Novak & Powell Financial Services, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $11.1B, Invesco Qqq Trust, Series 1 with a value of $9.68B, Apple Inc. with a value of $9.21B, Vanguard Large Cap ETF with a value of $7.63B, and Spdr S&P 500 ETF Trust with a value of $6B.
Examining the 13F form we can see an increase of $11.5B in the current position value, from $161B to 172B.
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
$172 Billion
ETFs: $113 Billion
Technology: $19.6 Billion
Financial Services: $9.49 Billion
Industrials: $6.74 Billion
Healthcare: $5.39 Billion
Consumer Defensive: $4.96 Billion
Consumer Cyclical: $3.19 Billion
Utilities: $3.09 Billion
Other: $6.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
