Nova R Wealth, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$198M
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 $198M as of Q4 2024. Top holdings included IVV, VGIT, BME, ISRG, and AVLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 81 $198M +$6.7M -$8.64M -$1.94M IVV, VGIT, BME, ISRG, AVLV 13F-HR 1/30/2025, 10:21 AM
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 -$5.62M +$3.13M VGIT, IVV, BME, AVLV, IEFA 13F-HR 10/18/2023, 08:08 PM
Q2 2023 64 $149M +$4.61M -$4.75M -$135K IVV, BME, VGIT, ISRG, IEFA 13F-HR 7/27/2023, 04:24 PM
Q1 2023 72 $148M +$7.08M -$185K +$6.89M BME, VGIT, IVV, IEFA, AVLV 13F-HR 4/17/2023, 03:16 PM
Q4 2022 74 $137M +$9.77M -$5.82M +$3.94M BME, VGIT, IVV, IEFA, ISRG 13F-HR 1/31/2023, 09:43 AM
Q3 2022 67 $122M +$12.6M -$4.15M +$8.43M BME, VGIT, IVV, VTIP, ISRG 13F-HR 10/25/2022, 02:09 PM
Q2 2022 73 $122M +$32.8M -$4.64M +$28.1M BME, VGIT, IVV, IWF, ISRG 13F-HR 7/15/2022, 11:27 AM
Q1 2022 72 $117M +$12.4M -$6.29M +$6.13M BME, IVV, IWF, ISRG, AAPL 13F-HR 5/10/2022, 10:15 AM
Q4 2021 78 $123M BME, ISRG, IVV, AAPL, LRGF 13F-HR 1/27/2022, 02:25 PM