Novem Group Sells in Q3 2025

Novem Group

  • $854 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-286K
- 79.39%
$50.23 - $50.48 $14.4M - $14.4M
74.2K $3.73B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-523K
- 97.35%
N/A
14.2K $346M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-306K
- 44.19%
$24.14 - $24.34 $7.38M - $7.44M
386K $9.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.74K
- 70.47%
$617.65 - $666.84 $5.4M - $5.83M
3.66K $2.44B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12.9K
- 79.78%
$182.33 - $194.5 $2.36M - $2.51M
3.28K $637M
VIG
Vanguard Dividend Appreciation

ETFs
-12.6K
- 8.62%
N/A
133K $28.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-39.2K
- 9.98%
$72.65 - $78.68 $2.84M - $3.08M
353K $27.7B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-29.2K
- 58.62%
$23.29 - $23.38 $680K - $683K
20.6K $482M
BA
Boeing CO

Industrials
-3.18K
- 69.73%
$209.79 - $237.38 $668K - $756K
1.38K $298M
Arista Networks Inc
-6.79K
- 70.68%
N/A
2.82K $410M
GOOG
Alphabet Inc.

Communication Services
-5.37K
- 38.79%
$175.16 - $255.24 $941K - $1.37M
8.48K $2.07B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-126K
- 9.27%
$28.92 - $32.19 $3.63M - $4.04M
1.23M $39.2B
META
Meta Platforms, Inc.

Communication Services
-368
- 6.84%
$695.21 - $791.73 $256K - $291K
5.01K $3.68B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-9.39K
- 48.05%
$26.71 - $26.81 $251K - $252K
10.2K $272M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.53K
- 45.56%
$121.35 - $144.54 $307K - $365K
3.02K $437M
IBMO
Ishares Tr Ibonds December 202

ETFs
-9.71K
- 44.61%
$25.58 - $25.72 $248K - $250K
12K $309M
V
Visa Inc.

Financial Services
-287
- 3.06%
$332.09 - $358.86 $95.3K - $103K
9.1K $3.11B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.63K
- 13.73%
$362.31 - $405.74 $592K - $663K
10.3K $4.13B
ISRG
Intuitive Surgical Inc

Healthcare
-314
- 37.16%
$433.66 - $544.47 $136K - $171K
531 $237M
COST
Costco Wholesale Corp

Consumer Defensive
-167
- 25.77%
$915.95 - $994.57 $153K - $166K
481 $445M
KMI
Kinder Morgan, Inc.

Energy
-5.57K
- 20.27%
$26.23 - $28.5 $146K - $159K
21.9K $621M
AMZN
Amazon Com Inc

Consumer Cyclical
-843
- 6.01%
$211.65 - $238.24 $178K - $201K
13.2K $2.89B
IBM
International Business Machines Corp

Technology
-326
- 4.61%
$234.77 - $292.47 $76.5K - $95.3K
6.75K $1.9B
KNSL
Kinsale Capital Group, Inc.

Financial Services
-119
- 5.53%
$415.15 - $489.89 $49.4K - $58.3K
2.03K $864M
PG
Procter & Gamble CO

Consumer Defensive
-654
- 6.09%
$150.47 - $161.22 $98.4K - $105K
10.1K $1.55B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.06K
- 18.43%
$50.81 - $51.07 $105K - $105K
9.11K $465M
CGMU
Capital Group Core Plus Income
-5.09K
- 6.57%
N/A
72.3K $1.97B
ADP
Automatic Data Processing Inc

Industrials
-259
- 24.34%
$288.69 - $310.94 $74.8K - $80.5K
805 $236M
EMR
Emerson Electric CO

Industrials
-245
- 0.92%
$128.6 - $149.63 $31.5K - $36.7K
26.4K $3.47B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.23K
- 3.21%
$20.84 - $21.03 $88.1K - $88.9K
127K $2.67B
FLQH
Franklin Templeton Libertyq In

ETFs
-4.76K
- 8.12%
N/A
53.8K $2.01B
XLE
Energy Sector Spdr

ETFs
-1.12K
- 24.42%
$84.25 - $91.99 $93.9K - $103K
3.45K $308M
INMU
Blackrock ETF Tr Ii Intermedia
-3.97K
- 12.4%
$23.29 - $23.97 $92.5K - $95.2K
28.1K $672M
GILD
Gilead Sciences, Inc.

Healthcare
-711
- 24.95%
$108.22 - $120.47 $76.9K - $85.7K
2.14K $237M
Canadian Pacific Kansas City
-375
- 3.83%
N/A
9.43K $702M
MET
Metlife Inc

Financial Services
-995
- 16.29%
$73.82 - $82.37 $73.5K - $82K
5.11K $421M
WM
Waste Management Inc

Industrials
-253
- 15.81%
$213.88 - $237.1 $54.1K - $60K
1.35K $298M
DE
Deere & CO

Industrials
-31
- 2.99%
$457.26 - $524.37 $14.2K - $16.3K
1.01K $460M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-418
- 7.53%
$97.53 - $115.95 $40.8K - $48.5K
5.13K $513M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-115
- 0.39%
$46.51 - $50.07 $5.35K - $5.76K
29.4K $1.38B
GIS
General Mills Inc

Consumer Defensive
-537
- 3.07%
$48.44 - $53.83 $26K - $28.9K
16.9K $853M
LLY
Eli Lilly & CO

Healthcare
-13
- 0.52%
$625.65 - $812.69 $8.13K - $10.6K
2.5K $1.91B
HD
Home Depot, Inc.

Consumer Cyclical
-363
- 14.47%
$357.4 - $423.42 $130K - $154K
2.15K $870M
ABT
Abbott Laboratories

Healthcare
-192
- 1.76%
$120.51 - $136.62 $23.1K - $26.2K
10.7K $1.44B
FNDF
Schwab Fundamental Intl Large

ETFs
-6.56K
- 8.24%
$39.84 - $43.15 $262K - $283K
73.1K $3.14B
JCI
Johnson Controls International PLC

Industrials
-2.06K
- 4.95%
$103.24 - $111.73 $212K - $230K
39.5K $4.34B
TRV
Travelers Companies, Inc.

Financial Services
-220
- 14.71%
$250.62 - $279.43 $55.1K - $61.5K
1.28K $356M
ET
Energy Transfer LP

Energy
-424
- 1.34%
$17.11 - $18.16 $7.25K - $7.7K
31.1K $534M
KO
Coca Cola CO

Consumer Defensive
-30
- 0.43%
$65.67 - $71.67 $1.97K - $2.15K
6.95K $461M
Activity Summary
Buys All Purchases 247 New Holdings 38 Increased Positions 209 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 16 Puts 1
Track This Portfolio

Track Novem Group Portfolio

Follow Novem Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Novem Group, based on Form 13F filings with the SEC.

News

Stay updated on Novem Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email