Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 91,814 | +1,910 | $43,640 |
SPY | 91,814 | +1,910 | $43,640 |
MICROSOFT CORP | 109,744 | -1,285 | $41,268 |
MSFT | 109,744 | -1,285 | $41,268 |
APPLE INC | 173,211 | -1,838 | $33,349 |
AAPL | 173,211 | -1,838 | $33,349 |
ISHARES TR (IVV) | 52,632 | -410 | $25,139 |
IVV | 52,632 | -410 | $25,139 |
UNITEDHEALTH GROUP INC | 42,926 | +383 | $22,599 |
UNH | 42,926 | +383 | $22,599 |
ALPHABET INC | 158,328 | +320 | $22,117 |
GOOGL | 158,328 | +320 | $22,117 |
JOHNSON & JOHNSON | 135,962 | +2,828 | $21,311 |
JNJ | 135,962 | +2,828 | $21,311 |
BROADCOM INC | 18,553 | -7 | $20,710 |
AVGO | 18,553 | -7 | $20,710 |
WALMART INC | 130,499 | +2,103 | $20,573 |
WMT | 130,499 | +2,103 | $20,573 |
BERKSHIRE HATHAWAY INC DEL | $19,335 | ||
BRK.B | 54,211 | +114 | $19,335 |
AMAZON COM INC | 121,795 | -293 | $18,505 |
AMZN | 121,795 | -293 | $18,505 |
ROPER TECHNOLOGIES INC | 33,655 | +1,779 | $18,348 |
ROP | 33,655 | +1,779 | $18,348 |
EMERSON ELEC CO | 186,954 | +3,214 | $18,196 |
EMR | 186,954 | +3,214 | $18,196 |
MERCK & CO INC | 162,463 | +7,608 | $17,712 |
MRK | 162,463 | +7,608 | $17,712 |
COMCAST CORP NEW | 383,161 | -335 | $16,802 |
CMCSA | 383,161 | -335 | $16,802 |
VERIZON COMMUNICATIONS INC | 415,501 | -14,444 | $15,664 |
VZ | 415,501 | -14,444 | $15,664 |
JPMORGAN CHASE & CO | 88,871 | +3,090 | $15,117 |
JPM | 88,871 | +3,090 | $15,117 |
SELECT SECTOR SPDR TR (XLE) | 171,958 | +8,795 | $14,417 |
XLE | 171,958 | +8,795 | $14,417 |
ETF OPPORTUNITIES TRUST (VSLU) | 479,157 | -39,137 | $14,245 |
VSLU | 479,157 | -39,137 | $14,245 |
BOOKING HOLDINGS INC | 3,906 | -30 | $13,856 |
BKNG | 3,906 | -30 | $13,856 |
TEXAS INSTRS INC | 71,512 | -3,682 | $12,190 |
TXN | 71,512 | -3,682 | $12,190 |
REALTY INCOME CORP | 211,563 | -14,644 | $12,147 |
O | 211,563 | -14,644 | $12,147 |
THERMO FISHER SCIENTIFIC INC | 22,524 | +1,430 | $11,955 |
TMO | 22,524 | +1,430 | $11,955 |
HONEYWELL INTL INC | 56,877 | +2,611 | $11,928 |
HON | 56,877 | +2,611 | $11,928 |
AMETEK INC | 72,244 | +2,669 | $11,913 |
AME | 72,244 | +2,669 | $11,913 |
HOME DEPOT INC | 34,148 | +1,044 | $11,834 |
HD | 34,148 | +1,044 | $11,834 |
DIGITAL RLTY TR INC | 87,081 | +6,542 | $11,719 |
DLR | 87,081 | +6,542 | $11,719 |
THOR INDS INC | 98,404 | -2,161 | $11,636 |
THO | 98,404 | -2,161 | $11,636 |
ABBOTT LABS | 103,768 | +6,073 | $11,422 |
ABT | 103,768 | +6,073 | $11,422 |
STRYKER CORPORATION | 37,700 | +1,520 | $11,290 |
SYK | 37,700 | +1,520 | $11,290 |
AMERIPRISE FINL INC | 29,471 | -926 | $11,194 |
