NOVARE CAPITAL MANAGEMENT LLC Q2 2023 Filing

Filed July 28, 2023

Portfolio Value

$930.9B

Holdings

172

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
127,419$43K0.00%
2
SPYSPDR S&P 500 ETF TR
94,984$42K0.00%
3
AAPLAPPLE INC
197,333$38K0.00%
4
IVVISHARES TR
50,901$22K0.00%
5
JNJJOHNSON & JOHNSON
130,711$21K0.00%
6
WMTWALMART INC
129,534$20K0.00%
7
GOOGLALPHABET INC
163,044$19K0.00%
8
UNHUNITEDHEALTH GROUP INC
41,529$19K0.00%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
54,256$18K0.00%
10
MRKMERCK & CO INC
148,895$17K0.00%
11
AVGOBROADCOM INC
20,172$17K0.00%
12
EMREMERSON ELEC CO
185,313$16K0.00%
13
AMZNAMAZON COM INC
125,001$16K0.00%
14
CMCSACOMCAST CORP NEW
391,561$16K0.00%
15
TXNTEXAS INSTRS INC
76,939$13K0.00%
16
JPMJPMORGAN CHASE & CO
86,477$12K0.00%
17
OREALTY INCOME CORP
212,125$12K0.00%
18
VSLUETF OPPORTUNITIES TRUST
448,107$12K0.00%
19
XLESELECT SECTOR SPDR TR
158,113$12K0.00%
20
AMEAMETEK INC
70,480$11K0.00%
21
THOTHOR INDS INC
106,960$11K0.00%
22
SYKSTRYKER CORPORATION
36,443$11K0.00%
23
BKNGBOOKING HOLDINGS INC
4,203$11K0.00%
24
MCHPMICROCHIP TECHNOLOGY INC.
114,109$10K0.00%
25
RTXRAYTHEON TECHNOLOGIES CORP
104,100$10K0.00%
26
HDHOME DEPOT INC
33,616$10K0.00%
27
HONHONEYWELL INTL INC
52,966$10K0.00%
28
LOWLOWES COS INC
44,591$10K0.00%
29
A4SAMERIPRISE FINL INC
31,409$10K0.00%
30
TMOTHERMO FISHER SCIENTIFIC INC
20,375$10K0.00%
31
ABTABBOTT LABS
95,661$10K0.00%
32
CSCOCISCO SYS INC
196,789$10K0.00%
33
CMICUMMINS INC
38,748$9K0.00%
34
AMLPALPS ETF TR
240,375$9K0.00%
35
FQIDIGITAL RLTY TR INC
80,782$9K0.00%
36
PEPPEPSICO INC
52,714$9K0.00%
37
TJXTJX COS INC NEW
106,375$9K0.00%
38
ADBEADOBE SYSTEMS INCORPORATED
18,867$9K0.00%
39
XLFISELECT SECTOR SPDR TR
129,165$9K0.00%
40
PIIPOLARIS INC
78,724$9K0.00%
41
LMTLOCKHEED MARTIN CORP
19,251$8K0.00%
42
ROPROPER TECHNOLOGIES INC
18,160$8K0.00%
43
EMNEASTMAN CHEM CO
98,033$8K0.00%
44
CHRWC H ROBINSON WORLDWIDE INC
87,688$8K0.00%
45
CVXCHEVRON CORP NEW
54,353$8K0.00%
46
ACNACCENTURE PLC IRELAND
26,091$8K0.00%
47
GSLCGOLDMAN SACHS ETF TR
101,864$8K0.00%
48
BACVERIZON COMMUNICATIONS INC
221,549$8K0.00%
49
BACBANK AMERICA CORP
298,939$8K0.00%
50
BKBANK NEW YORK MELLON CORP
190,600$8K0.00%
51
TFCTRUIST FINL CORP
283,934$8K0.00%
52
XLKSELECT SECTOR SPDR TR
49,637$8K0.00%
53
ZTSZOETIS INC
46,143$7K0.00%
54
VVISA INC
33,662$7K0.00%
55
TSLATESLA INC
28,867$7K0.00%
56
NEENEXTERA ENERGY INC
101,931$7K0.00%
57
VCSHVANGUARD SCOTTSDALE FDS
94,499$7K0.00%
58
ICEINTERCONTINENTAL EXCHANGE IN
64,898$7K0.00%
59
WSMWILLIAMS SONOMA INC
59,866$7K0.00%
60
SBUXSTARBUCKS CORP
63,005$6K0.00%
61
KELKELLOGG CO
97,905$6K0.00%
62
AMTAMERICAN TOWER CORP NEW
34,242$6K0.00%
63
CRMSALESFORCE INC
31,583$6K0.00%
64
XLBSELECT SECTOR SPDR TR
62,577$5K0.00%
65
METAMETA PLATFORMS INC
17,664$5K0.00%
66
DUKDUKE ENERGY CORP NEW
61,595$5K0.00%
67
IJHISHARES TR
19,232$5K0.00%
68
SOXXISHARES TR
11,134$5K0.00%
69
BSCPINVESCO EXCH TRD SLF IDX FD
246,231$4K0.00%
70
VGTVANGUARD WORLD FDS
10,262$4K0.00%
71
XLFSELECT SECTOR SPDR TR
130,512$4K0.00%
72
CGBDCARLYLE SECURED LENDING INC
283,040$4K0.00%
73
DISDISNEY WALT CO
52,585$4K0.00%
74
FDUSFIDUS INVT CORP
178,198$3K0.00%
75
BSCQINVESCO EXCH TRD SLF IDX FD
167,176$3K0.00%
76
BSCRINVESCO EXCH TRD SLF IDX FD
181,784$3K0.00%
77
VFHVANGUARD WORLD FDS
28,283$2K0.00%
78
XLCSELECT SECTOR SPDR TR
35,890$2K0.00%
79
BSCOINVESCO EXCH TRD SLF IDX FD
112,954$2K0.00%
80
SCHBSCHWAB STRATEGIC TR
57,025$2K0.00%
81
SMHVANECK ETF TRUST
13,166$2K0.00%
82
VTVVANGUARD INDEX FDS
17,715$2K0.00%
83
VAWVANGUARD WORLD FDS
13,696$2K0.00%
84
BSCTINVESCO EXCH TRD SLF IDX FD
140,780$2K0.00%
85
BSCSINVESCO EXCH TRD SLF IDX FD
131,253$2K0.00%
86
JPSTJ P MORGAN EXCHANGE TRADED F
57,249$2K0.00%
87
BSCUINVESCO EXCH TRD SLF IDX FD
144,034$2K0.00%
88
PRFINVESCO EXCHANGE TRADED FD T
9,609$1K0.00%
89
PGPROCTER AND GAMBLE CO
10,170$1K0.00%
90
SCHMSCHWAB STRATEGIC TR
23,140$1K0.00%
91
IVWISHARES TR
16,700$1K0.00%
92
VEAVANGUARD TAX-MANAGED FDS
21,969$1K0.00%
93
KOCOCA COLA CO
23,906$1K0.00%
94
VYMVANGUARD WHITEHALL FDS
10,733$1K0.00%
95
NVDANVIDIA CORPORATION
2,773$1K0.00%
96
EZUISHARES INC
26,551$1K0.00%
97
XOMEXXON MOBIL CORP
10,711$1K0.00%
98
COSTCOSTCO WHSL CORP NEW
2,967$1K0.00%
99
VUGVANGUARD INDEX FDS
5,761$1K0.00%
100
QQQINVESCO EXCH TRD SLF IDX FD
55,081$1K0.00%
Page 1 of 2Next