Novem Group has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $713 Billion distributed in 711 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $32.3B, Pimco ETF Tr with a value of $27.6B, Schwab Strategic Tr Us Large C with a value of $27B, Spdr Portfolio S&P 500 ETF (Ma with a value of $26.6B, and Pimco Active Bond Exchange Tra with a value of $17.7B.
Examining the 13F form we can see an increase of $26.2B in the current position value, from $686B to 713B.
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
$713 Billion
ETFs: $404 Billion
Technology: $64.6 Billion
Financial Services: $37.9 Billion
Healthcare: $28.6 Billion
Industrials: $26.4 Billion
Consumer Defensive: $17.5 Billion
Consumer Cyclical: $17.2 Billion
Communication Services: $15.9 Billion
Other: $23.8 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
