Fund HoldingsInnova Wealth Partners

Total Portfolio Value
$198.20M
Total Bought
$73.78M
Total Sold
$60.06M
Net Transaction
+$13.72M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
0428,563+428,563012,0256.07%+12,025
SELECT SECTOR SPDR TR
ST STR TECHN ETF
034,650+34,65004,9892.52%+4,989
SELECT SECTOR SPDR TR
ST STR SVC ETF
040,119+40,11904,7232.38%+4,723
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0109,546+109,54604,6772.36%+4,677
SELECT SECTOR SPDR TR
ST STR INDL ETF
029,078+29,07804,5112.28%+4,511
SELECT SECTOR SPDR TR
ST STR FINL ETF
081,478+81,47804,4632.25%+4,463
SELECT SECTOR SPDR TR
ST STR DISCR ETF
035,558+35,55804,2462.14%+4,246
SELECT SECTOR SPDR TR
ST STR CARE ETF
026,556+26,55604,1112.07%+4,111
SELECT SECTOR SPDR TR
ST STR ENERG ETF
089,132+89,13203,9852.01%+3,985
ISHARES INC
MSCI JAPAN ETF
044,291+44,29103,5761.80%+3,576
SELECT SECTOR SPDR TR
ST STR MATER ETF
078,431+78,43103,5571.79%+3,557
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
51,217152,995+101,7786882,0271.02%+1,339
JANUS DETROIT STR TR
HENDRSON AAA CL
92,245115,126+22,8814,6845,8232.94%+1,139
TIDAL TRUST II
RETURN STCKD US
160,159182,119+21,9604,2385,1632.60%+925
ELI LILLY & CO(LLY)1,2601,472+2129611,5820.80%+621
ISHARES TR05,464+5,46406020.30%+602
TIDAL TRUST II
RETU S YIEL ETF
99,688124,524+24,8362,0052,3911.21%+386
TIDAL TRUST II
RTN STACKED BD
153,202170,443+17,2412,6703,0541.54%+384
CORNING INC(GLW)04,385+4,38503840.19%+384
AMGEN INC(AMGN)01,142+1,14203740.19%+374
ISHARES TR06,231+6,23103720.19%+372
SPDR SERIES TRUST
ST STR BLO 1 ETF
04,011+4,01103660.18%+366
DYCOM INDS INC(DY)01,064+1,06403600.18%+360
ISHARES TR02,876+2,87603460.17%+346
VANGUARD INDEX FDS5,2975,716+4193,2443,5841.81%+341
VANGUARD SPECIALIZED FUNDS15,99117,234+1,2433,4513,7881.91%+337
GOLDMAN SACHS GROUP INC(GS)0379+37903330.17%+333
TIDAL TRUST II
RETUR S GOLD ETF
18,39630,825+12,4294677840.40%+318
TOTALENERGIES SE(TTE)04,832+4,83203160.16%+316
GMO ETF TRUST
US QUALITY ETF
08,048+8,04803100.16%+310
CATERPILLAR INC(CAT)0534+53403060.15%+306
INVESCO EXCH TRADED FD TR II04,262+4,26203040.15%+304
VANGUARD INTL EQUITY INDEX F02,050+2,05002890.15%+289
ALPHABET INC(GOOG)0918+91802870.14%+287
ALPHABET INC(GOOG)2,1042,545+4415127990.40%+286
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
3,2486,987+3,7392525300.27%+278
VANGUARD STAR FDS03,580+3,58002700.14%+270
ISHARES SILVER TR(SLV)7,8359,200+1,3653325930.30%+261
ISHARES TR040,331+40,33102,2061.11%+2,206
AGNC INVT CORP(AGNC)79,33096,608+17,2787771,0360.52%+259
SELECT SECTOR SPDR TR
ST STR REAL ETF
06,127+6,12702470.12%+247
ORLA MNG LTD NEW(ORLA)018,177+18,17702450.12%+245
WELLS FARGO CO NEW(WFC)02,621+2,62102440.12%+244
HALOZYME THERAPEUTICS INC(HALO)03,618+3,61802430.12%+243
VANGUARD INDEX FDS7,7778,331+5542,5522,7931.41%+241
