Fund HoldingsNovaPoint Capital, LLC

Total Portfolio Value
$322.45M
Total Bought
$39.77M
Total Sold
$19.36M
Net Transaction
+$20.41M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD INDEX FDS026,179+26,17904,3891.36%+4,389
BERKSHIRE HATHAWAY INC DEL037,056+37,056017,0555.29%+17,055
HOME DEPOT INC(HD)029,490+29,490011,9493.71%+11,949
BROADCOM INC(AVGO)36923,087+22,7185923,9831.24%+3,390
ISHARES TR8,89812,185+3,2874,8697,0282.18%+2,159
SPDR SER TR
ST STR P500ETF
155,852172,502+16,6509,97511,6463.61%+1,671
INTERNATIONAL BUSINESS MACHS(IBM)026,500+26,50005,8591.82%+5,859
AFLAC INC(AFL)48,50148,634+1334,3325,4371.69%+1,106
APPLE INC(AAPL)54,67053,894-77611,51512,5573.89%+1,043
WALMART INC(WMT)74,88775,065+1785,0716,0611.88%+991
ORACLE CORP(ORCL)25,90826,812+9043,6584,5691.42%+911
ACCENTURE PLC IRELAND
SHS CLASS A
013,103+13,10304,6321.44%+4,632
ISHARES TR030,114+30,11407950.25%+795
ISHARES TR046,145+46,14501,1580.36%+1,158
S&P GLOBAL INC(SPGI)9,1789,297+1194,0934,8031.49%+710
CUMMINS INC(CMI)11,34211,826+4843,1413,8291.19%+688
CHUBB LIMITED
COM
16,91017,291+3814,3134,9861.55%+673
CORNING INC(GLW)68,21173,299+5,0882,6503,3091.03%+659
OMNICOM GROUP INC(OMC)34,03135,486+1,4553,0533,6691.14%+616
SPDR INDEX SHS FDS
ST STR PO EX ETF
0143,719+143,71905,3981.67%+5,398
AIR PRODS & CHEMS INC11,95712,323+3663,0863,6691.14%+583
MASTERCARD INCORPORATED(MA)010,119+10,11904,9971.55%+4,997
MEDTRONIC PLC(MDT)031,252+31,25202,8140.87%+2,814
GE VERNOVA INC(GEV)4,6925,053+3618051,2880.40%+484
JOHNSON & JOHNSON(JNJ)23,44023,961+5213,4263,8831.20%+457
GOLDMAN SACHS GROUP INC(GS)10,45210,444-84,7285,1711.60%+443
GARMIN LTD(GRMN)22,79023,524+7343,7134,1411.28%+428
ABBOTT LABS031,244+31,24403,5621.10%+3,562
UNION PAC CORP(UNP)017,795+17,79504,3861.36%+4,386
DOMINION ENERGY INC(D)10,21815,228+5,0105018800.27%+379
L3HARRIS TECHNOLOGIES INC(LHX)14,82315,501+6783,3293,6871.14%+358
TEXAS INSTRS INC(TXN)23,21923,476+2574,5174,8491.50%+333
PALO ALTO NETWORKS INC(PANW)0908+90803100.10%+310
PROCTER AND GAMBLE CO(PG)22,66423,351+6873,7384,0441.25%+307
SPDR SER TR
ST STR SP AERO
17,02616,916-1102,3832,6620.83%+278
PALANTIR TECHNOLOGIES INC(PLTR)06,986+6,98602600.08%+260
ROSS STORES INC(ROST)25,07925,905+8263,6443,8991.21%+255
SPROTT PHYSICAL GOLD TR(PHYS)174,747166,275-8,4723,1563,3891.05%+233
INNOVATOR ETFS TRUST
US EQTY BUF SEP
05,517+5,51702320.07%+232
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
49,63254,035+4,4031,6931,9140.59%+221
BECTON DICKINSON & CO(BDX)13,72914,221+4923,2093,4291.06%+220
CISCO SYS INC(CSCO)04,014+4,01402140.07%+214
NEXTERA ENERGY INC(NEE)16,40116,250-1511,1611,3740.43%+212
GENERAL DYNAMICS CORP(GD)13,20213,340+1383,8304,0311.25%+201
LOWES COS INC(LOW)04,138+4,13801,1210.35%+1,121
SOUTHERN CO(SO)10,54811,247+6998181,0140.31%+196
DUKE ENERGY CORP NEW(DUK)7,9118,541+6307939850.31%+192
SPDR SER TR
