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Portfolio (Quarterly) Guide ↗

PW Nova Financial Services LLC

· CIK 0002127408
13F Portfolio $466M AUM 208 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 52 Added 68 Reduced 8 Exited
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR 3,920.0 $747K 0.16% -67.0 -1.7% $190.51 -4.6%
42 AXP AMERICAN EXPRESS CO Financial Services 2,121.0 $717K 0.15% -26.0 -1.2% $338.25 -0.7%
43 CRM SALESFORCE INC Technology 4,174.0 $654K 0.14% -25.0 -0.6% $156.65 +31.3%
44 PNC PNC FINL SVCS GROUP INC Financial Services 2,611.0 $643K 0.14% -1K -36.4% $246.18 -0.8%
45 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,797.0 $527K 0.11% -70.0 -1.4% $109.77 +1.1%
46 XLC SELECT SECTOR SPDR TR 4,709.0 $504K 0.11% -49.0 -1.0% $107.13 +5.6%
47 IJR ISHARES TR 3,381.0 $501K 0.11% -30.0 -0.9% $148.30 -1.1%
48 PFF ISHARES TR 16,243.0 $495K 0.11% -565.0 -3.4% $30.49 +0.6%
49 SCHY SCHWAB STRATEGIC TR 15,359.0 $487K 0.10% -1K -8.3% $31.73 +6.5%
50 FTSL FIRST TR EXCHANGE-TRADED FD 10,730.0 $480K 0.10% -200.0 -1.8% $44.75 +0.0%
51 SDY SPDR SERIES TRUST 3,073.0 $468K 0.10% -35.0 -1.1% $152.16 +4.0%
52 PFE PFIZER INC Healthcare 18,673.0 $450K 0.10% -954.0 -4.9% $24.08 +18.6%
53 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 29,558.0 $403K 0.09% -3K -9.4% $13.63 -3.4%
54 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,932.0 $399K 0.09% -426.0 -5.8% $57.62 +17.9%
55 CAT CATERPILLAR INC Industrials 362.0 $385K 0.08% -59.0 -14.0% $1064.90 -23.8%
56 GIS GENERAL MILLS INC Consumer Defensive 9,522.0 $331K 0.07% -189.0 -1.9% $34.80 +14.3%
57 EEM ISHARES TR 4,604.0 $315K 0.07% -77.0 -1.6% $68.41 -1.7%
58 LIN LINDE PLC Basic Materials 538.0 $279K 0.06% -339.0 -38.6% $518.94 -6.1%
59 BA BOEING CO Industrials 1,243.0 $269K 0.06% -83.0 -6.3% $216.39 -2.5%
60 XLF SELECT SECTOR SPDR TR 4,834.0 $259K 0.06% -186.0 -3.7% $53.61 +8.8%
Page 3 of 4  ·  68 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 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%