AMP | 29,471 | -926 | $11,194 |
ADOBE INC | 18,322 | +255 | $10,931 |
ADBE | 18,322 | +255 | $10,931 |
BANK AMERICA CORP | $10,866 | ||
BAC | 298,857 | -3,386 | $10,063 |
BAC.PRL | 666 | UNCH | $803 |
TRUIST FINL CORP | 287,997 | +2,902 | $10,633 |
TFC | 287,997 | +2,902 | $10,633 |
MICROCHIP TECHNOLOGY INC. | 116,398 | +1,165 | $10,497 |
MCHP | 116,398 | +1,165 | $10,497 |
SELECT SECTOR SPDR TR (XLK) | 53,856 | +5,697 | $10,366 |
XLK | 53,856 | +5,697 | $10,366 |
ALPS ETF TR (AMLP) | 240,375 | -8,804 | $10,221 |
AMLP | 240,375 | -8,804 | $10,221 |
TJX COS INC NEW | 107,857 | +3,504 | $10,118 |
TJX | 107,857 | +3,504 | $10,118 |
PEPSICO INC | 59,137 | +5,750 | $10,043 |
PEP | 59,137 | +5,750 | $10,043 |
WILLIAMS SONOMA INC | 49,489 | -6,961 | $9,986 |
WSM | 49,489 | -6,961 | $9,986 |
LOWES COS INC | 44,557 | -323 | $9,916 |
LOW | 44,557 | -323 | $9,916 |
BANK NEW YORK MELLON CORP | 189,263 | -3,918 | $9,851 |
BK | 189,263 | -3,918 | $9,851 |
CISCO SYS INC | 188,209 | -2,996 | $9,508 |
CSCO | 188,209 | -2,996 | $9,508 |
ACCENTURE PLC IRELAND | 26,930 | +1,262 | $9,450 |
ACN | 26,930 | +1,262 | $9,450 |
CUMMINS INC | 39,125 | -84 | $9,373 |
CMI | 39,125 | -84 | $9,373 |
ZOETIS INC | 47,403 | +2,130 | $9,356 |
ZTS | 47,403 | +2,130 | $9,356 |
RTX CORPORATION | 109,221 | +914 | $9,190 |
RTX | 109,221 | +914 | $9,190 |
EASTMAN CHEM CO | 101,032 | +371 | $9,075 |
EMN | 101,032 | +371 | $9,075 |
GOLDMAN SACHS ETF TR (GSLC) | 96,432 | -2,161 | $9,046 |
GSLC | 96,432 | -2,161 | $9,046 |
LOCKHEED MARTIN CORP | 19,777 | +210 | $8,964 |
LMT | 19,777 | +210 | $8,964 |
SALESFORCE INC | 33,701 | +2,047 | $8,868 |
CRM | 33,701 | +2,047 | $8,868 |
VISA INC | 33,824 | +1,233 | $8,806 |
V | 33,824 | +1,233 | $8,806 |
SELECT SECTOR SPDR TR (XLP) | 121,021 | -13,030 | $8,717 |
XLP | 121,021 | -13,030 | $8,717 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 67,440 | +2,547 | $8,661 |
ICE | 67,440 | +2,547 | $8,661 |
CHEVRON CORP NEW | 56,703 | +1,148 | $8,458 |
CVX | 56,703 | +1,148 | $8,458 |
AMERICAN TOWER CORP NEW | 38,021 | +1,555 | $8,208 |
AMT | 38,021 | +1,555 | $8,208 |
C H ROBINSON WORLDWIDE INC | 90,406 | +509 | $7,810 |
CHRW | 90,406 | +509 | $7,810 |
POLARIS INC | 75,817 | -1,858 | $7,185 |
PII | 75,817 | -1,858 | $7,185 |
TESLA INC | 27,448 | -324 | $6,821 |
TSLA | 27,448 | -324 | $6,821 |
ISHARES TR (SOXX) | 11,557 | +180 | $6,658 |
SOXX | 11,557 | +180 | $6,658 |
NEXTERA ENERGY INC | 107,767 | +1,234 | $6,546 |
NEE | 107,767 | +1,234 | $6,546 |
STARBUCKS CORP | 67,768 | +4,008 | $6,507 |
