Novak & Powell Financial Services, Inc. Purchases in Q3 2025

Novak & Powell Financial Services, Inc.

  • $190 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
638
New
$264.74 - $369.57 $169K - $236K
638 $210M
IEMG
Ishares Inc

ETFs
3.16K
New
N/A
3.16K $208M
NSC
Norfolk Southern Corp

Industrials
685
New
$259.49 - $300.41 $178K - $206K
685 $206M
RDVY
First Trust Rising Dividend Ac

ETFs
3.05K
New
$62.38 - $67.29 $190K - $205K
3.05K $205M
Ge Vernova Incorporated
330
New
N/A
330 $203M
ES
Eversource Energy

Utilities
2.85K
New
$62.86 - $71.14 $179K - $203K
2.85K $203M
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 2.72%
$282.78 - $316.06 $42.4K - $47.4K
5.67K $1.79B
UNH
Unitedhealth Group Inc

Healthcare
406
+ 33.58%
$237.77 - $353.61 $96.5K - $144K
1.62K $558M
SCCO
Southern Copper Corp

Basic Materials
45
+ 1.01%
$90.54 - $121.36 $4.07K - $5.46K
4.51K $548M
SPYI
Shp ETF Tr Neos S&P 500 High I
1.4K
+ 19.62%
N/A
8.56K $448M
AMZN
Amazon Com Inc

Consumer Cyclical
326
+ 6.98%
$211.65 - $238.24 $69K - $77.7K
5K $1.1B
MO
Altria Group, Inc.

Consumer Defensive
516
+ 10.63%
$57.75 - $67.68 $29.8K - $34.9K
5.37K $355M
GLD
Spdr Gold Trust

ETFs
44
+ 4.92%
$300.96 - $355.47 $13.2K - $15.6K
939 $334M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.5K
+ 11.32%
$46.51 - $50.07 $70K - $75.3K
14.8K $694M
QCOM
Qualcomm Inc

Technology
26
+ 0.46%
$145.84 - $173.55 $3.79K - $4.51K
5.7K $949M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.08%
$68.24 - $73.73 $478 - $516
9.29K $682M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
327
+ 11.74%
$101.12 - $106.18 $33.1K - $34.7K
3.11K $321M
MMM
3 M CO

Industrials
175
+ 4.08%
$144.41 - $160.2 $25.3K - $28K
4.46K $692M
BA
Boeing CO

Industrials
3
+ 0.05%
$209.79 - $237.38 $629 - $712
6.12K $1.32B
AMAT
Applied Materials Inc

Technology
2
+ 0.12%
$156.25 - $204.95 $313 - $410
1.63K $333M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.26%
$696.56 - $806.32 $697 - $806
381 $304M
AMGN
Amgen Inc

Healthcare
87
+ 3.17%
$271.18 - $309.22 $23.6K - $26.9K
2.83K $798M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.12%
$94.4 - $104.27 $661 - $730
6.05K $624M
EEM
Ishares Msci Emerging Markets

ETFs
107
+ 2.18%
$48.07 - $53.4 $5.14K - $5.71K
5.03K $270M
UTG
Reaves Utility Income Fund

Financial Services
99
+ 1.25%
$35.81 - $39.62 $3.55K - $3.92K
8.04K $319M
EPD
Enterprise Products Partners L.P.

Energy
616
+ 1.53%
$30.74 - $32.14 $18.9K - $19.8K
40.9K $1.28B
DUK
Duke Energy Corp

Utilities
3
+ 0.07%
$116.31 - $125.93 $349 - $378
4.58K $567M
CSCO
Cisco Systems, Inc.

Technology
435
+ 11.45%
$66.2 - $71.79 $28.8K - $31.2K
4.24K $290M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15
+ 0.49%
$132.9 - $142.03 $1.99K - $2.13K
3.05K $430M
MRK
Merck & Co., Inc.

Healthcare
21
+ 0.43%
$77.6 - $87.37 $1.63K - $1.83K
4.94K $414M
PEAK
Healthpeak Properties, Inc.

Real Estate
194
+ 1.7%
N/A
11.6K $223M
DNP
Dnp Select Income Fund Inc

Financial Services
945
+ 1.66%
$9.65 - $10.02 $9.12K - $9.47K
58K $581M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
186
+ 0.96%
$41.19 - $43.7 $7.66K - $8.13K
19.6K $837M
Flagstar Financial Incorporated Com New
13
+ 0.07%
N/A
19.2K $222M
PFE
Pfizer Inc

Healthcare
61
+ 0.47%
$23.29 - $25.88 $1.42K - $1.58K
13K $330M
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.62%
$133.81 - $152.16 $1.47K - $1.67K
1.78K $250M
XLI
Industrial Sector Spdr

ETFs
8
+ 0.38%
$147.94 - $154.99 $1.18K - $1.24K
2.13K $328M
VZ
Verizon Communications Inc

Communication Services
227
+ 3.35%
$40.84 - $45.06 $9.27K - $10.2K
7.01K $308M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.03%
$259.39 - $285.47 $259 - $285
3.19K $873M
JNK
Spdr Bloomberg High Yield Bond

ETFs
97
+ 1.67%
$96.22 - $98.19 $9.33K - $9.52K
5.92K $580M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25
+ 0.62%
$55.15 - $58.11 $1.38K - $1.45K
4.08K $234M
MTB
M&T Bank Corp

Financial Services
9
+ 0.54%
$183.74 - $204.05 $1.65K - $1.84K
1.68K $331M
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.33%
$139.5 - $153.94 $698 - $770
1.5K $228M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.02%
$72.01 - $74.44 $72 - $74.4
4.84K $356M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16
+ 0.38%
$86.07 - $90.74 $1.38K - $1.45K
4.23K $379M
EFX
Equifax Inc

Industrials
7
+ 0.18%
$234.03 - $265.73 $1.64K - $1.86K
3.95K $1.01B
PM
Philip Morris International Inc.

Consumer Defensive
404
+ 10.63%
$157.77 - $183.27 $63.7K - $74K
4.2K $682M
KR
Kroger CO

Consumer Defensive
21
+ 0.43%
$64.52 - $74.35 $1.35K - $1.56K
4.89K $330M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.2%
$288.69 - $310.94 $866 - $933
1.47K $431M
Activity Summary
Buys All Purchases 106 New Holdings 24 Increased Positions 82 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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