Novare Capital Management
Latest statistics and disclosures from Novare Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, IVV, MSFT, GOOGL, and represent 20.52% of Novare Capital Management's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$14M), IGV (+$10M), VIG (+$8.8M), IEFA (+$8.3M), SOXX (+$8.0M), BR (+$6.8M), UBER (+$5.2M), LLY, V, IJR.
- Started 12 new stock positions in TOWN, ESGD, IJR, EWY, VGT, BR, NOW, SON, FBNC, IEFA. VEA, SUN.
- Reduced shares in these 10 stocks: , MOAT (-$9.6M), , VZ (-$9.1M), , AVGO (-$6.9M), IJH (-$6.6M), GOOGL (-$6.4M), SPY, WMT.
- Sold out of its positions in ADBE, BINC, BX, CVS, DHR, KVUE, MA, NVO, CRM, TSCO. DGRW, ACN.
- Novare Capital Management was a net seller of stock by $-34M.
- Novare Capital Management has $1.3B in assets under management (AUM), dropping by -5.44%.
- Central Index Key (CIK): 0001388409
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Portfolio Holdings for Novare Capital Management
Novare Capital Management holds 195 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.4 | $68M | -6% | 105k | 650.34 |
|
| Apple (AAPL) | 4.5 | $57M | 225k | 253.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $47M | 72k | 653.21 |
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| Microsoft Corporation (MSFT) | 3.5 | $44M | 120k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $43M | -12% | 149k | 287.56 |
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| Wal-Mart Stores (WMT) | 3.1 | $39M | -7% | 311k | 124.28 |
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| NVIDIA Corporation (NVDA) | 3.0 | $38M | -3% | 215k | 174.40 |
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| Broadcom (AVGO) | 2.7 | $34M | -16% | 110k | 309.51 |
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| Etf Opportunities Trust Applied Fina Val (VSLU) | 2.7 | $34M | 804k | 41.81 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.4 | $31M | +82% | 230k | 132.90 |
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| Johnson & Johnson (JNJ) | 2.2 | $28M | -4% | 115k | 244.44 |
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| Amazon (AMZN) | 2.2 | $28M | 133k | 208.27 |
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| Emerson Electric (EMR) | 1.9 | $25M | -2% | 188k | 131.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $23M | -4% | 48k | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $22M | -4% | 76k | 294.16 |
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| Visa Com Cl A (V) | 1.6 | $20M | +16% | 66k | 302.24 |
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| Raytheon Technologies Corp (RTX) | 1.5 | $19M | -6% | 97k | 192.90 |
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| Cummins (CMI) | 1.3 | $17M | -8% | 31k | 538.02 |
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| Bank of New York Mellon Corporation (BK) | 1.3 | $16M | -3% | 138k | 118.63 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.2 | $15M | -2% | 141k | 108.98 |
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| TJX Companies (TJX) | 1.2 | $15M | -5% | 95k | 159.70 |
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| Cisco Systems (CSCO) | 1.2 | $15M | 192k | 77.59 |
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| UnitedHealth (UNH) | 1.2 | $15M | -3% | 55k | 270.59 |
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| L3harris Technologies (LHX) | 1.2 | $15M | -3% | 42k | 345.15 |
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| Ametek (AME) | 1.1 | $14M | -5% | 66k | 214.36 |
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| C H Robinson Worldwide In Com New (CHRW) | 1.1 | $14M | -6% | 82k | 166.07 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $13M | 107k | 125.13 |
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| Merck & Co (MRK) | 1.1 | $13M | -2% | 111k | 120.29 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.0 | $13M | 248k | 52.64 |
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| Verizon Communications (VZ) | 1.0 | $13M | -41% | 257k | 50.20 |
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| Meta Platforms Cl A (META) | 1.0 | $13M | +3% | 22k | 572.12 |
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| Honeywell International (HON) | 1.0 | $13M | -3% | 56k | 226.03 |
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| Abbvie (ABBV) | 1.0 | $12M | 57k | 217.49 |
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| Chevron Corporation (CVX) | 1.0 | $12M | -4% | 60k | 206.90 |
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| Stryker Corporation (SYK) | 1.0 | $12M | -3% | 37k | 328.59 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $12M | -2% | 25k | 491.54 |
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| CSX Corporation (CSX) | 1.0 | $12M | 296k | 41.05 |
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| Roper Industries (ROP) | 0.9 | $12M | -13% | 33k | 353.86 |
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| Ameriprise Financial (AMP) | 0.9 | $12M | 26k | 444.40 |
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| Lowe's Companies (LOW) | 0.9 | $12M | 49k | 236.28 |
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| Ishares Tr Expanded Tech (IGV) | 0.9 | $11M | +971% | 140k | 80.05 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.9 | $11M | +254% | 34k | 328.66 |
