NOVARE CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001388409 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 2, 2023

Total Value ($000): $886,979 (100.0% shares, 0.0% debt)

Holdings (167)

SPY SPDR S&P 500 ETF TR 4.3%
Value ($000) $38,432 Shares 89,904 Est. Cost $297.49 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $35,057 Shares 111,029 Est. Cost $72.26 Unrealized +349.2%
AAPL APPLE INC 3.4%
Value ($000) $29,970 Shares 175,049 Est. Cost $90.58 Unrealized +100.2%
IVV ISHARES TR 2.6%
Value ($000) $22,778 Shares 53,042 Est. Cost $349.94 Unrealized
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $21,450 Shares 42,543 Est. Cost $200.09 Unrealized +134.9%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $20,736 Shares 133,134 Est. Cost $99.05 Unrealized +54.8%
GOOGL ALPHABET INC 2.3%
Value ($000) $20,677 Shares 158,008 Est. Cost $107.49 Unrealized +19.4%
WMT WALMART INC 2.3%
Value ($000) $20,534 Shares 128,396 Est. Cost $27.42 Unrealized +89.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $18,950 Shares 54,097 Est. Cost $145.33 Unrealized +144.1%
EMR EMERSON ELEC CO 2.0%
Value ($000) $17,744 Shares 183,740 Est. Cost $66.08 Unrealized +38.0%
CMCSA COMCAST CORP NEW 1.9%
Value ($000) $17,004 Shares 383,496 Est. Cost $30.45 Unrealized +36.3%
MRK MERCK & CO INC 1.8%
Value ($000) $15,942 Shares 154,855 Est. Cost $71.24 Unrealized +40.1%
AMZN AMAZON COM INC 1.7%
Value ($000) $15,520 Shares 122,088 Est. Cost $121.72 Unrealized +10.1%
ROP ROPER TECHNOLOGIES INC 1.7%
Value ($000) $15,437 Shares 31,876 Est. Cost $357.10 Unrealized +35.2%
AVGO BROADCOM INC 1.7%
Value ($000) $15,416 Shares 18,560 Est. Cost $25.69 Unrealized +226.9%
XLE SELECT SECTOR SPDR TR 1.7%
Value ($000) $14,748 Shares 163,163 Est. Cost $77.51 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $13,935 Shares 429,945 Est. Cost $34.37 Unrealized -15.7%
VSLU ETF OPPORTUNITIES TRUST 1.6%
Value ($000) $13,895 Shares 518,294 Est. Cost $27.42 Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $12,440 Shares 85,781 Est. Cost $73.81 Unrealized +92.8%
BKNG BOOKING HOLDINGS INC 1.4%
Value ($000) $12,138 Shares 3,936 Est. Cost $1934.32 Unrealized +54.0%
TXN TEXAS INSTRS INC 1.3%
Value ($000) $11,957 Shares 75,194 Est. Cost $131.52 Unrealized +20.8%
O REALTY INCOME CORP 1.3%
Value ($000) $11,297 Shares 226,207 Est. Cost $47.53 Unrealized +5.5%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $10,677 Shares 21,094 Est. Cost $147.35 Unrealized +258.9%
AMLP ALPS ETF TR 1.2%
Value ($000) $10,515 Shares 249,179 Est. Cost $26.24 Unrealized
AME AMETEK INC 1.2%
Value ($000) $10,280 Shares 69,575 Est. Cost $92.66 Unrealized +65.9%
CSCO CISCO SYS INC 1.2%
Value ($000) $10,279 Shares 191,205 Est. Cost $34.16 Unrealized +47.2%
HON HONEYWELL INTL INC 1.1%
Value ($000) $10,025 Shares 54,266 Est. Cost $72.73 Unrealized +139.0%
AMP AMERIPRISE FINL INC 1.1%
Value ($000) $10,021 Shares 30,397 Est. Cost $149.76 Unrealized +120.7%
HD HOME DEPOT INC 1.1%
Value ($000) $10,003 Shares 33,104 Est. Cost $106.87 Unrealized +183.5%
SYK STRYKER CORPORATION 1.1%
Value ($000) $9,887 Shares 36,180 Est. Cost $167.70 Unrealized +67.0%
DLR DIGITAL RLTY TR INC 1.1%
Value ($000) $9,747 Shares 80,539 Est. Cost $94.89 Unrealized +19.7%
THO THOR INDS INC 1.1%
Value ($000) $9,567 Shares 100,565 Est. Cost $72.09 Unrealized +37.6%
ABT ABBOTT LABS 1.1%
Value ($000) $9,462 Shares 97,695 Est. Cost $44.62 Unrealized +125.1%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $9,368 Shares 55,555 Est. Cost $82.32 Unrealized +77.1%
LOW LOWES COS INC 1.1%
Value ($000) $9,328 Shares 44,880 Est. Cost $85.93 Unrealized +150.1%
TJX TJX COS INC NEW 1.0%
Value ($000) $9,275 Shares 104,353 Est. Cost $43.54 Unrealized +96.0%
XLP SELECT SECTOR SPDR TR 1.0%
Value ($000) $9,224 Shares 134,051 Est. Cost $73.95 Unrealized
ADBE ADOBE INC 1.0%
Value ($000) $9,212 Shares 18,067 Est. Cost $402.84 Unrealized +30.2%
PEP PEPSICO INC 1.0%
Value ($000) $9,046 Shares 53,387 Est. Cost $78.66 Unrealized +112.5%
