Novem Group Purchases in Q1 2025

Novem Group

  • $713 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
419K
+ 66.78%
N/A
1.05M $27.6B
VEA
Vanguard Ftse Developed Market

ETFs
142K
+ 803.55%
$47.4 - $52.99 $6.75M - $7.55M
160K $8.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
253K
+ 560.09%
$27.01 - $28.54 $6.84M - $7.22M
298K $8.34B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
168K
+ 118.62%
$23.9 - $24.18 $4.01M - $4.06M
309K $7.47B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
74.8K
+ 48.38%
$40.5 - $42.02 $3.03M - $3.14M
229K $9.57B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
58.3K
+ 35.37%
$49.78 - $53.19 $2.9M - $3.1M
223K $11.4B
J P Morgan Exchange Traded F
51.1K
+ 39.5%
N/A
180K $11.5B
BOND
Pimco Active Bond Exchange Tra

ETFs
18.6K
+ 10.77%
$89.27 - $92.9 $1.66M - $1.73M
191K $17.7B
SCHO
Schwab Short Term Us Treasury

ETFs
65.2K
+ 11.54%
$24.1 - $24.34 $1.57M - $1.59M
631K $15.4B
VIG
Vanguard Dividend Appreciation

ETFs
10.1K
+ 6.43%
N/A
166K $32.3B
CGDV
Capital Group Divid Value ETF

ETFs
39K
+ 34.9%
$34.95 - $37.36 $1.36M - $1.46M
151K $5.38B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
46.6K
+ 9.5%
$26.64 - $27.14 $1.24M - $1.27M
537K $14.4B
META
Meta Platforms, Inc.

Communication Services
2.16K
+ 58.74%
$576.36 - $736.67 $1.24M - $1.59M
5.83K $3.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
907
+ 11.68%
$442.66 - $534.52 $401K - $485K
8.67K $4.62B
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.4K
+ 554.94%
$71.17 - $73.66 $951K - $984K
15.8K $1.16B
V
Visa Inc.

Financial Services
1.77K
+ 20.97%
$306.92 - $362.71 $544K - $642K
10.2K $3.58B
USFR
Wisdomtree Floating Rate Treas

ETFs
18K
+ 10.21%
$50.29 - $50.5 $904K - $908K
194K $9.77B
COP
Conocophillips

Energy
5.14K
+ 12.36%
$88.6 - $105.85 $455K - $544K
46.7K $4.9B
AIQ
Global X Funds Global X Artifi

ETFs
23.9K
+ 36.29%
$36.38 - $42.77 $870K - $1.02M
89.8K $3.27B
MA
Mastercard Inc

Financial Services
1.16K
+ 29.19%
$504.67 - $576.31 $585K - $668K
5.13K $2.81B
STZ
Constellation Brands, Inc.

Consumer Defensive
3.9K
New
$161.05 - $222.93 $628K - $869K
3.9K $715M
MDT
Medtronic PLC

Healthcare
3.75K
+ 10.38%
$79.84 - $94.5 $299K - $354K
39.9K $3.58B
CGMU
Capital Group Core Plus Income
26.2K
+ 47.71%
N/A
81.1K $2.17B
VCIT
Vanguard Intermediate Term Cor

ETFs
6.91K
+ 21.79%
$79.17 - $82.04 $547K - $567K
38.6K $3.16B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.48K
+ 175.77%
$77.7 - $78.94 $581K - $590K
11.7K $926M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.82K
+ 27.41%
$47.74 - $65.16 $230K - $314K
22.4K $1.43B
BAH
Booz Allen Hamilton Holding Corp

Industrials
5.55K
New
$102.72 - $143.06 $570K - $794K
5.55K $580M
ABBV
Abb Vie Inc.

Healthcare
1.61K
+ 24.5%
$169.2 - $216.66 $273K - $349K
8.19K $1.72B
ELY
Callaway Golf CO

Consumer Cyclical
81.7K
New
N/A
81.7K $538M
QCOM
Qualcomm Inc

Technology
3.45K
+ 16.61%
$151.94 - $175.86 $525K - $607K
24.2K $3.72B
PM
Philip Morris International Inc.

Consumer Defensive
2.51K
+ 75.87%
$117.15 - $158.79 $294K - $398K
5.81K $922M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.7K
+ 3.75%
N/A
518K $12.5B
EBAY
Ebay Inc

Consumer Cyclical
3.44K
+ 6.99%
$61.61 - $70.93 $212K - $244K
52.7K $3.57B
RTX
Raytheon Technologies Corp

Industrials
2.99K
+ 42.58%
$114.1 - $135.66 $341K - $405K
10K $1.32B
ALL
Allstate Corp

Financial Services
946
+ 4.72%
$180.99 - $210.18 $171K - $199K
21K $4.35B
BRO
Brown & Brown, Inc.

Financial Services
2.4K
+ 31.74%
$100.54 - $124.4 $241K - $298K
9.95K $1.24B
FJAN
First Exc Trd Viii Cboe Vest U
10.3K
New
N/A
10.3K $456M
BDC
Belden Inc.

Technology
4.53K
New
$99.82 - $122.07 $452K - $553K
4.53K $454M
CGMS
Capital Grp Core Plus Income E
16.5K
+ 17.35%
N/A
112K $3.05B
APD
Air Products & Chemicals, Inc.

Basic Materials
1.47K
New
$283.24 - $338.07 $415K - $495K
1.47K $432M
PRGO
Perrigo CO PLC

Healthcare
6.91K
+ 6.83%
$23.5 - $29.47 $162K - $204K
108K $3.03B
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 5.49%
$225.19 - $279.95 $277K - $344K
23.6K $5.79B
PLD
Prologis, Inc.

Real Estate
2.13K
+ 6.92%
$103.59 - $124.04 $221K - $264K
32.9K $3.68B
GRMN
Garmin LTD

Technology
1.67K
+ 34.92%
$204.55 - $241.93 $342K - $404K
6.45K $1.4B
GILD
Gilead Sciences, Inc.

Healthcare
3.65K
New
$89.14 - $117.41 $325K - $428K
3.65K $409M
CTAS
Cintas Corp

Industrials
1.41K
+ 28.84%
$182.09 - $208.14 $257K - $294K
6.31K $1.3B
ISRG
Intuitive Surgical Inc

Healthcare
784
New
$476.63 - $610.45 $374K - $479K
784 $388M
MNST
Monster Beverage Corp

Consumer Defensive
5.07K
+ 34.47%
$46.16 - $58.58 $234K - $297K
19.8K $1.16B
NFLX
Netflix Inc

Communication Services
325
+ 23.3%
$828.4 - $1058.6 $269K - $344K
1.72K $1.6B
Activity Summary
Buys All Purchases 249 New Holdings 24 Increased Positions 225 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 11 Puts 1
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