Novare Capital Management LLC Reduced Holdings in Q4 2024

Novare Capital Management LLC

  • $1.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-60
- 3.52%
$148.45 - $199.05 $8.91K - $11.9K
1.65K $283K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-50
- 0.58%
$100.18 - $109.1 $5.01K - $5.46K
8.55K $896K
WFC
Wells Fargo & Company

Financial Services
-261
- 7.13%
$54.98 - $77.35 $14.3K - $20.2K
3.4K $238K
RJF
Raymond James Financial Inc

Financial Services
-200
- 9.62%
$123.0 - $170.1 $24.6K - $34K
1.88K $292K
TRGP
Targa Resources Corp.

Energy
-50
- 2.22%
$150.58 - $207.69 $7.53K - $10.4K
2.2K $392K
TSLA
Tesla, Inc.

Consumer Cyclical
-467
- 16.24%
$213.65 - $479.86 $99.8K - $224K
2.41K $972K
BK
Bank Of New York Mellon Corp

Financial Services
-9.07K
- 4.86%
$70.82 - $81.87 $642K - $743K
178K $13.7M
FDUS
Fidus Investment Corp

Financial Services
-170
- 0.09%
$19.1 - $21.49 $3.25K - $3.65K
189K $3.98M
PLTR
Palantir Technologies Inc.

Technology
-2.31K
- 18.39%
$36.46 - $82.38 $84.2K - $190K
10.3K $775K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 1.89%
$4100.99 - $5300.34 $36.9K - $47.7K
467 $2.32M
CMI
Cummins Inc

Industrials
-1.41K
- 3.57%
$324.93 - $383.42 $458K - $540K
38K $13.3M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.83K
- 3.64%
$156.46 - $195.69 $443K - $555K
75.1K $13.3M
AMP
Ameriprise Financial Inc

Financial Services
-1.56K
- 5.5%
$473.15 - $574.01 $739K - $896K
26.8K $14.3M
HON
Honeywell International Inc

Industrials
-585
- 0.99%
$202.84 - $236.0 $119K - $138K
58.2K $13.2M
BAC
Bank Of America Corp

Financial Services
-2.63K
- 0.9%
$39.22 - $47.77 $103K - $126K
290K $12.7M
CRM
Salesforce, Inc.

Technology
-321
- 0.96%
$270.87 - $367.87 $86.9K - $118K
33.3K $11.1M
JPM
Jpmorgan Chase & CO

Financial Services
-1.69K
- 2.03%
$205.18 - $250.29 $347K - $423K
81.4K $19.5M
WMT
Walmart Inc.

Consumer Defensive
-14.6K
- 3.72%
$79.1 - $95.7 $1.15M - $1.4M
377K $34.1M
EMR
Emerson Electric CO

Industrials
-1.35K
- 0.7%
$108.13 - $134.33 $146K - $181K
192K $23.9M
AAPL
Apple Inc.

Technology
-834
- 0.48%
$221.69 - $259.02 $185K - $216K
174K $43.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-536
- 0.41%
$180.88 - $232.93 $97K - $125K
131K $28.8M
Activity Summary
Buys All Purchases 86 New Holdings 9 Increased Positions 77 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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