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
EEM
Ishares Msci Emerging Markets

ETFs
107
+ 2.18%
$48.07 - $53.4 $5.14K - $5.71K
5.03K $270M
UTG
Reaves Utility Income Fund

Financial Services
99
+ 1.25%
$35.81 - $39.62 $3.55K - $3.92K
8.04K $319M
EPD
Enterprise Products Partners L.P.

Energy
616
+ 1.53%
$30.74 - $32.14 $18.9K - $19.8K
40.9K $1.28B
DUK
Duke Energy Corp

Utilities
3
+ 0.07%
$116.31 - $125.93 $349 - $378
4.58K $567M
CSCO
Cisco Systems, Inc.

Technology
435
+ 11.45%
$66.2 - $71.79 $28.8K - $31.2K
4.24K $290M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15
+ 0.49%
$132.9 - $142.03 $1.99K - $2.13K
3.05K $430M
MRK
Merck & Co., Inc.

Healthcare
21
+ 0.43%
$77.6 - $87.37 $1.63K - $1.83K
4.94K $414M
PEAK
Healthpeak Properties, Inc.

Real Estate
194
+ 1.7%
N/A
11.6K $223M
DNP
Dnp Select Income Fund Inc

Financial Services
945
+ 1.66%
$9.65 - $10.02 $9.12K - $9.47K
58K $581M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
186
+ 0.96%
$41.19 - $43.7 $7.66K - $8.13K
19.6K $837M
PFE
Pfizer Inc

Healthcare
61
+ 0.47%
$23.29 - $25.88 $1.42K - $1.58K
13K $330M
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.62%
$133.81 - $152.16 $1.47K - $1.67K
1.78K $250M
XLI
Industrial Sector Spdr

ETFs
8
+ 0.38%
$147.94 - $154.99 $1.18K - $1.24K
2.13K $328M
VZ
Verizon Communications Inc

Communication Services
227
+ 3.35%
$40.84 - $45.06 $9.27K - $10.2K
7.01K $308M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.03%
$259.39 - $285.47 $259 - $285
3.19K $873M
JNK
Spdr Bloomberg High Yield Bond

ETFs
97
+ 1.67%
$96.22 - $98.19 $9.33K - $9.52K
5.92K $580M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25
+ 0.62%
$55.15 - $58.11 $1.38K - $1.45K
4.08K $234M
MTB
M&T Bank Corp

Financial Services
9
+ 0.54%
$183.74 - $204.05 $1.65K - $1.84K
1.68K $331M
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.33%
$139.5 - $153.94 $698 - $770
1.5K $228M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.02%
$72.01 - $74.44 $72 - $74.4
4.84K $356M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16
+ 0.38%
$86.07 - $90.74 $1.38K - $1.45K
4.23K $379M
EFX
Equifax Inc

Industrials
7
+ 0.18%
$234.03 - $265.73 $1.64K - $1.86K
3.95K $1.01B
PM
Philip Morris International Inc.

Consumer Defensive
404
+ 10.63%
$157.77 - $183.27 $63.7K - $74K
4.2K $682M
KR
Kroger CO

Consumer Defensive
21
+ 0.43%
$64.52 - $74.35 $1.35K - $1.56K
4.89K $330M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.2%
$288.69 - $310.94 $866 - $933
1.47K $431M
INGR
Ingredion Inc

Consumer Defensive
2
+ 0.12%
$121.01 - $138.21 $242 - $276
1.7K $207M
SFL
Sfl Corp Ltd.

Industrials
1.37K
+ 3.22%
$7.53 - $9.48 $10.3K - $13K
44K $331M
HON
Honeywell International Inc

Industrials
1
+ 0.09%
$207.7 - $240.4 $208 - $240
1.15K $242M
DE
Deere & CO

Industrials
1
+ 0.19%
$457.26 - $524.37 $457 - $524
520 $238M
CTAS
Cintas Corp

Industrials
6
+ 0.21%
$199.29 - $226.27 $1.2K - $1.36K
2.8K $575M
TXN
Texas Instruments Inc

Technology
7
+ 0.33%
N/A
2.13K $391M
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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