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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 10 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ET ENERGY TRANSFER L P Energy 13,214.0 $253K 0.05% -3K -18.0% $19.12 +11.6%
182 BSX BOSTON SCIENTIFIC CORP Healthcare 5,844.0 $249K 0.05% -470.0 -7.4% $42.68 +12.9%
183 XLE SELECT SECTOR SPDR TR 4,617.0 $245K 0.05% -101.0 -2.1% $53.11 +17.5%
184 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 513.0 $245K 0.05% NEW $477.57 -12.4%
185 XLV SELECT SECTOR SPDR TR 1,538.0 $244K 0.05% -23.0 -1.5% $158.66 +9.5%
186 MO ALTRIA GROUP INC Consumer Defensive 3,374.0 $243K 0.05% $71.95 -4.3%
187 SCHP SCHWAB STRATEGIC TR 9,131.0 $242K 0.05% -148.0 -1.6% $26.50 -1.7%
188 IBHF ISHARES TR 10,500.0 $238K 0.05% $22.65 -0.5%
189 NLR VANECK ETF TRUST 2,018.0 $234K 0.05% -22.0 -1.1% $115.98 +6.6%
190 IXP ISHARES TR 2,040.0 $230K 0.05% +105.0 +5.4% $112.85 +4.2%
191 ELDN ELEDON PHARMACEUTICALS INC Healthcare 58,041.0 $229K 0.05% $3.94 -14.5%
192 RQI COHEN & STEERS QUALITY INCOM Financial Services 18,551.0 $228K 0.05% $12.31 +0.8%
193 MA MASTERCARD INCORPORATED Financial Services 433.0 $222K 0.05% $513.60 +16.6%
194 MS MORGAN STANLEY Financial Services 1,050.0 $219K 0.05% NEW $209.02 +2.0%
195 IYF ISHARES TR 1,710.0 $218K 0.05% $127.51 +8.0%
196 ACN ACCENTURE PLC IRELAND Technology 1,691.0 $210K 0.04% -54.0 -3.1% $124.44 +46.2%
197 USXF ISHARES TR 3,005.0 $209K 0.04% NEW $69.45 -2.0%
198 PYLD PIMCO ETF TR 7,800.0 $207K 0.04% -200.0 -2.5% $26.52 -1.0%
199 IJH ISHARES TR 2,671.0 $206K 0.04% NEW $77.11 -0.6%
200 VTV VANGUARD INDEX FDS 937.0 $204K 0.04% NEW $217.93 +4.1%
Page 10 of 11  ·  208 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%