Novare Capital Management LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $68.8M, Microsoft Corp with a value of $50.4M, Apple Inc. with a value of $43.6M, Broadcom Inc. with a value of $37.1M, and Ishares Core S&P 500 ETF with a value of $35.1M.
Examining the 13F form we can see an increase of $4.15M in the current position value, from $1.16B to 1.17B.
Below you can find more details about Novare Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
ETFs: $254 Million
Technology: $249 Million
Industrials: $128 Million
Financial Services: $121 Million
Healthcare: $120 Million
Consumer Cyclical: $87.8 Million
Communication Services: $79.7 Million
Consumer Defensive: $49.5 Million
Other: $52.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
