Novak & Powell Financial Services, Inc. Purchases in Q4 2024

Novak & Powell Financial Services, Inc.

  • $168 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
317
+ 2.7%
$9.7 - $10.62 $3.07K - $3.37K
12.1K $118M
CXE
Mfs High Income Municipal Trust

Financial Services
451
+ 1.28%
$3.63 - $3.99 $1.64K - $1.8K
35.6K $131M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
270
+ 1.07%
$5.98 - $6.61 $1.61K - $1.78K
25.6K $155M
PGF
Invesco Exchange Traded Fd Tr

ETFs
75
+ 0.57%
$14.4 - $15.83 $1.08K - $1.19K
13.2K $193M
D
Dominion Energy, Inc

Utilities
33
+ 0.79%
$52.63 - $60.92 $1.74K - $2.01K
4.22K $227M
EEM
Ishares Msci Emerging Markets

ETFs
200
+ 3.08%
$41.82 - $47.36 $8.36K - $9.47K
6.7K $282M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5
+ 0.21%
$99.2 - $108.47 $496 - $542
2.36K $235M
PEAK
Healthpeak Properties, Inc.

Real Estate
153
+ 1.4%
N/A
11.1K $225M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
70
+ 0.33%
$113.92 - $127.38 $7.97K - $8.92K
21.4K $2.46B
PFE
Pfizer Inc

Healthcare
52
+ 0.4%
$24.8 - $30.19 $1.29K - $1.57K
12.9K $343M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 0.65%
$442.29 - $483.08 $23K - $25.1K
8.03K $3.64B
SFL
Sfl Corp Ltd.

Industrials
2K
+ 5.08%
$9.72 - $11.76 $19.4K - $23.5K
41.3K $422M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
14
+ 0.34%
$79.93 - $88.06 $1.12K - $1.23K
4.16K $333M
DUK
Duke Energy Corp

Utilities
3
+ 0.07%
$105.76 - $120.76 $317 - $362
4.57K $493M
TXN
Texas Instruments Inc

Technology
6
+ 0.29%
N/A
2.11K $395M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22
+ 0.24%
$58.88 - $64.8 $1.3K - $1.43K
9.28K $547M
DNP
Dnp Select Income Fund Inc

Financial Services
1.01K
+ 1.87%
$8.82 - $9.96 $8.91K - $10.1K
55K $485M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
133
+ 0.7%
$34.74 - $38.36 $4.62K - $5.1K
19K $666M
AMAT
Applied Materials Inc

Technology
1
+ 0.06%
$161.44 - $213.89 $161 - $214
1.55K $253M
MRK
Merck & Co., Inc.

Healthcare
15
+ 0.34%
$96.31 - $114.76 $1.44K - $1.72K
4.47K $445M
CTAS
Cintas Corp

Industrials
5
+ 0.18%
$182.7 - $226.47 $914 - $1.13K
2.79K $509M
QCOM
Qualcomm Inc

Technology
27
+ 0.48%
$150.4 - $178.04 $4.06K - $4.81K
5.62K $864M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.39%
$485.52 - $625.25 $2.43K - $3.13K
1.3K $658M
SCCO
Southern Copper Corp

Basic Materials
27
+ 0.62%
$91.13 - $117.95 $2.46K - $3.18K
4.39K $400M
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 0.28%
$87.85 - $98.6 $4.39K - $4.93K
17.7K $1.57B
EFX
Equifax Inc

Industrials
5
+ 0.13%
$245.03 - $293.5 $1.23K - $1.47K
3.93K $1B
VHT
Vanguard Health Care ETF

ETFs
31
+ 0.5%
$250.81 - $283.3 $7.78K - $8.78K
6.26K $1.59B
AMGN
Amgen Inc

Healthcare
10
+ 0.36%
$258.78 - $328.31 $2.59K - $3.28K
2.81K $732M
Activity Summary
Buys All Purchases 79 New Holdings 10 Increased Positions 69 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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