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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 4 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLU SELECT SECTOR SPDR TR 44,726.0 $2.0M 0.43% -331.0 -0.7% $45.34 -4.5%
62 BAC BANK OF AMER CORP Financial Services 34,649.0 $2.0M 0.42% $56.98 +9.6%
63 GS GOLDMAN SACHS GROUP INC Financial Services 1,876.0 $1.9M 0.41% $1011.63 +4.7%
64 AMGN AMGEN INC Healthcare 5,155.0 $1.9M 0.40% $362.10 +22.1%
65 IXUS ISHARES TR 19,387.0 $1.9M 0.40% +8K +67.5% $95.44 +3.1%
66 MTZ MASTEC INC Industrials 4,431.0 $1.8M 0.40% $416.06 -40.7%
67 V VISA INC Financial Services 5,297.0 $1.8M 0.39% $343.07 +12.0%
68 VGSH VANGUARD SCOTTSDALE FDS 29,255.0 $1.7M 0.36% +22K +324.5% $58.20 +0.0%
69 KO COCA COLA CO Consumer Defensive 20,734.0 $1.7M 0.36% -4K -15.0% $81.27 +12.8%
70 DJD INVESCO EXCHANGE TRADED FD T 26,467.0 $1.7M 0.36% -452.0 -1.7% $63.37 +5.2%
71 MCD MCDONALDS CORP Consumer Cyclical 5,681.0 $1.5M 0.33% $270.31 -0.8%
72 UBER UBER TECHNOLOGIES INC Technology 21,007.0 $1.5M 0.33% $72.16 +11.3%
73 PG PROCTER & GAMBLE CO Consumer Defensive 10,135.0 $1.5M 0.32% +106.0 +1.1% $146.63 -0.8%
74 VGIT VANGUARD SCOTTSDALE FDS 23,708.0 $1.4M 0.30% +18K +316.0% $58.98 -0.7%
75 ORCL ORACLE CORP Technology 9,356.0 $1.4M 0.29% +151.0 +1.6% $146.55 -1.3%
76 MPC MARATHON PETE CORP Energy 5,163.0 $1.3M 0.28% -159.0 -3.0% $255.69 +38.8%
77 DIS DISNEY WALT CO Communication Services 13,571.0 $1.3M 0.28% -694.0 -4.9% $96.25 +15.6%
78 VGK VANGUARD INTL EQUITY INDEX F 14,014.0 $1.2M 0.27% -74.0 -0.5% $88.54 +5.3%
79 XOM EXXON MOBIL CORP Energy 8,822.0 $1.2M 0.26% $136.72 +17.5%
80 VOO VANGUARD INDEX FDS 1,752.0 $1.2M 0.26% -284.0 -13.9% $686.84 +2.5%
Page 4 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%