Novare Capital Management LLC Portfolio Holdings
Novare Capital Management LLC
- $1.29 Billion
- Q3 2025
Novare Capital Management LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 193 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 $79.6M, Microsoft Corp with a value of $62M, Apple Inc. with a value of $57.9M, Ishares Core S&P 500 ETF with a value of $46.9M, and Broadcom Inc. with a value of $45.6M.
Examining the 13F form we can see an increase of $82.5M in the current position value, from $1.21B to 1.29B.
Below you can find more details about Novare Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.29 Billion
ETFs: $313 Million
Technology: $285 Million
Industrials: $152 Million
Financial Services: $126 Million
Healthcare: $122 Million
Consumer Cyclical: $84.8 Million
Communication Services: $81.8 Million
Consumer Defensive: $49.7 Million
Other: $42.9 Million