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Home > Institutional Investor > Novak & Powell Financial Services, Inc. > Profile

Instuitional Investor - Novak & Powell Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Novak & Powell Financial Services, Inc.
Portfolio Value $149,905,885
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Growth Etf
 27,924 $8,646,041 5.84%
2.
Invesco Qqq Tr
 19,902 $8,119,649 5.49%
3.
Apple Inc.
 AAPL 41,396 $7,961,457 5.38%
4.
Vanguard Large-Cap Etf
 31,264 $6,819,232 4.61%
5.
Spdr S & P 500 Etf Trust
 SPY 10,335 $4,912,404 3.32%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)