Novare Capital Management LLC Purchases in Q4 2024

Novare Capital Management LLC

  • $1.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
512
+ 0.32%
$159.67 - $250.0 $81.8K - $128K
160K $37.1M
CSX
Csx Corp

Industrials
268K
New
$31.58 - $36.88 $8.46M - $9.88M
268K $8.65M
GOOGL
Alphabet Inc.

Communication Services
2.79K
+ 1.57%
$161.86 - $196.66 $452K - $549K
181K $34.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.86K
+ 137.45%
$481.22 - $538.17 $3.3M - $3.69M
11.9K $6.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
31.7K
+ 94.78%
$94.43 - $105.47 $2.99M - $3.34M
65.1K $6.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.88K
+ 2.52%
$567.81 - $607.81 $1.64M - $1.75M
117K $68.8M
NVDA
Nvidia Corp

Technology
4.1K
+ 2.48%
$117.0 - $148.88 $479K - $610K
169K $22.7M
VSLU
ETF Opportunities Tr Applied F
29.9K
+ 4.54%
$35.67 - $37.88 $1.07M - $1.13M
689K $25.2M
CSCO
Cisco Systems, Inc.

Technology
3.44K
+ 1.69%
$52.45 - $60.02 $180K - $206K
207K $12.2M
V
Visa Inc.

Financial Services
4
+ 0.01%
$273.87 - $320.91 $1.1K - $1.28K
33.9K $10.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.5K
+ 10.67%
$61.68 - $67.87 $770K - $847K
130K $8.07M
META
Meta Platforms, Inc.

Communication Services
498
+ 2.85%
$554.08 - $632.68 $276K - $315K
18K $10.6M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.73K
+ 2.77%
$111.85 - $120.71 $306K - $330K
101K $11.7M
XLF
Financial Sector Spdr

ETFs
1.73K
+ 1.22%
$44.89 - $51.34 $77.5K - $88.6K
144K $6.95M
ACN
Accenture PLC

Technology
1.62K
+ 2.48%
$343.9 - $376.86 $557K - $611K
67K $23.6M
TNA
Direxion Daily Small Cap Bull

ETFs
7.5K
New
$41.4 - $56.28 $311K - $422K
7.5K $314K
WSM
Williams Sonoma Inc

Consumer Cyclical
28
+ 0.28%
$129.13 - $198.21 $3.62K - $5.55K
10.2K $1.88M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.41K
+ 3.45%
N/A
102K $8.76M
UNP
Union Pacific Corp

Industrials
1.22K
New
$223.15 - $249.32 $273K - $305K
1.22K $279K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.32K
+ 25.71%
$113.92 - $127.38 $265K - $296K
11.4K $1.31M
FTV
Fortive Corp

Technology
7.84K
+ 9.04%
$71.16 - $79.68 $558K - $625K
94.6K $7.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
31
+ 0.01%
$46.48 - $51.32 $1.44K - $1.59K
240K $11.6M
AVAV
Aero Vironment Inc

Industrials
1.5K
New
$153.72 - $235.17 $231K - $353K
1.5K $230K
PFE
Pfizer Inc

Healthcare
8.6K
New
$24.8 - $30.19 $213K - $260K
8.6K $228K
GOOG
Alphabet Inc.

Communication Services
715
+ 18.06%
$163.08 - $198.16 $117K - $142K
4.68K $890K
IWB
Ishares Tr Russell 1000 ETF

ETFs
632
New
$311.11 - $335.64 $197K - $212K
632 $203K
MA
Mastercard Inc

Financial Services
385
New
$491.3 - $536.15 $189K - $206K
385 $202K
TXN
Texas Instruments Inc

Technology
1.02K
+ 1.3%
N/A
79K $15.4M
VFH
Vanguard Financial ETF

ETFs
43
+ 0.19%
$108.87 - $126.2 $4.68K - $5.43K
22.5K $2.66M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
900
+ 0.51%
$16.22 - $18.28 $14.6K - $16.5K
179K $3.2M
IGV
Ishares Expanded Tech Software

ETFs
250
+ 1.99%
$87.5 - $110.17 $21.9K - $27.5K
12.8K $1.28M
PANW
Palo Alto Networks Inc

Technology
3.24K
+ 118.28%
$181.96 - $405.9 $589K - $1.31M
5.97K $1.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
116K
+ 204.49%
$22.01 - $66.82 $2.55M - $7.74M
172K $3.91M
BSCV
Invesco ETF Self Indexed Fd Tr
13.3K
+ 10.57%
$16.02 - $16.72 $213K - $222K
139K $2.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
144
+ 4.58%
$521.84 - $558.82 $75.1K - $80.5K
3.29K $1.77M
IBM
International Business Machines Corp

Technology
511
+ 21.56%
$204.9 - $238.04 $105K - $122K
2.88K $633K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.77K
+ 6.34%
$18.28 - $18.87 $179K - $184K
164K $3M
BMY
Bristol Myers Squibb CO

Healthcare
1.33K
+ 26.9%
$51.92 - $59.94 $68.8K - $79.4K
6.25K $353K
PYPL
Pay Pal Holdings, Inc.

Financial Services
750
+ 21.58%
$77.25 - $91.3 $57.9K - $68.5K
4.23K $360K
GPN
Global Payments Inc

Industrials
10
+ 0.13%
$97.57 - $119.38 $976 - $1.19K
7.69K $861K
VTI
Vanguard Total Stock Market Et

ETFs
185
+ 13.94%
$280.04 - $302.45 $51.8K - $56K
1.51K $438K
VIG
Vanguard Dividend Appreciation

ETFs
302
+ 3.2%
N/A
9.74K $1.77M
AXP
American Express CO

Financial Services
82
+ 7.31%
$267.35 - $305.57 $21.9K - $25.1K
1.2K $357K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.42K
+ 2.43%
$19.38 - $19.58 $66.2K - $66.9K
144K $2.79M
VCIT
Vanguard Intermediate Term Cor

ETFs
936
+ 9.24%
$80.13 - $83.77 $75K - $78.4K
11.1K $888K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18
+ 1.17%
$172.07 - $207.36 $3.1K - $3.73K
1.55K $306K
SCHX
Schwab Strategic Tr Us Large C

ETFs
52.2K
+ 198.74%
$22.4 - $68.28 $1.17M - $3.56M
78.5K $1.82M
BSCU
Invesco Exc Self Ind Tr

ETFs
7.63K
+ 4.9%
$16.32 - $16.99 $124K - $130K
163K $2.67M
T
At&T Inc.

Communication Services
351
+ 1.11%
$21.22 - $23.88 $7.45K - $8.38K
32.1K $730K
Activity Summary
Buys All Purchases 86 New Holdings 9 Increased Positions 77 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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