0001606587-22-001038.txt : 20220510 0001606587-22-001038.hdr.sgml : 20220510 20220510101529 ACCESSION NUMBER: 0001606587-22-001038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22907943 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 03-31-2022 03-31-2022 false Nova R Wealth, Inc.
9990 COLLEGE BLVD. OVERLAND PARK KS 66210
13F HOLDINGS REPORT 028-21510 N
Eric T. Rodgers Vice President & Chief Compliance Officer 913-225-9207 Eric T. Rodgers OVERLAND PARK KS 05-02-2022 0 73 117066 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 576 4865 SH SOLE NONE 0 0 4865 ALPHABET INC CAP STK CL C 02079K107 240 86 SH SOLE NONE 0 0 86 AMAZON COM INC COM 023135106 3423 1050 SH SOLE NONE 0 0 1050 AMERICAN TOWER CORP NEW COM 03027X100 262 1044 SH SOLE NONE 0 0 1044 AMGEN INC COM 031162100 3043 12585 SH SOLE NONE 0 0 12585 AMPHENOL CORP NEW CL A 032095101 267 3542 SH SOLE NONE 0 0 3542 AMPLIFY ETF TR BLACKSWAN GRWT 032108888 304 9692 SH SOLE NONE 0 0 9692 ANSYS INC COM 03662Q105 616 1940 SH SOLE NONE 0 0 1940 APPLE INC COM 037833100 6149 35218 SH SOLE NONE 0 0 35218 APTIV PLC SHS G6095L109 1294 10811 SH SOLE NONE 0 0 10811 ARCHER DANIELS MIDLAND CO COM 039483102 207 2289 SH SOLE NONE 0 0 2289 AUTOMATIC DATA PROCESSING IN COM 053015103 383 1682 SH SOLE NONE 0 0 1682 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3948 11188 SH SOLE NONE 0 0 11188 BLACKROCK HEALTH SCIENCES TR COM 09250W107 22625 497037 SH SOLE NONE 0 0 497037 BLACKROCK HEALTH SCIENCS TR COM SHS 09260E105 796 39657 SH SOLE NONE 0 0 39657 BLACKROCK MUNIYIELD FD INC COM 09253W104 1262 99903 SH SOLE NONE 0 0 99903 CANADIAN PAC RY LTD COM 13645T100 314 3804 SH SOLE NONE 0 0 3804 CDW CORP COM 12514G108 330 1843 SH SOLE NONE 0 0 1843 CERNER CORP COM 156782104 450 4812 SH SOLE NONE 0 0 4812 CHEVRON CORP NEW COM 166764100 738 4530 SH SOLE NONE 0 0 4530 CONFORMIS INC COM 20717E101 8 12500 SH SOLE NONE 0 0 12500 CONSTELLATION BRANDS INC CL A 21036P108 350 1522 SH SOLE NONE 0 0 1522 EVERGY INC COM 30034W106 201 2944 SH SOLE NONE 0 0 2944 EXXON MOBIL CORP COM 30231G102 324 3925 SH SOLE NONE 0 0 3925 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 638 7572 SH SOLE NONE 0 0 7572 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 195 46537 SH SOLE NONE 0 0 46537 GARMIN LTD SHS H2906T109 887 7474 SH SOLE NONE 0 0 7474 GENERAL MTRS CO COM 37045V100 529 12104 SH SOLE NONE 0 0 12104 HOME DEPOT INC COM 437076102 317 1059 SH SOLE NONE 0 0 1059 INTUITIVE SURGICAL INC COM NEW 46120E602 7254 24046 SH SOLE NONE 0 0 24046 IQVIA HLDGS INC COM 46266C105 343 1483 SH SOLE NONE 0 0 1483 ISHARES INC CORE MSCI EMKT 46434G103 1757 31621 SH SOLE NONE 0 0 31621 ISHARES TR CORE S&P SCP ETF 464287804 825 7647 SH SOLE