Novak & Powell Financial Services, Inc. Incresed Positions in Q3 2024

Novak & Powell Financial Services, Inc.

  • $172 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
Activity Summary
Buys All Purchases 63 New Holdings 5 Increased Positions 58 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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