Novak & Powell Financial Services, Inc. Sells in Q1 2025

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-687
- 2.53%
$369.1 - $427.61 $254K - $294K
26.4K $9.8B
AAPL
Apple Inc.

Technology
-376
- 0.95%
$209.68 - $247.1 $78.8K - $92.9K
39.2K $8.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-470
- 2.35%
$468.34 - $539.52 $220K - $254K
19.5K $9.14B
MSFT
Microsoft Corp

Technology
-156
- 1.33%
$375.39 - $447.2 $58.6K - $69.8K
11.6K $4.34B
NVDA
Nvidia Corp

Technology
-46
- 0.2%
$106.98 - $149.43 $4.92K - $6.87K
22.9K $2.48B
VBR
Vanguard Small Cap Value ETF

ETFs
-2.73K
- 45.93%
$183.02 - $207.75 $500K - $568K
3.22K $599M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.53K
- 7.15%
$102.49 - $119.96 $157K - $183K
19.8K $2.08B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.07K
- 4.52%
$121.0 - $142.28 $129K - $152K
22.6K $2.53B
TSLA
Tesla, Inc.

Consumer Cyclical
-269
- 14.03%
$222.15 - $428.22 $59.8K - $115K
1.65K $427M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.84K
- 12.45%
$77.7 - $78.94 $376K - $382K
34K $2.68B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.78K
- 9.64%
$81.62 - $96.63 $145K - $172K
16.6K $1.39B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.56K
- 10.62%
$117.4 - $131.02 $184K - $205K
13.2K $1.58B
FDN
First Tr Fd Dow Jones

ETFs
-50
- 0.44%
$221.38 - $266.86 $11.1K - $13.3K
11.3K $2.51B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.18K
- 14.58%
$96.3 - $112.23 $114K - $133K
6.94K $676M
VTV
Vanguard Value ETF

ETFs
-1.66K
- 5.73%
$167.73 - $179.21 $278K - $297K
27.3K $4.71B
VTI
Vanguard Total Stock Market Et

ETFs
-69
- 0.62%
$271.18 - $303.12 $18.7K - $20.9K
11K $3.03B
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.51K
- 12.02%
$79.17 - $82.04 $198K - $206K
18.3K $1.5B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-20
- 0.18%
$173.56 - $210.67 $3.47K - $4.21K
11.2K $1.94B
VBK
Vanguard Small Cap Growth ETF

ETFs
-233
- 6.46%
$247.97 - $296.33 $57.8K - $69K
3.38K $850M
AMZN
Amazon Com Inc

Consumer Cyclical
-57
- 1.21%
$190.26 - $242.06 $10.8K - $13.8K
4.66K $886M
IBB
Ishares Biotechnology ETF

ETFs
-627
- 5.53%
$127.9 - $140.56 $80.2K - $88.1K
10.7K $1.37B
BA
Boeing CO

Industrials
-450
- 6.65%
$148.15 - $186.25 $66.7K - $83.8K
6.31K $1.08B
FXR
First Trust Industrials/Produc

ETFs
-1K
- 19.61%
$68.3 - $79.81 $68.3K - $79.8K
4.1K $286M
VOT
Vanguard Mid Cap Growth Index

ETFs
-171
- 3.09%
$237.72 - $276.98 $40.7K - $47.4K
5.36K $1.31B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.43K
- 6.86%
$76.94 - $78.28 $110K - $112K
19.4K $1.52B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.75K
- 17.88%
$63.07 - $73.5 $173K - $202K
12.6K $886M
FV
First Trust Dorsey Wright Focu

ETFs
-535
- 3.78%
$53.91 - $63.03 $28.8K - $33.7K
13.6K $747M
IVE
Ishares S&P 500 Value ETF

ETFs
-439
- 11.06%
$185.78 - $198.58 $81.6K - $87.2K
3.53K $673M
IGV
Ishares Expanded Tech Software

ETFs
-100
- 1.56%
$88.3 - $107.83 $8.83K - $10.8K
6.33K $563M
VIG
Vanguard Dividend Appreciation

ETFs
-220
- 1.17%
N/A
18.6K $3.61B
VOE
Vanguard Mid Cap Value Index F

ETFs
-344
- 4.94%
$156.61 - $168.02 $53.9K - $57.8K
6.62K $1.06B
DHR
Danaher Corp

Healthcare
-75
- 4.48%
$201.62 - $250.59 $15.1K - $18.8K
1.6K $328M
GLD
Spdr Gold Trust

ETFs
-363
- 31.87%
$243.19 - $288.14 $88.3K - $105K
776 $224M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-375
- 1.85%
$27.52 - $33.6 $10.3K - $12.6K
19.9K $592M
HON
Honeywell International Inc

Industrials
-140
- 10.86%
$202.75 - $226.52 $28.4K - $31.7K
1.15K $243M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.87K
- 5.76%
$42.5 - $46.71 $79.5K - $87.3K
30.6K $1.39B
FTCS
First Trust Capital Strength E

ETFs
-599
- 10.06%
$86.39 - $91.35 $51.7K - $54.7K
5.35K $480M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-300
- 5.29%
$45.72 - $51.73 $13.7K - $15.5K
5.37K $247M
MCD
Mcdonalds Corp

Consumer Cyclical
-82
- 4.38%
$279.74 - $321.29 $22.9K - $26.3K
1.79K $559M
UNH
Unitedhealth Group Inc

Healthcare
-98
- 7.53%
$461.52 - $548.18 $45.2K - $53.7K
1.2K $630M
VNQ
Vanguard Specialized Funds Van

ETFs
-562
- 3.18%
$85.55 - $94.34 $48.1K - $53K
17.1K $1.55B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-169
- 3.43%
$102.5 - $112.02 $17.3K - $18.9K
4.75K $492M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-599
- 11.01%
$68.32 - $75.06 $40.9K - $45K
4.84K $362M
VO
Vanguard Mid Cap ETF

ETFs
-9
- 0.39%
$251.87 - $277.95 $2.27K - $2.5K
2.29K $593M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-450
- 3.69%
$17.53 - $17.87 $7.89K - $8.04K
11.7K $206M
VAW
Vanguard Materials ETF

ETFs
-25
- 0.8%
$185.71 - $202.46 $4.64K - $5.06K
3.09K $584M
CSCO
Cisco Systems, Inc.

Technology
-80
- 1.86%
$58.74 - $64.87 $4.7K - $5.19K
4.22K $260M
IYK
Ishares U.S. Consumer Staples

ETFs
-272
- 4.69%
$63.29 - $71.8 $17.2K - $19.5K
5.53K $396M
JPM
Jpmorgan Chase & CO

Financial Services
-56
- 0.96%
$225.19 - $279.95 $12.6K - $15.7K
5.8K $1.42B
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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