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
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.85K
+ 13.26%
$46.41 - $47.7 $85.9K - $88.2K
15.8K $751K
XLP
Consumer Staples Sector Spdr

ETFs
912
+ 0.93%
N/A
98.8K $7.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
48
+ 6.5%
$320.42 - $424.58 $15.4K - $20.4K
786 $333K
AMGN
Amgen Inc

Healthcare
300
+ 44.18%
$262.28 - $309.85 $78.7K - $93K
979 $273K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.25K
+ 8.86%
$24.66 - $25.17 $55.5K - $56.6K
27.7K $695K
AAPL
Apple Inc.

Technology
14.5K
+ 8.42%
$172.42 - $223.89 $2.51M - $3.26M
187K $38.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
161
+ 0.28%
$77.94 - $79.5 $12.5K - $12.8K
57.3K $4.55M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.39K
+ 0.94%
$19.44 - $19.56 $27.1K - $27.2K
149K $2.91M
T
At&T Inc.

Communication Services
290
+ 0.87%
$26.33 - $28.94 $7.64K - $8.39K
33.5K $970K
VCIT
Vanguard Intermediate Term Cor

ETFs
190
+ 1.64%
$79.56 - $82.92 $15.1K - $15.8K
11.8K $977K
AZO
Autozone Inc

Consumer Cyclical
15
+ 5.1%
$3478.38 - $3880.15 $52.2K - $58.2K
309 $1.15M
RJF
Raymond James Financial Inc

Financial Services
4
+ 0.21%
$123.65 - $153.88 $495 - $616
1.88K $288K
XLU
Utilities Sector Spdr

ETFs
165
+ 4.26%
$73.09 - $82.77 $12.1K - $13.7K
4.04K $329K
FITB
Fifth Third Bancorp

Financial Services
100
+ 1.15%
$33.32 - $41.51 $3.33K - $4.15K
8.77K $360K
DUK
Duke Energy Corp

Utilities
493
+ 3.99%
$112.46 - $124.05 $55.4K - $61.2K
12.9K $1.52M
Invesco Exch Trd Slf Idx Fd
9.57K
+ 26.55%
N/A
45.6K $0
Kenvue Inc
3.96K
+ 0.83%
N/A
481K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.29K
+ 6.77%
N/A
99.2K $0
Invesco Exch Trd Slf Idx Fd
12.7K
+ 19.52%
N/A
77.6K $0
SPG
Simon Property Group Inc

Real Estate
15
+ 0.7%
$140.37 - $171.44 $2.11K - $2.57K
2.17K $348K
FDUS
Fidus Investment Corp

Financial Services
1.14K
+ 0.6%
$17.32 - $20.65 $19.7K - $23.4K
190K $3.84M
AEP
American Electric Power CO Inc

Utilities
16
+ 0.55%
$98.59 - $109.11 $1.58K - $1.75K
2.95K $305K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
18.7K
+ 10.64%
$13.55 - $16.25 $254K - $304K
195K $2.66M
LOW
Lowes Companies Inc

Consumer Cyclical
1.26K
+ 2.67%
$210.83 - $235.28 $265K - $296K
48.3K $10.7M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.28K
+ 2.4%
$86.97 - $102.82 $198K - $234K
97.2K $9.33M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.83K
+ 1.59%
$45.07 - $52.57 $172K - $201K
245K $12M
ROP
Roper Technologies Inc

Industrials
408
+ 1.1%
$519.19 - $590.78 $212K - $241K
37.5K $21.3M
ZTS
Zoetis Inc.

Healthcare
501
+ 0.52%
$144.41 - $170.3 $72.3K - $85.3K
96.2K $15M
ACN
Accenture PLC

Technology
355
+ 0.53%
$279.23 - $323.21 $99.1K - $115K
67K $20M
VZ
Verizon Communications Inc

Communication Services
851
+ 0.19%
$41.67 - $45.62 $35.5K - $38.8K
444K $19.2M
ABBV
Abb Vie Inc.

Healthcare
1.36K
+ 2.39%
$170.16 - $206.27 $232K - $281K
58.3K $10.8M
JNJ
Johnson & Johnson

Healthcare
1.49K
+ 1.24%
$146.36 - $159.82 $218K - $238K
121K $18.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.83K
+ 8.09%
$390.26 - $489.06 $716K - $897K
24.5K $9.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
208
+ 0.39%
$483.48 - $539.8 $101K - $112K
52.9K $25.7M
UNH
Unitedhealth Group Inc

Healthcare
7.17K
+ 15.48%
$274.35 - $599.47 $1.97M - $4.3M
53.5K $16.7M
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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