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| Home Depot (HD) | 0.9 | $11M | -2% | 33k | 328.89 |
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| Abbott Laboratories (ABT) | 0.9 | $11M | 106k | 102.67 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $11M | +432% | 50k | 215.06 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $11M | 55k | 194.14 |
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| Carlisle Companies (CSL) | 0.8 | $10M | +5% | 31k | 333.62 |
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| Intercontinental Exchange (ICE) | 0.8 | $10M | -3% | 65k | 157.28 |
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| Nextera Energy (NEE) | 0.8 | $9.9M | -4% | 107k | 92.88 |
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| Realty Income (O) | 0.8 | $9.6M | 157k | 61.18 |
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| Bank of America Corporation (BAC) | 0.7 | $9.2M | -4% | 190k | 48.75 |
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| Eli Lilly & Co. (LLY) | 0.7 | $9.1M | +93% | 9.9k | 919.75 |
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| Pepsi (PEP) | 0.7 | $8.7M | -9% | 56k | 155.29 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.7 | $8.6M | -4% | 140k | 61.26 |
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| Microchip Technology (MCHP) | 0.7 | $8.4M | 130k | 64.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $8.3M | NEW | 92k | 90.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $8.3M | -14% | 14k | 577.19 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $8.1M | -10% | 72k | 113.11 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.6 | $8.0M | -2% | 97k | 81.98 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $7.7M | 155k | 49.37 |
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| Tesla Motors (TSLA) | 0.6 | $7.1M | +5% | 19k | 371.75 |
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| Broadridge Financial Solutions (BR) | 0.5 | $6.8M | NEW | 42k | 162.48 |
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| Uber Technologies (UBER) | 0.4 | $5.6M | +1152% | 78k | 71.93 |
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| Zoetis Cl A (ZTS) | 0.4 | $4.7M | +3% | 40k | 118.21 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $4.6M | 58k | 79.27 |
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| American Tower Reit (AMT) | 0.3 | $4.3M | -17% | 25k | 172.58 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $3.9M | -18% | 77k | 50.61 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.3 | $3.8M | +2% | 202k | 18.66 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $3.7M | +2% | 186k | 19.62 |
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| Fidus Invt (FDUS) | 0.3 | $3.6M | 206k | 17.42 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.3 | $3.4M | +2% | 201k | 16.72 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.3 | $3.3M | +4% | 203k | 16.46 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $3.3M | +3% | 30k | 110.86 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $3.2M | -11% | 13k | 250.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.1M | -68% | 46k | 67.53 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $3.0M | 148k | 20.42 |
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| Tcg Bdc (CGBD) | 0.2 | $2.8M | +4% | 251k | 10.94 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.6M | 2.7k | 996.43 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $2.6M | -5% | 133k | 19.53 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $2.5M | -3% | 21k | 120.81 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $2.5M | +15% | 94k | 26.72 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.2 | $2.4M | 119k | 20.59 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.3M | 14k | 169.67 |
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| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) | 0.2 | $2.3M | +3% | 109k | 21.15 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.3M | -31% | 91k | 25.10 |
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| Digital Realty Trust (DLR) | 0.2 | $2.2M | -5% | 12k | 180.21 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $2.1M | -8% | 9.4k | 224.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.0M | +749% | 10k | 191.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.0M | NEW | 16k | 124.31 |
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| Palo Alto Networks (PANW) | 0.2 | $1.9M | +22% | 12k | 160.32 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.8M | -7% | 8.8k | 203.43 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.8M | 37k | 47.53 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | 13k | 130.94 |
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| Williams-Sonoma (WSM) | 0.1 | $1.6M | 8.8k | 182.33 |
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| Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) | 0.1 | $1.5M | +4% | 74k | 20.70 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $1.5M | +19% | 37k | 40.83 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | 10k | 148.10 |
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| Procter & Gamble Company (PG) | 0.1 | $1.5M | -7% | 10k | 144.43 |
