Nova Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Nova Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03K	Hold	60	–	–	﹤0.01%	544
2026 Q1	$1.18K	Hold	60	–	–	﹤0.01%	511
2025 Q4	$1.11K	Hold	60	–	–	﹤0.01%	542
2025 Q3	$1.12K	Hold	60	–	–	﹤0.01%	544
2025 Q2	$1.11K	Hold	60	–	–	﹤0.01%	648
2025 Q1	$1.26K	Hold	60	–	–	﹤0.01%	468
2024 Q4	$1.03K	Buy	+60	New	+$1.1K	﹤0.01%	337

Other funds holding SPH

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return