Fund Holdings — NOVEM GROUP

Total Portfolio Value
$869.69M
Total Bought
$130.47M
Total Sold
$97.45M
Net Transaction
+$33.03M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD WHITEHALL FDS11,883137,293+125,4101,70520,3332.34%+18,628
PIMCO ETF TR
ENHAN SHRT MA AC
114,320277,440+163,12011,47127,9023.21%+16,431
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0189,693+189,693011,1051.28%+11,105
FIDELITY COVINGTON TRUST0205,593+205,59306,5690.76%+6,569
SPDR SERIES TRUST
ST STR P500VAL
269,272339,246+69,97415,29719,1952.21%+3,897
BLACKROCK ETF TRUST
ISHARES US EQUIT
5,21861,967+56,7493173,6050.41%+3,288
ISHARES TR
IBONDS 27 ETF
410,904520,477+109,5739,97712,6161.45%+2,640
CONOCOPHILLIPS(COP)57,88158,883+1,0025,4187,7730.89%+2,354
ISHARES TR470,613551,506+80,89311,01512,8281.48%+1,813
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
49,838103,238+53,4001,7073,4860.40%+1,779
ISHARES TR19,99937,469+17,4702,4654,2380.49%+1,773
SCHWAB STRATEGIC TR168,955223,227+54,2724,5976,2170.71%+1,620
ISHARES TR
MSCI USA MMENTM
05,957+5,95701,4300.16%+1,430
BLACKROCK ETF TRUST
ISHA I IN TE ETF
040,003+40,00301,3180.15%+1,318
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
11,62225,548+13,9261,1252,3930.28%+1,267
ISHARES TR
IBDS DEC28 ETF
449,307498,960+49,65311,43712,6391.45%+1,202
ISHARES TR09,085+9,08509640.11%+964
TARGET CORP(TGT)34,73635,604+8683,3954,3150.50%+920
WALMART INC(WMT)64,61065,130+5207,1988,0940.93%+896
STATE STR SPDR S&P 500 ETF T(SPY)5,4516,964+1,5133,7174,5290.52%+812
ETF SER SOLUTIONS
DEFIA QUANT ETF
26,25534,294+8,0392,8793,6800.42%+801
DIAGEO PLC(DEO)010,008+10,00807450.09%+745
FIDELITY NATL INFORMATION SV(FIS)015,674+15,67407350.08%+735
SCHWAB STRATEGIC TR757,520790,571+33,05118,46119,1872.21%+726
EXXON MOBIL CORP15,74515,439-3061,8952,6190.30%+725
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
021,191+21,19107160.08%+716
MERCK & CO INC(MRK)48,98948,228-7615,1575,8010.67%+645
CANADIAN NAT RES LTD MED TER(CNQ)37,53238,860+1,3281,2701,8940.22%+623
SCHWAB STRATEGIC TR64,44172,226+7,7852,9133,5340.41%+621
APPLIED MATLS INC5,8126,121+3091,4942,0920.24%+598
PIMCO ETF TR
INV GRD CRP BD
143,324150,807+7,48314,02414,5981.68%+574
FIRST TR EXCHNG TRADED FD VI
FT VE US EQ EQUA
026,108+26,10805720.07%+572
FIRST TR EXCHANGE-TRADED ALP
COM SHS
06,164+6,16405690.07%+569
AMGEN INC(AMGN)13,97514,617+6424,5745,1430.59%+569
FIRST TR EXCHANGE-TRADED FD02,627+2,62705670.07%+567
FIRST TR EXCHANGE-TRADED FD13,72225,617+11,8953148720.10%+558
FIRST TR EXCHANGE-TRADED FD
SHS
011,689+11,68905500.06%+550
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
012,327+12,32705370.06%+537
SCHWAB STRATEGIC TR19,17034,214+15,0445261,0500.12%+524
PGIM ETF TR
TOTA RETU BD ETF
249,720265,396+15,67610,49811,0171.27%+518
FIRST TR EXCHANGE-TRADED FD04,000+4,00005080.06%+508
ISHARES TR13,72235,974+22,2523147870.09%+474
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
022,688+22,68804710.05%+471
LAM RESEARCH CORP(LRCX)7,7258,294+5691,3221,7720.20%+450
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
147,313165,832+18,5194,0694,5160.52%+447
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
05,140+5,14004470.05%+447
BIOHAVEN LTD(BHVN)052,000+52,00004400.05%+440
JOHNSON CONTROLS INTERNATION
SHS
33,78934,168+3794,0464,4740.51%+428
