Novak & Powell Financial Services, Inc. Incresed Positions in Q4 2024

Novak & Powell Financial Services, Inc.

  • $168 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
22
+ 0.64%
$61.74 - $71.71 $1.36K - $1.58K
3.47K $216M
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
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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