SBUX | 67,768 | +4,008 | $6,507 |
SELECT SECTOR SPDR TR (XLF) | 160,021 | +25,089 | $6,017 |
XLF | 160,021 | +25,089 | $6,017 |
META PLATFORMS INC | 16,808 | +189 | $5,949 |
META | 16,808 | +189 | $5,949 |
SELECT SECTOR SPDR TR (XLB) | 66,315 | +2,084 | $5,672 |
XLB | 66,315 | +2,084 | $5,672 |
VANECK ETF TRUST (MOAT) | 62,562 | +7,120 | $5,310 |
MOAT | 62,562 | +7,120 | $5,310 |
VANGUARD SCOTTSDALE FDS (VCSH) | 68,100 | -14,666 | $5,269 |
VCSH | 68,100 | -14,666 | $5,269 |
ISHARES TR (IJH) | 17,429 | -606 | $4,831 |
IJH | 17,429 | -606 | $4,831 |
VANGUARD WORLD FDS (VGT) | 9,264 | -280 | $4,484 |
VGT | 9,264 | -280 | $4,484 |
DISNEY WALT CO | 47,823 | -1,075 | $4,318 |
DIS | 47,823 | -1,075 | $4,318 |
CARLYLE SECURED LENDING INC | 246,240 | +2,675 | $3,684 |
CGBD | 246,240 | +2,675 | $3,684 |
FIDUS INVT CORP | 182,298 | +4,100 | $3,589 |
FDUS | 182,298 | +4,100 | $3,589 |
INVESCO EXCH TRD SLF IDX FD | 159,362 | -52,962 | $3,260 |
BSCP | 159,362 | -52,962 | $3,260 |
INVESCO EXCH TRD SLF IDX FD | 157,786 | -11,835 | $3,070 |
BSCR | 157,786 | -11,835 | $3,070 |
J P MORGAN EXCHANGE TRADED F (JPST) | 53,736 | +1,904 | $2,699 |
JPST | 53,736 | +1,904 | $2,699 |
VANGUARD WORLD FDS (VAW) | 13,811 | +675 | $2,623 |
VAW | 13,811 | +675 | $2,623 |
VANGUARD INDEX FDS (VTV) | 17,465 | UNCH | $2,611 |
VTV | 17,465 | UNCH | $2,611 |
INVESCO EXCH TRD SLF IDX FD | 134,566 | -13,966 | $2,597 |
BSCQ | 134,566 | -13,966 | $2,597 |
VANGUARD WORLD FDS (VDC) | 13,535 | +6,005 | $2,585 |
VDC | 13,535 | +6,005 | $2,585 |
SELECT SECTOR SPDR TR (XLC) | 34,176 | +445 | $2,483 |
XLC | 34,176 | +445 | $2,483 |
INVESCO EXCH TRD SLF IDX FD | 143,945 | -4,099 | $2,395 |
BSCU | 143,945 | -4,099 | $2,395 |
VANGUARD WORLD FDS (VFH) | 25,815 | -743 | $2,382 |
VFH | 25,815 | -743 | $2,382 |
INVESCO EXCH TRD SLF IDX FD | 116,731 | -10,955 | $2,367 |
BSCS | 116,731 | -10,955 | $2,367 |
INVESCO EXCH TRD SLF IDX FD | 126,457 | -15,207 | $2,345 |
BSCT | 126,457 | -15,207 | $2,345 |
SCHWAB STRATEGIC TR | 40,060 | -6,859 | $2,230 |
SCHB | 40,060 | -6,859 | $2,230 |
INTUIT | 3,500 | -98 | $2,188 |
INTU | 3,500 | -98 | $2,188 |
VANECK ETF TRUST (SMH) | 12,076 | +100 | $2,112 |
SMH | 12,076 | +100 | $2,112 |
INVESCO EXCH TRD SLF IDX FD | 93,374 | -9,448 | $1,950 |
BSCO | 93,374 | -9,448 | $1,950 |
COSTCO WHSL CORP NEW | 2,756 | -687 | $1,819 |
COST | 2,756 | -687 | $1,819 |
VANGUARD INDEX FDS (VUG) | 5,761 | UNCH | $1,791 |
VUG | 5,761 | UNCH | $1,791 |
SCHWAB STRATEGIC TR | 23,502 | -173 | $1,770 |
