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Home > Institutional Investor > Novare Capital Management Llc > Profile

Instuitional Investor - Novare Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Novare Capital Management Llc
Portfolio Value $1,144,498,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 102,015 $57,066,325 4.99%
2.
Microsoft Corp
 MSFT 120,349 $45,177,811 3.95%
3.
Apple Inc.
 AAPL 172,851 $38,395,299 3.35%
4.
Ishares Trust
 IEF 63,292 $35,563,890 3.11%
5.
Walmart Inc.
 WMT 353,905 $31,069,359 2.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)