NOVARE CAPITAL MANAGEMENT LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$1.2T

Holdings

197

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
101
VRTVERTIV HOLDINGS CO
12,290$1.6B0.13%
102
XOMEXXON MOBIL CORP
14,499$1.6B0.13%
103
PGPROCTER AND GAMBLE CO
9,802$1.6B0.13%
104
DUKDUKE ENERGY CORP NEW
12,850$1.5B0.12%
105
WSMWILLIAMS SONOMA INC
9,195$1.5B0.12%
106
BWMNBOWMAN CONSULTING GROUP LTD
47,307$1.4B0.11%
107
VYMVANGUARD WHITEHALL FDS
10,103$1.3B0.11%
108
IGVISHARES TR
12,075$1.3B0.11%
109
ESGVVANGUARD WORLD FD
11,355$1.2B0.10%
110
PLTRPALANTIR TECHNOLOGIES INC
9,000$1.2B0.10%
111
PANWPALO ALTO NETWORKS INC
5,705$1.2B0.09%
112
KOCOCA COLA CO
16,231$1.1B0.09%
113
AZOAUTOZONE INC
309$1.1B0.09%
114
ORCLORACLE CORP
5,113$1.1B0.09%
115
SMHVANECK ETF TRUST
3,910$1.1B0.09%
116
SCHWSCHWAB CHARLES CORP
11,535$1.1B0.09%
117
RYROYAL BK CDA
7,837$1.0B0.08%
118
VOOGVANGUARD ADMIRAL FDS INC
2,464$977.3M0.08%
119
VCITVANGUARD SCOTTSDALE FDS
11,784$977.1M0.08%
120
TAT&T INC
33,545$970.8M0.08%
121
BSCYINVESCO EXCH TRD SLF IDX FD
45,591$946.0M0.08%
122
SOSOUTHERN CO
9,803$900.2M0.07%
123
IBMINTERNATIONAL BUSINESS MACHS
2,793$823.5M0.07%
124
LMTLOCKHEED MARTIN CORP
1,766$817.9M0.07%
125
VCEBVANGUARD WORLD FD
12,890$817.2M0.07%
126
GOOGALPHABET INC
4,572$811.0M0.07%
127
JEPQJ P MORGAN EXCHANGE TRADED F
14,300$777.9M0.06%
128
EAGGISHARES TR
15,802$751.2M0.06%
129
JEPIJ P MORGAN EXCHANGE TRADED F
12,490$710.1M0.06%
130
SUSBISHARES TR
27,650$696.0M0.06%
131
DISDISNEY WALT CO
5,601$694.5M0.06%
132
VVVANGUARD INDEX FDS
2,320$661.9M0.05%
133
BAC 7.25 PERP LBANK AMERICA CORP
524$635.6M0.05%
134
XLRESELECT SECTOR SPDR TR
14,677$607.9M0.05%
135
ATOATMOS ENERGY CORP
3,900$601.0M0.05%
136
NFLXNETFLIX INC
441$590.6M0.05%
137
QSRRESTAURANT BRANDS INTL INC
8,827$585.1M0.05%
138
RSPINVESCO EXCHANGE TRADED FD T
2,920$530.7M0.04%
139
ARIAPOLLO COML REAL EST FIN INC
50,750$491.3M0.04%
140
VTIVANGUARD INDEX FDS
1,596$485.1M0.04%
141
GPNGLOBAL PMTS INC
5,995$479.9M0.04%
142
WFCWELLS FARGO CO NEW
5,789$463.8M0.04%
143
SUSLISHARES TR
3,885$420.9M0.03%
144
RBRKRUBRIK INC.
4,510$404.1M0.03%
145
IJRISHARES TR
3,645$398.4M0.03%
146
ZSZSCALER INC
1,250$392.4M0.03%
147
ENVAENOVA INTL INC
3,500$390.3M0.03%
148
TRGPTARGA RES CORP
2,200$383.0M0.03%
149
XJHISHARES TR
8,712$361.5M0.03%
150
FITBFIFTH THIRD BANCORP
8,767$360.6M0.03%
151
CATCATERPILLAR INC
910$353.2M0.03%
152
SPGSIMON PPTY GROUP INC NEW
2,165$348.0M0.03%
153
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,533$347.2M0.03%
154
IVZINVESCO LTD
22,000$346.9M0.03%
155
TSCOTRACTOR SUPPLY CO
6,492$342.6M0.03%
156
MCDMCDONALDS CORP
1,155$337.4M0.03%
157
IWFISHARES TR
786$333.7M0.03%
158
XLUSELECT SECTOR SPDR TR
4,040$329.9M0.03%
159
CRWDCROWDSTRIKE HLDGS INC
637$324.4M0.03%
160
EPDENTERPRISE PRODS PARTNERS L
10,425$323.3M0.03%
161
MDYSPDR S&P MIDCAP 400 ETF TR
541$306.5M0.02%
162
AEPAMERICAN ELEC PWR CO INC
2,948$305.9M0.02%
163
XLVSELECT SECTOR SPDR TR
2,241$302.1M0.02%
164
DGRWWISDOMTREE TR
3,605$301.9M0.02%
165
EFIVSPDR SERIES TRUST
5,093$298.2M0.02%
166
ETENERGY TRANSFER L P
16,433$297.9M0.02%
167
UBERUBER TECHNOLOGIES INC
3,100$289.2M0.02%
168
RJFRAYMOND JAMES FINL INC
1,884$288.9M0.02%
169
ESGUISHARES TR
2,095$283.5M0.02%
170
AXPAMERICAN EXPRESS CO
887$282.9M0.02%
171
TWTRADEWEB MKTS INC
1,900$278.2M0.02%
172
ISRGINTUITIVE SURGICAL INC
510$277.1M0.02%
173
FTNTFORTINET INC
2,600$274.9M0.02%
174
AMGNAMGEN INC
979$273.3M0.02%
175
NUBDNUSHARES ETF TR
12,072$268.7M0.02%
176
XLBSELECT SECTOR SPDR TR
3,055$268.3M0.02%
177
MUMICRON TECHNOLOGY INC
2,125$261.9M0.02%
178
FTVFORTIVE CORP
4,984$259.8M0.02%
179
VTVVANGUARD INDEX FDS
1,440$254.5M0.02%
180
BMYBRISTOL-MYERS SQUIBB CO
5,405$250.2M0.02%
181
NUENUCOR CORP
1,890$244.8M0.02%
182
FCXFREEPORT-MCMORAN INC
5,525$239.5M0.02%
183
ETNEATON CORP PLC
670$239.2M0.02%
184
NVONOVO-NORDISK A S
3,424$236.3M0.02%
185
BABOEING CO
1,123$235.3M0.02%
186
ASTSAST SPACEMOBILE INC
5,000$233.7M0.02%
187
FBNCFIRST BANCORP N C
5,277$232.7M0.02%
188
HSYHERSHEY CO
1,395$231.5M0.02%
189
BXBLACKSTONE INC
1,505$225.1M0.02%
190
PEYINVESCO EXCHANGE TRADED FD T
10,835$221.1M0.02%
191
GQ9SPDR GOLD TR
708$215.8M0.02%
192
ASMLASML HOLDING N V
268$215.1M0.02%
193
KMBKIMBERLY-CLARK CORP
1,664$214.5M0.02%
194
IWBISHARES TR
632$214.5M0.02%
195
MAMASTERCARD INCORPORATED
368$206.6M0.02%
196
ENBENBRIDGE INC
4,417$200.2M0.02%
197
PDMPIEDMONT REALTY TRUST INC
13,683$99.8M0.01%
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