Novak & Powell Financial Services, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $9.8B, Invesco Qqq Trust, Series 1 with a value of $9.14B, Apple Inc. with a value of $8.71B, Vanguard Large Cap ETF with a value of $7.69B, and Spdr S&P 500 ETF Trust with a value of $5.7B.
Examining the 13F form we can see an decrease of $7.19B in the current position value, from $168B 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: $17.9 Billion
Financial Services: $10.5 Billion
Industrials: $5.05 Billion
Healthcare: $4.6 Billion
Consumer Defensive: $4.42 Billion
Consumer Cyclical: $3.1 Billion
Utilities: $2.88 Billion
Other: $6.68 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
