Services 10,000.0 $200K 0.05% NEW $20.05 +12.7%
Page 4 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Financial Services 22.8%
Communication Services 8.6%
Healthcare 8.5%
Consumer Defensive 8.4%
Industrials 7.8%
Consumer Cyclical 7.3%
Energy 3.6%
Utilities 2.5%
Basic Materials 1.2%