Fund HoldingsNovaPoint Capital, LLC

Total Portfolio Value
$398.59M
Total Bought
$60.58M
Total Sold
$30.78M
Net Transaction
+$29.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR PO EX ETF
0268,597+268,597012,2613.08%+12,261
ISHARES TR010,299+10,29906,7271.69%+6,727
CORNING INC(GLW)87,80988,035+2267,68911,9703.00%+4,282
EATON CORP PLC(ETN)06,224+6,22402,2260.56%+2,226
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
011,141+11,14102,1380.54%+2,138
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
040,640+40,64001,6020.40%+1,602
CHEVRON CORPORATION(CVX)22,89823,677+7793,4904,8991.23%+1,409
JOHNSON JOHNSON(JNJ)30,44931,531+1,0826,3017,7071.93%+1,406
ROSS STORES INC(ROST)32,66333,557+8945,8847,2691.82%+1,386
WALMART INC(WMT)83,14584,832+1,6879,26310,5432.65%+1,280
ISHARES TR048,982+48,98201,2660.32%+1,266
EOG RES INC(EOG)31,52131,621+1003,3104,5711.15%+1,261
L3HARRIS TECHNOLOGIES INC(LHX)19,80220,254+4525,8136,9911.75%+1,177
HONEYWELL INTL INC(HON)22,87624,828+1,9524,4635,6121.41%+1,149
GARMIN LTD(GRMN)027,606+27,60606,4051.61%+6,405
VERTIV HOLDINGS CO(VRT)10,83610,861+251,7562,7220.68%+966
AIR PRODUCTS AND CHEMICALS I014,841+14,84104,3111.08%+4,311
TEXAS INSTRS INC(TXN)29,50830,760+1,2525,1195,9721.50%+852
GE VERNOVA INC(GEV)6,0865,397-6893,9784,7111.18%+733
UNION PAC CORP(UNP)23,07524,857+1,7825,3386,0311.51%+693
PEPSICO INC(PEP)30,80232,739+1,9374,4215,0841.28%+663
CUMMINS INC(CMI)14,22314,717+4947,2607,9181.99%+658
CHUBB LTD SWITZ
COM
20,72221,703+9816,4687,0741.77%+606
COSTCO WHOLESALE CORPORATION(COST)2,6512,729+782,2862,7190.68%+433
GENERAL DYNAMICS CORP(GD)16,37917,179+8005,5145,8961.48%+382
PROCTER GAMBLE CO(PG)30,11532,297+2,1824,3164,6651.17%+349
SPDR SERIES TRUST
ST STR SP AERO
14,95115,552+6013,6073,9500.99%+343
NEXTERA ENERGY INC(NEE)20,18520,994+8091,6201,9500.49%+329
SOUTHERN CO(SO)18,83020,033+1,2031,6421,9340.49%+292
PINNACLE WEST CAP CORP(PNW)12,51913,741+1,2221,1101,3840.35%+274
DUKE ENERGY CORP NEW(DUK)10,84911,734+8851,2721,5360.39%+265
AMERICAN ELEC PWR CO INC11,20811,838+6301,2921,5520.39%+259
DOMINION ENERGY INC(D)26,70529,369+2,6641,5651,8160.46%+251
AFLAC INC(AFL)56,35258,753+2,4016,2146,4461.62%+232
SELECT SECTOR SPDR TR
ST STR UTIL ETF
10,53514,107+3,5724506470.16%+198
VANGUARD INDEX FDS023,490+23,49004,3291.09%+4,329
SPROTT ASSET MANAGEMENT LP(PHYS)147,330140,336-6,9944,8654,9741.25%+109
GLOBAL X FDS
ARTIFICIAL ETF
32,46437,033+4,5691,6511,7280.43%+77
ISHARES TR15,39716,571+1,1745295960.15%+67
SPDR SERIES TRUST
ST STR P400MID
52,90652,820-863,0643,1280.78%+64
SPDR SERIES TRUST
ST STR SP600 SML
43,13543,012-1232,0212,0780.52%+57
