Novak & Powell Financial Services, Inc. New Holdings in Q2 2024

Novak & Powell Financial Services, Inc.

Stock	Shares change	Price Range	Shares Held
VBK Vanguard Small Cap Growth ETF ETFs	3.11K New	$237.63 - $258.31 $738K - $802K	3.11K $777M
IVE Ishares S&P 500 Value ETF ETFs	3.63K New	$176.58 - $186.7 $642K - $678K	3.63K $661M
VBR Vanguard Small Cap Value ETF ETFs	2.64K New	$177.65 - $191.11 $469K - $505K	2.64K $482M
SYK Stryker Corp Healthcare	1K New	$324.3 - $354.67 $324K - $355K	1K $340M
VB Vanguard Small Cap ETF ETFs	12.3K New	$210.76 - $226.94 $2.58M - $2.78M	12.3K $307M
SPYI Shp ETF Tr Neos S&P 500 High I	5.1K New	N/A	5.1K $256M
GLD Spdr Gold Trust ETFs	1.15K New	$207.82 - $224.56 $239K - $259K	1.15K $248M
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	4.43K New	$54.04 - $58.09 $239K - $257K	4.43K $241M
IEMG Ishares Inc ETFs	4.38K New	$50.02 - $54.95 $219K - $241K	4.38K $235M
COST Costco Wholesale Corp Consumer Defensive	267 New	$704.88 - $870.75 $188K - $232K	267 $227M
BR Broadridge Financial Solutions, Inc. Technology	1.15K New	$190.46 - $207.24 $219K - $238K	1.15K $226M
IYK Ishares U.S. Consumer Staples ETFs	3.4K New	$64.04 - $68.25 $218K - $232K	3.4K $224M
LOW Lowes Companies Inc Consumer Cyclical	986 New	$214.27 - $249.28 $211K - $246K	986 $217M
PEAK Healthpeak Properties, Inc. Real Estate	10.8K New	$17.82 - $19.34 $192K - $208K	10.8K $211M
SPGI S&P Global Inc. Financial Services	466 New	$408.56 - $448.91 $190K - $209K	466 $208M
AGD Aberdeen Global Dynamic Dividend Fund Financial Services	11.4K New	$9.14 - $9.85 $104K - $113K	11.4K $112M

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