SCHM | 23,502 | -173 | $1,770 |
ISHARES TR (IVW) | 20,475 | -5,196 | $1,538 |
IVW | 20,475 | -5,196 | $1,538 |
ADVANCED MICRO DEVICES INC | 10,245 | +2,105 | $1,510 |
AMD | 10,245 | +2,105 | $1,510 |
INVESCO EXCHANGE TRADED FD T (PRF) | 42,610 | -410 | $1,500 |
PRF | 42,610 | -410 | $1,500 |
VANGUARD SPECIALIZED FUNDS (VIG) | 8,432 | -399 | $1,437 |
VIG | 8,432 | -399 | $1,437 |
INVESCO EXCH TRD SLF IDX FD | 86,309 | +46,528 | $1,417 |
BSCV | 86,309 | +46,528 | $1,417 |
COCA COLA CO | 23,428 | +1 | $1,381 |
KO | 23,428 | +1 | $1,381 |
NVIDIA CORPORATION | 2,772 | -197 | $1,373 |
NVDA | 2,772 | -197 | $1,373 |
PROCTER AND GAMBLE CO | 9,271 | -389 | $1,359 |
PG | 9,271 | -389 | $1,359 |
ISHARES TR (FALN) | 44,674 | +7,275 | $1,179 |
FALN | 44,674 | +7,275 | $1,179 |
SILVERCREST ASSET MGMT GROUP | 66,500 | +3,100 | $1,130 |
SAMG | 66,500 | +3,100 | $1,130 |
SELECT SECTOR SPDR TR (XLRE) | 28,154 | +8,765 | $1,128 |
XLRE | 28,154 | +8,765 | $1,128 |
VANGUARD WHITEHALL FDS (VYM) | 9,813 | -160 | $1,095 |
VYM | 9,813 | -160 | $1,095 |
ISHARES TR (IVE) | 6,229 | +6,229 | $1,083 |
IVE | 6,229 | +6,229 | $1,083 |
VANGUARD TAX MANAGED FDS (VEA) | 21,969 | UNCH | $1,052 |
VEA | 21,969 | UNCH | $1,052 |
INVESCO EXCHANGE TRADED FD T (RSP) | 6,540 | -375 | $1,032 |
RSP | 6,540 | -375 | $1,032 |
GLOBAL PMTS INC | 8,030 | -180 | $1,020 |
GPN | 8,030 | -180 | $1,020 |
ABBVIE INC | 6,502 | -266 | $1,008 |
ABBV | 6,502 | -266 | $1,008 |
EXXON MOBIL CORP | 9,821 | -890 | $982 |
XOM | 9,821 | -890 | $982 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 17,710 | -1,520 | $974 |
JEPI | 17,710 | -1,520 | $974 |
INVESCO QQQ TR | 2,378 | +880 | $974 |
QQQ | 2,378 | +880 | $974 |
DUKE ENERGY CORP NEW | 9,653 | -2,818 | $937 |
DUK | 9,653 | -2,818 | $937 |
SCHWAB CHARLES CORP | 11,304 | -1,800 | $778 |
SCHW | 11,304 | -1,800 | $778 |
SCHWAB STRATEGIC TR | 13,343 | +62 | $753 |
SCHX | 13,343 | +62 | $753 |
VANGUARD INDEX FDS (VOE) | 5,123 | UNCH | $743 |
VOE | 5,123 | UNCH | $743 |
ISHARES TR (IGV) | 1,745 | UNCH | $708 |
IGV | 1,745 | UNCH | $708 |
VANGUARD SCOTTSDALE FDS (VCIT) | 8,681 | -14 | $706 |
VCIT | 8,681 | -14 | $706 |
HUBBELL INC | 1,880 | -1,140 | $618 |
HUBB | 1,880 | -1,140 | $618 |
GLADSTONE CAPITAL CORP | 57,077 | -3,500 | $611 |
GLAD | 57,077 | -3,500 | $611 |
ORACLE CORP | 5,798 | UNCH | $611 |
ORCL | 5,798 | UNCH | $611 |
J P MORGAN EXCHANGE TRADED F (JEPQ) | 12,000 | +1,000 | $599 |
JEPQ | 12,000 | +1,000 | $599 |
ATMOS ENERGY CORP | 4,925 | -60 | $571 |
ATO | 4,925 | -60 | $571 |
AT&T INC | 30,460 | +470 | $511 |
