Novak & Powell Financial Services, Inc. Portfolio Holdings

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q2 2024

Novak & Powell Financial Services, Inc. has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $10.3B, Apple Inc. with a value of $8.68B, Vanguard Large Cap ETF with a value of $7.7B, Invesco Qqq Trust, Series 1 with a value of $7.38B, and Spdr S&P 500 ETF Trust with a value of $5.65B.

Examining the 13F form we can see an increase of $27.3B in the current position value, from $134B to 161B.

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 $161 Billion
ETFs: $105 Billion
Technology: $19.4 Billion
Financial Services: $8.79 Billion
Industrials: $5.79 Billion
Healthcare: $5.14 Billion
Consumer Defensive: $4.32 Billion
Consumer Cyclical: $3.11 Billion
Energy: $2.82 Billion
Other: $6.45 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.48B
$545 Million 0.34% of portfolio
39,285
Q2 2024 Added 3.93%
$1.47B
$461 Million 0.29% of portfolio
13,819
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $161 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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