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Home > Institutional Investor > Novare Capital Management Llc > Profile

Instuitional Investor - Novare Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Novare Capital Management Llc
Portfolio Value $982,809,254
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 91,814 $43,640,019 4.44%
2.
Microsoft Corp
 MSFT 109,744 $41,267,695 4.19%
3.
Apple Inc.
 AAPL 173,211 $33,348,747 3.39%
4.
Ishares Trust
 IEF 52,632 $25,138,751 2.55%
5.
Unitedhealth Group Inc
 UNH 42,926 $22,598,764 2.29%
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)