Novare Capital Management LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $57.1M, Microsoft Corp with a value of $45.2M, Apple Inc. with a value of $38.4M, Ishares Core S&P 500 ETF with a value of $35.6M, and Walmart Inc. with a value of $31.1M.
Examining the 13F form we can see an decrease of $40.1M in the current position value, from $1.17B to 1.13B.
Below you can find more details about Novare Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
ETFs: $251 Million
Technology: $218 Million
Healthcare: $135 Million
Financial Services: $125 Million
Industrials: $125 Million
Consumer Cyclical: $81.9 Million
Communication Services: $73.4 Million
Consumer Defensive: $46.6 Million
Other: $46.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
