Novem Group Portfolio Holdings

Novem Group

  • $686 Billion
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.3 Billion 0.19% of portfolio
70,944
Q4 2024 New
$0
$317 Million 0.05% of portfolio
20,755
Q4 2024 New
$0
$264 Million 0.04% of portfolio
16,402
Q4 2024 New
$0
$142 Million 0.02% of portfolio
14,700
Q4 2024 New
$0
$152 Million 0.02% of portfolio
12,500
Q4 2024 New
$6.28M
$9.98 Million 0.0% of portfolio
62,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 542
  • Current Value $686 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 361 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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