Novare Capital Management LLC Reduced Holdings in Q1 2025

Novare Capital Management LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-279
- 2.87%
N/A
9.46K $1.72M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-205
- 5.01%
$95.35 - $107.82 $19.5K - $22.1K
3.89K $372K
VV
Vanguard Large Cap ETF

ETFs
-48
- 1.94%
$253.32 - $282.66 $12.2K - $13.6K
2.42K $622K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-979
- 1.84%
$50.39 - $50.66 $49.3K - $49.6K
52.1K $2.64M
TXN
Texas Instruments Inc

Technology
-99
- 0.13%
N/A
78.9K $15.4M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-900
- 7.67%
$20.82 - $22.08 $18.7K - $19.9K
10.8K $232K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-904
- 1.56%
$77.7 - $78.94 $70.2K - $71.4K
57.1K $4.51M
PFE
Pfizer Inc

Healthcare
-113
- 1.31%
$25.01 - $27.13 $2.83K - $3.07K
8.49K $215K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-575
- 3.96%
$45.92 - $47.58 $26.4K - $27.4K
14K $662K
BDX
Becton Dickinson & CO

Healthcare
-42
- 3.78%
$222.79 - $249.08 $9.36K - $10.5K
1.07K $244K
Bank America Corp
-9
- 1.67%
N/A
529 $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
-71
- 0.18%
$39.4 - $42.61 $2.8K - $3.03K
39.3K $1.59M
KMB
Kimberly Clark Corp

Consumer Defensive
-84
- 4.81%
$124.46 - $147.4 $10.5K - $12.4K
1.66K $236K
VFH
Vanguard Financial ETF

ETFs
-101
- 0.45%
$114.07 - $127.34 $11.5K - $12.9K
22.4K $2.68M
ATO
Atmos Energy Corp

Utilities
-170
- 4.08%
$136.51 - $154.58 $23.2K - $26.3K
4K $618K
VDC
Vanguard Consumer Staples ETF

ETFs
-109
- 1.02%
$206.54 - $226.16 $22.5K - $24.7K
10.5K $2.3M
KO
Coca Cola CO

Consumer Defensive
-2.1K
- 9.48%
$60.81 - $72.32 $128K - $152K
20K $1.44M
XOM
Exxon Mobil Corp

Energy
-210
- 1.71%
$105.44 - $118.93 $22.1K - $25K
12.1K $1.43M
CSCO
Cisco Systems, Inc.

Technology
-4.39K
- 2.12%
$58.74 - $64.87 $258K - $285K
202K $12.5M
SYK
Stryker Corp

Healthcare
-310
- 0.86%
$355.18 - $399.9 $110K - $124K
35.6K $13.2M
BK
Bank Of New York Mellon Corp

Financial Services
-10.6K
- 5.96%
$75.42 - $88.95 $798K - $941K
167K $14M
O
Realty Income Corp

Real Estate
-1.5K
- 1.0%
$51.67 - $58.49 $77.7K - $87.9K
149K $8.62M
UNH
Unitedhealth Group Inc

Healthcare
-355
- 0.76%
$461.52 - $548.18 $164K - $195K
46.3K $24.3M
CVS
Cvs Health Corp

Healthcare
-3.5K
- 6.04%
$44.22 - $68.64 $155K - $240K
54.4K $3.69M
AMT
American Tower Corp

Real Estate
-724
- 1.95%
$173.46 - $217.6 $126K - $158K
36.4K $7.91M
ICE
Intercontinental Exchange, Inc.

Financial Services
-200
- 0.3%
$142.8 - $176.36 $28.6K - $35.3K
67.6K $11.7M
ABBV
Abb Vie Inc.

Healthcare
-1.25K
- 2.15%
$169.2 - $216.66 $212K - $272K
56.9K $11.9M
RTX
Raytheon Technologies Corp

Industrials
-606
- 0.57%
$114.1 - $135.66 $69.1K - $82.2K
106K $14M
ABT
Abbott Laboratories

Healthcare
-2.06K
- 1.94%
$111.1 - $140.22 $228K - $288K
104K $13.8M
ROP
Roper Technologies Inc

Industrials
-651
- 1.72%
$502.71 - $593.81 $327K - $387K
37.1K $21.9M
JNJ
Johnson & Johnson

Healthcare
-1.1K
- 0.91%
$142.06 - $167.7 $157K - $185K
120K $19.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.5K
- 2.77%
$442.66 - $534.52 $665K - $803K
52.7K $28.1M
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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