Novare Capital Management LLC Purchases in Q2 2025

Novare Capital Management LLC

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
219
+ 0.18%
$354.56 - $497.45 $77.6K - $109K
121K $60M
NVDA
Nvidia Corp

Technology
34K
+ 18.44%
$94.31 - $157.99 $3.21M - $5.37M
218K $34.5M
XLY
Select Sector Spdr Consumer Di

ETFs
60.2K
New
$176.34 - $218.59 $10.6M - $13.2M
60.2K $13.1M
IVV
Ishares Core S&P 500 ETF

ETFs
5.01K
+ 7.92%
$498.8 - $620.9 $2.5M - $3.11M
68.3K $42.4M
META
Meta Platforms, Inc.

Communication Services
2.29K
+ 11.76%
$484.66 - $738.09 $1.11M - $1.69M
21.8K $16.1M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
144K
New
$32.56 - $35.71 $4.69M - $5.15M
144K $4.76M
EMR
Emerson Electric CO

Industrials
1.05K
+ 0.55%
$94.15 - $133.33 $98.7K - $140K
193K $25.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.6K
+ 1.2%
$167.32 - $223.3 $268K - $358K
135K $29.7M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 1.27%
$210.28 - $289.91 $213K - $293K
80.4K $23.3M
VSLU
ETF Opportunities Tr Applied F
10.4K
+ 1.44%
$31.34 - $39.15 $327K - $408K
734K $28.7M
XLC
Select Sector Spdr Tr Communic

ETFs
21.6K
+ 105.31%
$86.13 - $108.53 $1.86M - $2.34M
42.1K $4.57M
XLF
Financial Sector Spdr

ETFs
39.8K
+ 26.63%
$43.92 - $52.37 $1.75M - $2.08M
189K $9.91M
XLK
Technology Sector Spdr

ETFs
7.02K
+ 76.87%
$179.73 - $253.23 $1.26M - $1.78M
16.2K $4.09M
EEM
Ishares Msci Emerging Markets

ETFs
41K
New
$38.52 - $48.28 $1.58M - $1.98M
41K $1.98M
LLY
Eli Lilly & CO

Healthcare
2.13K
+ 114.02%
$713.71 - $898.95 $1.52M - $1.92M
4K $3.12M
THO
Thor Industries Inc

Consumer Cyclical
1.88K
+ 1.81%
$64.83 - $89.72 $122K - $169K
106K $9.41M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.38K
+ 1.3%
$97.68 - $121.38 $135K - $168K
107K $13M
CSX
Csx Corp

Industrials
13.8K
+ 4.81%
$26.69 - $32.91 $367K - $453K
300K $9.78M
AMP
Ameriprise Financial Inc

Financial Services
104
+ 0.4%
$422.19 - $533.73 $43.9K - $55.5K
26.3K $14.1M
HON
Honeywell International Inc

Industrials
568
+ 0.98%
$182.86 - $232.88 $104K - $132K
58.4K $13.6M
AMD
Advanced Micro Devices Inc

Technology
5.1K
+ 78.02%
$78.21 - $143.81 $398K - $733K
11.6K $1.65M
ICE
Intercontinental Exchange, Inc.

Financial Services
539
+ 0.8%
$151.62 - $183.47 $81.7K - $98.9K
68.1K $12.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.1K
+ 30.83%
$50.36 - $50.68 $809K - $814K
68.1K $3.45M
TSLA
Tesla, Inc.

Consumer Cyclical
547
+ 5.21%
$221.86 - $362.89 $121K - $199K
11K $3.51M
PLTR
Palantir Technologies Inc.

Technology
3.66K
+ 68.38%
$74.01 - $144.25 $271K - $527K
9K $1.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3K
+ 2.19%
$51.16 - $62.02 $153K - $186K
140K $8.67M
VRT
Vertiv Holdings CO

Industrials
7.5K
+ 156.58%
N/A
12.3K $1.07M
CMI
Cummins Inc

Industrials
373
+ 1.01%
$267.12 - $336.65 $99.6K - $126K
37.2K $12.2M
AME
Ametek Inc

Industrials
16
+ 0.02%
$151.41 - $182.75 $2.42K - $2.92K
71.5K $12.9M
ABT
Abbott Laboratories

Healthcare
629
+ 0.6%
$123.95 - $138.08 $78K - $86.9K
105K $14.2M
COST
Costco Wholesale Corp

Consumer Defensive
324
+ 13.16%
$908.13 - $1056.85 $294K - $342K
2.79K $2.76M
CRM
Salesforce, Inc.

Technology
916
+ 2.72%
$236.26 - $291.15 $216K - $267K
34.6K $9.44M
ZS
Zscaler, Inc.

Technology
1.25K
New
$174.67 - $315.32 $218K - $394K
1.25K $392K
ADBE
Adobe Inc.

Technology
672
+ 2.14%
$340.0 - $420.68 $228K - $283K
32.1K $12.4M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
8.71K
New
$34.28 - $41.6 $299K - $362K
8.71K $361K
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
+ 1.51%
$119.13 - $135.03 $180K - $204K
102K $12.5M
TSCO
Tractor Supply CO

Consumer Cyclical
6.49K
New
$47.86 - $55.77 $311K - $362K
6.49K $342K
CRWD
Crowd Strike Holdings, Inc.

Technology
637
New
$321.63 - $509.31 $205K - $324K
637 $324K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5.09K
New
$47.24 - $58.55 $241K - $298K
5.09K $298K
UBER
Uber Technologies, Inc

Technology
3.1K
New
$64.62 - $93.3 $200K - $289K
3.1K $289K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.58K
+ 16.1%
$86.93 - $109.64 $137K - $173K
11.4K $1.24M
SO
Southern CO

Utilities
3.09K
+ 46.12%
$84.91 - $92.56 $263K - $286K
9.8K $900K
NFLX
Netflix Inc

Communication Services
108
+ 32.43%
$855.86 - $1339.13 $92.4K - $145K
441 $590K
TW
Tradeweb Markets Inc.

Financial Services
1.9K
New
$125.37 - $149.02 $238K - $283K
1.9K $278K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
12.1K
New
$21.71 - $22.3 $262K - $269K
12.1K $268K
MU
Micron Technology Inc

Technology
2.13K
New
$64.72 - $127.91 $138K - $272K
2.13K $261K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.8K
+ 6.82%
$18.28 - $18.7 $216K - $221K
185K $3.47M
NUE
Nucor Corp

Basic Materials
1.89K
New
$103.22 - $131.43 $195K - $248K
1.89K $244K
FCX
Freeport Mcmoran Inc

Basic Materials
5.53K
New
$29.15 - $44.46 $161K - $246K
5.53K $239K
Activity Summary
Buys All Purchases 106 New Holdings 20 Increased Positions 86 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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