Novare Capital Management LLC Incresed Positions in Q1 2025

Novare Capital Management LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
48.7K
+ 103.54%
$156.48 - $175.67 $7.62M - $8.55M
95.7K $15.8M
VZ
Verizon Communications Inc

Communication Services
3.03K
+ 0.69%
$37.81 - $46.49 $114K - $141K
443K $20.1M
XLE
Energy Sector Spdr

ETFs
19K
+ 21.97%
$85.7 - $93.96 $1.63M - $1.78M
105K $9.85M
TSLA
Tesla, Inc.

Consumer Cyclical
8.09K
+ 335.66%
$222.15 - $428.22 $1.8M - $3.46M
10.5K $2.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.98K
+ 183.98%
$169.43 - $182.84 $1.69M - $1.83M
15.4K $2.67M
V
Visa Inc.

Financial Services
944
+ 2.78%
$306.92 - $362.71 $290K - $342K
34.8K $12.2M
CVX
Chevron Corp

Energy
267
+ 0.42%
$146.71 - $167.97 $39.2K - $44.8K
63.8K $10.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
18.4K
+ 28.29%
$92.45 - $106.69 $1.7M - $1.96M
83.5K $7.75M
LLY
Eli Lilly & CO

Healthcare
1.28K
+ 218.4%
$725.72 - $929.72 $930K - $1.19M
1.87K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.35K
+ 28.29%
$468.34 - $539.52 $1.57M - $1.81M
15.2K $7.13M
META
Meta Platforms, Inc.

Communication Services
1.53K
+ 8.54%
$576.36 - $736.67 $884K - $1.13M
19.5K $11.2M
XLB
Select Sector Spdr Fd Material

ETFs
5.9K
+ 79.68%
$83.19 - $90.99 $491K - $537K
13.3K $1.14M
XLF
Financial Sector Spdr

ETFs
5.74K
+ 3.99%
$47.32 - $52.19 $271K - $299K
149K $7.44M
IVV
Ishares Core S&P 500 ETF

ETFs
3.67K
+ 6.15%
$554.06 - $615.85 $2.03M - $2.26M
63.3K $35.6M
ADBE
Adobe Inc.

Technology
5.29K
+ 20.28%
$377.84 - $464.11 $2M - $2.46M
31.4K $12M
DUK
Duke Energy Corp

Utilities
1.17K
+ 10.42%
$105.87 - $121.97 $123K - $142K
12.4K $1.51M
NEE
Nextera Energy Inc

Utilities
5.11K
+ 4.54%
$66.96 - $76.16 $342K - $389K
118K $8.35M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11K
+ 8.24%
$20.05 - $20.4 $220K - $224K
144K $2.93M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.89K
+ 6.04%
$18.18 - $18.58 $180K - $184K
174K $3.22M
T
At&T Inc.

Communication Services
1.18K
+ 3.68%
$21.56 - $28.28 $25.4K - $33.4K
33.3K $940K
BSCU
Invesco Exc Self Ind Tr

ETFs
8.82K
+ 5.4%
$16.2 - $16.64 $143K - $147K
172K $2.86M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.45K
+ 10.03%
$26.64 - $27.14 $172K - $175K
70.8K $1.9M
LHX
L3 Harris Technologies, Inc.

Industrials
1.04K
+ 2.26%
$194.65 - $222.86 $202K - $231K
47K $9.83M
PG
Procter & Gamble CO

Consumer Defensive
705
+ 7.54%
$158.56 - $176.26 $112K - $124K
10.1K $1.71M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.5K
+ 1.47%
N/A
103K $8.88M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
8.3K
+ 16.67%
$8.57 - $10.13 $71.1K - $84.1K
58.1K $556K
VSLU
ETF Opportunities Tr Applied F
34K
+ 4.94%
$34.73 - $38.17 $1.18M - $1.3M
723K $25.3M
BSCV
Invesco ETF Self Indexed Fd Tr
4.45K
+ 3.2%
$15.87 - $16.38 $70.6K - $72.8K
144K $2.34M
VRT
Vertiv Holdings CO

Industrials
1.24K
+ 34.74%
N/A
4.79K $415K
SCHW
Schwab Charles Corp

Financial Services
597
+ 5.31%
$71.24 - $83.64 $42.5K - $49.9K
11.8K $926K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.72K
+ 12.7%
$39.18 - $43.52 $67.3K - $74.7K
15.2K $637K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.06K
+ 2.82%
$19.42 - $19.54 $78.8K - $79.3K
148K $2.88M
IBM
International Business Machines Corp

Technology
9
+ 0.31%
$217.4 - $264.74 $1.96K - $2.38K
2.89K $718K
MCD
Mcdonalds Corp

Consumer Cyclical
198
+ 20.0%
$279.74 - $321.29 $55.4K - $63.6K
1.19K $371K
WFC
Wells Fargo & Company

Financial Services
933
+ 27.45%
$66.78 - $81.42 $62.3K - $76K
4.33K $310K
SO
Southern CO

Utilities
28
+ 0.42%
$80.96 - $92.96 $2.27K - $2.6K
6.71K $616K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.24K
+ 14.45%
$96.93 - $109.51 $120K - $135K
9.78K $957K
VCIT
Vanguard Intermediate Term Cor

ETFs
526
+ 4.75%
$79.17 - $82.04 $41.6K - $43.2K
11.6K $947K
RY
Royal Bank Of Canada

Financial Services
978
+ 14.11%
$108.81 - $123.4 $106K - $121K
7.91K $891K
AEP
American Electric Power CO Inc

Utilities
15
+ 0.51%
$90.32 - $109.27 $1.35K - $1.64K
2.93K $320K
XLV
Select Sector Spdr Fund Health

ETFs
220
+ 10.89%
$137.61 - $149.68 $30.3K - $32.9K
2.24K $327K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
555
+ 5.12%
$61.23 - $63.33 $34K - $35.1K
11.4K $717K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.16K
+ 0.7%
$19.43 - $19.62 $22.6K - $22.8K
167K $3.26M
XLU
Utilities Sector Spdr

ETFs
360
+ 10.24%
$74.7 - $80.27 $26.9K - $28.9K
3.88K $305K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
158
+ 1.55%
$126.11 - $135.06 $19.9K - $21.3K
10.3K $1.33M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.06K
+ 4.33%
$24.6 - $24.99 $26K - $26.4K
25.4K $634K
MA
Mastercard Inc

Financial Services
34
+ 8.83%
$504.67 - $576.31 $17.2K - $19.6K
419 $229K
UNP
Union Pacific Corp

Industrials
45
+ 3.68%
$225.21 - $254.42 $10.1K - $11.4K
1.27K $299K
XLP
Consumer Staples Sector Spdr

ETFs
175
+ 0.18%
N/A
97.9K $7.44M
Activity Summary
Buys All Purchases 83 New Holdings 9 Increased Positions 74 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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