NovaPoint Capital, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$322M
Signature - Title
Alan Conner - CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by NovaPoint Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NovaPoint Capital, LLC reported 129 stock holdings with total value $322M as of Q3 2024. Top holdings included BRKB, VTI, AAPL, HD, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 129 $322M +$23.4M -$17.9M +$5.47M BRKB, VTI, AAPL, HD, SPLG 13F-HR 10/17/2024, 01:23 PM
Q2 2024 132 $295M +$22.5M -$10.5M +$12.1M VTI, BRKB, MSFT, AAPL, IBDP 13F-HR 7/10/2024, 10:34 AM
Q1 2024 136 $285M +$21.8M -$21M +$871K VTI, BRKB, IBDP, MSFT, SPLG 13F-HR 4/16/2024, 02:00 PM
Q4 2023 132 $269M +$16.3M -$21.1M -$4.86M BRKB, IBDP, VTI, AAPL, MSFT 13F-HR 1/16/2024, 11:00 AM
Q3 2023 134 $252M +$25.6M -$30.9M -$5.26M IBDP, BRKB, VTI, AAPL, MSFT 13F-HR 10/18/2023, 09:40 AM
Q2 2023 134 $268M +$20.3M -$8.01M +$12.3M IBDO, BRKB, BWIN, AAPL, VTI 13F-HR 7/13/2023, 01:37 PM
Q1 2023 129 $244M +$20.7M -$10.1M +$10.6M IBDO, BRKB, VTI, AAPL, MSFT 13F-HR 4/24/2023, 11:03 AM
Q4 2022 124 $229M +$15.4M -$26.8M -$11.4M IBDO, BRKB, AAPL, HD, MSFT 13F-HR 2/6/2023, 08:41 PM
Q3 2022 121 $220M +$8.75M -$6.49M +$2.26M IBDN, IBDO, BRKB, AAPL, MSFT 13F-HR 11/14/2022, 09:26 AM
Q2 2022 125 $229M +$14M -$22M -$8.05M IBDN, IBDO, BRKB, AAPL, MSFT 13F-HR 8/4/2022, 12:02 PM
Q1 2022 136 $275M +$20M -$13.7M +$6.27M IBDO, BRKB, AAPL, IBDN, MSFT 13F-HR 4/29/2022, 09:47 AM
Q4 2021 144 $279M +$26.4M -$15.7M +$10.8M IBDO, AAPL, MSFT, HD, IBDN 13F-HR 2/8/2022, 12:25 PM
Q3 2021 129 $249M +$20M -$10.1M +$9.85M QQQ, IBDN, IBDO, AAPL, MSFT 13F-HR 11/4/2021, 01:13 PM
Q2 2021 119 $241M +$27.4M -$11.5M +$15.9M QQQ, IBDN, MDXG, SPDW, HD 13F-HR 8/16/2021, 02:31 PM
Q1 2021 113 $213M +$24M -$10.4M +$13.6M QQQ, IVV, HD, SPDW, SPLG 13F-HR 5/13/2021, 11:16 AM
Q4 2020 109 $192M +$31.5M -$7.54M +$24M QQQ, IVV, AAPL, HD, SPLG 13F-HR 2/18/2021, 10:39 AM
Q3 2020 101 $154M +$24.6M -$11.1M +$13.6M QQQ, IVV, HD, SPDW, AAPL 13F-HR 10/27/2020, 01:03 PM
Q2 2020 87 $134M +$9.4M -$3.36M +$6.04M QQQ, IVV, HD, SPDW, SPLG 13F-HR 8/7/2020, 11:03 AM
Q1 2020 91 $109M +$21M -$16.7M +$4.32M QQQ, IVV, HD, BRKB, SPLG 13F-HR 6/18/2020, 01:20 PM
Q4 2019 106 $127M $0 $0 QQQ, IVV, HD, BRKB, VTI 13F-HR 6/18/2020, 01:20 PM