SPROTT ASSET MANAGEMENT LP(PSLV)11,28012,864+1,5842673140.08%+47
SCHWAB STRATEGIC TR13,03513,03503584000.10%+42
ISHARES TR59,04760,157+1,1101,3031,3170.33%+14
ISHARES TR51,33252,254+9221,3101,3200.33%+10
ISHARES TR64,30565,184+8791,3601,3640.34%+4
ISHARES TR10,39310,198-1952,1862,1790.55%-7
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
161,245160,889-3564,0924,0851.02%-7
VICI PPTYS INC(VICI)14,27914,056-2234023840.10%-18
INNOVATOR ETFS TRUST
INNOVATOR GW 100
20,70720,034-6735805490.14%-32
AMAZON COM INC(AMZN)12,17113,311+1,1402,8092,7720.70%-37
VANECK ETF TRUST
FALLEN ANGEL HG
46,92845,972-9561,3781,3200.33%-58
WEYERHAEUSER CO(WY)14,85711,820-3,0373522890.07%-63
INNOVATOR ETFS TRUST
US EQTY BUF DEC
48,38948,529+1402,3982,3290.58%-69
JANUS DETROIT STR TR
HENDRSON AAA CL
65,71463,736-1,9783,3243,2100.81%-113
MEDTRONIC PLC(MDT)41,12644,056+2,9303,9513,8170.96%-133
HOME DEPOT INC(HD)034,957+34,957011,4972.88%+11,497
ALPHABET INC(GOOG)14,82715,519+6924,6414,4631.12%-178
GOLDMAN SACHS GROUP INC(GS)11,63011,848+21810,22310,0242.51%-199
PALANTIR TECHNOLOGIES INC(PLTR)12,28013,265+9852,1831,9400.49%-242
OMNICOM GROUP INC(OMC)30,05827,719-2,3392,4272,0880.52%-340
NVIDIA CORPORATION(NVDA)73,15176,009+2,85813,64313,2563.33%-387
ISHARES TR
IBONDS DEC2026
651,647634,876-16,77115,78915,3893.86%-400
INVESCO QQQ TR7,7127,506-2064,7374,3321.09%-405
AMPHENOL CORP63,92765,115+1,1888,6398,2272.06%-412
MASTERCARD INCORPORATED(MA)11,69512,459+7646,6766,2251.56%-451
VANGUARD INDEX FDS029,616+29,61609,5012.38%+9,501
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
87,98080,750-7,2304,5034,0151.01%-488
APPLE INC(AAPL)57,61359,675+2,06215,66315,1453.80%-518
ELI LILLY CO(LLY)5,5075,818+3115,9185,3511.34%-567
ABBOTT LABORATORIES38,47341,167+2,6944,8204,2271.06%-594
SPDR SERIES TRUST
ST STR P500ETF
198,298199,769+1,47115,90715,2903.84%-617
BROADCOM INC(AVGO)28,68930,054+1,3659,9299,3022.33%-627
INTERNATIONAL BUSINESS MACHS(IBM)24,50926,652+2,1437,2606,4601.62%-800
S P GLOBAL INC(SPGI)11,09311,566+4735,7974,9191.23%-878
BERKSHIRE HATHAWAY INC DEL016,732+16,73208,0182.01%+8,018
ISHARES TR022,186+22,18609,4602.37%+9,460
ISHARES TR48,8240-48,8241,2760-1,276
ORACLE CORP(ORCL)034,535+34,53505,0811.27%+5,081
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
41,6230-41,6231,6480-1,648
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
11,1220-11,1222,1310-2,131
MICROSOFT CORP(MSFT)030,785+30,785011,3962.86%+11,396
ACCENTURE PLC IRELAND
SHS CLASS A
9,7580-9,7582,6180-2,618
ISHARES TR9,9710-9,9716,8300-6,830
SPDR INDEX SHS FDS
ST STR PO EX ETF
232,5680-232,56810,3280-10,328
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