NOVARE CAPITAL MANAGEMENT LLC Q1 2023 Filing

Filed April 20, 2023

Portfolio Value

$879.9B

Holdings

171

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
106,647$43K0.00%
2
MSFTMICROSOFT CORP
135,491$39K0.00%
3
AAPLAPPLE INC
205,066$33K0.00%
4
IVVISHARES TR
60,559$24K0.00%
5
UNHUNITEDHEALTH GROUP INC
40,799$19K0.00%
6
JNJJOHNSON & JOHNSON
126,881$19K0.00%
7
WMTWALMART INC
131,608$19K0.00%
8
GOOGLALPHABET INC
166,909$17K0.00%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
54,560$16K0.00%
10
MRKMERCK & CO INC
149,997$15K0.00%
11
EMREMERSON ELEC CO
182,698$15K0.00%
12
CMCSACOMCAST CORP NEW
392,706$14K0.00%
13
TXNTEXAS INSTRS INC
76,997$14K0.00%
14
AVGOBROADCOM INC
21,209$13K0.00%
15
AMZNAMAZON COM INC
120,501$12K0.00%
16
OREALTY INCOME CORP
202,356$12K0.00%
17
TMOTHERMO FISHER SCIENTIFIC INC
20,182$11K0.00%
18
GSLCGOLDMAN SACHS ETF TR
143,353$11K0.00%
19
JPMJPMORGAN CHASE & CO
85,802$11K0.00%
20
BKNGBOOKING HOLDINGS INC
4,430$11K0.00%
21
XLESELECT SECTOR SPDR TR
144,318$11K0.00%
22
RTXRAYTHEON TECHNOLOGIES CORP
103,608$10K0.00%
23
SYKSTRYKER CORPORATION
37,790$10K0.00%
24
CSCOCISCO SYS INC
197,775$10K0.00%
25
AMEAMETEK INC
70,720$10K0.00%
26
LMTLOCKHEED MARTIN CORP
20,153$9K0.00%
27
CMICUMMINS INC
39,293$9K0.00%
28
A4SAMERIPRISE FINL INC
32,179$9K0.00%
29
XLFISELECT SECTOR SPDR TR
126,507$9K0.00%
30
ABTABBOTT LABS
94,782$9K0.00%
31
LOWLOWES COS INC
45,883$9K0.00%
32
MCHPMICROCHIP TECHNOLOGY INC.
114,631$9K0.00%
33
HDHOME DEPOT INC
33,481$9K0.00%
34
AMLPALPS ETF TR
240,375$9K0.00%
35
HONHONEYWELL INTL INC
51,903$9K0.00%
36
PEPPEPSICO INC
52,903$9K0.00%
37
CHRWC H ROBINSON WORLDWIDE INC
89,415$8K0.00%
38
BACVERIZON COMMUNICATIONS INC
215,326$8K0.00%
39
VCSHVANGUARD SCOTTSDALE FDS
111,476$8K0.00%
40
CVXCHEVRON CORP NEW
51,644$8K0.00%
41
THOTHOR INDS INC
109,826$8K0.00%
42
PIIPOLARIS INC
79,370$8K0.00%
43
KEYSKEYSIGHT TECHNOLOGIES INC
51,525$8K0.00%
44
TJXTJX COS INC NEW
106,998$8K0.00%
45
BKBANK NEW YORK MELLON CORP
188,914$8K0.00%
46
EMNEASTMAN CHEM CO
97,483$8K0.00%
47
ACNACCENTURE PLC IRELAND
26,250$7K0.00%
48
NEENEXTERA ENERGY INC
101,202$7K0.00%
49
ZTSZOETIS INC
46,748$7K0.00%
50
TFCTRUIST FINL CORP
215,505$7K0.00%
51
BACBANK AMERICA CORP
274,552$7K0.00%
52
FQIDIGITAL RLTY TR INC
78,431$7K0.00%
53
ROPROPER TECHNOLOGIES INC
18,054$7K0.00%
54
XLKSELECT SECTOR SPDR TR
51,084$7K0.00%
55
WSMWILLIAMS SONOMA INC
60,036$7K0.00%
56
VVISA INC
34,075$7K0.00%
57
KELKELLOGG CO
102,015$6K0.00%
58
CRMSALESFORCE INC
33,020$6K0.00%
59
ICEINTERCONTINENTAL EXCHANGE IN
63,923$6K0.00%
60
AMTAMERICAN TOWER CORP NEW
32,111$6K0.00%
61
BSCPINVESCO EXCH TRD SLF IDX FD
313,364$6K0.00%
62
SBUXSTARBUCKS CORP
62,729$6K0.00%
63
IJHISHARES TR
20,019$5K0.00%
64
TSLATESLA INC
27,385$5K0.00%
65
DUKDUKE ENERGY CORP NEW
60,005$5K0.00%
66
SOXXISHARES TR
11,301$5K0.00%
67
DISDISNEY WALT CO
52,522$5K0.00%
68
XLBSELECT SECTOR SPDR TR
61,567$4K0.00%
69
VGTVANGUARD WORLD FDS
10,690$4K0.00%
70
METAMETA PLATFORMS INC
19,684$4K0.00%
71
BSCRINVESCO EXCH TRD SLF IDX FD
218,734$4K0.00%
72
CGBDCARLYLE SECURED LENDING INC
282,440$3K0.00%
73
FDUSFIDUS INVT CORP
178,023$3K0.00%
74
XLFSELECT SECTOR SPDR TR
120,900$3K0.00%
75
BSCQINVESCO EXCH TRD SLF IDX FD
180,411$3K0.00%
76
XLCSELECT SECTOR SPDR TR
48,060$2K0.00%
77
SCHBSCHWAB STRATEGIC TR
57,925$2K0.00%
78
VFHVANGUARD WORLD FDS
29,205$2K0.00%
79
BSCTINVESCO EXCH TRD SLF IDX FD
133,285$2K0.00%
80
JPSTJ P MORGAN EXCHANGE TRADED F
59,191$2K0.00%
81
BSCSINVESCO EXCH TRD SLF IDX FD
140,866$2K0.00%
82
VAWVANGUARD WORLD FDS
13,699$2K0.00%
83
HUBBHUBBELL INC
11,000$2K0.00%
84
BSCOINVESCO EXCH TRD SLF IDX FD
135,463$2K0.00%
85
VTVVANGUARD INDEX FDS
17,675$2K0.00%
86
COSTCOSTCO WHSL CORP NEW
2,865$1K0.00%
87
KOCOCA COLA CO
23,365$1K0.00%
88
QQQINVESCO EXCH TRD SLF IDX FD
63,508$1K0.00%
89
VUGVANGUARD INDEX FDS
5,961$1K0.00%
90
IJRISHARES TR
13,685$1K0.00%
91
PRFINVESCO EXCHANGE TRADED FD T
9,909$1K0.00%
92
XOMEXXON MOBIL CORP
10,041$1K0.00%
93
PFEPFIZER INC
25,585$1K0.00%
94
INTUINTUIT
4,023$1K0.00%
95
SMHVANECK ETF TRUST
7,143$1K0.00%
96
VIGVANGUARD SPECIALIZED FUNDS
9,737$1K0.00%
97
JEPIJ P MORGAN EXCHANGE TRADED F
24,320$1K0.00%
98
ABBVABBVIE INC
6,998$1K0.00%
99
PGPROCTER AND GAMBLE CO
10,143$1K0.00%
100
VYMVANGUARD WHITEHALL FDS
11,026$1K0.00%
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