Novare Capital Management Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    charlotte, NC
  • CIK
    0001388409
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

188

$1.14 B
SPY, MSFT, AAPL, IVV
13F-HR
Apr 29, 2025
000195175725000471

186

$1.19 B
SPY, MSFT, AAPL, AVGO
13F-HR
Jan 21, 2025
000195175725000086

191

$1.18 B
SPY, MSFT, AAPL, IVV
13F-HR
Oct 11, 2024
000195175724001017

187

$1.11 B
SPY, MSFT, AAPL, IVV
13F-HR
Aug 2, 2024
000195175724000613

183

$1.11 B
SPY, MSFT, AAPL, IVV
13F-HR
May 6, 2024
000138840924000003

168

$982.81 M
SPY, MSFT, AAPL, IVV
13F-HR
Feb 8, 2024
000138840924000002

167

$886.98 M
SPY, MSFT, AAPL, IVV
13F-HR
Nov 2, 2023
000138840923000006

172

$930.88 M
MSFT, SPY, AAPL, IVV
13F-HR
Jul 28, 2023
000138840923000005

171

$879.93 M
SPY, MSFT, AAPL, IVV
13F-HR
Apr 20, 2023
000138840923000004

176

$847.66 M
SPY, MSFT, AAPL, IVV
13F-HR
Jan 17, 2023
000138840923000001

167

$781.21 M
SPY, MSFT, AAPL, IVV
13F-HR
Oct 11, 2022
000138840922000007

163

$810.42 M
SPY, MSFT, AAPL, JNJ
13F-HR
Aug 3, 2022
000138840922000006

175

$938.07 M
SPY, MSFT, AAPL, UNH
13F-HR
May 9, 2022
000138840922000005

160

$986.34 M
SPY, MSFT, AAPL, UNH
13F-HR
Feb 3, 2022
000138840922000002

149

$900.91 M
SPY, MSFT, AAPL, AMZN
13F-HR
Nov 4, 2021
000138840921000007

156

$894.87 M
MSFT, SPY, AAPL, AMZN
13F-HR
Aug 2, 2021
000138840921000006

155

$830.91 M
MSFT, SPY, USMV, AAPL
RESTATEMENT
May 11, 2021
000138840921000005

155

$831.37 M
SCHA, XLB, ADI, GBTC
RESTATEMENT
May 7, 2021
000138840921000004

142

$767.85 M
MSFT, SPY, AAPL, USMV
13F-HR
Feb 1, 2021
000138840921000001

134

$709.83 M
MSFT, SPY, AAPL, USMV
13F-HR
Nov 3, 2020
000138840920000005

131

$668.60 M
MSFT, SPY, AAPL, USMV
13F-HR
Aug 6, 2020
000138840920000004

127

$568.75 M
MSFT, SPY, USMV, SPLV
13F-HR
May 5, 2020
000138840920000003

144

$717.99 M
SPY, USMV, MSFT, SPLV
13F-HR
Feb 6, 2020
000138840920000002

137

$672.64 M
SPY, USMV, SPLV, MSFT
13F-HR
Nov 12, 2019
000138840919000005

134

$656.10 M
SPY, MSFT, USMV, SPLV
13F-HR
Aug 8, 2019
000138840919000004

132

$639.75 M
SPY, MSFT, BRK.B, SPLV
13F-HR
May 9, 2019
000138840919000003

136

$548.14 M
SPY, BRK.B, MSFT, JNJ
13F-HR
Feb 12, 2019
000138840919000001

149

$626.96 M
SPY, MSFT, BRK.B, AAPL
13F-HR
Nov 9, 2018
000138840918000004

149

$588.91 M
SPY, MSFT, BRK.B, VGK
13F-HR
Aug 10, 2018
000138840918000003

151

$571.21 M
SPY, BRK.B, MSFT, VGK
13F-HR
May 9, 2018
000138840918000002

153

$587.43 M
SPY, BRK.B, MSFT, VGK
13F-HR
Feb 6, 2018
000138840918000001

152

$568.22 M
SPY, BRK.B, VGK, MSFT
13F-HR
Nov 7, 2017
000138840917000004

124

$444.07 M
SPY, PRFUSD, AAPL, VGK
13F-HR
Jul 31, 2017
000138840917000003

119

$431.47 M
SPY, PRFUSD, AAPL, EPD
13F-HR
May 3, 2017
000138840917000002

109

$407.47 M
SPY, PRFUSD, EPD, BRK.B
13F-HR
Feb 8, 2017
000138840917000001

106

$382.17 M
SPY, EPD, PRFUSD, AAPL
13F-HR
Nov 4, 2016
000138840916000008

107

$370.98 M
SPY, EPD, CVS, PRFUSD
13F-HR
Aug 9, 2016
000138840916000007

110

$356.08 M
SPY, EPD, AAPL, CVS
13F-HR
May 11, 2016
000138840916000006

120

$366.07 M
EPD, AAPL, SPY, CVS
13F-HR
Feb 5, 2016
000138840916000005

122

$363.34 M
EPD, AAPL, CVS, SPY
13F-HR
Nov 12, 2015
000138840915000004

110

$405.45 M
EPD, AAPL, CVS, Kinder Morgan Inc.
13F-HR
Aug 13, 2015
000138840915000003

114

$404.02 M
EPD, Kinder Morgan Inc., AAPL, CVS
13F-HR
May 5, 2015
000138840915000002

116

$402.26 M
EPD, Kinder Morgan Inc., Plains All Amern Ppln Lp, MMP
13F-HR
Feb 9, 2015
000138840915000001

123

$408.84 M
EPD, Plains All Amern Ppln Lp, MMP, ZVK
13F-HR
Oct 28, 2014
000138840914000004

122

$410.99 M
EPD, Plains All Amern Ppln Lp, MMP, ZVK
13F-HR
Aug 14, 2014
000138840914000003

117

$374.95 M
EPD, Plains All Amern Ppln Lp, QCOM, MMP
13F-HR
May 8, 2014
000138840914000002

122

$361.63 M
EPD, MMP, QCOM, AAPL
13F-HR
Feb 10, 2014
000138840914000001
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