ISHARES TR
FALN ANGLS USD
629,614659,177+29,56317,18817,6132.03%+425
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
11,87132,259+20,3882526760.08%+424
JOHNSON & JOHNSON(JNJ)8,6949,071+3771,7992,2180.25%+418
PEPSICO INC(PEP)23,92324,774+8513,4333,8470.44%+414
EOG RES INC(EOG)9,6769,869+1931,0161,4270.16%+411
KLA CORP(KLAC)1,4591,468+91,7732,1630.25%+391
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
07,622+7,62203860.04%+386
BLACKROCK ETF TRUST II08,034+8,03403850.04%+385
CONSTELLATION BRANDS INC(STZ)4,4456,597+2,1526139890.11%+376
FIRST TR EXCHANGE-TRADED FD2,4616,157+3,6962285710.07%+343
CORNING INC(GLW)7,0247,027+36159550.11%+340
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
08,755+8,75503380.04%+338
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
192,463205,364+12,9018,3998,7361.00%+337
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
04,655+4,65503280.04%+328
ISHARES TR13,7226,271-7,4513146310.07%+317
ASML HLDG NV
N Y REGISTRY SHS
1,2391,237-21,3261,6340.19%+308
HALLIBURTON CO(HAL)07,622+7,62202970.03%+297
WILLIAMS COS INC(WMB)19,13919,827+6881,1501,4430.17%+293
UNITED THERAPEUTICS CORP DEL(UTHR)2,2302,323+931,0871,3770.16%+291
BLACKROCK ETF TRUST II05,458+5,45802830.03%+283
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,18517,920+6,7356138850.10%+272
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
012,588+12,58802720.03%+272
VANGUARD INDEX FDS86,19685,283-91316,46216,7321.92%+270
BHP BILLITON LIMITED18,51719,009+4921,1181,3830.16%+265
MICRON TECHNOLOGY INC(MU)5031,204+7011444070.05%+263
PROLOGIS INC.(PLD)35,47636,218+7424,5294,7870.55%+258
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
04,253+4,25302530.03%+253
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
05,083+5,08302530.03%+253
FIDELITY COVINGTON TRUST6,48310,638+4,1554757250.08%+250
ISHARES TR40,38641,905+1,5195,3145,5520.64%+238
CREDICORP LTD(BAP)4,1424,199+571,1891,4240.16%+235
PHILLIPS 66(PSX)01,267+1,26702310.03%+231
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
03,960+3,96002300.03%+230
ISHARES TR
IBONDS DEC2026
09,475+9,47502300.03%+230
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
07,567+7,56702270.03%+227
NORTHROP GRUMMAN CORP(NOC)0331+33102260.03%+226
SOUTHERN COPPER CORP(SCCO)8,0748,032-421,1581,3820.16%+224
FIRST TR EXCHANGE TRADED FD
NASDAQ BK ETF
06,137+6,13702220.03%+222
M & T BK CORP(MTB)01,048+1,04802170.02%+217
FIRST TR EXCHANGE-TRADED FD01,078+1,07802160.02%+216
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
03,947+3,94702160.02%+216
SPDR INDEX SHS FDS
ST STR PO EX ETF
166,505166,685+1807,3947,6090.87%+215
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
02,934+2,93402130.02%+213
SLB LIMITED(SLB)04,065+4,06502090.02%+209
ISHARES TR
SYSTEMATIC BD ET
02,346+2,34602090.02%+209
HONEYWELL INTL INC(HON)0912+91202060.02%+206
ROYAL GOLD INC(RGLD)0806+80602050.02%+205
MOSAIC CO(MOS)08,040+8,04002050.02%+205
VANGUARD TAX-MANAGED FDS27,09929,616+2,5171,6931,8980.22%+205
HALOZYME THERAPEUTICS INC(HALO)03,155+3,15502040.02%+204
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
05,011+5,01102030.02%+203
VANGUARD WORLD FD
INDUSTRIAL ETF
1,0101,614+6043015040.06%+202
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NOVEM GROUP — 13F Holdings — Q1 2026 | TickerTrail