Novak & Powell Financial Services, Inc. Incresed Positions in Q3 2025

Novak & Powell Financial Services, Inc.

  • $190 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.21K
+ 30.27%
$433.97 - $484.08 $2.69M - $3M
26.7K $12.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.39K
+ 28.54%
$546.99 - $602.2 $2.4M - $2.64M
19.8K $11.9B
AAPL
Apple Inc.

Technology
876
+ 2.24%
$202.38 - $256.87 $177K - $225K
39.9K $10.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.48K
+ 76.92%
$459.11 - $506.91 $1.6M - $1.76M
8K $4.02B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.3K
+ 172.7%
$78.96 - $80.04 $1.76M - $1.78M
35.2K $2.81B
VTV
Vanguard Value ETF

ETFs
7.53K
+ 38.17%
$175.51 - $186.57 $1.32M - $1.4M
27.3K $5.08B
MSFT
Microsoft Corp

Technology
2.62K
+ 22.38%
$491.09 - $535.64 $1.29M - $1.4M
14.3K $7.41B
VFH
Vanguard Financial ETF

ETFs
10.5K
+ 270.26%
$125.23 - $132.78 $1.31M - $1.39M
14.3K $1.88B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17K
+ 637.99%
$78.11 - $79.07 $1.33M - $1.35M
19.7K $1.55B
VTI
Vanguard Total Stock Market Et

ETFs
3.52K
+ 47.76%
$303.93 - $329.86 $1.07M - $1.16M
10.9K $3.57B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.62K
+ 131.34%
$122.57 - $132.57 $934K - $1.01M
13.4K $1.74B
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.4K
+ 168.48%
$91.28 - $97.59 $945K - $1.01M
16.5K $1.58B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.38K
+ 163.68%
$282.75 - $294.19 $954K - $993K
5.44K $1.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.7K
+ 43.1%
$62.09 - $66.51 $786K - $842K
42K $2.74B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.85K
+ 95.34%
$131.47 - $143.64 $769K - $841K
12K $1.7B
VPU
Vanguard Utilities ETF

ETFs
4.43K
+ 291.2%
$175.25 - $189.41 $777K - $839K
5.95K $1.13B
VOE
Vanguard Mid Cap Value Index F

ETFs
4.65K
+ 225.27%
$164.63 - $174.58 $766K - $812K
6.72K $1.17B
VV
Vanguard Large Cap ETF

ETFs
532
+ 1.86%
$285.05 - $309.14 $152K - $164K
29.2K $8.99B
VHT
Vanguard Health Care ETF

ETFs
2.95K
+ 84.7%
$239.12 - $259.95 $706K - $767K
6.44K $1.67B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.59K
+ 37.94%
$108.46 - $120.63 $606K - $674K
20.3K $2.41B
JNJ
Johnson & Johnson

Healthcare
2.75K
+ 35.61%
$155.17 - $185.42 $427K - $511K
10.5K $1.94B
VCIT
Vanguard Intermediate Term Cor

ETFs
7.89K
+ 73.15%
$81.75 - $84.54 $645K - $667K
18.7K $1.57B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.3K
+ 48.98%
$49.43 - $54.52 $507K - $559K
31.2K $1.69B
VNQ
Vanguard Specialized Funds Van

ETFs
5.79K
+ 49.72%
$88.47 - $93.24 $512K - $540K
17.4K $1.59B
IBB
Ishares Biotechnology ETF

ETFs
2.56K
+ 30.73%
$127.63 - $144.37 $326K - $369K
10.9K $1.57B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6.16K
+ 92.4%
$75.26 - $80.19 $463K - $494K
12.8K $1.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.19%
$617.65 - $666.84 $11.7K - $12.7K
10.2K $6.82B
VO
Vanguard Mid Cap ETF

ETFs
1.26K
+ 152.97%
$279.83 - $293.74 $353K - $371K
2.09K $613M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.99K
+ 54.08%
$72.57 - $74.72 $362K - $373K
14.2K $1.06B
IVV
Ishares Core S&P 500 ETF

ETFs
328
+ 58.89%
$620.67 - $670.08 $204K - $220K
885 $592M
MCD
Mcdonalds Corp

Consumer Cyclical
630
+ 35.59%
$291.67 - $316.99 $184K - $200K
2.4K $729M
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 2.72%
$282.78 - $316.06 $42.4K - $47.4K
5.67K $1.79B
UNH
Unitedhealth Group Inc

Healthcare
406
+ 33.58%
$237.77 - $353.61 $96.5K - $144K
1.62K $558M
SCCO
Southern Copper Corp

Basic Materials
45
+ 1.01%
$90.54 - $121.36 $4.07K - $5.46K
4.51K $548M
SPYI
Shp ETF Tr Neos S&P 500 High I
1.4K
+ 19.62%
N/A
8.56K $448M
EA
Electronic Arts Inc.

Communication Services
3
+ 0.15%
$147.79 - $202.05 $443 - $606
2.06K $415M
AMZN
Amazon Com Inc

Consumer Cyclical
326
+ 6.98%
$211.65 - $238.24 $69K - $77.7K
5K $1.1B
MO
Altria Group, Inc.

Consumer Defensive
516
+ 10.63%
$57.75 - $67.68 $29.8K - $34.9K
5.37K $355M
GLD
Spdr Gold Trust

ETFs
44
+ 4.92%
$300.96 - $355.47 $13.2K - $15.6K
939 $334M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.5K
+ 11.32%
$46.51 - $50.07 $70K - $75.3K
14.8K $694M
QCOM
Qualcomm Inc

Technology
26
+ 0.46%
$145.84 - $173.55 $3.79K - $4.51K
5.7K $949M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.08%
$68.24 - $73.73 $478 - $516
9.29K $682M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
327
+ 11.74%
$101.12 - $106.18 $33.1K - $34.7K
3.11K $321M
MMM
3 M CO

Industrials
175
+ 4.08%
$144.41 - $160.2 $25.3K - $28K
4.46K $692M
BA
Boeing CO

Industrials
3
+ 0.05%
$209.79 - $237.38 $629 - $712
6.12K $1.32B
AMAT
Applied Materials Inc

Technology
2
+ 0.12%
$156.25 - $204.95 $313 - $410
1.63K $333M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.26%
$696.56 - $806.32 $697 - $806
381 $304M
AMGN
Amgen Inc

Healthcare
87
+ 3.17%
$271.18 - $309.22 $23.6K - $26.9K
2.83K $798M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.12%
$94.4 - $104.27 $661 - $730
6.05K $624M
Activity Summary
Buys All Purchases 106 New Holdings 24 Increased Positions 82 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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