Nova R Wealth, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$203M
Signature - Title
Eric Timothy Rodgers - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Nova R Wealth, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nova R Wealth, Inc. reported 81 stock holdings with total value $203M as of Q3 2024. Top holdings included IVV, VGIT, BME, AVLV, and ISRG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $203M +$2.21M -$3.29M -$1.09M IVV, VGIT, BME, AVLV, ISRG 13F-HR 10/15/2024, 02:21 PM
Q2 2024 82 $194M +$6.7M -$6.69M +$8.56K IVV, VGIT, BME, AVLV, ISRG 13F-HR 7/18/2024, 10:59 AM
Q1 2024 81 $192M +$28.8M -$5.73M +$23.1M IVV, VGIT, BME, AVLV, IEFA 13F-HR 4/12/2024, 04:54 PM
Q4 2023 63 $159M +$5.91M -$4.55M +$1.36M IVV, VGIT, BME, AVLV, IEFA 13F-HR 1/19/2024, 12:25 PM
Q3 2023 56 $145M +$8.75M -$6.52M +$2.23M VGIT, IVV, BME, AVLV, IEFA 13F-HR 10/18/2023, 08:08 PM
Q2 2023 60 $149M +$4.29M -$9.88M -$5.59M IVV, BME, VGIT, ISRG, IEFA 13F-HR 7/27/2023, 04:24 PM
Q1 2023 72 $148M +$7.08M -$403K +$6.68M BME, VGIT, IVV, IEFA, AVLV 13F-HR 4/17/2023, 03:16 PM
Q4 2022 69 $136M +$9.16M -$6.15M +$3.01M BME, VGIT, IVV, IEFA, ISRG 13F-HR 1/31/2023, 10:43 AM
Q3 2022 69 $122M +$12.8M -$5.53M +$7.23M BME, VGIT, IVV, VTIP, ISRG 13F-HR 10/25/2022, 02:09 PM
Q2 2022 73 $122M +$32.8M -$7.84M +$24.9M BME, VGIT, IVV, IWF, ISRG 13F-HR 7/15/2022, 11:27 AM
Q1 2022 73 $117M +$12.4M -$10.1M +$2.31M BME, IVV, IWF, ISRG, AAPL 13F-HR 5/10/2022, 10:15 AM
Q4 2021 76 $123M $0 $0 BME, ISRG, IVV, AAPL, LRGF 13F-HR 1/27/2022, 03:25 PM