T | 30,460 | +470 | $511 |
CATERPILLAR INC | 1,642 | UNCH | $485 |
CAT | 1,642 | UNCH | $485 |
ISHARES TR (WOOD) | 5,847 | UNCH | $475 |
WOOD | 5,847 | UNCH | $475 |
BOEING CO | 1,734 | -1,200 | $452 |
BA | 1,734 | -1,200 | $452 |
VANGUARD INDEX FDS (VBR) | 2,482 | UNCH | $447 |
VBR | 2,482 | UNCH | $447 |
SOUTHERN CO | 6,278 | +30 | $440 |
SO | 6,278 | +30 | $440 |
VANGUARD INDEX FDS (VV) | 1,990 | UNCH | $434 |
VV | 1,990 | UNCH | $434 |
SELECT SECTOR SPDR TR (XLV) | 3,183 | +385 | $434 |
XLV | 3,183 | +385 | $434 |
CONOCOPHILLIPS | 3,722 | UNCH | $432 |
COP | 3,722 | UNCH | $432 |
APOLLO COML REAL EST FIN INC | 36,700 | +36,700 | $431 |
ARI | 36,700 | +36,700 | $431 |
INTERNATIONAL BUSINESS MACHS | 2,351 | +14 | $385 |
IBM | 2,351 | +14 | $385 |
SELECT SECTOR SPDR TR (XLU) | 5,988 | +1,960 | $379 |
XLU | 5,988 | +1,960 | $379 |
ALPHABET INC | 2,660 | -30 | $375 |
GOOG | 2,660 | -30 | $375 |
MCDONALDS CORP | 1,249 | -206 | $370 |
MCD | 1,249 | -206 | $370 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 691 | UNCH | $351 |
MDY | 691 | UNCH | $351 |
ISHARES TR (IWM) | 1,721 | +1,721 | $345 |
IWM | 1,721 | +1,721 | $345 |
GENUINE PARTS CO | 2,375 | UNCH | $329 |
GPC | 2,375 | UNCH | $329 |
WISDOMTREE TR | 4,479 | -74 | $315 |
DGRW | 4,479 | -74 | $315 |
SIMON PPTY GROUP INC NEW | 2,210 | UNCH | $315 |
SPG | 2,210 | UNCH | $315 |
PFIZER INC | 10,635 | -2,600 | $306 |
PFE | 10,635 | -2,600 | $306 |
RAYMOND JAMES FINL INC | 2,730 | UNCH | $304 |
RJF | 2,730 | UNCH | $304 |
AUTOZONE INC | 115 | +5 | $297 |
AZO | 115 | +5 | $297 |
BECTON DICKINSON & CO | 1,185 | UNCH | $289 |
BDX | 1,185 | UNCH | $289 |
PAYPAL HLDGS INC | 4,680 | -1,860 | $287 |
PYPL | 4,680 | -1,860 | $287 |
FIFTH THIRD BANCORP | 8,250 | -133 | $285 |
FITB | 8,250 | -133 | $285 |
PPG INDS INC | 1,828 | UNCH | $273 |
PPG | 1,828 | UNCH | $273 |
VANGUARD INDEX FDS (VBK) | 1,120 | UNCH | $271 |
VBK | 1,120 | UNCH | $271 |
VISTA OUTDOOR INC | 8,750 | -1,850 | $259 |
VSTO | 8,750 | -1,850 | $259 |
ENTERPRISE PRODS PARTNERS L | 9,550 | UNCH | $252 |
EPD | 9,550 | UNCH | $252 |
KIMBERLY CLARK CORP | 2,013 | -75 | $245 |
KMB | 2,013 | -75 | $245 |
ISHARES TR (REM) | 10,000 | UNCH | $236 |
REM | 10,000 | UNCH | $236 |
SELECT SECTOR SPDR TR (XLI) | 2,045 | UNCH | $233 |
XLI | 2,045 | UNCH | $233 |
ENERGY TRANSFER L P | 16,433 | UNCH | $227 |
ET | 16,433 | UNCH | $227 |
TARGA RES CORP | 2,600 | UNCH | $226 |
TRGP | 2,600 | UNCH | $226 |
ALBEMARLE CORP | 1,555 | +1,555 | $225 |
ALB | 1,555 | +1,555 | $225 |