MCHP MICROCHIP TECHNOLOGY INC. 1.0%
Value ($000) $8,994 Shares 115,233 Est. Cost $64.66 Unrealized +21.7%
CMI CUMMINS INC 1.0%
Value ($000) $8,958 Shares 39,209 Est. Cost $133.88 Unrealized +70.7%
WSM WILLIAMS SONOMA INC 1.0%
Value ($000) $8,772 Shares 56,450 Est. Cost $73.28 Unrealized -9.5%
GSLC GOLDMAN SACHS ETF TR 0.9%
Value ($000) $8,304 Shares 98,593 Est. Cost $72.05 Unrealized
BAC BANK AMERICA CORP 0.9%
Value ($000) $8,275 Shares 302,243 Est. Cost $26.11 Unrealized +6.5%
BK BANK NEW YORK MELLON CORP 0.9%
Value ($000) $8,239 Shares 193,181 Est. Cost $39.38 Unrealized +6.2%
TFC TRUIST FINL CORP 0.9%
Value ($000) $8,157 Shares 285,095 Est. Cost $35.04 Unrealized -22.5%
PII POLARIS INC 0.9%
Value ($000) $8,089 Shares 77,675 Est. Cost $95.57 Unrealized +24.3%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $8,002 Shares 19,567 Est. Cost $310.32 Unrealized +33.8%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $7,895 Shares 48,159 Est. Cost $151.76 Unrealized
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $7,883 Shares 25,668 Est. Cost $99.63 Unrealized +205.5%
ZTS ZOETIS INC 0.9%
Value ($000) $7,877 Shares 45,273 Est. Cost $130.28 Unrealized +35.8%
RTX RTX CORPORATION 0.9%
Value ($000) $7,795 Shares 108,307 Est. Cost $55.56 Unrealized +46.2%
CHRW C H ROBINSON WORLDWIDE INC 0.9%
Value ($000) $7,743 Shares 89,897 Est. Cost $68.21 Unrealized +28.8%
EMN EASTMAN CHEM CO 0.9%
Value ($000) $7,723 Shares 100,661 Est. Cost $64.36 Unrealized +17.1%
V VISA INC 0.8%
Value ($000) $7,496 Shares 32,591 Est. Cost $141.45 Unrealized +67.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $7,140 Shares 64,893 Est. Cost $96.06 Unrealized +15.7%
TSLA TESLA INC 0.8%
Value ($000) $6,949 Shares 27,772 Est. Cost $233.60 Unrealized +10.0%
CRM SALESFORCE INC 0.7%
Value ($000) $6,419 Shares 31,654 Est. Cost $225.06 Unrealized -5.1%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $6,220 Shares 82,766 Est. Cost $81.13 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $6,103 Shares 106,533 Est. Cost $63.32 Unrealized +1.7%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $5,997 Shares 36,466 Est. Cost $129.42 Unrealized +29.5%
SBUX STARBUCKS CORP 0.7%
Value ($000) $5,819 Shares 63,760 Est. Cost $73.85 Unrealized +25.2%
SOXX ISHARES TR 0.6%
Value ($000) $5,389 Shares 11,377 Est. Cost $459.53 Unrealized
XLB SELECT SECTOR SPDR TR 0.6%
Value ($000) $5,045 Shares 64,231 Est. Cost $86.45 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $4,989 Shares 16,619 Est. Cost $131.69 Unrealized +127.2%
IJH ISHARES TR 0.5%
Value ($000) $4,497 Shares 18,035 Est. Cost $141.98 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,476 Shares 134,932 Est. Cost $37.80 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $4,270 Shares 212,324 Est. Cost $21.71 Unrealized
MOAT VANECK ETF TRUST 0.5%
Value ($000) $4,205 Shares 55,442 Est. Cost $75.84 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $3,963 Shares 48,898 Est. Cost $148.58 Unrealized -43.8%
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $3,960 Shares 9,544 Est. Cost $324.99 Unrealized
CGBD CARLYLE SECURED LENDING INC 0.4%
Value ($000) $3,532 Shares 243,565 Est. Cost $6.26 Unrealized +79.7%
FDUS FIDUS INVT CORP 0.4%
Value ($000) $3,421 Shares 178,198 Est. Cost $7.05 Unrealized +107.0%
BSCR INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $3,178 Shares 169,621 Est. Cost $21.60 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,790 Shares 148,532 Est. Cost $21.11 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,601 Shares 51,832 Est. Cost $50.23 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,483 Shares 141,664 Est. Cost $17.96 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,473 Shares 127,686 Est. Cost $19.68 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $2,409 Shares 17,465 Est. Cost $147.29 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,339 Shares 46,919 Est. Cost $57.05 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,307 Shares 148,044 Est. Cost $16.16 Unrealized
