Novem Group has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $686 Billion distributed in 542 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $31.9B, Vanguard Dividend Appreciation with a value of $30.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.2B, Fidelity Covington Tr New Mill with a value of $21.7B, and Pimco Multisector Bond Active Exchange Traded Fund with a value of $16.3B.
Examining the 13F form we can see an increase of $686B in the current position value.
Novem Group is based out at Rochester, NY
Below you can find more details about Novem Group portfolio as well as his latest detailed transactions.
Portfolio value
$686 Billion
ETFs: $395 Billion
Technology: $67.7 Billion
Financial Services: $33.1 Billion
Healthcare: $24.6 Billion
Industrials: $22.9 Billion
Consumer Cyclical: $18.5 Billion
Consumer Defensive: $15.4 Billion
Communication Services: $15.3 Billion
Other: $20.8 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
