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Southwest Airlines shares owned by Novak Financial Planning

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Novak Financial Planning from 13F filings

Historical chart of Novak Financial Planning investment in Southwest Airlines

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All positions including Southwest Airlines held by Novak Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $320k 6.0k 53.13
2021-03-31 $363k 5.9k 61.03
2020-12-31 $268k 5.7k 46.69

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Southwest Airlines

Vanguard Group
Elliott Investment Management
Capital World Investors
PRIMECAP Management Company
State Street Corporation
BlackRock
Franklin Resources
T. Rowe Price Associates
Geode Capital Management
Artisan Partners Limited Partnership
Ameriprise Financial
Susquehanna International
Invesco
Citadel Advisors
American Century Companies

View all funds holding Southwest Airlines