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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 $1,230,625,727
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 100,573 $62,138,793 5.05%
2.
Microsoft Corp
 MSFT 120,568 $59,971,841 4.87%
3.
Ishares Trust
 IEF 68,304 $42,410,045 3.45%
4.
Broadcom Inc.
 AVGO 152,029 $41,906,896 3.41%
5.
Apple Inc.
 AAPL 187,397 $38,448,189 3.12%
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)