Nova Wealth Management, Inc.
Nova Wealth Management, Inc. is an independent registered investment adviser headquartered in Bonita Springs, Florida. The firm focuses on providing personalized wealth management and investment advisory services to individuals and families. With a small, dedicated team, Nova Wealth Management offers comprehensive financial planning, retirement strategies, and portfolio management. The firm was founded to serve the unique needs of clients seeking customized financial strategies and objective advice.
Investment Strategy
Nova Wealth Management, Inc. employs a client-centered, holistic approach to investment management, tailoring portfolio allocation and financial planning solutions to the specific needs, goals, and risk tolerance of each investor. The firm primarily serves individual clients, both high net worth and others, emphasizing diversified portfolio construction, long-term growth, and risk management. Their strategies integrate retirement planning, tax efficiency, and ongoing monitoring to adapt portfolios as market and life circumstances evolve.
Top Holdings
Equity Positions (575)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPMO | INVESCO S&P 500 MOMENTUM ETF | 5.02% | $7.1M | 58,934 | $100.25 | $121.06 | +$763.1K |
U UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 4.46% | $6.3M | 251,354 | $24.65 | $25.19 | -$2.2M |
I IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 3.61% | $5.1M | 18,750 | $234.67 | $273.65 | -$63.5K |
N NVDA | NVIDIA CORPORATION COM | 2.99% | $4.3M | 22,784 | $132.01 | $186.58 | +$223.2K |
Q QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | 2.86% | $4.1M | 35,479 | $108.27 | $114.40 | +$1.1M |