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| AutoZone (AZO) | 0.1 | $1.4M | 419.00 | 3377.78 |
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| Coca-Cola Company (KO) | 0.1 | $1.4M | 18k | 76.05 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.4M | -21% | 30k | 45.97 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.3M | +3% | 16k | 82.75 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.3M | 11k | 112.27 |
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| TowneBank (TOWN) | 0.1 | $1.2M | NEW | 37k | 33.67 |
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| Apollo Commercial Real Est. Finance (ARI) | 0.1 | $1.2M | +5% | 114k | 10.56 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.1M | 3.0k | 383.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | -11% | 3.8k | 286.86 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $1.1M | +14% | 23k | 45.89 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | -3% | 1.7k | 604.39 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | -6% | 11k | 93.98 |
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| Rbc Cad (RY) | 0.1 | $995k | -18% | 6.2k | 161.78 |
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| At&t (T) | 0.1 | $980k | 34k | 28.99 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $952k | +6% | 37k | 25.64 |
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| Booking Holdings (BKNG) | 0.1 | $952k | -38% | 226.00 | 4210.32 |
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| Bowman Consulting Group (BWMN) | 0.1 | $927k | 33k | 28.44 |
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| Intuit (INTU) | 0.1 | $924k | -17% | 2.1k | 432.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $847k | -7% | 1.4k | 597.50 |
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| Invesco Exch Trd Slf Idx Bulletshares (BSCZ) | 0.1 | $823k | +20% | 40k | 20.52 |
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| Oracle Corporation (ORCL) | 0.1 | $776k | +2% | 5.3k | 147.11 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $709k | -93% | 7.3k | 96.70 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $694k | +31% | 2.1k | 337.95 |
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| Wells Fargo & Company (WFC) | 0.1 | $688k | +33% | 8.6k | 79.61 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $684k | +3% | 2.3k | 298.80 |
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| International Business Machines (IBM) | 0.1 | $671k | -3% | 2.8k | 242.42 |
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| Southern Company (SO) | 0.1 | $664k | 6.9k | 96.52 |
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| Caterpillar (CAT) | 0.1 | $640k | 903.00 | 708.24 |
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| Atmos Energy Corporation (ATO) | 0.1 | $635k | -10% | 3.4k | 184.72 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $627k | -44% | 4.3k | 146.28 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $601k | 504.00 | 1191.56 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $586k | -19% | 23k | 25.07 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $567k | +16% | 19k | 30.32 |
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| Amgen (AMGN) | 0.0 | $554k | +21% | 1.6k | 351.79 |
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| Targa Res Corp (TRGP) | 0.0 | $552k | 2.2k | 250.73 |
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| Walt Disney Company (DIS) | 0.0 | $535k | +2% | 5.6k | 96.38 |
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| Invesco SHS (IVZ) | 0.0 | $534k | 22k | 24.29 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $533k | -34% | 8.5k | 62.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $513k | -20% | 1.6k | 320.81 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $481k | 8.7k | 55.52 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $476k | -33% | 3.2k | 146.61 |
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| Enova Intl (ENVA) | 0.0 | $475k | 3.5k | 135.83 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $466k | -35% | 9.8k | 47.55 |
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| Micron Technology (MU) | 0.0 | $465k | -36% | 1.4k | 337.84 |
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| Netflix (NFLX) | 0.0 | $450k | -40% | 4.7k | 96.15 |
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| Qxo Com New (QXO) | 0.0 | $444k | -2% | 23k | 19.42 |
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| First Ban (FBNC) | 0.0 | $426k | NEW | 7.6k | 56.35 |
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| American Electric Power Company (AEP) | 0.0 | $426k | 3.3k | 131.07 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $413k | -3% | 3.6k | 113.60 |
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| Thor Industries (THO) | 0.0 | $397k | -11% | 5.0k | 79.89 |
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| Enterprise Products Partners (EPD) | 0.0 | $395k | 10k | 37.84 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $387k | -12% | 7.3k | 52.85 |
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| Fifth Third Ban (FITB) | 0.0 | $373k | 8.0k | 46.46 |
