Novare Capital Management LLC Portfolio Holdings
Novare Capital Management LLC
- $1.21 Billion
- Q2 2025
Novare Capital Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 197 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 $62.1M, Microsoft Corp with a value of $60M, Ishares Core S&P 500 ETF with a value of $42.4M, Broadcom Inc. with a value of $41.9M, and Apple Inc. with a value of $38.4M.
Examining the 13F form we can see an increase of $83.3M in the current position value, from $1.13B to 1.21B.
Below you can find more details about Novare Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.21 Billion
ETFs: $278 Million
Technology: $262 Million
Industrials: $136 Million
Financial Services: $126 Million
Healthcare: $116 Million
Consumer Cyclical: $84.9 Million
Communication Services: $78.8 Million
Consumer Defensive: $53.2 Million
Other: $44.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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