Novare Capital Management LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 187 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 $60.8M, Microsoft Corp with a value of $53.4M, Apple Inc. with a value of $37.5M, Ishares Core S&P 500 ETF with a value of $32.8M, and Alphabet Inc. with a value of $32.4M.
Examining the 13F form we can see an increase of $6.45M in the current position value, from $1.1B to 1.1B.
Below you can find more details about Novare Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.1 Billion
ETFs: $236 Million
Technology: $220 Million
Healthcare: $125 Million
Financial Services: $117 Million
Industrials: $111 Million
Consumer Cyclical: $92.9 Million
Communication Services: $84 Million
Consumer Defensive: $43.4 Million
Other: $52.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions