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Innova Wealth Partners Buys iShares 7-10 Year Treasury Bond ETF, ProShares Short VIX Short-Term ...

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Investment company Innova Wealth Partners (Current Portfolio) buys iShares 7-10 Year Treasury Bond ETF, ProShares Short VIX Short-Term Futures ETF, iShares Core U.S. Aggregate Bond ETF, SPDR Gold Shares ETF, iShares 20+ Year Treasury Bond ETF, sells Communication Services Select Sector SPDR Fund, iShares MSCI EAFE ETF, BTC iShares Cohen & Steers REIT ETF, Vanguard FTSE Europe ETF, Vanguard FTSE Developed Markets ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Innova Wealth Partners. As of 2021Q4, Innova Wealth Partners owns 72 stocks with a total value of $140 million. These are the details of the buys and sells.

  • New Purchases: TYD, BND, LOW, PFE, CVX, MCD,

  • Added Positions: IEF, SVXY, AGG, GLD, TLT, PDBC, XLE, XLU, XLV, XLY, MUB, TMF, XLB, AGNC, SSO, CII, EWJ, PGX, ITM, HYD, SHYD, TSLA, XOM, DVN,

  • Reduced Positions: EFA, ICF, VGK, VEA, QQQ, SPY, RWX, XLF, DORM, TQQQ, UPRO, LLY, PEP, PEG, BSCN, BSJM,

  • Sold Out: XLC, EEM,


For the details of Innova Wealth Partners's stock buys and sells,
go to https://www.gurufocus.com/guru/innova+wealth+partners/current-portfolio/portfolio

These are the top 5 holdings of Innova Wealth Partners

  1. iShares 7-10 Year Treasury Bond ETF (IEF) - 126,176 shares, 10.34% of the total portfolio. Shares added by 524.42%

  2. iShares Core U.S. Aggregate Bond ETF (AGG) - 120,598 shares, 9.81% of the total portfolio. Shares added by 27.37%

  3. iShares 1-3 Year Treasury Bond ETF (SHY) - 108,893 shares, 6.64% of the total portfolio. Shares reduced by 0.76%

  4. S&P 500 ETF TRUST ETF (SPY) - 14,670 shares, 4.97% of the total portfolio. Shares reduced by 19.16%

  5. Technology Select Sector SPDR ETF (XLK) - 37,718 shares, 4.68% of the total portfolio. Shares reduced by 0.22%

New Purchase: Direxion Daily 7-10 Year Treasury Bull 3X Shares (TYD)

Innova Wealth Partners initiated holding in Direxion Daily 7-10 Year Treasury Bull 3X Shares. The purchase prices were between $50.46 and $54.33, with an estimated average price of $52.36. The stock is now traded at around $49.955000. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,625 shares as of 2021-12-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

Innova Wealth Partners initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $83.620000. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,605 shares as of 2021-12-31.

New Purchase: Lowe's Companies Inc (LOW)

Innova Wealth Partners initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $251.970000. The impact to a portfolio due to this purchase was 0.17%. The holding were 900 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

Innova Wealth Partners initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $55.640000. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,802 shares as of 2021-12-31.

New Purchase: Chevron Corp (CVX)

Innova Wealth Partners initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $127.380000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,808 shares as of 2021-12-31.

New Purchase: McDonald's Corp (MCD)

Innova Wealth Partners initiated holding in McDonald's Corp. The purchase prices were between $236.42 and $268.49, with an estimated average price of $252.91. The stock is now traded at around $262.170000. The impact to a portfolio due to this purchase was 0.15%. The holding were 810 shares as of 2021-12-31.

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Innova Wealth Partners added to a holding in iShares 7-10 Year Treasury Bond ETF by 524.42%. The purchase prices were between $113.36 and $116.25, with an estimated average price of $114.77. The stock is now traded at around $113.110000. The impact to a portfolio due to this purchase was 8.68%. The holding were 126,176 shares as of 2021-12-31.

Added: ProShares Short VIX Short-Term Futures ETF (SVXY)

Innova Wealth Partners added to a holding in ProShares Short VIX Short-Term Futures ETF by 935.72%. The purchase prices were between $51.07 and $63.91, with an estimated average price of $59.33. The stock is now traded at around $61.680000. The impact to a portfolio due to this purchase was 2.28%. The holding were 57,441 shares as of 2021-12-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Innova Wealth Partners added to a holding in iShares Core U.S. Aggregate Bond ETF by 27.37%. The purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now traded at around $112.570100. The impact to a portfolio due to this purchase was 2.11%. The holding were 120,598 shares as of 2021-12-31.

Added: SPDR Gold Shares ETF (GLD)

Innova Wealth Partners added to a holding in SPDR Gold Shares ETF by 645.23%. The purchase prices were between $163.92 and $174.5, with an estimated average price of $167.93. The stock is now traded at around $170.030000. The impact to a portfolio due to this purchase was 1.82%. The holding were 17,200 shares as of 2021-12-31.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Innova Wealth Partners added to a holding in iShares 20+ Year Treasury Bond ETF by 56.81%. The purchase prices were between $141.01 and $154.18, with an estimated average price of $147.11. The stock is now traded at around $143.480000. The impact to a portfolio due to this purchase was 1.38%. The holding were 36,004 shares as of 2021-12-31.

Added: Invesco Optimum Yield Diversified Commodity (PDBC)

Innova Wealth Partners added to a holding in Invesco Optimum Yield Diversified Commodity by 50.62%. The purchase prices were between $13.05 and $14.76, with an estimated average price of $14.1. The stock is now traded at around $14.635000. The impact to a portfolio due to this purchase was 0.36%. The holding were 108,036 shares as of 2021-12-31.

Sold Out: Communication Services Select Sector SPDR Fund (XLC)

Innova Wealth Partners sold out a holding in Communication Services Select Sector SPDR Fund. The sale prices were between $73.48 and $81.95, with an estimated average price of $78.88.

Sold Out: iShares MSCI Emerging Markets ETF (EEM)

Innova Wealth Partners sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $47.41 and $51.73, with an estimated average price of $49.73.



Here is the complete portfolio of Innova Wealth Partners. Also check out:

1. Innova Wealth Partners's Undervalued Stocks

2. Innova Wealth Partners's Top Growth Companies, and

3. Innova Wealth Partners's High Yield stocks

4. Stocks that Innova Wealth Partners keeps buyingThis article first appeared on GuruFocus.