Novak & Powell Financial Services, Inc. Purchases in Q3 2024

Novak & Powell Financial Services, Inc.

Stock	Shares change	Price Range	Shares Held
AGD Aberdeen Global Dynamic Dividend Fund Financial Services	320 + 2.8%	$9.1 - $10.62 $2.91K - $3.4K	11.8K $125M
XLG Invesco Exchange Traded Fd Tr ETFs	66 + 1.24%	$42.54 - $47.97 $2.81K - $3.17K	5.37K $255M
CXE Mfs High Income Municipal Trust Financial Services	433 + 1.25%	$3.7 - $4.01 $1.6K - $1.74K	35.1K $141M
LEO Bny Mellon Strategic Municipals, Inc. Financial Services	134 + 0.53%	$6.1 - $6.6 $817 - $884	25.3K $165M
EA Electronic Arts Inc. Communication Services	2 + 0.1%	$137.32 - $151.82 $275 - $304	2.05K $293M
CMU Mfs High Yield Municipal Trust Financial Services	343 + 1.22%	$3.42 - $3.67 $1.17K - $1.26K	28.4K $104M
DSM Bny Mellon Strategic Municipal Bond Fund, Inc. Financial Services	102 + 0.6%	$5.85 - $6.33 $597 - $646	17K $106M
PSX Phillips 66 Energy	145 + 10.18%	$125.0 - $147.17 $18.1K - $21.3K	1.57K $205M
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	215 + 1.86%	$44.66 - $49.15 $9.6K - $10.6K	11.8K $554M
AMZN Amazon Com Inc Consumer Cyclical	334 + 7.64%	$161.02 - $200.0 $53.8K - $66.8K	4.71K $842M
NVDA Nvidia Corp Technology	293 + 1.28%	$98.91 - $134.91 $29K - $39.5K	23.3K $2.83B
MRK Merck & Co., Inc. Healthcare	12 + 0.27%	$111.15 - $128.97 $1.33K - $1.55K	4.46K $506M
QCOM Qualcomm Inc Technology	19 + 0.34%	$156.12 - $209.64 $2.97K - $3.98K	5.6K $951M

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