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Nova R Wealth Inc
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CRD # | 169574 |
SEC # | 801-78933 |
CIK # | 0001729457 |
AUM | $391.9 MM (2024-08-07) |
Employees | 7 (71% Investors, 0% Brokers) |
Phone | 913-225-9201 |
Address | 9990 College Blvd Overland Park, KS 66210 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
BME | 560.1 | 13.9 | |
ISRG | 72,505.6 | 10.2 | |
AAPL | 2,382,844.0 | 7.1 | |
AMGN | 130,083.0 | 3.8 | |
AMZN | 1,092,997.8 | 3.6 | |
NXPI | 40,492.7 | 2.7 | |
MSFT | 1,918,222.4 | 2.5 | |
GRMN | 18,961.0 | 2.0 | |
STM | 29,445.4 | 1.6 | |
NVDA | 399,550.0 | 1.5 |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 233 | 79.6 |
(b) Individuals (high net worth individuals) | 90 | 289.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 22.8 |
(n) Other | 0 | 0.0 |
Total | 882 | 391.9 |
By Discretionary | ||
Discretionary | 879 | 382.8 |
Non-Discretionary | 3 | 9.1 |
Total | 882 | 391.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 391.9 | |
Total | 882 | 391.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001729457] | |
SC 13G | [0001729457] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Nova R Wealth Inc | BlackRock Health Sciences Trust | [2020-02-05] |
Nova R Wealth Inc | First Trust Specialty Finance & Financial Opportunities Fund | [2018-02-06] |
Nova R Wealth Inc | BlackRock Health Sciences Trust | [2018-02-06] |
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