MondegarAI
NovaPoint Capital, LLC

Q2 2024 · 13F-HR

NovaPoint Capital, LLCholdings as filed

Filed 2024-07-10 · accession 0001815025-24-000003

$294.7M
Reported value
132
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$15.1M5.14%56,601CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.2M4.48%32,441CommonNONE
594918104MSFTMICROSOFT CORP$11.6M3.92%25,848CommonNONE
037833100AAPLAPPLE INC$11.5M3.91%54,670CommonNONE
46434VBG4IBDPISHARES TR$11.3M3.82%448,302CommonNONE
78464A854SPYMSPDR SER TR$10.0M3.38%155,852CommonNONE
437076102HDHOME DEPOT INC$8.5M2.89%24,749CommonNONE
67066G104NVDANVIDIA CORPORATION$6.3M2.13%50,809CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$5.5M1.88%136,687CommonNONE
931142103WMTWALMART INC$5.1M1.72%74,887CommonNONE
464287200IVVISHARES TR$4.9M1.65%8,898CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.8M1.63%136,722CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.7M1.60%10,452CommonNONE
464287614IWFISHARES TR$4.6M1.57%12,694CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.6M1.56%28,044CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.6M1.55%26,443CommonNONE
882508104TXNTEXAS INSTRS INC$4.5M1.53%23,219CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.5M1.52%10,149CommonNONE
001055102AFLAFLAC INC$4.3M1.47%48,501CommonNONE
H1467J104CBCHUBB LIMITED$4.3M1.46%16,910CommonNONE
78409V104SPGIS&P GLOBAL INC$4.1M1.39%9,178CommonNONE
907818108UNPUNION PAC CORP$4.0M1.35%17,623CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.8M1.30%13,202CommonNONE
713448108PEPPEPSICO INC$3.8M1.30%23,219CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M1.30%7,974CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.8M1.29%12,556CommonNONE
78468R648KOMPSPDR SER TR$3.7M1.27%81,247CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.7M1.27%22,664CommonNONE
H2906T109GRMNGARMIN LTD$3.7M1.26%22,790CommonNONE
68389X105ORCLORACLE CORP$3.7M1.24%25,908CommonNONE
778296103ROSTROSS STORES INC$3.6M1.24%25,079CommonNONE
47103U845JAAAJANUS DETROIT STR TR$3.6M1.21%70,008CommonNONE
438516106HONHONEYWELL INTL INC$3.4M1.16%16,055CommonNONE
478160104JNJJOHNSON & JOHNSON$3.4M1.16%23,440CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.3M1.13%14,823CommonNONE
075887109BDXBECTON DICKINSON & CO$3.2M1.09%13,729CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.2M1.07%174,747CommonNONE
002824100ABTABBOTT LABS$3.1M1.07%30,250CommonNONE
231021106CMICUMMINS INC$3.1M1.07%11,342CommonNONE
032095101APHAMPHENOL CORP NEW$3.1M1.06%46,516CommonNONE
009158106APDAIR PRODS & CHEMS INC$3.1M1.05%11,957CommonNONE
681919106OMCOMNICOM GROUP INC$3.1M1.04%34,031CommonNONE
78464A847SPMDSPDR SER TR$2.8M0.95%54,312CommonNONE
26875P101EOGEOG RES INC$2.7M0.91%21,363CommonNONE
871829107SYYSYSCO CORP$2.7M0.91%37,360CommonNONE
219350105GLWCORNING INC$2.6M0.90%68,211CommonNONE
02079K305GOOGLALPHABET INC$2.6M0.88%14,179CommonNONE
78464A631XARSPDR SER TR$2.4M0.81%17,026CommonNONE
G5960L103MDTMEDTRONIC PLC$2.3M0.79%29,518CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.78%2,712CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$2.3M0.78%66,461CommonNONE
166764100CVXCHEVRON CORP NEW$2.3M0.77%14,465CommonNONE
78468R853SPSMSPDR SER TR$1.9M0.65%46,321CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$1.7M0.57%49,632CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.7M0.57%35,340CommonNONE
92189F437ANGLVANECK ETF TRUST$1.4M0.48%50,370CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.48%7,760CommonNONE
191216100KOCOCA COLA CO$1.4M0.46%21,510CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.46%7,084CommonNONE
78468R887SMLVSPDR SER TR$1.4M0.46%12,428CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.46%2,455CommonNONE
G29183103ETNEATON CORP PLC$1.2M0.42%3,983CommonNONE
654106103NKENIKE INC$1.2M0.42%16,293CommonNONE
65339F101NEENEXTERA ENERGY INC$1.2M0.39%16,401CommonNONE
863667101SYKSTRYKER CORPORATION$997,5850.34%2,932CommonNONE
548661107LOWLOWES COS INC$924,3070.31%4,193CommonNONE