VAW VANGUARD WORLD FDS 0.3%
Value ($000) $2,266 Shares 13,136 Est. Cost $156.44 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,212 Shares 33,731 Est. Cost $48.56 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $2,133 Shares 26,558 Est. Cost $77.13 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2,125 Shares 102,822 Est. Cost $21.79 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,945 Shares 3,443 Est. Cost $394.06 Unrealized +35.1%
INTU INTUIT 0.2%
Value ($000) $1,838 Shares 3,598 Est. Cost $86.16 Unrealized +478.9%
IVW ISHARES TR 0.2%
Value ($000) $1,756 Shares 25,671 Est. Cost $71.74 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,736 Shares 11,976 Est. Cost $180.17 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,602 Shares 23,675 Est. Cost $64.18 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,569 Shares 5,761 Est. Cost $287.54 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,409 Shares 9,660 Est. Cost $104.04 Unrealized +38.5%
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $1,376 Shares 7,530 Est. Cost $191.66 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,372 Shares 8,831 Est. Cost $127.09 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,369 Shares 43,020 Est. Cost $53.28 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,311 Shares 23,427 Est. Cost $38.33 Unrealized +45.4%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,291 Shares 2,969 Est. Cost $24.97 Unrealized +79.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,259 Shares 10,711 Est. Cost $56.78 Unrealized +77.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,101 Shares 12,471 Est. Cost $92.67 Unrealized -9.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,030 Shares 9,973 Est. Cost $68.41 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,030 Shares 19,230 Est. Cost $53.34 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,009 Shares 47,544 Est. Cost $21.28 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,009 Shares 6,768 Est. Cost $57.98 Unrealized +133.4%
SAMG SILVERCREST ASSET MGMT GROUP 0.1%
Value ($000) $1,006 Shares 63,400 Est. Cost $18.83 Unrealized +2.7%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $980 Shares 6,915 Est. Cost $143.93 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $960 Shares 21,969 Est. Cost $48.05 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $947 Shares 8,210 Est. Cost $72.33 Unrealized +60.5%
HUBB HUBBELL INC 0.1%
Value ($000) $946 Shares 3,020 Est. Cost $100.11 Unrealized +208.1%
FALN ISHARES TR 0.1%
Value ($000) $927 Shares 37,399 Est. Cost $29.22 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $837 Shares 8,140 Est. Cost $78.03 Unrealized +39.1%
BANK AMERICA CORP 0.1%
Value ($000) $741 Shares 666 Est. Cost $1160.00 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $719 Shares 13,104 Est. Cost $57.36 Unrealized +1.9%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $672 Shares 13,281 Est. Cost $60.45 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $671 Shares 5,123 Est. Cost $149.72 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $661 Shares 8,695 Est. Cost $88.05 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $661 Shares 19,389 Est. Cost $35.80 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $614 Shares 5,798 Est. Cost $72.96 Unrealized +54.6%
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $607 Shares 39,781 Est. Cost $15.25 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $595 Shares 1,745 Est. Cost $250.18 Unrealized
GLADSTONE CAPITAL CORP 0.1%
Value ($000) $584 Shares 60,577 Est. Cost $8.34 Unrealized
BA BOEING CO 0.1%
Value ($000) $562 Shares 2,934 Est. Cost $227.29 Unrealized -3.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $537 Shares 1,498 Est. Cost $291.46 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $528 Shares 4,985 Est. Cost $45.79 Unrealized +140.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $516 Shares 11,000 Est. Cost $46.93 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $469 Shares 2,000 Est. Cost $88.06 Unrealized +34.4%
