Novare Capital Management LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 110667 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 $52.6M, Microsoft Corp with a value of $49.7M, Apple Inc. with a value of $30.9M, Ishares Core S&P 500 ETF with a value of $30.1M, and Alphabet Inc. with a value of $28.2M.
Examining the 13F form we can see an increase of $115M in the current position value, from $981M 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: $228 Million
Technology: $196 Million
Healthcare: $125 Million
Financial Services: $121 Million
Consumer Cyclical: $119 Million
Industrials: $106 Million
Communication Services: $86.2 Million
Consumer Defensive: $41.2 Million
Other: $54.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more