MondegarAI
NovaPoint Capital, LLC

Q3 2024 · 13F-HR

NovaPoint Capital, LLCholdings as filed

Filed 2024-10-17 · accession 0001815025-24-000005

$322.5M
Reported value
129
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.1M5.29%37,056CommonNONE
922908769VTIVANGUARD INDEX FDS$14.1M4.38%49,852CommonNONE
037833100AAPLAPPLE INC$12.6M3.89%53,894CommonNONE
437076102HDHOME DEPOT INC$11.9M3.71%29,490CommonNONE
78464A854SPYMSPDR SER TR$11.6M3.61%172,502CommonNONE
46434VBG4IBDPISHARES TR$11.2M3.48%445,059CommonNONE
594918104MSFTMICROSOFT CORP$11.0M3.42%25,662CommonNONE
464287200IVVISHARES TR$7.0M2.18%12,185CommonNONE
67066G104NVDANVIDIA CORPORATION$6.1M1.91%50,590CommonNONE
931142103WMTWALMART INC$6.1M1.88%75,065CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.9M1.82%26,500CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$5.6M1.73%132,209CommonNONE
001055102AFLAFLAC INC$5.4M1.69%48,634CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$5.4M1.67%143,719CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.2M1.60%10,444CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.0M1.55%10,119CommonNONE
H1467J104CBCHUBB LIMITED$5.0M1.55%17,291CommonNONE
882508104TXNTEXAS INSTRS INC$4.8M1.50%23,476CommonNONE
78409V104SPGIS&P GLOBAL INC$4.8M1.49%9,297CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$4.6M1.44%13,103CommonNONE
68389X105ORCLORACLE CORP$4.6M1.42%26,812CommonNONE
922908512VOEVANGUARD INDEX FDS$4.4M1.36%26,179CommonNONE
907818108UNPUNION PAC CORP$4.4M1.36%17,795CommonNONE
H2906T109GRMNGARMIN LTD$4.1M1.28%23,524CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.0M1.25%23,351CommonNONE
464287614IWFISHARES TR$4.0M1.25%10,748CommonNONE
369550108GDGENERAL DYNAMICS CORP$4.0M1.25%13,340CommonNONE
713448108PEPPEPSICO INC$4.0M1.24%23,588CommonNONE
11135F101AVGOBROADCOM INC$4.0M1.24%23,087CommonNONE
778296103ROSTROSS STORES INC$3.9M1.21%25,905CommonNONE
478160104JNJJOHNSON & JOHNSON$3.9M1.20%23,961CommonNONE
231021106CMICUMMINS INC$3.8M1.19%11,826CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.7M1.14%15,501CommonNONE
009158106APDAIR PRODS & CHEMS INC$3.7M1.14%12,323CommonNONE
681919106OMCOMNICOM GROUP INC$3.7M1.14%35,486CommonNONE
002824100ABTABBOTT LABS$3.6M1.10%31,244CommonNONE
438516106HONHONEYWELL INTL INC$3.4M1.07%16,687CommonNONE
075887109BDXBECTON DICKINSON & CO$3.4M1.06%14,221CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.4M1.05%18,958CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.4M1.05%166,275CommonNONE
219350105GLWCORNING INC$3.3M1.03%73,299CommonNONE
032095101APHAMPHENOL CORP NEW$3.2M1.00%49,371CommonNONE
47103U845JAAAJANUS DETROIT STR TR$3.1M0.97%61,592CommonNONE
78464A847SPMDSPDR SER TR$3.0M0.92%54,372CommonNONE
46090E103QQQINVESCO QQQ TR$3.0M0.92%6,066CommonNONE
G5960L103MDTMEDTRONIC PLC$2.8M0.87%31,252CommonNONE
26875P101EOGEOG RES INC$2.7M0.85%22,225CommonNONE
78464A631XARSPDR SER TR$2.7M0.83%16,916CommonNONE
78468R648KOMPSPDR SER TR$2.4M0.73%48,022CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$2.3M0.72%64,721CommonNONE
166764100CVXCHEVRON CORP NEW$2.3M0.71%15,450CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.71%2,566CommonNONE
02079K305GOOGLALPHABET INC$2.2M0.69%13,439CommonNONE
78468R853SPSMSPDR SER TR$2.0M0.62%43,893CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$1.9M0.59%54,035CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.7M0.52%32,924CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.48%7,742CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.47%2,469CommonNONE
023135106AMZNAMAZON COM INC$1.5M0.47%8,195CommonNONE
92189F437ANGLVANECK ETF TRUST$1.5M0.46%49,994CommonNONE
G29183103ETNEATON CORP PLC$1.4M0.44%4,273CommonNONE
65339F101NEENEXTERA ENERGY INC$1.4M0.43%16,250CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.40%5,053CommonNONE
46434VBD1IBDQISHARES TR$1.2M0.36%46,145CommonNONE
548661107LOWLOWES COS INC$1.1M0.35%4,138CommonNONE