BLACKSTONE INC | 1,710 | +1,710 | $224 |
BX | 1,710 | +1,710 | $224 |
ISHARES TR (IWF) | 738 | +738 | $224 |
IWF | 738 | +738 | $224 |
VANGUARD INDEX FDS (VOT) | 1,017 | +1,017 | $223 |
VOT | 1,017 | +1,017 | $223 |
INVESCO LTD | 12,000 | -2,500 | $214 |
IVZ | 12,000 | -2,500 | $214 |
AUTOMATIC DATA PROCESSING IN | 901 | -12 | $210 |
ADP | 901 | -12 | $210 |
DEVON ENERGY CORP NEW | 4,600 | -300 | $208 |
DVN | 4,600 | -300 | $208 |
EOG RES INC | 1,700 | +1,700 | $206 |
EOG | 1,700 | +1,700 | $206 |
BRISTOL MYERS SQUIBB CO | 3,980 | -500 | $204 |
BMY | 3,980 | -500 | $204 |
FS CREDIT OPPORTUNITIES CORP | 19,450 | UNCH | $110 |
FSCO | 19,450 | UNCH | $110 |
PIEDMONT OFFICE REALTY TR IN | 13,683 | +0 | $97 |
PDM | 13,683 | UNCH | $97 |
INVESCO EXCH TRD SLF IDX FD | $0 (exited) | ||
BSCN | 0 | -47,544 | $0 |
FREEPORT MCMORAN INC | $0 (exited) | ||
FCX | 0 | -6,000 | $0 |
GOLUB CAP BDC INC | $0 (exited) | ||
GBDC | 0 | -16,675 | $0 |
KELLANOVA | $0 (exited) | ||
K | 0 | -5,859 | $0 |
KEYSIGHT TECHNOLOGIES INC | $0 (exited) | ||
KEYS | 0 | -1,790 | $0 |
PALO ALTO NETWORKS INC | $0 (exited) | ||
PANW | 0 | -2,000 | $0 |
SCHWAB STRATEGIC TR | 0 | -3,436 | $0 (exited) |
SCHD | 0 | -3,436 | $0 |
See Summary: Novare Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Novare Capital Management LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IVE | +6,229 | +$1,083 |
ARI | +36,700 | +$431 |
IWM | +1,721 | +$345 |
ALB | +1,555 | +$225 |
BX | +1,710 | +$224 |
IWF | +738 | +$224 |
VOT | +1,017 | +$223 |
EOG | +1,700 | +$206 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BSCN | -47,544 | -$1,009 |
PANW | -2,000 | -$469 |
K | -5,859 | -$349 |
GBDC | -16,675 | -$245 |
SCHD | -3,436 | -$243 |
KEYS | -1,790 | -$237 |
FCX | -6,000 | -$224 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BSCV | +46,528 | +$810 |
XLF | +25,089 | +$1,541 |
XLE | +8,795 | -$331 |
XLRE | +8,765 | +$467 |
MRK | +7,608 | +$1,770 |
FALN | +7,275 | +$252 |
MOAT | +7,120 | +$1,105 |
DLR | +6,542 | +$1,972 |
ABT | +6,073 | +$1,960 |
VDC | +6,005 | +$1,209 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BSCP | -52,962 | -$1,010 |
VSLU | -39,137 | +$350 |
BSCT | -15,207 | -$138 |
VCSH | -14,666 | -$951 |
O | -14,644 | +$850 |
VZ | -14,444 | +$1,729 |
BSCQ | -13,966 | -$193 |
XLP | -13,030 | -$507 |
BSCR | -11,835 | -$108 |
Size ($ in 1000's)
At 12/31/2023: $982,813 At 09/30/2023: $886,975 Novare Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Novare Capital Management LLC 13F filings. Link to 13F filings: SEC filings |