CUMMINS INC(CMI)2,7002,703+31,1401,3800.70%+239
EXPAND ENERGY CORPORATION(EXE)02,125+2,12502350.12%+235
REAVES UTIL INCOME FD(UTG)06,361+6,36102330.12%+233
COSTCO WHSL CORP NEW(COST)0538+53804640.23%+464
TIDAL TRUST II
RETU STAC BD ETF
044,455+44,45506840.35%+684
ASSURANT INC(AIZ)0940+94002260.11%+226
JFROG LTD(FROG)03,560+3,56002220.11%+222
TORONTO DOMINION BK ONT(TD)02,356+2,35602220.11%+222
MOODYS CORP(MCO)0431+43102200.11%+220
BANK AMERICA CORP03,969+3,96902180.11%+218
COCA COLA CO(KO)03,028+3,02802120.11%+212
VISA INC(V)1,2111,777+5664146230.31%+210
GE VERNOVA INC(GEV)0316+31602070.10%+207
PROSHARES TR
PSHS ULT S&P 500
28,56858,823+30,2553,2033,4071.72%+204
CITIZENS & NORTHN CORP010,067+10,06702030.10%+203
BRADY CORP(BRC)02,564+2,56402010.10%+201
APPLE INC(AAPL)11,17011,144-262,8443,0291.53%+185
CARDINAL HEALTH INC(CAH)01,763+1,76303620.18%+362
BRISTOL-MYERS SQUIBB CO(BMY)5,5116,971+1,4602493760.19%+127
AMAZON COM INC(AMZN)4,0544,369+3158901,0080.51%+118
EA SERIES TRUST
US QUAN VALUE
5,5837,736+2,1532603770.19%+117
META PLATFORMS INC(META)523745+2223844920.25%+108
EXXON MOBIL CORP10,53010,712+1821,1871,2890.65%+102
INTERNATIONAL BUSINESS MACHS(IBM)2,1502,389+2396077080.36%+101
ISHARES TR1,3351,704+3693234190.21%+97
SPDR DOW JONES INDL AVERAGE(DIA)8761,017+1414064890.25%+83
JPMORGAN CHASE & CO.(JPM)1,7331,938+2055476240.32%+78
VANGUARD ADMIRAL FDS INC4,7845,023+2399541,0290.52%+75
ISHARES TR8,2958,865+5705636330.32%+70
PHILIP MORRIS INTL INC(PM)2,2362,683+4473634300.22%+68
EA SERIES TRUST
US QUAN MOMENTUM
4,4155,390+9752853520.18%+67
BROADCOM INC(AVGO)2,0532,145+926777420.37%+65
WALMART INC(WMT)3,9064,179+2734034660.23%+63
CHUBB LIMITED
COM
813908+952292830.14%+54
JOHNSON & JOHNSON(JNJ)2,9122,869-435405940.30%+54
S&P GLOBAL INC(SPGI)549608+592673180.16%+50
PROSHARES TR
ULTRPRO DOW30
5,23810,546+5,3085616110.31%+50
ISHARES TR4,4054,930+5254254740.24%+49
CENCORA INC0753+75302540.13%+254
RTX CORPORATION(RTX)1,5431,597+542582930.15%+35
ABBVIE INC(ABBV)5,9436,170+2271,3761,4100.71%+34
EA SERIES TRUST
FREEDOM 100 EM
4,5574,576+192022350.12%+33
HALLIBURTON CO(HAL)(Call)011,700+11,700033+33
WISDOMTREE TR(WT)22,80923,030+2211,2301,2620.64%+32
WILLIAMS COS INC(WMB)4,5175,293+7762863180.16%+32
NVIDIA CORPORATION(NVDA)5,4645,633+1691,0201,0510.53%+31
AMERICAN ELEC PWR CO INC2,8043,003+1993163460.17%+31
MASTERCARD INCORPORATED(MA)506554+482883160.16%+29
GSK PLC(GSK)8,5407,951-5893693900.20%+21
LOCKHEED MARTIN CORP(LMT)0611+61102960.15%+296
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,1931,289+962262470.12%+21
ISHARES TR1,2221,22208188370.42%+19
PRUDENTIAL FINL INC(PFH)2,0502,05002132310.12%+19
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
7,7297,820+919129300.47%+18
ALLSTATE CORP(ALL)1,1511,270+1192472640.13%+17
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