Novak & Powell Financial Services, Inc. Incresed Positions in Q2 2025

Novak & Powell Financial Services, Inc.

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
138
+ 1.19%
$354.56 - $497.45 $48.9K - $68.6K
11.7K $5.82B
NVDA
Nvidia Corp

Technology
366
+ 1.6%
$94.31 - $157.99 $34.5K - $57.8K
23.2K $3.67B
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 0.36%
$496.48 - $617.85 $18.4K - $22.9K
10.2K $6.31B
VT
Vanguard Total World Stk Index

ETFs
232
+ 0.75%
$103.16 - $128.52 $23.9K - $29.8K
31K $3.99B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.41K
+ 9.73%
$54.19 - $67.22 $76.6K - $95K
15.9K $1.07B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.05%
$376.48 - $440.65 $1.51K - $1.76K
8K $3.53B
IAU
Ishares Gold Trust

ETFs
351
+ 0.92%
$56.1 - $64.74 $19.7K - $22.7K
38.6K $2.41B
AMZN
Amazon Com Inc

Consumer Cyclical
12
+ 0.26%
$167.32 - $223.3 $2.01K - $2.68K
4.67K $1.02B
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.3%
$221.86 - $362.89 $1.11K - $1.81K
1.65K $525M
COST
Costco Wholesale Corp

Consumer Defensive
82
+ 22.34%
$908.13 - $1056.85 $74.5K - $86.7K
449 $445M
EFX
Equifax Inc

Industrials
6
+ 0.15%
$205.5 - $280.54 $1.23K - $1.68K
3.94K $1.02B
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.26%
$462.22 - $707.75 $462 - $708
380 $269M
WMT
Walmart Inc.

Consumer Defensive
16
+ 0.27%
$81.79 - $99.98 $1.31K - $1.6K
6.05K $591M
FV
First Trust Dorsey Wright Focu

ETFs
15
+ 0.11%
$48.43 - $59.26 $726 - $889
13.6K $808M
TXN
Texas Instruments Inc

Technology
8
+ 0.38%
N/A
2.12K $441M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.03%
$225.65 - $270.95 $226 - $271
3.19K $859M
CTAS
Cintas Corp

Industrials
5
+ 0.18%
$190.11 - $227.66 $951 - $1.14K
2.8K $623M
GLD
Spdr Gold Trust

ETFs
119
+ 15.34%
$273.71 - $316.29 $32.6K - $37.6K
895 $273M
SPYI
Shp ETF Tr Neos S&P 500 High I
503
+ 7.56%
N/A
7.16K $360M
SCCO
Southern Copper Corp

Basic Materials
43
+ 0.97%
$75.63 - $104.64 $3.25K - $4.5K
4.47K $452M
XLI
Industrial Sector Spdr

ETFs
26
+ 1.24%
$116.42 - $147.52 $3.03K - $3.84K
2.12K $313M
QCOM
Qualcomm Inc

Technology
29
+ 0.51%
$124.66 - $159.48 $3.62K - $4.62K
5.68K $904M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 2.7%
$456.74 - $568.03 $6.39K - $7.95K
532 $302M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.18%
$498.8 - $620.9 $499 - $621
557 $346M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
25
+ 0.6%
$75.29 - $91.16 $1.88K - $2.28K
4.21K $380M
UTG
Reaves Utility Income Fund

Financial Services
104
+ 1.33%
$29.08 - $36.18 $3.02K - $3.76K
7.94K $287M
EA
Electronic Arts Inc.

Communication Services
2
+ 0.1%
$132.53 - $159.7 $265 - $319
2.05K $328M
MTB
M&T Bank Corp

Financial Services
9
+ 0.54%
$156.58 - $193.99 $1.41K - $1.75K
1.67K $324M
KR
Kroger CO

Consumer Defensive
19
+ 0.39%
$64.62 - $74.0 $1.23K - $1.41K
4.87K $349M
VAW
Vanguard Materials ETF

ETFs
11
+ 0.36%
$163.82 - $196.64 $1.8K - $2.16K
3.1K $605M
JNK
Spdr Bloomberg High Yield Bond

ETFs
97
+ 1.69%
$91.23 - $97.27 $8.85K - $9.44K
5.82K $566M
DE
Deere & CO

Industrials
1
+ 0.19%
$412.99 - $531.48 $413 - $531
519 $264M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
426
+ 3.38%
$8.74 - $11.04 $3.72K - $4.7K
13K $144M
SFL
Sfl Corp Ltd.

Industrials
1.36K
+ 3.28%
$7.1 - $8.92 $9.62K - $12.1K
42.6K $355M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
155
+ 5.89%
$90.85 - $102.31 $14.1K - $15.9K
2.79K $281M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.21%
$276.76 - $326.81 $830 - $980
1.47K $452M
EVRG
Evergy, Inc.

Utilities
73
+ 0.97%
$64.06 - $69.64 $4.68K - $5.08K
7.57K $522M
DNP
Dnp Select Income Fund Inc

Financial Services
1.05K
+ 1.88%
$8.89 - $9.88 $9.34K - $10.4K
57.1K $559M
D
Dominion Energy, Inc

Utilities
34
+ 0.8%
$49.66 - $58.0 $1.69K - $1.97K
4.29K $242M
SO
Southern CO

Utilities
27
+ 0.44%
$84.91 - $92.56 $2.29K - $2.5K
6.23K $572M
INGR
Ingredion Inc

Consumer Defensive
1
+ 0.06%
$123.22 - $140.95 $123 - $141
1.7K $230M
KO
Coca Cola CO

Consumer Defensive
25
+ 0.73%
$68.37 - $73.9 $1.71K - $1.85K
3.47K $246M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
220
+ 1.27%
$5.37 - $5.86 $1.18K - $1.29K
17.6K $98.6M
CXE
Mfs High Income Municipal Trust

Financial Services
523
+ 1.45%
$3.41 - $3.71 $1.78K - $1.94K
36.5K $131M
CMU
Mfs High Yield Municipal Trust

Financial Services
408
+ 1.4%
$3.21 - $3.52 $1.31K - $1.44K
29.5K $98.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.02%
$68.13 - $74.77 $68.1 - $74.8
4.84K $353M
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.34%
$138.36 - $161.45 $692 - $807
1.5K $222M
DUK
Duke Energy Corp

Utilities
3
+ 0.07%
$112.46 - $124.05 $337 - $372
4.58K $541M
Flagstar Financial Incorporated Com New
14
+ 0.07%
N/A
19.2K $203M
Activity Summary
Buys All Purchases 62 New Holdings 4 Increased Positions 58 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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