NOVARE CAPITAL MANAGEMENT LLC Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$982.8B

Holdings

168

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
PRFINVESCO EXCHANGE TRADED FD T
42,610$1K0.00%
102
ABBVABBVIE INC
6,502$1K0.00%
103
VUGVANGUARD INDEX FDS
5,761$1K0.00%
104
VIGVANGUARD SPECIALIZED FUNDS
8,432$1K0.00%
105
FALNISHARES TR
44,674$1K0.00%
106
BSCOINVESCO EXCH TRD SLF IDX FD
93,374$1K0.00%
107
IVEISHARES TR
6,229$1K0.00%
108
SCHMSCHWAB STRATEGIC TR
23,502$1K0.00%
109
IBMINTERNATIONAL BUSINESS MACHS
2,351$00.00%
110
VVVANGUARD INDEX FDS
1,990$00.00%
111
ATOATMOS ENERGY CORP
4,925$00.00%
112
BDXBECTON DICKINSON & CO
1,185$00.00%
113
XOMEXXON MOBIL CORP
9,821$00.00%
114
SOSOUTHERN CO
6,278$00.00%
115
SPGSIMON PPTY GROUP INC NEW
2,210$00.00%
116
CATCATERPILLAR INC
1,642$00.00%
117
ORCLORACLE CORP
5,798$00.00%
118
VBRVANGUARD INDEX FDS
2,482$00.00%
119
ALBALBEMARLE CORP
1,555$00.00%
120
EOGEOG RES INC
1,700$00.00%
121
WOODISHARES TR
5,847$00.00%
122
COPCONOCOPHILLIPS
3,722$00.00%
123
SCHWSCHWAB CHARLES CORP
11,304$00.00%
124
NDQINVESCO QQQ TR
2,378$00.00%
125
PYPLPAYPAL HLDGS INC
4,680$00.00%
126
XLVSELECT SECTOR SPDR TR
3,183$00.00%
127
BAC 7.25 PERP LBANK AMERICA CORP
666$00.00%
128
PDMPIEDMONT OFFICE REALTY TR IN
13,683$00.00%
129
RJFRAYMOND JAMES FINL INC
2,730$00.00%
130
IWMISHARES TR
1,721$00.00%
131
XLISELECT SECTOR SPDR TR
2,045$00.00%
132
XLUSELECT SECTOR SPDR TR
5,988$00.00%
133
REMISHARES TR
10,000$00.00%
134
DUKDUKE ENERGY CORP NEW
9,653$00.00%
135
FSCOFS CREDIT OPPORTUNITIES CORP
19,450$00.00%
136
BMYBRISTOL-MYERS SQUIBB CO
3,980$00.00%
137
TAT&T INC
30,460$00.00%
138
SCHXSCHWAB STRATEGIC TR
13,343$00.00%
139
VOTVANGUARD INDEX FDS
1,017$00.00%
140
DVNDEVON ENERGY CORP NEW
4,600$00.00%
141
ARIAPOLLO COML REAL EST FIN INC
36,700$00.00%
142
GPCGENUINE PARTS CO
2,375$00.00%
143
TRGPTARGA RES CORP
2,600$00.00%
144
IVZINVESCO LTD
12,000$00.00%
145
GOOGALPHABET INC
2,660$00.00%
146
JEPIJ P MORGAN EXCHANGE TRADED F
17,710$00.00%
147
EPDENTERPRISE PRODS PARTNERS L
9,550$00.00%
148
PFEPFIZER INC
10,635$00.00%
149
HUBBHUBBELL INC
1,880$00.00%
150
VCITVANGUARD SCOTTSDALE FDS
8,681$00.00%
151
PPGPPG INDS INC
1,828$00.00%
152
BABOEING CO
1,734$00.00%
153
ADPAUTOMATIC DATA PROCESSING IN
901$00.00%
154
AZOAUTOZONE INC
115$00.00%
155
JEPQJ P MORGAN EXCHANGE TRADED F
12,000$00.00%
156
VBKVANGUARD INDEX FDS
1,120$00.00%
157
KMBKIMBERLY-CLARK CORP
2,013$00.00%
158
IGVISHARES TR
1,745$00.00%
159
MDYSPDR S&P MIDCAP 400 ETF TR
691$00.00%
160
IWFISHARES TR
738$00.00%
161
MCDMCDONALDS CORP
1,249$00.00%
162
VSTOEURVISTA OUTDOOR INC
8,750$00.00%
163
FITBFIFTH THIRD BANCORP
8,250$00.00%
164
DGRWWISDOMTREE TR
4,479$00.00%
165
GLADUSDGLADSTONE CAPITAL CORP
57,077$00.00%
166
VOEVANGUARD INDEX FDS
5,123$00.00%
167
ETENERGY TRANSFER L P
16,433$00.00%
168
BXBLACKSTONE INC
1,710$00.00%
PreviousPage 2 of 2