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| Name: |
Nova R Wealth Inc. |
| City: |
OVERLAND PARK |
| State: |
KS |
| Zip: |
66210 |
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data |
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| Holdings
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22 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVGE |
Avantis All Equity Markets Etf |
8 |
New |
$0.00 |
$7,149,000 |
102,385 |
3.73% |
7,149,000 |
102,385 |
4.654 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
12 |
New |
$62.29 |
$5,277,000 |
85,031 |
2.76% |
5,277,000 |
85,031 |
0.003 |
Closed - End Fund - Debt |
|
|
IDEV |
Ishares Core Msci Internati... |
20 |
New |
$66.91 |
$2,242,000 |
33,393 |
1.17% |
2,242,000 |
33,393 |
0.005 |
N/A |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
39 |
New |
$78.26 |
$960,000 |
11,792 |
0.5% |
960,000 |
11,792 |
0.009 |
N/A |
|
|
MA |
MasterCard Inc A |
43 |
New |
$442.47 |
$730,000 |
1,515 |
0.38% |
730,000 |
1,515 |
0 |
Business Services |
|
|
FB |
Meta Platforms Inc |
49 |
New |
$474.36 |
$467,000 |
962 |
0.24% |
467,000 |
962 |
0 |
Internet Service Prov... |
|
|
CDW |
Cdw Corp |
50 |
New |
$220.71 |
$460,000 |
1,797 |
0.24% |
460,000 |
1,797 |
0.001 |
Catalog & Mail Order ... |
|
|
ADP |
Automatic Data Processing Inc |
56 |
New |
$240.09 |
$404,000 |
1,616 |
0.21% |
404,000 |
1,616 |
0 |
Business Software & S... |
|
|
ADT |
ADT Inc |
57 |
New |
$7.02 |
$398,000 |
59,250 |
0.21% |
398,000 |
59,250 |
0.007 |
N/A |
|
|
IQV |
IQVIA Holdings Inc |
60 |
New |
$225.00 |
$364,000 |
1,439 |
0.19% |
364,000 |
1,439 |
0.001 |
Medical Laboratories ... |
|
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ABT |
Abbott Laboratories |
61 |
New |
$100.73 |
$364,000 |
3,200 |
0.19% |
364,000 |
3,200 |
0 |
Drug Manufacturers - ... |
|
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TJX |
TJX Companies Inc |
62 |
New |
$101.44 |
$356,000 |
3,513 |
0.19% |
356,000 |
3,513 |
0 |
Discount, Variety Stores |
|
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SCHW |
Charles Schwab Corp |
63 |
New |
$70.53 |
$347,000 |
4,794 |
0.18% |
347,000 |
4,794 |
0 |
Investment Brokerage ... |
|
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DUHP |
Dfa Dimensional Us High Pro... |
66 |
New |
$0.00 |
$308,000 |
9,758 |
0.16% |
308,000 |
9,758 |
0.007 |
N/A |
|
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ETN |
Eaton Corp |
72 |
New |
$332.89 |
$255,000 |
814 |
0.13% |
255,000 |
814 |
0 |
Diversified Machinery |
|
|
MRK |
Merck & Co Inc |
73 |
New |
$131.20 |
$241,000 |
1,823 |
0.13% |
241,000 |
1,823 |
0 |
Drug Manufacturers - ... |
|
|
MPC |
Marathon Petroleum Corp |
74 |
New |
$172.46 |
$240,000 |
1,193 |
0.13% |
240,000 |
1,193 |
0 |
Oil & Gas Refining, P... |
|
|
ZTS |
Zoetis Inc. |
75 |
New |
$170.80 |
$232,000 |
1,370 |
0.12% |
232,000 |
1,370 |
0 |
Drugs - Generic |
|
|
CAT |
Caterpillar Inc |
77 |
New |
$338.11 |
$215,000 |
588 |
0.11% |
215,000 |
588 |
0 |
Farm & Construction M... |
|
|
DFAT |
Dimensional U S Targeted Va... |
78 |
New |
$52.41 |
$208,000 |
3,828 |
0.11% |
208,000 |
3,828 |
0 |
N/A |
|
|
OKE |
ONEOK Inc |
79 |
New |
$79.59 |
$207,000 |
2,580 |
0.11% |
207,000 |
2,580 |
0.001 |
Gas Utilities |
|
|
PEP |
Pepsico Inc |
80 |
New |
$171.15 |
$206,000 |
1,179 |
0.11% |
206,000 |
1,179 |
0 |
Beverage Soft Drinks... |
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