46436E486IBDWISHARES TR$1.0M0.32%48,776CommonNONE
863667101SYKSTRYKER CORPORATION$1.0M0.32%2,828CommonNONE
842587107SOSOUTHERN CO$1.0M0.31%11,247CommonNONE
46436E726IBDVISHARES TR$1.0M0.31%45,221CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$984,7880.31%8,541CommonNONE
74340W103PLDPROLOGIS INC.$979,4410.30%7,756CommonNONE
46436E312IBDXISHARES TR$967,4240.30%37,628CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$884,6920.27%8,623CommonNONE
25746U109DDOMINION ENERGY INC$880,0260.27%15,228CommonNONE
30231G102XOMEXXON MOBIL CORP$815,0860.25%6,953CommonNONE
723484101PNWPINNACLE WEST CAP CORP$810,8180.25%9,152CommonNONE
98978V103ZTSZOETIS INC$807,3520.25%4,132CommonNONE
46436E148IBTOISHARES TR$795,0160.25%30,114CommonNONE
049560105ATOATMOS ENERGY CORP$778,2750.24%5,611CommonNONE
00724F101ADBEADOBE INC$776,6700.24%1,500CommonNONE
133131102CPTCAMDEN PPTY TR$668,3880.21%5,411CommonNONE
191216100KOCOCA COLA CO$611,5390.19%8,510CommonNONE
756109104OREALTY INCOME CORP$570,7310.18%8,999CommonNONE
46434V621DGROISHARES TR$569,9890.18%9,092CommonNONE
37954Y632AIQGLOBAL X FDS$545,8040.17%14,684CommonNONE
253868103DLRDIGITAL RLTY TR INC$518,9890.16%3,207CommonNONE
22822V101CCICROWN CASTLE INC$502,3020.16%4,234CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$499,4650.15%2,369CommonNONE
88160R101TSLATESLA INC$489,1170.15%1,870CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$479,0420.15%14,148CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$468,8660.15%3,509CommonNONE
925652109VICIVICI PPTYS INC$465,6670.14%13,980CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$458,4860.14%5,676CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$450,6820.14%3,920CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$445,7400.14%2,894CommonNONE
461202103INTUINTUIT$436,5630.14%703CommonNONE
682680103OKEONEOK INC NEW$421,9320.13%4,630CommonNONE
452308109ITWILLINOIS TOOL WKS INC$391,0080.12%1,492CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$383,4740.12%668CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$377,6010.12%25,916CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$367,0290.11%4,342CommonNONE
922908363VOOVANGUARD INDEX FDS$362,5090.11%687CommonNONE
20825C104COPCONOCOPHILLIPS$347,8450.11%3,304CommonNONE
464287598IWDISHARES TR$345,8090.11%1,822CommonNONE
384109104GGGGRACO INC$341,2890.11%3,900CommonNONE
78470P846HYBLSSGA ACTIVE TR$318,7400.10%11,104CommonNONE
92826C839VVISA INC$316,8800.10%1,153CommonNONE
697435105PANWPALO ALTO NETWORKS INC$310,3540.10%908CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$300,5260.09%514CommonNONE
464287150ITOTISHARES TR$292,3310.09%2,327CommonNONE
33939L696ESGFLEXSHARES TR$281,6170.09%2,073CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$272,2010.08%6,094CommonNONE
172908105CTASCINTAS CORP$271,7620.08%1,320CommonNONE
46435U432ISHARES TR$266,8400.08%10,009CommonNONE
37940X102GPNGLOBAL PMTS INC$266,2920.08%2,600CommonNONE
58933Y105MRKMERCK & CO INC$263,2890.08%2,319CommonNONE
464288240ACWXISHARES TR$263,0380.08%4,597CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$259,8790.08%6,986CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$251,5810.08%1,361CommonNONE
G0403H108AONAON PLC$237,0030.07%685CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$232,4660.07%15,375CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$232,3940.07%5,517CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$228,2330.07%1,674CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$226,3390.07%807CommonNONE
718546104PSXPHILLIPS 66$226,2250.07%1,721CommonNONE
17275R102CSCOCISCO SYS INC$213,6250.07%4,014CommonNONE
02079K107GOOGALPHABET INC$213,2510.07%1,276CommonNONE
464287622IWBISHARES TR$212,2560.07%675CommonNONE
25460E869SPDNDIREXION SHS ETF TR$156,8340.05%14,003CommonNONE

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.