Novem Group Incresed Positions in Q2 2025

Novem Group

  • $794 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
276K
+ 25.6%
$22.27 - $29.21 $6.15M - $8.07M
1.36M $39.6B
FMIL
Fidelity Covington Tr New Mill
184K
+ 64.02%
N/A
471K $23B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
383K
+ 123.79%
$23.96 - $24.27 $9.17M - $9.29M
692K $16.8B
USFR
Wisdomtree Floating Rate Treas

ETFs
166K
+ 85.38%
$50.28 - $50.47 $8.33M - $8.36M
360K $18.1B
VUG
Vanguard Growth ETF

ETFs
245
+ 0.79%
$329.49 - $438.4 $80.7K - $107K
31.1K $13.6B
MSFT
Microsoft Corp

Technology
131
+ 0.83%
$354.56 - $497.45 $46.4K - $65.2K
16K $7.95B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.31K
+ 11.77%
$496.48 - $617.85 $648K - $807K
12.4K $7.67B
J P Morgan Exchange Traded F
3.88K
+ 2.15%
N/A
184K $12.9B
IVV
Ishares Core S&P 500 ETF

ETFs
320
+ 1.7%
$498.8 - $620.9 $160K - $199K
19.2K $11.9B
CGDV
Capital Group Divid Value ETF

ETFs
18.2K
+ 12.09%
$31.93 - $39.49 $582K - $720K
169K $6.68B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
34.7K
+ 6.46%
$25.27 - $27.01 $877K - $937K
572K $15.5B
CSCO
Cisco Systems, Inc.

Technology
14.5K
+ 113.18%
$53.19 - $69.38 $769K - $1M
27.2K $1.89B
BOND
Pimco Active Bond Exchange Tra

ETFs
12.4K
+ 6.49%
$89.87 - $92.93 $1.12M - $1.16M
204K $18.8B
AIQ
Global X Funds Global X Artifi

ETFs
9.57K
+ 10.65%
$31.5 - $43.69 $301K - $418K
99.4K $4.34B
UBER
Uber Technologies, Inc

Technology
10.8K
+ 388.01%
$64.62 - $93.3 $697K - $1.01M
13.6K $1.26B
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 0.11%
$210.28 - $289.91 $5.26K - $7.25K
23.6K $6.85B
SCHO
Schwab Short Term Us Treasury

ETFs
40.9K
+ 6.49%
$24.19 - $24.45 $990K - $1M
672K $16.4B
ABT
Abbott Laboratories

Healthcare
6.89K
+ 171.23%
$123.95 - $138.08 $854K - $952K
10.9K $1.48B
ETN
Eaton Corp PLC

Industrials
2.29K
+ 177.89%
$246.52 - $356.99 $565K - $819K
3.58K $1.28B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.27K
+ 40.35%
$456.74 - $568.03 $578K - $719K
4.4K $2.5B
CORP
Pimco Investment Grade Corp Bd

ETFs
8.01K
+ 6.67%
$94.14 - $97.31 $754K - $779K
128K $12.5B
Arista Networks Inc
7.73K
+ 411.72%
N/A
9.61K $983M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.05K
+ 300.51%
$82.96 - $110.1 $585K - $776K
9.4K $1.03B
MGK
Vanguard Mega Cap Growth ETF

ETFs
395
+ 3.43%
$273.67 - $366.17 $108K - $145K
11.9K $4.36B
VTV
Vanguard Value ETF

ETFs
2.59K
+ 3.12%
$153.67 - $176.74 $397K - $457K
85.4K $15.1B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.36K
+ 84.43%
$60.34 - $74.89 $565K - $701K
20.4K $1.53B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.39K
+ 26.43%
$152.42 - $182.82 $516K - $619K
16.2K $2.96B
PAYX
Paychex Inc

Industrials
5.13K
+ 120.33%
$137.01 - $159.78 $702K - $819K
9.38K $1.37B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.92K
+ 3.55%
$45.11 - $52.34 $357K - $414K
231K $12.1B
EMR
Emerson Electric CO

Industrials
593
+ 2.27%
$94.15 - $133.33 $55.8K - $79.1K
26.7K $3.56B
LLY
Eli Lilly & CO

Healthcare
938
+ 59.59%
$713.71 - $898.95 $669K - $843K
2.51K $1.96B
PG
Procter & Gamble CO

Consumer Defensive
4.27K
+ 65.83%
$157.66 - $172.39 $672K - $735K
10.7K $1.71B
NXPI
Nxp Semiconductors N.V.

Technology
389
+ 2.26%
$153.5 - $218.72 $59.7K - $85.1K
17.6K $3.85B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.6K
+ 3.79%
N/A
538K $13B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
4.11K
+ 4.02%
$26.38 - $32.66 $109K - $134K
106K $3.47B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.2K
+ 29.24%
$27.3 - $31.8 $305K - $356K
49.5K $1.57B
TSLA
Tesla, Inc.

Consumer Cyclical
853
+ 32.42%
$221.86 - $362.89 $189K - $310K
3.48K $1.11B
IBM
International Business Machines Corp

Technology
339
+ 5.03%
$221.03 - $294.78 $74.9K - $99.9K
7.08K $2.09B
PNC
Pnc Financial Services Group, Inc.

Financial Services
876
+ 4.59%
$149.76 - $186.42 $131K - $163K
20K $3.72B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.78K
+ 4.66%
$103.88 - $123.68 $184K - $220K
39.9K $4.93B
DE
Deere & CO

Industrials
521
+ 100.77%
$412.99 - $531.48 $215K - $277K
1.04K $528M
GOOGL
Alphabet Inc.

Communication Services
155
+ 1.34%
$144.7 - $178.6 $22.4K - $27.7K
11.7K $2.06B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.77K
+ 7.18%
$79.56 - $82.92 $221K - $230K
41.4K $3.43B
FNDX
Schwab Fundamental U S Large C

ETFs
6.33K
+ 5.93%
$20.84 - $24.54 $132K - $155K
113K $2.77B
PM
Philip Morris International Inc.

Consumer Defensive
604
+ 10.4%
$149.23 - $184.95 $90.1K - $112K
6.41K $1.17B
TER
Teradyne, Inc

Technology
1.75K
+ 17.57%
$67.96 - $91.05 $119K - $160K
11.7K $1.05B
RTX
Raytheon Technologies Corp

Industrials
410
+ 4.1%
$113.75 - $148.48 $46.6K - $60.9K
10.4K $1.52B
QCOM
Qualcomm Inc

Technology
311
+ 1.28%
$124.66 - $159.48 $38.8K - $49.6K
24.6K $3.91B
VO
Vanguard Mid Cap ETF

ETFs
358
+ 9.14%
$228.54 - $279.83 $81.8K - $100K
4.27K $1.2B
Activity Summary
Buys All Purchases 232 New Holdings 67 Increased Positions 165 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 13 Puts 1
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