Novak & Powell Financial Services, Inc. Purchases in Q1 2025

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
176
+ 3.01%
$84.5 - $105.05 $14.9K - $18.5K
6.03K $529M
CMU
Mfs High Yield Municipal Trust

Financial Services
355
+ 1.24%
$3.47 - $3.62 $1.23K - $1.29K
29.1K $102M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
158
+ 0.92%
$5.75 - $6.1 $909 - $964
17.4K $100M
PGF
Invesco Exchange Traded Fd Tr

ETFs
67
+ 0.51%
$14.28 - $14.97 $957 - $1K
13.3K $190M
EA
Electronic Arts Inc.

Communication Services
3
+ 0.15%
$116.53 - $146.29 $350 - $439
2.05K $296M
INGR
Ingredion Inc

Consumer Defensive
2
+ 0.12%
$125.6 - $137.36 $251 - $275
1.7K $229M
MRK
Merck & Co., Inc.

Healthcare
421
+ 9.41%
$83.01 - $101.02 $34.9K - $42.5K
4.9K $439M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.53%
$524.81 - $672.19 $1.05K - $1.34K
379 $207M
AMAT
Applied Materials Inc

Technology
120
+ 7.73%
$145.06 - $195.51 $17.4K - $23.5K
1.67K $243M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
77
+ 0.97%
$408.78 - $448.82 $31.5K - $34.6K
8K $3.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.19%
$507.05 - $563.67 $507 - $564
518 $266M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.16%
$347.25 - $424.87 $347 - $425
613 $225M
MTB
M&T Bank Corp

Financial Services
9
+ 0.55%
$170.47 - $201.98 $1.53K - $1.82K
1.66K $297M
TXN
Texas Instruments Inc

Technology
7
+ 0.33%
N/A
2.12K $380M
VT
Vanguard Total World Stk Index

ETFs
263
+ 0.86%
$115.08 - $123.97 $30.3K - $32.6K
30.8K $3.57B
BAC
Bank Of America Corp

Financial Services
10
+ 0.12%
$39.61 - $47.74 $396 - $477
8.28K $345M
SPYI
Shp ETF Tr Neos S&P 500 High I
3
+ 0.05%
N/A
6.65K $319M
MAR
Marriott International Inc

Consumer Cyclical
54
+ 4.09%
$237.01 - $304.45 $12.8K - $16.4K
1.37K $327M
EFX
Equifax Inc

Industrials
6
+ 0.15%
$235.63 - $278.34 $1.41K - $1.67K
3.93K $958M
DIS
Walt Disney CO

Communication Services
16
+ 0.28%
$96.87 - $114.0 $1.55K - $1.82K
5.79K $571M
SPY
Spdr S&P 500 ETF Trust

ETFs
341
+ 3.46%
$551.42 - $612.93 $188K - $209K
10.2K $5.7B
VV
Vanguard Large Cap ETF

ETFs
432
+ 1.47%
$253.32 - $282.66 $109K - $122K
29.9K $7.69B
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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