Novem Group New Holdings in Q4 2024

Novem Group

  • $686 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.15M
New
$25.93 - $105.3 $29.7M - $121M
1.15M $31.9B
VIG
Vanguard Dividend Appreciation

ETFs
156K
New
N/A
156K $30.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
423K
New
$66.77 - $71.52 $28.3M - $30.3M
423K $29.2B
FMIL
Fidelity Covington Tr New Mill
473K
New
N/A
473K $21.7B
Pimco Multisector Bond Active Exchange Traded Fund
628K
New
N/A
628K $16.3B
BOND
Pimco Active Bond Exchange Tra

ETFs
173K
New
$90.42 - $94.5 $15.6M - $16.3M
173K $15.6B
AAPL
Apple Inc.

Technology
59.9K
New
$221.69 - $259.02 $13.3M - $15.5M
59.9K $15B
VTV
Vanguard Value ETF

ETFs
82.5K
New
$168.32 - $181.87 $13.9M - $15M
82.5K $14B
SCHO
Schwab Short Term Us Treasury

ETFs
565K
New
$24.06 - $48.88 $13.6M - $27.6M
565K $13.6B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
491K
New
$26.55 - $27.32 $13M - $13.4M
491K $13.1B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
499K
New
N/A
499K $12B
IVV
Ishares Core S&P 500 ETF

ETFs
18.3K
New
$570.51 - $610.59 $10.4M - $11.2M
18.3K $10.8B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
416K
New
$25.0 - $25.11 $10.4M - $10.5M
416K $10.4B
CORP
Pimco Investment Grade Corp Bd

ETFs
107K
New
$95.1 - $99.41 $10.2M - $10.6M
107K $10.2B
USFR
Wisdomtree Floating Rate Treas

ETFs
176K
New
$50.23 - $50.46 $8.85M - $8.89M
176K $8.86B
Jpmorgan Equity Focus ETF
129K
New
N/A
129K $8.67B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
165K
New
$51.09 - $55.27 $8.41M - $9.1M
165K $8.42B
AVGO
Broadcom Inc.

Technology
31.6K
New
$159.67 - $250.0 $5.05M - $7.91M
31.6K $7.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
11.4K
New
$567.81 - $607.81 $6.48M - $6.94M
11.4K $6.69B
CGGO
Capital Group Global Growth Eq

ETFs
224K
New
$29.21 - $30.67 $6.55M - $6.88M
224K $6.55B
WMT
Walmart Inc.

Consumer Defensive
71.6K
New
$79.1 - $95.7 $5.67M - $6.86M
71.6K $6.47B
T. Rowe Price Small Mid Cap ETF
200K
New
N/A
200K $6.44B
FNDF
Schwab Fundamental Intl Large

ETFs
191K
New
$32.92 - $37.15 $6.3M - $7.11M
191K $6.36B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
155K
New
$40.84 - $42.74 $6.31M - $6.61M
155K $6.33B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
183K
New
$34.13 - $37.35 $6.25M - $6.83M
183K $6.25B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
106K
New
$55.86 - $60.21 $5.9M - $6.36M
106K $6.05B
MSFT
Microsoft Corp

Technology
13.3K
New
$406.35 - $454.46 $5.42M - $6.06M
13.3K $5.62B
JPM
Jpmorgan Chase & CO

Financial Services
22.4K
New
$205.18 - $250.29 $4.59M - $5.6M
22.4K $5.36B
NVDA
Nvidia Corp

Technology
39K
New
$117.0 - $148.88 $4.56M - $5.81M
39K $5.24B
VTWO
Vanguard Russell 2000 ETF

ETFs
55.6K
New
$87.42 - $98.06 $4.86M - $5.45M
55.6K $4.97B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
98.3K
New
$47.71 - $49.76 $4.69M - $4.89M
98.3K $4.82B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
36.7K
New
$121.89 - $135.52 $4.47M - $4.97M
36.7K $4.59B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66.6K
New
$61.68 - $67.87 $4.11M - $4.52M
66.6K $4.15B
COP
Conocophillips

Energy
41.6K
New
$95.12 - $114.72 $3.95M - $4.77M
41.6K $4.12B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
30.4K
New
$131.66 - $144.0 $4.01M - $4.38M
30.4K $4.02B
CGDV
Capital Group Divid Value ETF

ETFs
112K
New
$35.16 - $37.12 $3.93M - $4.15M
112K $3.94B
FNDX
Schwab Fundamental U S Large C

ETFs
164K
New
$23.49 - $71.77 $3.86M - $11.8M
164K $3.89B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
137K
New
$28.33 - $31.77 $3.88M - $4.35M
137K $3.88B
ALL
Allstate Corp

Financial Services
20K
New
$181.25 - $208.2 $3.63M - $4.17M
20K $3.86B
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
86.6K
New
$43.61 - $45.3 $3.78M - $3.92M
86.6K $3.86B
MGK
Vanguard Mega Cap Growth ETF

ETFs
11.2K
New
$316.94 - $357.88 $3.55M - $4.01M
11.2K $3.85B
MRK
Merck & Co., Inc.

Healthcare
38.3K
New
$96.31 - $114.76 $3.69M - $4.4M
38.3K $3.81B
IWM
Ishares Russell 2000 ETF

ETFs
17.1K
New
$216.13 - $242.4 $3.69M - $4.14M
17.1K $3.78B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
73.6K
New
$50.37 - $50.6 $3.71M - $3.72M
73.6K $3.71B
PNC
Pnc Financial Services Group, Inc.

Financial Services
18.6K
New
$178.39 - $215.0 $3.32M - $4M
18.6K $3.59B
CMCSA
Comcast Corp

Communication Services
93.9K
New
$37.39 - $45.14 $3.51M - $4.24M
93.9K $3.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.76K
New
$442.29 - $483.08 $3.43M - $3.75M
7.76K $3.52B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
141K
New
$23.88 - $24.32 $3.38M - $3.44M
141K $3.39B
JCI
Johnson Controls International PLC

Industrials
41.4K
New
$74.23 - $86.6 $3.08M - $3.59M
41.4K $3.27B
Activity Summary
Buys All Purchases 361 New Holdings 361 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 15 Puts 3
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