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| Fortinet (FTNT) | 0.0 | $368k | -22% | 4.5k | 81.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $363k | +8% | 852.00 | 426.40 |
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| Rubrik Cl A (RBRK) | 0.0 | $359k | +7% | 7.3k | 48.97 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $358k | 271.00 | 1322.58 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $347k | +28% | 2.5k | 141.42 |
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| Spdr Series Trust State Street Spd (EFIV) | 0.0 | $328k | 5.2k | 63.08 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $321k | -8% | 521.00 | 616.76 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $317k | 16k | 19.30 |
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| Simon Property (SPG) | 0.0 | $316k | -20% | 1.7k | 186.53 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $312k | NEW | 447.00 | 697.72 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $305k | -2% | 340.00 | 895.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $294k | +31% | 1.1k | 261.95 |
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| Hershey Company (HSY) | 0.0 | $290k | 1.4k | 207.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $290k | +6% | 673.00 | 430.29 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $287k | -9% | 5.7k | 49.97 |
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| Global Payments (GPN) | 0.0 | $286k | -28% | 4.3k | 67.30 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $283k | 1.4k | 196.20 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $280k | -72% | 9.1k | 30.96 |
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| Black Stone Minerals Com Unit (BSM) | 0.0 | $275k | +26% | 18k | 15.12 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $272k | NEW | 2.8k | 95.62 |
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| Bristol Myers Squibb (BMY) | 0.0 | $263k | -6% | 4.3k | 60.65 |
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| Natural Resource Partners Com Unit Ltd Par (NRP) | 0.0 | $263k | +11% | 2.2k | 121.00 |
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| Raymond James Financial (RJF) | 0.0 | $262k | 1.8k | 144.79 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $256k | 6.1k | 42.31 |
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| Servicenow (NOW) | 0.0 | $255k | NEW | 2.4k | 104.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $255k | NEW | 4.0k | 64.08 |
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| Morgan Stanley Com New (MS) | 0.0 | $251k | 1.5k | 164.55 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $246k | NEW | 2.0k | 123.01 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $246k | 630.00 | 390.41 |
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| Enbridge (ENB) | 0.0 | $242k | 4.5k | 54.14 |
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| American Express Company (AXP) | 0.0 | $241k | 798.00 | 302.48 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $237k | 4.0k | 58.78 |
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| Eaton Corp SHS (ETN) | 0.0 | $236k | -12% | 661.00 | 357.67 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $227k | -2% | 492.00 | 460.99 |
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| Nucor Corporation (NUE) | 0.0 | $226k | -3% | 1.3k | 169.10 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $225k | 632.00 | 356.38 |
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| Boeing Company (BA) | 0.0 | $219k | 1.1k | 199.03 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $206k | -45% | 4.5k | 45.37 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $204k | NEW | 3.1k | 64.97 |
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| Sonoco Products Company (SON) | 0.0 | $201k | NEW | 3.7k | 54.09 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $200k | -18% | 3.5k | 56.68 |
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| Flowers Foods (FLO) | 0.0 | $132k | +36% | 16k | 8.15 |
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| American Res Corp Cl A (AREC) | 0.0 | $121k | 50k | 2.42 |
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| Piedmont Realty Trust Com Cl A (PDM) | 0.0 | $75k | -16% | 11k | 6.57 |
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Past Filings by Novare Capital Management
SEC 13F filings are viewable for Novare Capital Management going back to 2011
- Novare Capital Management 2026 Q1 filed April 17, 2026
- Novare Capital Management 2025 Q4 filed Feb. 5, 2026
- Novare Capital Management 2025 Q3 filed Nov. 3, 2025
- Novare Capital Management 2025 Q2 filed July 29, 2025
- Novare Capital Management 2025 Q1 filed April 29, 2025
- Novare Capital Management 2024 Q4 filed Jan. 21, 2025
- Novare Capital Management 2024 Q3 filed Oct. 11, 2024
- Novare Capital Management 2024 Q2 filed Aug. 2, 2024
- Novare Capital Management 2024 Q1 filed May 6, 2024
- Novare Capital Management 2023 Q4 filed Feb. 8, 2024
- Novare Capital Management 2023 Q3 filed Nov. 2, 2023
- Novare Capital Management 2023 Q2 filed July 28, 2023
- Novare Capital Management 2023 Q1 filed April 20, 2023
- Novare Capital Management 2022 Q4 filed Jan. 17, 2023
- Novare Capital Management 2022 Q3 filed Oct. 11, 2022
- Novare Capital Management 2022 Q2 filed Aug. 3, 2022