0001606587-22-000149.txt : 20220127 0001606587-22-000149.hdr.sgml : 20220127 20220127152526 ACCESSION NUMBER: 0001606587-22-000149 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nova R Wealth, Inc. CENTRAL INDEX KEY: 0001729457 IRS NUMBER: 471338855 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21510 FILM NUMBER: 22562898 BUSINESS ADDRESS: STREET 1: 9990 COLLEGE BLVD. CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: (913) 225-9201 MAIL ADDRESS: STREET 1: 9990 COLLEGE BLVD. CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001729457 XXXXXXXX 12-31-2021 12-31-2021 false Nova R Wealth, Inc.

9990 COLLEGE BLVD. OVERLAND PARK KS 66210

13F HOLDINGS REPORT 028-21510 N Eric T. Rodgers 913-225-9207 Eric T. Rodgers OVERLAND PARK KS 01-27-2022 0 86 123657 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 663 4709 SH SOLE 0.0 0 0 4709 ALPHABET INC CAP STK CL A 02079K305 252 87 SH SOLE 0.0 0 0 87 AMAZON COM INC COM 023135106 3411 1023 SH SOLE 0.0 0 0 1023 AMERICAN EXPRESS CO COM 025816109 279 1708 SH SOLE 0.0 0 0 1708 AMERICAN TOWER CORP NEW COM 03027X100 305 1043 SH SOLE 0.0 0 0 1043 AMGEN INC COM 031162100 2840 12623 SH SOLE 0.0 0 0 12623 AMPHENOL CORP NEW CL A 032095101 415 4742 SH SOLE 0.0 0 0 4742 AMPLIFY ETF TR BLACKSWAN GRWT 032108888 590 17075 SH SOLE 0.0 0 0 17075 ANSYS INC COM 03662Q105 729 1817 SH SOLE 0.0 0 0 1817 APPLE INC COM 037833100 6711 37793 SH SOLE 0.0 0 0 37793 APTIV PLC SHS G6095L109 27 200 SH Call SOLE 0.0 0 0 200 APTIV PLC SHS G6095L109 1700 10304 SH SOLE 0.0 0 0 10304 AUTOMATIC DATA PROCESSING IN COM 053015103 352 1429 SH SOLE 0.0 0 0 1429 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3491 11677 SH SOLE 0.0 0 0 11677 BLACKROCK HEALTH SCIENCES TR COM 09250W107 25596 527742 SH SOLE 0.0 0 0 527742 BLACKROCK HEALTH SCIENCS TR COM SHS 09260E105 1034 40775 SH SOLE 0.0 0 0 40775 BLACKROCK MUNIYIELD FD INC COM 09253W104 1469 99903 SH SOLE 0.0 0 0 99903 BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 987 19745 SH SOLE 0.0 0 0 19745 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 848 7877 SH SOLE 0.0 0 0 7877 CANADIAN PAC RY LTD COM 13645T100 273 3798 SH SOLE 0.0 0 0 3798 CDW CORP COM 12514G108 377 1843 SH SOLE 0.0 0 0 1843 CERNER CORP COM 156782104 305 3281 SH SOLE 0.0 0 0 3281 CHEVRON CORP NEW COM 166764100 756 6439 SH SOLE 0.0 0 0 6439 COLGATE PALMOLIVE CO COM 194162103 281 3297 SH SOLE 0.0 0 0 3297 CONFORMIS INC COM 20717E101 10 12500 SH SOLE 0.0 0 0 12500 CONSTELLATION BRANDS INC CL A 21036P108 342 1363 SH SOLE 0.0 0 0 1363 EVERGY INC COM 30034W106 201 2928 SH SOLE 0.0 0 0 2928 EXXON MOBIL CORP COM 30231G102 240 3916 SH SOLE 0.0 0 0 3916 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 679 7158 SH SOLE 0.0 0 0 7158 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 638 155926 SH SOLE 0.0 0 0 155926 GARMIN LTD SHS H2906T109 977 7177 SH SOLE 0.0 0 0 7177 GENERAL MTRS CO COM 37045V100 366 7000 SH Call SOLE 0.0 0 0 7000 GENERAL MTRS CO COM 37045V100 52 1000 SH Call SOLE 0.0 0 0 1000 GENERAL MTRS CO COM 37045V100 610 10397 SH SOLE 0.0 0 0 10397 HOME DEPOT INC COM 437076102 439 1057 SH SOLE 0.0 0 0 1057 INTUITIVE SURGICAL INC COM NEW 46120E602 12385 34471 SH SOLE 0.0 0 0 34471 IQVIA HLDGS INC COM 46266C105 418 1483 SH SOLE 0.0 0 0 