Novak & Powell Financial Services, Inc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $8B, Vanguard Large Cap ETF with a value of $7.1B, Invesco Qqq Trust, Series 1 with a value of $6.86B, Apple Inc. with a value of $6.86B, and Spdr S&P 500 ETF Trust with a value of $5.44B.
Examining the 13F form we can see an decrease of $16.2B in the current position value, from $150B to 134B.
Novak & Powell Financial Services, Inc. is based out at St. Petersburg, FL
Below you can find more details about Novak & Powell Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$134 Billion
ETFs: $81.4 Billion
Technology: $16.3 Billion
Financial Services: $7.43 Billion
Industrials: $6.55 Billion
Healthcare: $4.86 Billion
Consumer Defensive: $4.27 Billion
Consumer Cyclical: $3.03 Billion
Energy: $2.84 Billion
Other: $6.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions