Novak & Powell Financial Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$172M
Signature - Title
David Novak - Principal / CCO
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Novak & Powell Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Novak & Powell Financial Services, Inc. reported 156 stock holdings with total value $172M as of Q3 2024. Top holdings included VUG, QQQ, AAPL, VV, and SPY.
Holdings Value