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