Novak & Powell Financial Services, Inc. Sells in Q3 2024

Novak & Powell Financial Services, Inc.

  • $172 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.38K
- 38.01%
$79.29 - $84.02 $585K - $620K
12K $1.01B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.15K
- 34.86%
$71.45 - $75.64 $368K - $389K
9.61K $722M
MSFT
Microsoft Corp

Technology
-25
- 0.2%
$395.15 - $467.56 $9.88K - $11.7K
12.5K $5.36B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-701
- 5.98%
$169.92 - $205.38 $119K - $144K
11K $2.11B
FXL
First Tr Exchange Traded Fd Fi

ETFs
-1.05K
- 9.36%
$122.48 - $142.51 $129K - $150K
10.2K $1.41B
MCD
Mcdonalds Corp

Consumer Cyclical
-767
- 30.95%
$245.82 - $304.51 $189K - $234K
1.71K $521M
FV
First Trust Dorsey Wright Focu

ETFs
-1.63K
- 9.93%
$51.35 - $59.82 $83.7K - $97.5K
14.8K $861M
JPM
Jpmorgan Chase & CO

Financial Services
-620
- 9.46%
$194.9 - $224.8 $121K - $139K
5.93K $1.25B
VV
Vanguard Large Cap ETF

ETFs
-1.86K
- 6.03%
$236.92 - $263.4 $440K - $489K
29K $7.63B
AMAT
Applied Materials Inc

Technology
-29
- 1.83%
$174.88 - $254.97 $5.07K - $7.39K
1.55K $314M
IVV
Ishares Core S&P 500 ETF

ETFs
-117
- 10.34%
$520.18 - $576.82 $60.9K - $67.5K
1.02K $586M
DHR
Danaher Corp

Healthcare
-345
- 13.83%
$239.25 - $280.76 $82.5K - $96.9K
2.15K $597M
Invesco S&P Smallcap Industrials ETF
-370
- 18.16%
N/A
1.67K $221M
FDN
First Tr Fd Dow Jones

ETFs
-493
- 4.19%
$183.68 - $212.48 $90.6K - $105K
11.3K $2.39B
PEP
Pepsico Inc

Consumer Defensive
-191
- 9.9%
$161.9 - $179.3 $30.9K - $34.2K
1.74K $296M
DIS
Walt Disney CO

Communication Services
-18
- 0.31%
$85.6 - $98.61 $1.54K - $1.77K
5.77K $555M
XOM
Exxon Mobil Corp

Energy
-258
- 3.72%
$109.72 - $119.0 $28.3K - $30.7K
6.67K $782M
YUM
Yum Brands Inc

Consumer Cyclical
-196
- 11.69%
$125.95 - $139.96 $24.7K - $27.4K
1.48K $207M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-463
- 8.6%
$103.09 - $113.83 $47.7K - $52.7K
4.92K $550M
HON
Honeywell International Inc

Industrials
-10
- 0.77%
$196.73 - $220.21 $1.97K - $2.2K
1.29K $266M
BAC
Bank Of America Corp

Financial Services
-20
- 0.24%
$36.65 - $44.13 $733 - $883
8.26K $328M
IYY
Ishares Tr

ETFs
-400
- 5.17%
$125.77 - $139.59 $50.3K - $55.8K
7.33K $1.02B
AMGN
Amgen Inc

Healthcare
-69
- 2.41%
$309.38 - $337.38 $21.3K - $23.3K
2.8K $902M
IGV
Ishares Expanded Tech Software

ETFs
-110
- 1.66%
$77.94 - $89.37 $8.57K - $9.83K
6.52K $582M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-454
- 2.05%
$76.38 - $78.87 $34.7K - $35.8K
21.7K $1.71B
MAR
Marriott International Inc

Consumer Cyclical
-1
- 0.08%
$211.35 - $255.11 $211 - $255
1.32K $328M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-224
- 1.67%
$14.7 - $15.89 $3.29K - $3.56K
13.2K $206M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-100
- 2.26%
$53.41 - $57.9 $5.34K - $5.79K
4.33K $250M
HD
Home Depot, Inc.

Consumer Cyclical
-80
- 11.56%
$333.64 - $405.2 $26.7K - $32.4K
612 $248M
KO
Coca Cola CO

Consumer Defensive
-198
- 5.43%
$62.69 - $73.01 $12.4K - $14.5K
3.45K $248M
MO
Altria Group, Inc.

Consumer Defensive
-178
- 3.39%
$45.95 - $54.71 $8.18K - $9.74K
5.07K $259M
VB
Vanguard Small Cap ETF

ETFs
-10.9K
- 88.72%
$214.77 - $237.72 $2.34M - $2.59M
1.38K $328M
T
At&T Inc.

Communication Services
-335
- 2.96%
$18.21 - $22.28 $6.1K - $7.46K
11K $242M
VO
Vanguard Mid Cap ETF

ETFs
-92
- 3.84%
$237.84 - $263.83 $21.9K - $24.3K
2.3K $607M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-42
- 1.17%
$117.9 - $128.2 $4.95K - $5.38K
3.56K $456M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-167
- 1.77%
$58.03 - $65.37 $9.69K - $10.9K
9.26K $599M
GLD
Spdr Gold Trust

ETFs
-1
- 0.09%
$215.56 - $246.98 $216 - $247
1.15K $280M
FXR
First Trust Industrials/Produc

ETFs
-50
- 1.05%
$66.85 - $75.76 $3.34K - $3.79K
4.7K $356M
LOW
Lowes Companies Inc

Consumer Cyclical
-38
- 3.85%
$213.3 - $270.78 $8.11K - $10.3K
948 $257M
ECL
Ecolab Inc.

Basic Materials
-46
- 1.41%
$228.86 - $255.76 $10.5K - $11.8K
3.21K $821M
PM
Philip Morris International Inc.

Consumer Defensive
-285
- 6.83%
$101.25 - $127.45 $28.9K - $36.3K
3.89K $472M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-186
- 1.19%
$65.06 - $71.72 $12.1K - $13.3K
15.4K $1.1B
DUK
Duke Energy Corp

Utilities
-136
- 2.89%
$99.35 - $117.71 $13.5K - $16K
4.57K $527M
WMT
Walmart Inc.

Consumer Defensive
-307
- 4.98%
$66.91 - $81.4 $20.5K - $25K
5.85K $473M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-44
- 0.24%
$84.81 - $93.54 $3.73K - $4.12K
18.5K $1.7B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.88K
- 8.36%
$27.14 - $35.2 $50.9K - $66K
20.6K $720M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-482
- 1.43%
$41.9 - $48.26 $20.2K - $23.3K
33.2K $1.59B
SBAC
Sba Communications Corp

Real Estate
-400
- 8.1%
$189.0 - $245.01 $75.6K - $98K
4.54K $1.09B
JNJ
Johnson & Johnson

Healthcare
-135
- 1.33%
$145.48 - $167.38 $19.6K - $22.6K
9.99K $1.62B
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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