Novare Capital Management LLC Incresed Positions in Q3 2025

Novare Capital Management LLC

  • $1.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
40.1K
+ 21.41%
$202.38 - $256.87 $8.12M - $10.3M
228K $57.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
18.9K
+ 18.84%
$617.65 - $666.84 $11.7M - $12.6M
120K $79.6M
XLK
Technology Sector Spdr

ETFs
27.3K
+ 168.7%
$250.97 - $282.66 $6.84M - $7.71M
43.4K $12.2M
NVDA
Nvidia Corp

Technology
1.91K
+ 0.87%
$153.3 - $186.58 $293K - $356K
220K $41.1M
VSLU
ETF Opportunities Tr Applied F
64.9K
+ 8.85%
$39.14 - $42.99 $2.54M - $2.79M
799K $34.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.77K
+ 2.59%
$620.67 - $670.08 $1.1M - $1.19M
70.1K $46.9M
TSLA
Tesla, Inc.

Consumer Cyclical
6.11K
+ 55.29%
$293.94 - $444.72 $1.79M - $2.72M
17.1K $7.63M
XLY
Select Sector Spdr Consumer Di

ETFs
11.5K
+ 19.06%
$216.09 - $242.18 $2.48M - $2.78M
71.6K $17.2M
UNH
Unitedhealth Group Inc

Healthcare
3K
+ 5.61%
$237.77 - $353.61 $714K - $1.06M
56.5K $19.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.38K
+ 24.34%
$546.99 - $602.2 $1.85M - $2.03M
17.3K $10.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.21K
+ 6.65%
$108.97 - $121.65 $567K - $633K
83.4K $10.1M
CVX
Chevron Corp

Energy
663
+ 1.08%
$145.57 - $161.83 $96.5K - $107K
62.3K $9.67M
O
Realty Income Corp

Real Estate
2.47K
+ 1.62%
$56.13 - $60.79 $139K - $150K
155K $9.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.19K
+ 1.57%
$62.09 - $66.51 $136K - $146K
142K $9.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.7K
+ 17.12%
$50.47 - $50.74 $589K - $592K
79.8K $4.05M
BSCV
Invesco ETF Self Indexed Fd Tr
26.2K
+ 17.24%
$16.39 - $16.83 $430K - $442K
179K $2.98M
PANW
Palo Alto Networks Inc

Technology
1.95K
+ 34.09%
$167.06 - $208.19 $325K - $405K
7.65K $1.56M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.11K
+ 55.22%
$40.94 - $42.85 $332K - $347K
22.8K $959K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
552
+ 0.33%
$23.82 - $25.84 $13.1K - $14.3K
170K $4.36M
ORCL
Oracle Corp

Technology
25
+ 0.49%
$218.96 - $328.33 $5.47K - $8.21K
5.14K $1.45M
XLU
Utilities Sector Spdr

ETFs
3.49K
+ 86.34%
$81.14 - $87.32 $283K - $305K
7.53K $656K
AMD
Advanced Micro Devices Inc

Technology
323
+ 2.78%
$134.8 - $184.42 $43.5K - $59.6K
11.9K $1.93M
VRT
Vertiv Holdings CO

Industrials
3.05K
+ 24.78%
N/A
15.3K $1.33M
BSCU
Invesco Exc Self Ind Tr

ETFs
14.3K
+ 8.06%
$16.67 - $17.03 $239K - $244K
192K $3.25M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
21.9K
+ 43.2%
$9.62 - $11.02 $211K - $242K
72.7K $736K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.08K
+ 36.95%
$181.56 - $190.33 $196K - $205K
4K $758K
XLV
Select Sector Spdr Fund Health

ETFs
1.4K
+ 62.61%
$129.01 - $139.72 $181K - $196K
3.64K $507K
FDUS
Fidus Investment Corp

Financial Services
9.56K
+ 5.03%
$20.18 - $21.99 $193K - $210K
200K $4.05M
META
Meta Platforms, Inc.

Communication Services
387
+ 1.78%
$695.21 - $791.73 $269K - $306K
22.2K $16.3M
FTNT
Fortinet, Inc.

Technology
2.81K
+ 107.96%
$74.39 - $107.65 $209K - $302K
5.41K $454K
AMZN
Amazon Com Inc

Consumer Cyclical
708
+ 0.52%
$211.65 - $238.24 $150K - $169K
136K $29.9M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4.53K
+ 6.14%
$26.88 - $27.78 $122K - $126K
78.3K $2.17M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.84K
+ 4.22%
$18.61 - $18.94 $146K - $148K
193K $3.64M
UBER
Uber Technologies, Inc

Technology
1.12K
+ 35.97%
$86.91 - $99.57 $96.9K - $111K
4.22K $412K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
120
+ 1.06%
$109.47 - $119.06 $13.1K - $14.3K
11.5K $1.36M
AMGN
Amgen Inc

Healthcare
320
+ 32.69%
$271.18 - $309.22 $86.8K - $99K
1.3K $366K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
29
+ 1.89%
$224.68 - $282.71 $6.52K - $8.2K
1.56K $436K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.88K
+ 2.23%
$19.61 - $19.79 $76.2K - $76.9K
178K $3.51M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
976
+ 0.93%
N/A
106K $9.11M
DUK
Duke Energy Corp

Utilities
60
+ 0.47%
$116.31 - $125.93 $6.98K - $7.56K
12.9K $1.6M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.47K
+ 8.92%
$25.0 - $25.33 $61.6K - $62.4K
30.1K $762K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.55K
+ 1.76%
$20.41 - $20.67 $52K - $52.7K
147K $3.03M
SPG
Simon Property Group Inc

Real Estate
19
+ 0.88%
$159.93 - $187.67 $3.04K - $3.57K
2.18K $409K
VV
Vanguard Large Cap ETF

ETFs
12
+ 0.52%
$285.05 - $309.14 $3.42K - $3.71K
2.33K $717K
WFC
Wells Fargo & Company

Financial Services
391
+ 6.75%
$77.05 - $85.16 $30.1K - $33.3K
6.18K $518K
AEP
American Electric Power CO Inc

Utilities
226
+ 7.67%
$103.26 - $115.0 $23.3K - $26K
3.17K $357K
ASML
Asml Holding Nv

Technology
3
+ 1.12%
$689.63 - $968.09 $2.07K - $2.9K
271 $262K
ETN
Eaton Corp PLC

Industrials
94
+ 14.03%
$342.99 - $392.76 $32.2K - $36.9K
764 $285K
VCIT
Vanguard Intermediate Term Cor

ETFs
369
+ 3.13%
$81.75 - $84.54 $30.2K - $31.2K
12.2K $1.02M
Activity Summary
Buys All Purchases 79 New Holdings 9 Increased Positions 70 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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