ST STR P400MID
054,372+54,37202,9730.92%+2,973
ATMOS ENERGY CORP(ATO)5,0825,611+5295937780.24%+185
AMERICAN ELEC PWR CO INC7,9918,623+6327018850.27%+184
PEPSICO INC(PEP)023,588+23,58804,0111.24%+4,011
ISHARES TR39,15345,221+6,0688321,0030.31%+170
THERMO FISHER SCIENTIFIC INC(TMO)02,469+2,46901,5270.47%+1,527
EATON CORP PLC(ETN)3,9834,273+2901,2491,4160.44%+167
AMAZON COM INC(AMZN)7,0848,195+1,1111,3691,5270.47%+158
DIREXION SHS ETF TR014,003+14,00301570.05%+157
TESLA INC(TSLA)1,6941,870+1763354890.15%+154
PINNACLE WEST CAP CORP(PNW)8,6219,152+5316588110.25%+152
ISHARES TR43,52048,776+5,2568831,0350.32%+152
ISHARES TR33,96437,628+3,6648349670.30%+133
ISHARES TR1,2361,822+5862163460.11%+130
VANGUARD SPECIALIZED FUNDS7,7607,742-181,4171,5330.48%+117
PROLOGIS INC.(PLD)07,756+7,75609790.30%+979
REALTY INCOME CORP(O)8,9068,999+934705710.18%+100
ZOETIS INC(ZTS)4,0814,132+517088070.25%+100
CAMDEN PPTY TR(CPT)5,3335,411+785826680.21%+87
AMPHENOL CORP NEW46,51649,371+2,8553,1343,2171.00%+83
WEYERHAEUSER CO MTN BE(WY)014,148+14,14804790.15%+479
SPDR SER TR
ST STR SP600 SML
043,893+43,89301,9980.62%+1,998
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,6745,676+23874580.14%+72
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,5712,894+3233754460.14%+71
SCHWAB STRATEGIC TR3,8074,342+5352963670.11%+71
CROWN CASTLE INC(CCI)4,4564,234-2224355020.16%+67
VICI PPTYS INC(VICI)14,02813,980-484024660.14%+64
FEDERAL RLTY INVT TR NEW(FRT)3,8653,920+553904510.14%+60
LAMAR ADVERTISING CO NEW(LAMR)3,4983,509+114184690.15%+51
ISHARES TR
CORE DIV GRWTH
9,0589,092+345225700.18%+48
VANECK ETF TRUST
FALLEN ANGEL HG
50,37049,994-3761,4251,4700.46%+45
ONEOK INC NEW(OKE)4,6304,63003784220.13%+44
EOG RES INC(EOG)21,36322,225+8622,6892,7320.85%+43
CINTAS CORP(CTAS)3301,320+9902312720.08%+41
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
136,687132,209-4,4785,5475,5871.73%+40
PNC FINL SVCS GROUP INC(PNC)1,3611,36102122520.08%+40
UNITEDHEALTH GROUP INC(UNH)51451402623010.09%+39
ILLINOIS TOOL WKS INC(ITW)01,492+1,49203910.12%+391
SELECT SECTOR SPDR TR
ST STR REAL ETF
6,1396,094-452362720.08%+36
AON PLC(AON)68568502012370.07%+36
DIGITAL RLTY TR INC(DLR)3,1833,207+244845190.16%+35
GRACO INC(GGG)03,900+3,90003410.11%+341
STRYKER CORPORATION(SYK)02,828+2,82801,0220.32%+1,022
INNOVATOR ETFS TRUST
US EQT PWR BUF
66,46164,721-1,7402,3042,3260.72%+23
HONEYWELL INTL INC(HON)16,05516,687+6323,4283,4491.07%+21
SPDR S&P 500 ETF TR(SPY)667668+13633830.12%+20
UNITED PARCEL SERVICE INC(UPS)1,5241,674+1502092280.07%+20
VANGUARD INDEX FDS68768703443630.11%+19
ISHARES TR4,5974,59702442630.08%+19
ISHARES TR2,3272,32702762920.09%+16
FLEXSHARES TR
STOX US ESG SLCT
2,0732,07302662820.09%+16
GLOBAL PMTS INC(GPN)02,600+2,60002660.08%+266
EXXON MOBIL CORP6,9526,953+18008150.25%+15
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