T AT&T INC 0.1%
Value ($000) $450 Shares 29,990 Est. Cost $14.79 Unrealized -12.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $448 Shares 1,642 Est. Cost $153.00 Unrealized +70.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $446 Shares 3,722 Est. Cost $94.48 Unrealized +14.2%
PFE PFIZER INC 0.0%
Value ($000) $439 Shares 13,235 Est. Cost $39.09 Unrealized -21.8%
WOOD ISHARES TR 0.0%
Value ($000) $433 Shares 5,847 Est. Cost $89.35 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $404 Shares 6,248 Est. Cost $59.07 Unrealized +8.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $396 Shares 2,482 Est. Cost $175.46 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $389 Shares 1,990 Est. Cost $176.30 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $383 Shares 1,455 Est. Cost $182.47 Unrealized +47.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $382 Shares 6,540 Est. Cost $55.11 Unrealized +17.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $360 Shares 2,798 Est. Cost $128.20 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $355 Shares 2,690 Est. Cost $110.89 Unrealized +16.4%
VISTA OUTDOOR INC 0.0%
Value ($000) $351 Shares 10,600 Est. Cost $27.67 Unrealized
KELLANOVA 0.0%
Value ($000) $349 Shares 5,859 Est. Cost $49.30 Unrealized +11.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $343 Shares 2,375 Est. Cost $84.24 Unrealized +71.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $328 Shares 2,337 Est. Cost $106.05 Unrealized +24.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $316 Shares 691 Est. Cost $324.87 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $306 Shares 1,185 Est. Cost $140.66 Unrealized +83.6%
DGRW WISDOMTREE TR 0.0%
Value ($000) $289 Shares 4,553 Est. Cost $39.18 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $279 Shares 110 Est. Cost $2509.45 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $274 Shares 2,730 Est. Cost $53.69 Unrealized +90.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $261 Shares 9,550 Est. Cost $43.42 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $260 Shares 4,480 Est. Cost $41.95 Unrealized +29.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $252 Shares 2,088 Est. Cost $79.83 Unrealized +47.5%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $245 Shares 16,675 Est. Cost $8.81 Unrealized +22.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $243 Shares 3,436 Est. Cost $73.15 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $240 Shares 1,120 Est. Cost $248.21 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $239 Shares 2,210 Est. Cost $93.86 Unrealized +10.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $237 Shares 4,028 Est. Cost $69.55 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $237 Shares 1,828 Est. Cost $86.22 Unrealized +54.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $237 Shares 1,790 Est. Cost $100.54 Unrealized +47.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $234 Shares 4,900 Est. Cost $46.14 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $231 Shares 16,433 Est. Cost $22.44 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $224 Shares 6,000 Est. Cost $33.48 Unrealized +16.5%
REM ISHARES TR 0.0%
Value ($000) $223 Shares 10,000 Est. Cost $21.84 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $223 Shares 2,600 Est. Cost $78.65 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $220 Shares 913 Est. Cost $136.15 Unrealized +69.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $212 Shares 8,383 Est. Cost $23.11 Unrealized +6.0%
IVZ INVESCO LTD 0.0%
Value ($000) $211 Shares 14,500 Est. Cost $7.05 Unrealized +103.6%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $207 Shares 2,045 Est. Cost $101.38 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $105 Shares 19,450 Est. Cost $4.75 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $77 Shares 13,683 Est. Cost $18.34 Unrealized