Novak & Powell Financial Services, Inc. Reduced Holdings in Q2 2025

Novak & Powell Financial Services, Inc.

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.17K
- 41.22%
$483.48 - $539.8 $1.53M - $1.71M
4.52K $2.2B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-16.5K
- 72.86%
$108.87 - $133.04 $1.79M - $2.19M
6.14K $817M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-21.1K
- 62.09%
$77.94 - $79.5 $1.65M - $1.68M
12.9K $1.03B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16.7K
- 86.25%
$77.74 - $78.78 $1.3M - $1.32M
2.67K $210M
VTV
Vanguard Value ETF

ETFs
-7.56K
- 27.71%
$153.67 - $176.74 $1.16M - $1.34M
19.7K $3.49B
VFH
Vanguard Financial ETF

ETFs
-10.1K
- 72.28%
$104.87 - $127.3 $1.06M - $1.28M
3.87K $493M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-7.35K
- 55.88%
$103.88 - $123.68 $764K - $909K
5.81K $717M
VHT
Vanguard Health Care ETF

ETFs
-2.91K
- 45.53%
$236.71 - $261.92 $689K - $763K
3.48K $865M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-10.5K
- 63.05%
$73.7 - $90.98 $773K - $954K
6.15K $559M
VUG
Vanguard Growth ETF

ETFs
-5.91K
- 22.39%
$329.49 - $438.4 $1.95M - $2.59M
20.5K $8.99B
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.29K
- 61.49%
$216.28 - $284.39 $712K - $936K
2.06K $586M
VOE
Vanguard Mid Cap Value Index F

ETFs
-4.55K
- 68.77%
$141.87 - $164.49 $646K - $748K
2.07K $340M
VPU
Vanguard Utilities ETF

ETFs
-4.26K
- 73.69%
$158.36 - $178.82 $675K - $762K
1.52K $269M
AAPL
Apple Inc.

Technology
-137
- 0.35%
$172.42 - $223.89 $23.6K - $30.7K
39.1K $8.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.11K
- 21.09%
$416.06 - $551.64 $1.71M - $2.27M
15.4K $8.48B
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.55K
- 41.17%
$79.56 - $82.92 $601K - $626K
10.8K $895M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.3K
- 27.82%
$51.16 - $62.02 $579K - $702K
29.4K $1.82B
VNQ
Vanguard Specialized Funds Van

ETFs
-5.46K
- 31.92%
$79.79 - $91.42 $436K - $499K
11.6K $1.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.12K
- 25.81%
$90.56 - $109.49 $464K - $561K
14.7K $1.61B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-5.96K
- 47.21%
$62.73 - $78.42 $374K - $467K
6.66K $516M
VO
Vanguard Mid Cap ETF

ETFs
-1.47K
- 64.02%
$228.54 - $279.83 $335K - $411K
825 $231M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.68K
- 31.61%
$39.89 - $49.46 $386K - $479K
20.9K $1.04B
IBB
Ishares Biotechnology ETF

ETFs
-2.39K
- 22.32%
$112.02 - $129.0 $268K - $309K
8.32K $1.05B
EEM
Ishares Msci Emerging Markets

ETFs
-4.07K
- 45.31%
$38.52 - $48.28 $157K - $197K
4.92K $237M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.4K
- 20.62%
$72.02 - $73.82 $173K - $177K
9.22K $679M
JNJ
Johnson & Johnson

Healthcare
-313
- 3.89%
$146.36 - $159.82 $45.8K - $50K
7.73K $1.18B
XOM
Exxon Mobil Corp

Energy
-378
- 5.73%
$99.93 - $119.04 $37.8K - $45K
6.22K $671M
AMGN
Amgen Inc

Healthcare
-65
- 2.31%
$262.28 - $309.85 $17K - $20.1K
2.74K $766M
DHR
Danaher Corp

Healthcare
-300
- 18.76%
$174.64 - $205.16 $52.4K - $61.5K
1.3K $257M
VZ
Verizon Communications Inc

Communication Services
-660
- 8.87%
$41.67 - $45.62 $27.5K - $30.1K
6.78K $293M
ABBV
Abb Vie Inc.

Healthcare
-49
- 3.53%
$170.16 - $206.27 $8.34K - $10.1K
1.34K $249M
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.12%
$285.55 - $321.23 $5.71K - $6.42K
1.77K $517M
XLK
Technology Sector Spdr

ETFs
-453
- 28.03%
$179.73 - $253.23 $81.4K - $115K
1.16K $295M
MO
Altria Group, Inc.

Consumer Defensive
-256
- 5.01%
$55.56 - $60.91 $14.2K - $15.6K
4.85K $284M
PFE
Pfizer Inc

Healthcare
-155
- 1.19%
$21.59 - $24.84 $3.35K - $3.85K
12.9K $313M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-325
- 2.44%
$13.7 - $14.31 $4.45K - $4.65K
13K $183M
BAC
Bank Of America Corp

Financial Services
-1.09K
- 13.17%
$34.39 - $47.46 $37.5K - $51.7K
7.19K $340M
SOXX
Ishares Semiconductor ETF

ETFs
-300
- 22.22%
$154.86 - $239.07 $46.5K - $71.7K
1.05K $251M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-106
- 3.37%
$114.78 - $133.31 $12.2K - $14.1K
3.04K $405M
MMM
3 M CO

Industrials
-150
- 3.38%
$126.09 - $154.15 $18.9K - $23.1K
4.29K $652M
T
At&T Inc.

Communication Services
-161
- 1.45%
$26.33 - $28.94 $4.24K - $4.66K
10.9K $316M
CSCO
Cisco Systems, Inc.

Technology
-416
- 9.87%
$53.19 - $69.38 $22.1K - $28.9K
3.8K $264M
MSTR
Microstrategy Inc

Technology
-300
- 27.17%
$237.95 - $421.61 $71.4K - $126K
804 $325M
FXR
First Trust Industrials/Produc

ETFs
-100
- 2.44%
$60.85 - $74.22 $6.09K - $7.42K
4K $297M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-23
- 0.33%
$83.54 - $100.04 $1.92K - $2.3K
6.91K $688M
HON
Honeywell International Inc

Industrials
-2
- 0.17%
$182.86 - $232.88 $366 - $466
1.15K $267M
SBAC
Sba Communications Corp

Real Estate
-100
- 2.36%
$208.57 - $243.4 $20.9K - $24.3K
4.14K $972M
PM
Philip Morris International Inc.

Consumer Defensive
-249
- 6.15%
$149.23 - $184.95 $37.2K - $46.1K
3.8K $692M
AMAT
Applied Materials Inc

Technology
-49
- 2.93%
$126.95 - $183.52 $6.22K - $8.99K
1.62K $297M
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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