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

Novak & Powell Financial Services, Inc.

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

ETFs
9.61K
+ 221.16%
$114.07 - $127.34 $1.1M - $1.22M
14K $1.67B
VB
Vanguard Small Cap ETF

ETFs
1.95K
New
$217.89 - $252.64 $425K - $493K
1.95K $432M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.95K
New
$92.45 - $106.69 $180K - $208K
1.95K $385M
SYK
Stryker Corp

Healthcare
1K
New
$355.18 - $399.9 $355K - $400K
1K $372M
IVV
Ishares Core S&P 500 ETF

ETFs
556
New
$554.06 - $615.85 $308K - $342K
556 $313M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.4K
New
$210.19 - $243.33 $294K - $341K
1.4K $295M
ABBV
Abb Vie Inc.

Healthcare
1.39K
New
$169.2 - $216.66 $235K - $301K
1.39K $291M
PEP
Pepsico Inc

Consumer Defensive
1.76K
New
$142.64 - $156.42 $251K - $275K
1.76K $264M
UNP
Union Pacific Corp

Industrials
1.06K
New
$225.21 - $254.42 $238K - $269K
1.06K $250M
YUM
Yum Brands Inc

Consumer Cyclical
1.49K
New
$123.25 - $162.53 $184K - $242K
1.49K $235M
COP
Conocophillips

Energy
1.97K
New
$88.6 - $105.85 $174K - $208K
1.97K $207M
JNJ
Johnson & Johnson

Healthcare
98
+ 1.23%
$142.06 - $167.7 $13.9K - $16.4K
8.05K $1.33B
EEM
Ishares Msci Emerging Markets

ETFs
2.29K
+ 34.15%
$40.81 - $45.34 $93.4K - $104K
8.99K $435M
EPD
Enterprise Products Partners L.P.

Energy
504
+ 1.29%
$31.75 - $34.14 $16K - $17.2K
39.7K $1.35B
VHT
Vanguard Health Care ETF

ETFs
138
+ 2.21%
$254.06 - $273.83 $35.1K - $37.8K
6.4K $1.69B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
674
+ 5.43%
$48.65 - $53.06 $32.8K - $35.8K
13.1K $680M
XOM
Exxon Mobil Corp

Energy
21
+ 0.32%
$105.44 - $118.93 $2.21K - $2.5K
6.6K $785M
VEU
Vanguard Ftse All World Ex Us

ETFs
413
+ 2.93%
$56.51 - $62.98 $23.3K - $26K
14.5K $881M
DNP
Dnp Select Income Fund Inc

Financial Services
1.05K
+ 1.91%
$8.93 - $9.92 $9.39K - $10.4K
56K $554M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
98
+ 0.51%
$34.34 - $38.51 $3.37K - $3.77K
19.1K $734M
DUK
Duke Energy Corp

Utilities
4
+ 0.09%
$105.87 - $121.97 $423 - $488
4.58K $558M
CTAS
Cintas Corp

Industrials
5
+ 0.18%
$182.09 - $208.14 $910 - $1.04K
2.79K $574M
XLK
Technology Sector Spdr

ETFs
453
+ 38.95%
$206.38 - $242.18 $93.5K - $110K
1.62K $334M
T
At&T Inc.

Communication Services
54
+ 0.49%
$21.56 - $28.28 $1.16K - $1.53K
11.1K $314M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.03%
$229.72 - $269.82 $230 - $270
3.19K $808M
CVX
Chevron Corp

Energy
21
+ 0.82%
$146.71 - $167.97 $3.08K - $3.53K
2.57K $430M
EVRG
Evergy, Inc.

Utilities
71
+ 0.96%
$59.9 - $69.52 $4.25K - $4.94K
7.5K $517M
MSTR
Microstrategy Inc

Technology
200
+ 22.12%
$239.27 - $396.5 $47.9K - $79.3K
1.1K $318M
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.33%
$50.81 - $60.02 $864 - $1.02K
5.11K $307M
PG
Procter & Gamble CO

Consumer Defensive
89
+ 1.01%
$158.56 - $176.26 $14.1K - $15.7K
8.94K $1.52B
FNF
Fidelity National Financial, Inc.

Financial Services
3
+ 0.07%
$54.25 - $65.27 $163 - $196
4.18K $272M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
267
+ 11.29%
$97.38 - $104.52 $26K - $27.9K
2.63K $269M
KR
Kroger CO

Consumer Defensive
19
+ 0.39%
$58.36 - $67.72 $1.11K - $1.29K
4.85K $328M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.04%
$58.01 - $64.46 $232 - $258
9.28K $576M
DE
Deere & CO

Industrials
1
+ 0.19%
$408.57 - $509.27 $409 - $509
518 $243M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.21%
$286.85 - $318.64 $861 - $956
1.46K $447M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
25
+ 0.6%
$78.97 - $85.82 $1.97K - $2.15K
4.19K $347M
SCCO
Southern Copper Corp

Basic Materials
32
+ 0.73%
$85.92 - $101.48 $2.75K - $3.25K
4.43K $414M
D
Dominion Energy, Inc

Utilities
34
+ 0.81%
$52.85 - $57.43 $1.8K - $1.95K
4.25K $239M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.27%
$890.62 - $1076.86 $891 - $1.08K
367 $347M
UTG
Reaves Utility Income Fund

Financial Services
108
+ 1.4%
$31.08 - $34.42 $3.36K - $3.72K
7.84K $255M
DFAS
Dimensional ETF Tr U S Small C

ETFs
419
+ 12.79%
$58.81 - $68.2 $24.6K - $28.6K
3.7K $221M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
536
+ 4.44%
$9.82 - $10.44 $5.26K - $5.6K
12.6K $126M
XLI
Industrial Sector Spdr

ETFs
61
+ 3.0%
$128.78 - $141.67 $7.86K - $8.64K
2.09K $275M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.54%
$126.11 - $135.06 $2.14K - $2.3K
3.14K $405M
JNK
Spdr Bloomberg High Yield Bond

ETFs
63
+ 1.11%
$94.86 - $97.12 $5.98K - $6.12K
5.73K $546M
QCOM
Qualcomm Inc

Technology
27
+ 0.48%
$151.94 - $175.86 $4.1K - $4.75K
5.65K $868M
PEAK
Healthpeak Properties, Inc.

Real Estate
168
+ 1.52%
N/A
11.2K $227M
CXE
Mfs High Income Municipal Trust

Financial Services
459
+ 1.29%
$3.6 - $3.85 $1.65K - $1.77K
36K $133M
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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