NONE 0 0 7647 ISHARES TR MSCI USA MULTIFT 46434V282 5623 126414 SH SOLE NONE 0 0 126414 ISHARES TR MSCI USA VALUE 46432F388 2130 20365 SH SOLE NONE 0 0 20365 ISHARES TR MSCI USA MIN VOL 46429B697 1023 13188 SH SOLE NONE 0 0 13188 ISHARES TR RUS 1000 GRW ETF 464287614 7765 27969 SH SOLE NONE 0 0 27969 ISHARES TR MSCI EMG MKT ETF 464287234 386 8540 SH SOLE NONE 0 0 8540 ISHARES TR CORE MSCI EAFE 46432F842 4225 60780 SH SOLE NONE 0 0 60780 ISHARES TR MSCI USA MMENTM 46432F396 3343 19867 SH SOLE NONE 0 0 19867 ISHARES TR MSCI INTL QUALTY 46434V456 1464 39719 SH SOLE NONE 0 0 39719 ISHARES TR CORE HIGH DV ETF 46429B663 257 2400 SH SOLE NONE 0 0 2400 ISHARES TR CORE S&P500 ETF 464287200 10059 22172 SH SOLE NONE 0 0 22172 JPMORGAN CHASE & CO COM 46625H100 241 1766 SH SOLE NONE 0 0 1766 MASTERCARD INCORPORATED CL A 57636Q104 720 2015 SH SOLE NONE 0 0 2015 MCDONALDS CORP COM 580135101 286 1155 SH SOLE NONE 0 0 1155 META PLATFORMS INC CL A 30303M102 425 1913 SH SOLE NONE 0 0 1913 MICROSOFT CORP COM 594918104 2107 6834 SH SOLE NONE 0 0 6834 NEXTERA ENERGY INC COM 65339F101 1585 18712 SH SOLE NONE 0 0 18712 NIKE INC CL B 654106103 385 2864 SH SOLE NONE 0 0 2864 NOVOCURE LTD ORD SHS G6674U108 575 6943 SH SOLE NONE 0 0 6943 NVIDIA CORPORATION COM 67066G104 730 2675 SH SOLE NONE 0 0 2675 NXP SEMICONDUCTORS N V COM N6596X109 1912 10332 SH SOLE NONE 0 0 10332 ONEOK INC NEW COM 682680103 237 3352 SH SOLE NONE 0 0 3352 OREILLY AUTOMOTIVE INC COM 67103H107 468 683 SH SOLE NONE 0 0 683 PEPSICO INC COM 713448108 212 1269 SH SOLE NONE 0 0 1269 PROCTER AND GAMBLE CO COM 742718109 218 1429 SH SOLE NONE 0 0 1429 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 1173 100687 SH SOLE NONE 0 0 100687 S&P GLOBAL INC COM 78409V104 612 1492 SH SOLE NONE 0 0 1492 SCHWAB CHARLES CORP COM 808513105 415 4924 SH SOLE NONE 0 0 4924 SHYFT GROUP INC COM 825698103 219 6056 SH SOLE NONE 0 0 6056 SOUTHERN CO COM 842587107 208 2865 SH SOLE NONE 0 0 2865 STMICROELECTRONICS N V NY REGISTRY 861012102 1922 44476 SH SOLE NONE 0 0 44476 TESLA INC COM 88160R101 232 215 SH SOLE NONE 0 0 215 TEXAS INSTRS INC COM 882508104 1071 5837 SH SOLE NONE 0 0 5837 TJX COS INC NEW COM 872540109 226 3728 SH SOLE NONE 0 0 3728 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 269 5821 SH SOLE NONE 0 0 5821 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 444 8620 SH SOLE NONE 0 0 8620 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1328 8189 SH SOLE NONE 0 0 8189 VERIZON COMMUNICATIONS INC COM 92343V104 239 4701 SH SOLE NONE 0 0 4701 VISA INC COM CL A 92826C839 342 1544 SH SOLE NONE 0 0 1544 WALMART INC COM 931142103 810 5437 SH SOLE NONE 0 0 5437 ZOETIS INC CL A 98978V103 325 1725 SH SOLE NONE 0 0 1725