Novak & Powell Financial Services, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $8.99B, Invesco Qqq Trust, Series 1 with a value of $8.48B, Vanguard Large Cap ETF with a value of $8.18B, Apple Inc. with a value of $8.02B, and Spdr S&P 500 ETF Trust with a value of $6.31B.
Examining the 13F form we can see an decrease of $16.6B in the current position value, from $161B to 144B.
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
$144 Billion
ETFs: $88.3 Billion
Technology: $20 Billion
Financial Services: $8.89 Billion
Industrials: $5.5 Billion
Consumer Defensive: $4.5 Billion
Healthcare: $3.93 Billion
Consumer Cyclical: $3.1 Billion
Utilities: $2.93 Billion
Other: $6.42 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
