NOVARE CAPITAL MANAGEMENT LLC Q2 2021 Filing

Filed August 2, 2021

Portfolio Value

$894.9M

Holdings

156

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (156 positions)

StockValue
MSFTMicrosoft Corp
$39.9M
SPYSPDR S&P 500 ETF TR
$37.3M
AAPLApple Computer Inc
$26.6M
AMZNAmazon Com Inc
$19.6M
USMVIshares Msci Min Vol
$19.5M
JNJJohnson & Johnson
$18.8M
CMCSAComcast Corp New Cl A
$18.3M
UNHUnitedhealth Group Inc
$18.2M
WMTWal-Mart Stores Inc.
$17.4M
JPMJ.P. Morgan Chase Inc.
$16.1M
BRK/BBerkshire Hathaway Cl B
$15.8M
IJRS&P Small Cap 600
$14.9M
BACBank of America
$14.6M
GOOGLAlphabet, Inc. Class A
$13.9M
HONHoneywell
$13.7M
PYPLPaypal Holdings
$13.6M
SPLVInvsco S&P 500 Low Vol
$13.2M
AMTAmern Tower Corp Class A
$13.1M
IBMInternational Business Machine
$13.0M
BACVerizon Communications
$12.9M
TMOThermo Fisher Scientific
$12.0M
METAFacebook Inc Class A
$11.9M
AVGOBroadcom Ltd
$11.6M
GPNGlobal Payments Inc
$11.3M
ABTAbbott Laboratories
$10.9M
MDTMedtronic
$10.9M
NEENextEra Energy
$10.7M
HDHome Depot
$10.7M
JPSTJPMorgan Ultra Short
$10.7M
RTXRaytheon Technologies Corp.
$10.4M
SYKStryker Corp
$10.2M
EMREmerson Electric Co.
$10.0M
VVisa Inc
$9.8M
IVVIshare S&P 500
$9.7M
AMEAmetek Inc New
$9.7M
BKNGBooking Holdings Inc
$9.6M
KEYSKeysight Technologies
$9.4M
GSLCGoldman Sachs Actvbeta
$9.4M
ZTSZoetis Inc
$9.3M
LOWLowes Companies
$9.3M
VRTVertiv Holdings Co
$8.8M
AMLPAlps TRUST Etf
$8.7M
A4SAmeriprise Financial Inc
$8.6M
CRMSalesforce Com
$8.6M
CMICummins Inc
$8.5M
TXNTexas Instruments
$8.5M
BSCPInvesco Bulletshares Corporate 2025
$8.4M
FISFidelity Natl Info Svcs
$8.2M
HUBBHubbell Inc
$8.1M
ROPRoper Technologies
$8.0M
PEPPepsico Inc.
$7.9M
ACNAccenture LTD
$7.9M
EMNEastman Chemical Co
$7.9M
CSCOCisco
$7.7M
DISDisney Walt Hldg Co
$7.6M
MSMMSC Industrial Direct Inc
$7.6M
BMYBristol Myers
$7.6M
INTCIntel Corporation
$7.5M
TJXTJX Cos Inc
$7.3M
CHRWCH Robinson Worldwide
$7.3M
MRKMerck
$7.3M
BKBank Of New York Co Inc
$7.2M
FQIDigital Realty TRUST Inc
$7.0M
LMTLockheed Martin Corp
$6.9M
SBUXStarbucks Corp
$6.8M
ORealty Income
$6.6M
BSCQInvesco Bulletshares Corp 2026
$6.2M
CAHCardinal Health Inc
$6.2M
KELKellogg Company
$6.1M
IJHiShares Core S&P Mid-Cap ETF
$5.9M
PIIPolaris Industries Inc
$5.9M
BSCOInvesco Bulletshares Corporate 2024
$5.8M
CVXChevron Corp
$5.8M
QQQInvesco Bulletshares 2023
$5.8M
VCITVanguard Intermediate Corp
$5.7M
BSCRInvesco Bulletshares Corporate 2027
$4.1M
VCSHVanguard Short Term Corp
$4.0M
CGBDTCG BDC Inc
$3.5M
RSPGuggenheim S&P 500 Eql
$3.4M
FDUSFidus Investment Corp
$3.2M
SCHBSchw US Brd Mkt Etf
$2.3M
INTUIntuit Inc
$2.2M
ABBVAbbvie Inc
$2.0M
PRFInvesco FTSE RAFI US 1000 ETF
$2.0M
VIGVanguard Div Apprciation
$1.8M
GLADUSDGladstone Capital Corp
$1.8M
BSCLInvesco BulletShares 2021 Corp
$1.3M
VYMVanguard High Dividend Fund
$1.3M
SCHMSchwab US Mid Cap Etf
$1.2M
KOCoca Cola
$1.0M
PGProcter & Gamble Co
$1.0M
SPHSuburban Propane
$962K
SHYGIshares High Yield
$947K
TFCTruist Financial Corporation
$893K
XOMExxon-Mobil
$794K
XLKSector Spdr Tech Select
$725K
COSTCostco Whsl Corp New
$714K
PEYPowerShares High Dividend
$672K
BSCMUSDInvesco Bulletshares 2022
$653K
SCHXSchw US Large Cap
$646K
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