1483 ISHARES INC CORE MSCI EMKT 46434G103 1667 27843 SH SOLE 0.0 0 0 27843 ISHARES TR RUS 1000 GRW ETF 464287614 901 2947 SH SOLE 0.0 0 0 2947 ISHARES TR CORE MSCI EAFE 46432F842 4064 54449 SH SOLE 0.0 0 0 54449 ISHARES TR MSCI USA MULTIFT 46434V282 5543 119046 SH SOLE 0.0 0 0 119046 ISHARES TR MSCI EMG MKT ETF 464287234 417 8540 SH SOLE 0.0 0 0 8540 ISHARES TR MSCI USA MIN VOL 46429B697 1066 13182 SH SOLE 0.0 0 0 13182 ISHARES TR CORE S&P SCP ETF 464287804 823 7187 SH SOLE 0.0 0 0 7187 ISHARES TR MSCI USA VALUE 46432F388 2105 19226 SH SOLE 0.0 0 0 19226 ISHARES TR CORE S&P500 ETF 464287200 9482 19878 SH SOLE 0.0 0 0 19878 ISHARES TR MSCI USA MMENTM 46432F396 3173 17452 SH SOLE 0.0 0 0 17452 ISHARES TR MSCI INTL QUALTY 46434V456 1397 35474 SH SOLE 0.0 0 0 35474 ISHARES TR CORE HIGH DV ETF 46429B663 242 2400 SH SOLE 0.0 0 0 2400 ISHARES TR CORE TOTAL USD 46434V613 261 4924 SH SOLE 0.0 0 0 4924 JPMORGAN CHASE & CO COM 46625H100 279 1760 SH SOLE 0.0 0 0 1760 LOWES COS INC COM 548661107 235 910 SH SOLE 0.0 0 0 910 MASTERCARD INCORPORATED CL A 57636Q104 726 2020 SH SOLE 0.0 0 0 2020 MCDONALDS CORP COM 580135101 310 1155 SH SOLE 0.0 0 0 1155 META PLATFORMS INC CL A 30303M102 506 1505 SH SOLE 0.0 0 0 1505 MICROSOFT CORP COM 594918104 2236 6647 SH SOLE 0.0 0 0 6647 NEXTERA ENERGY INC COM 65339F101 1648 17656 SH SOLE 0.0 0 0 17656 NIKE INC CL B 654106103 460 2757 SH SOLE 0.0 0 0 2757 NOVOCURE LTD ORD SHS G6674U108 6 100 SH Call SOLE 0.0 0 0 100 NOVOCURE LTD ORD SHS G6674U108 57 900 SH Call SOLE 0.0 0 0 900 NOVOCURE LTD ORD SHS G6674U108 440 5867 SH SOLE 0.0 0 0 5867 NOVOCURE LTD ORD SHS G6674U108 94 1500 SH Call SOLE 0.0 0 0 1500 NOVOCURE LTD ORD SHS G6674U108 6 100 SH Call SOLE 0.0 0 0 100 NOVOCURE LTD ORD SHS G6674U108 13 200 SH Call SOLE 0.0 0 0 200 NOVOCURE LTD ORD SHS G6674U108 6 100 SH Call SOLE 0.0 0 0 100 NOVOCURE LTD ORD SHS G6674U108 63 1000 SH Call SOLE 0.0 0 0 1000 NVIDIA CORPORATION COM 67066G104 749 2547 SH SOLE 0.0 0 0 2547 NXP SEMICONDUCTORS N V COM N6596X109 2323 10196 SH SOLE 0.0 0 0 10196 OREILLY AUTOMOTIVE INC COM 67103H107 482 683 SH SOLE 0.0 0 0 683 PEPSICO INC COM 713448108 220 1266 SH SOLE 0.0 0 0 1266 PROCTER AND GAMBLE CO COM 742718109 233 1427 SH SOLE 0.0 0 0 1427 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 1450 100687 SH SOLE 0.0 0 0 100687 S&P GLOBAL INC COM 78409V104 704 1492 SH SOLE 0.0 0 0 1492 SCHWAB CHARLES CORP COM 808513105 411 4890 SH SOLE 0.0 0 0 4890 STMICROELECTRONICS N V NY REGISTRY 861012102 2270 46449 SH SOLE 0.0 0 0 46449 TEXAS INSTRS INC COM 882508104 1086 5760 SH SOLE 0.0 0 0 5760 TJX COS INC NEW COM 872540109 260 3418 SH SOLE 0.0 0 0 3418 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 222 4496 SH SOLE 0.0 0 0 4496 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 591 10769 SH SOLE 0.0 0 0 10769 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1160 6757 SH SOLE 0.0 0 0 6757 VERISK ANALYTICS INC COM 92345Y106 202 881 SH SOLE 0.0 0 0 881 VERIZON COMMUNICATIONS INC COM 92343V104 244 4690 SH SOLE 0.0 0 0 4690 VISA INC COM CL A 92826C839 275 1267 SH SOLE 0.0 0 0 1267 WALMART INC COM 931142103 787 5437 SH SOLE 0.0 0 0 5437 ZOETIS INC CL A 98978V103 469 1922 SH SOLE 0.0 0 0 1922 ZOGENIX INC COM NEW 98978L204 245 15076 SH SOLE 0.0 0 0 15076