Novak & Powell Financial Services, Inc. Incresed Positions in Q2 2024

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
69
+ 0.17%
$165.0 - $216.67 $11.4K - $15K
41.2K $8.68B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.5K
+ 135.39%
$76.35 - $77.35 $1.8M - $1.82M
40.9K $3.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
289
+ 3.72%
$396.73 - $420.24 $115K - $121K
8.06K $3.28B
VTV
Vanguard Value ETF

ETFs
4
+ 0.01%
$154.57 - $163.65 $618 - $655
28.2K $4.53B
IJS
Ishares S&P Smallcap 600 Value

ETFs
10.8K
+ 132.73%
$94.12 - $102.13 $1.02M - $1.1M
18.9K $1.84B
IJK
Ishares S&P Midcap 400 Growth

ETFs
11.2K
+ 151.1%
$84.85 - $91.12 $948K - $1.02M
18.6K $1.64B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.86K
+ 113.36%
$109.44 - $118.4 $860K - $931K
14.8K $1.68B
NVDA
Nvidia Corp

Technology
20.7K
+ 921.93%
$118.11 - $1224.4 $2.45M - $25.4M
23K $2.84B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.1K
+ 89.2%
$121.57 - $132.2 $741K - $806K
12.9K $1.66B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.35K
+ 50.36%
$146.82 - $155.77 $345K - $366K
7.02K $1.06B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.2K
+ 40.35%
$56.43 - $60.79 $687K - $740K
42.4K $2.48B
VV
Vanguard Large Cap ETF

ETFs
299
+ 0.98%
$227.27 - $251.65 $68K - $75.2K
30.8K $7.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
51
+ 0.15%
$40.83 - $44.89 $2.08K - $2.29K
33.7K $1.47B
VNQ
Vanguard Specialized Funds Van

ETFs
5.46K
+ 45.16%
$78.61 - $85.97 $429K - $469K
17.5K $1.47B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6.06K
+ 63.65%
$64.45 - $70.67 $391K - $428K
15.6K $1.04B
IBB
Ishares Biotechnology ETF

ETFs
2.86K
+ 32.7%
$124.64 - $139.96 $356K - $400K
11.6K $1.59B
IVV
Ishares Core S&P 500 ETF

ETFs
429
+ 61.02%
$497.53 - $549.64 $213K - $236K
1.13K $619M
QCOM
Qualcomm Inc

Technology
15
+ 0.27%
$157.63 - $227.09 $2.36K - $3.41K
5.58K $1.11B
AMGN
Amgen Inc

Healthcare
9
+ 0.31%
$262.75 - $319.31 $2.36K - $2.87K
2.87K $896M
VT
Vanguard Total World Stk Index

ETFs
141
+ 0.45%
$104.94 - $113.51 $14.8K - $16K
31.2K $3.51B
SFL
Sfl Corp Ltd.

Industrials
1.49K
+ 3.93%
$12.46 - $14.43 $18.5K - $21.4K
39.3K $545M
TXN
Texas Instruments Inc

Technology
6
+ 0.29%
$159.68 - $202.54 $958 - $1.22K
2.1K $408M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.12%
$88.6 - $104.24 $443 - $521
4.17K $423M
XOM
Exxon Mobil Corp

Energy
273
+ 4.1%
$108.36 - $122.2 $29.6K - $33.4K
6.93K $798M
XLK
Technology Sector Spdr

ETFs
14
+ 1.13%
$192.53 - $231.41 $2.7K - $3.24K
1.25K $282M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.03%
$218.16 - $244.64 $218 - $245
3.26K $776M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
205
+ 1.81%
$45.03 - $48.19 $9.23K - $9.88K
11.5K $554M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.79%
$455.1 - $504.28 $4.1K - $4.54K
513 $257M
EA
Electronic Arts Inc.

Communication Services
3
+ 0.15%
$125.24 - $141.23 $376 - $424
2.04K $285M
MTB
M&T Bank Corp

Financial Services
21
+ 1.3%
$134.56 - $155.06 $2.83K - $3.26K
1.63K $247M
FV
First Trust Dorsey Wright Focu

ETFs
210
+ 1.3%
$52.41 - $57.79 $11K - $12.1K
16.4K $940M
EEM
Ishares Msci Emerging Markets

ETFs
36
+ 0.56%
$39.71 - $43.79 $1.43K - $1.58K
6.5K $277M
MO
Altria Group, Inc.

Consumer Defensive
9
+ 0.17%
$40.75 - $46.83 $367 - $421
5.25K $239M
EPD
Enterprise Products Partners L.P.

Energy
631
+ 1.62%
$27.74 - $29.88 $17.5K - $18.9K
39.7K $1.15B
SCCO
Southern Copper Corp

Basic Materials
44
+ 1.02%
$105.26 - $129.26 $4.63K - $5.69K
4.34K $468M
KO
Coca Cola CO

Consumer Defensive
7
+ 0.19%
$58.06 - $64.15 $406 - $449
3.65K $232M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
210
+ 9.79%
$95.76 - $100.68 $20.1K - $21.1K
2.36K $227M
UTG
Reaves Utility Income Fund

Financial Services
128
+ 1.67%
$25.5 - $28.43 $3.26K - $3.64K
7.8K $213M
NYCB
New York Community Bancorp Inc

Financial Services
1.65K
+ 2.92%
$2.65 - $3.89 $4.38K - $6.43K
58.3K $188M
VEU
Vanguard Ftse All World Ex Us

ETFs
83
+ 0.62%
$56.22 - $60.47 $4.67K - $5.02K
13.4K $787M
CXE
Mfs High Income Municipal Trust

Financial Services
432
+ 1.26%
$3.48 - $3.71 $1.5K - $1.6K
34.7K $129M
CMU
Mfs High Yield Municipal Trust

Financial Services
341
+ 1.23%
$3.21 - $3.44 $1.09K - $1.17K
28K $96.2M
PFE
Pfizer Inc

Healthcare
24
+ 0.19%
$25.26 - $29.6 $606 - $710
12.8K $359M
JNK
Spdr Bloomberg High Yield Bond

ETFs
91
+ 1.69%
$92.57 - $94.69 $8.42K - $8.62K
5.46K $515M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
211
+ 1.26%
$5.55 - $5.94 $1.17K - $1.25K
16.9K $101M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
278
+ 1.12%
$5.84 - $6.13 $1.62K - $1.7K
25.2K $154M
EVRG
Evergy, Inc.

Utilities
86
+ 1.2%
$49.56 - $55.74 $4.26K - $4.79K
7.27K $385M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
26
+ 0.63%
$77.44 - $82.55 $2.01K - $2.15K
4.13K $336M
D
Dominion Energy, Inc

Utilities
36
+ 0.87%
$46.86 - $53.94 $1.69K - $1.94K
4.16K $204M
Activity Summary
Buys All Purchases 87 New Holdings 16 Increased Positions 71 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email