Innova Wealth Partners

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Newtown, PA
CIK
0001888831
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 65 116,144 SHY, SPY, GLD, AGG 13F-HR 2/7/2024 000188883124000001
Q3 2023 58 111,300 SHY, DBMF, AGG, GLD 13F-HR 10/23/2023 000188883123000004
Q2 2023 57 117,413 IEF, SHY, GLD, AGG 13F-HR 7/13/2023 000188883123000003
Q1 2023 50 114,099 SHY, IEF, AGG, GLD 13F-HR 4/25/2023 000188883123000002
Q4 2022 54 113,859 SHY, AGG, GLD, DBMF 13F-HR 1/17/2023 000188883123000001
Q3 2022 54 109,644 SHY, AGG, DBMF, IEF 13F-HR 10/18/2022 000188883122000004
Q2 2022 55 118,830 SHY, AGG, IEF, GLD 13F-HR 7/11/2022 000188883122000003
Q1 2022 72 139,081 IEF, AGG, SHY, GLD 13F-HR 4/18/2022 000188883122000002
Q4 2021 73 141,391 IEF, AGG, SHY, SPY 13F-HR 1/13/2022 000188883122000001
Q3 2021 66 126,181 AGG, SHY, SPY, XLK 13F-HR 10/28/2021 000188883121000004
Q2 2021 65 126,913 SHY, AGG, SPY, XLK 13F-HR 10/28/2021 000188883121000003
Q1 2021 61 117,693 SHY, AGG, PDBC, XLU 13F-HR 10/28/2021 000188883121000002
Q4 2020 58 107,008 SHY, AGG, SPY, XLK 13F-HR 10/28/2021 000188883121000001