Novak & Powell Financial Services, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $11.1B, Invesco Qqq Trust, Series 1 with a value of $10.2B, Apple Inc. with a value of $9.91B, Vanguard Large Cap ETF with a value of $8.34B, and Spdr S&P 500 ETF Trust with a value of $5.77B.
Examining the 13F form we can see an decrease of $4.56B in the current position value, from $172B to 168B.
Novak & Powell Financial Services, Inc. is based out at St. Petersburg, FL
Below you can find more details about Novak & Powell Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$168 Billion
ETFs: $112 Billion
Technology: $20.2 Billion
Financial Services: $10.1 Billion
Industrials: $4.9 Billion
Consumer Defensive: $3.85 Billion
Healthcare: $3.71 Billion
Consumer Cyclical: $3.47 Billion
Utilities: $2.74 Billion
Other: $6.16 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