46436E486IBDWISHARES TR$883,0310.30%43,520CommonNONE
00724F101ADBEADOBE INC$881,6420.30%1,587CommonNONE
74340W103PLDPROLOGIS INC.$875,4060.30%7,795CommonNONE
46436E312IBDXISHARES TR$834,1660.28%33,964CommonNONE
46436E726IBDVISHARES TR$832,4020.28%39,153CommonNONE
842587107SOSOUTHERN CO$818,1890.28%10,548CommonNONE
36828A101GEVGE VERNOVA INC$804,7250.27%4,692CommonNONE
30231G102XOMEXXON MOBIL CORP$800,2850.27%6,952CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$792,8920.27%7,911CommonNONE
98978V103ZTSZOETIS INC$707,5200.24%4,081CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$701,1330.24%7,991CommonNONE
723484101PNWPINNACLE WEST CAP CORP$658,4390.22%8,621CommonNONE
149123101CATCATERPILLAR INC$612,5710.21%1,839CommonNONE
46436E134ISHARES TR$600,2490.20%23,819CommonNONE
049560105ATOATMOS ENERGY CORP$592,7930.20%5,082CommonNONE
11135F101AVGOBROADCOM INC$592,4410.20%369CommonNONE
254687106DISDISNEY WALT CO$592,0660.20%5,963CommonNONE
133131102CPTCAMDEN PPTY TR$581,8550.20%5,333CommonNONE
37954Y632AIQGLOBAL X FDS$569,8310.19%15,993CommonNONE
46434V621DGROISHARES TR$521,8510.18%9,058CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$518,4560.18%1,353CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$506,8030.17%2,506CommonNONE
25746U109DDOMINION ENERGY INC$500,6820.17%10,218CommonNONE
253868103DLRDIGITAL RLTY TR INC$483,9750.16%3,183CommonNONE
756109104OREALTY INCOME CORP$470,4070.16%8,906CommonNONE
461202103INTUINTUIT$447,5600.15%681CommonNONE
22822V101CCICROWN CASTLE INC$435,3120.15%4,456CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$422,6510.14%27,516CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$418,1700.14%3,498CommonNONE
925652109VICIVICI PPTYS INC$401,7730.14%14,028CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$401,2280.14%14,133CommonNONE
46434VBD1IBDQISHARES TR$396,9130.13%15,966CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$390,2490.13%3,865CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$386,6060.13%5,674CommonNONE
20825C104COPCONOCOPHILLIPS$377,9120.13%3,304CommonNONE
682680103OKEONEOK INC NEW$377,5770.13%4,630CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$374,7290.13%2,571CommonNONE
78470P846HYBLSSGA ACTIVE TR$363,8190.12%12,874CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$363,1010.12%667CommonNONE
452308109ITWILLINOIS TOOL WKS INC$353,5440.12%1,492CommonNONE
922908363VOOVANGUARD INDEX FDS$343,5890.12%687CommonNONE
88160R101TSLATESLA INC$335,1100.11%1,694CommonNONE
384109104GGGGRACO INC$309,1920.10%3,900CommonNONE
92826C839VVISA INC$302,4970.10%1,153CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$296,0320.10%3,807CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$293,2750.10%3,175CommonNONE
58933Y105MRKMERCK & CO INC$288,6400.10%2,332CommonNONE
464287150ITOTISHARES TR$276,4140.09%2,327CommonNONE
33939L696ESGFLEXSHARES TR$265,9450.09%2,073CommonNONE
46435U432ISHARES TR$265,0880.09%10,009CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$261,7600.09%514CommonNONE
37940X102GPNGLOBAL PMTS INC$251,4200.09%2,600CommonNONE
25459W862SPXLDIREXION SHS ETF TR$248,4650.08%1,701CommonNONE
02079K107GOOGALPHABET INC$244,7740.08%1,335CommonNONE
464288240ACWXISHARES TR$244,2370.08%4,597CommonNONE
718546104PSXPHILLIPS 66$243,6590.08%1,726CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$235,8170.08%6,139CommonNONE
172908105CTASCINTAS CORP$231,0860.08%330CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$220,1660.07%15,375CommonNONE
464287598IWDISHARES TR$215,6390.07%1,236CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$211,6080.07%1,361CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$211,5280.07%3,499CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$208,5590.07%1,524CommonNONE
G0403H108AONAON PLC$201,1020.07%685CommonNONE
464287622IWBISHARES TR$200,8800.07%675CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$101,8220.03%10,254CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.