Novare Capital Management LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 191 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 $65.7M, Microsoft Corp with a value of $51.8M, Apple Inc. with a value of $40.7M, Ishares Core S&P 500 ETF with a value of $33.9M, and Walmart Inc. with a value of $31.6M.
Examining the 13F form we can see an increase of $61.5M in the current position value, from $1.1B to 1.16B.
Below you can find more details about Novare Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $243 Million
Technology: $236 Million
Healthcare: $136 Million
Financial Services: $126 Million
Industrials: $117 Million
Consumer Cyclical: $94.7 Million
Communication Services: $79.4 Million
Consumer Defensive: $48.6 Million
Other: $58.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
