Novare Capital Management LLC Incresed Positions 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
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
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
MCHP
Microchip Technology Inc

Technology
3.71K
+ 2.82%
$35.34 - $71.6 $131K - $266K
135K $9.5M
XLC
Select Sector Spdr Tr Communic

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

ETFs
7.02K
+ 76.87%
$179.73 - $253.23 $1.26M - $1.78M
16.2K $4.09M
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
ADBE
Adobe Inc.

Technology
672
+ 2.14%
$340.0 - $420.68 $228K - $283K
32.1K $12.4M
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
+ 1.51%
$119.13 - $135.03 $180K - $204K
102K $12.5M
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
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.8K
+ 6.82%
$18.28 - $18.7 $216K - $221K
185K $3.47M
V
Visa Inc.

Financial Services
225
+ 0.65%
$308.27 - $373.31 $69.4K - $84K
35.1K $12.5M
PANW
Palo Alto Networks Inc

Technology
35
+ 0.62%
$152.44 - $204.64 $5.34K - $7.16K
5.71K $1.17M
BSCV
Invesco ETF Self Indexed Fd Tr
8.73K
+ 6.08%
$15.97 - $16.53 $139K - $144K
152K $2.52M
IVZ
Invesco Ltd.

Financial Services
10K
+ 83.33%
$12.14 - $15.77 $121K - $158K
22K $346K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.55K
+ 4.53%
$19.49 - $19.66 $147K - $148K
174K $3.42M
WFC
Wells Fargo & Company

Financial Services
1.46K
+ 33.63%
$60.98 - $80.12 $88.8K - $117K
5.79K $463K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.67K
+ 1.61%
N/A
105K $9.03M
O
Realty Income Corp

Real Estate
3.41K
+ 2.29%
$52.27 - $58.52 $178K - $199K
152K $8.76M
XOM
Exxon Mobil Corp

Energy
2.44K
+ 20.25%
$99.93 - $119.04 $244K - $291K
14.5K $1.56M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.53K
+ 3.21%
$16.31 - $16.78 $90.2K - $92.8K
178K $2.98M
HD
Home Depot, Inc.

Consumer Cyclical
289
+ 0.84%
$335.24 - $380.78 $96.9K - $110K
34.9K $12.8M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.98K
+ 4.2%
$25.27 - $27.14 $75.2K - $80.7K
73.7K $2M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.49K
+ 13.02%
$61.25 - $63.4 $91K - $94.1K
12.9K $817K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15
+ 0.99%
$141.37 - $228.57 $2.12K - $3.43K
1.53K $347K
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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