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  Name: Nova R Wealth Inc.
  City: OVERLAND PARK
  State: KS
  Zip: 66210
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $191,530,000
  Total Value Change : $32,756,000
  Securities Held Change : 18
   
All Securities Held : 81
  New Positions : 22
  Closed Positions : 4
  Increased Positions : 28
  Unchanged Positions : 9
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 17 - $184.70 $3,312,000 18,359 1.73% 523,000 0 0    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 30 - $924.79 $1,233,000 1,364 0.64% 557,000 0 0    Semiconductor - Speci...
   (MYD)1 Year Chart         MYD Blackrock Muniyield Fund Inc 36 - $10.73 $1,037,000 93,803 0.54% 26,000 0 0.201    Closed - End Fund - Debt
   (PMO)1 Year Chart         PMO Putnam Municipal Opportunit... 38 - $10.12 $1,016,000 99,997 0.53% -7,000 0 0.263    Closed - End Fund - Debt
   (SPGI)1 Year Chart         SPGI S&P Global Inc 47 - $441.88 $635,000 1,492 0.33% -22,000 0 0    Publishing
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 48 - $529.45 $553,000 1,058 0.29% 50,000 0 0    Closed - End Fund - E...
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 54 - $1,012.06 $439,000 389 0.23% 69,000 0 0.001    Auto Parts Stores
   (MCD)1 Year Chart         MCD McDonalds Corp 65 - $272.38 $326,000 1,155 0.17% -16,000 0 0    Restaurants
   (KO)1 Year Chart         KO Coca-Cola Co 76 - $63.03 $223,000 3,648 0.12% 8,000 0 0    Beverage Soft Drinks...

      9 Records Found
  1    
Page 1 of 1
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