Novem Group Portfolio Holdings
Novem Group
- $854 Billion
- Q3 2025
Novem Group has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $854 Billion distributed in 920 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $39.2B, Pimco ETF Tr with a value of $33.1B, Vanguard Dividend Appreciation with a value of $28.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $27.7B, and Fidelity Covington Tr New Mill with a value of $24.7B.
Examining the 13F form we can see an increase of $60B in the current position value, from $794B to 854B.
Novem Group is based out at Rochester, NY
Below you can find more details about Novem Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 920
- Current Value $854 Billion
- Prior Value $794 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 38 stocks
- Additional Purchases 209 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks