MondegarAI
NovaPoint Capital, LLC

Q4 2024 · 13F-HR

NovaPoint Capital, LLCholdings as filed

Filed 2025-01-27 · accession 0001815025-25-000001

$327.7M
Reported value
127
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16.7M5.10%36,865CommonNONE
922908769VTIVANGUARD INDEX FDS$14.2M4.33%49,010CommonNONE
037833100AAPLAPPLE INC$13.4M4.09%53,542CommonNONE
46434VBD1IBDQISHARES TR$12.4M3.79%495,562CommonNONE
78464A854SPYMSPDR SER TR$12.0M3.66%174,084CommonNONE
437076102HDHOME DEPOT INC$11.9M3.63%30,547CommonNONE
594918104MSFTMICROSOFT CORP$11.0M3.35%26,074CommonNONE
67066G104NVDANVIDIA CORPORATION$7.8M2.38%58,136CommonNONE
464287200IVVISHARES TR$7.1M2.16%12,003CommonNONE
931142103WMTWALMART INC$6.8M2.09%75,789CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.1M1.88%10,734CommonNONE
464287614IWFISHARES TR$6.0M1.83%14,896CommonNONE
11135F101AVGOBROADCOM INC$5.6M1.70%24,072CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.5M1.66%10,353CommonNONE
001055102AFLAFLAC INC$5.1M1.56%49,564CommonNONE
H2906T109GRMNGARMIN LTD$5.0M1.52%24,145CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.9M1.51%144,898CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$4.9M1.48%112,308CommonNONE
H1467J104CBCHUBB LIMITED$4.8M1.48%17,532CommonNONE
922908512VOEVANGUARD INDEX FDS$4.7M1.45%29,359CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$4.7M1.45%13,466CommonNONE
78409V104SPGIS&P GLOBAL INC$4.7M1.44%9,493CommonNONE
68389X105ORCLORACLE CORP$4.6M1.41%27,803CommonNONE
882508104TXNTEXAS INSTRS INC$4.5M1.36%23,768CommonNONE
907818108UNPUNION PAC CORP$4.3M1.30%18,679CommonNONE
231021106CMICUMMINS INC$4.2M1.29%12,098CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.2M1.29%19,156CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.1M1.24%24,258CommonNONE
778296103ROSTROSS STORES INC$4.0M1.23%26,596CommonNONE
438516106HONHONEYWELL INTL INC$3.9M1.20%17,453CommonNONE
713448108PEPPEPSICO INC$3.8M1.15%24,877CommonNONE
003209510AMPHENOL CORP NEW$3.7M1.13%53,463CommonNONE
002824100ABTABBOTT LABS$3.6M1.11%32,246CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.6M1.11%13,832CommonNONE
219350105GLWCORNING INC$3.6M1.10%75,836CommonNONE
478160104JNJJOHNSON & JOHNSON$3.6M1.10%24,914CommonNONE
009158106APDAIR PRODS & CHEMS INC$3.5M1.07%12,069CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.4M1.03%16,085CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.4M1.03%167,690CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.3M1.01%18,829CommonNONE
075887109BDXBECTON DICKINSON & CO$3.2M0.99%14,290CommonNONE
681919106OMCOMNICOM GROUP INC$3.1M0.95%36,309CommonNONE
46090E103QQQINVESCO QQQ TR$3.1M0.95%6,094CommonNONE
78464A847SPMDSPDR SER TR$2.9M0.90%53,924CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.9M0.87%56,392CommonNONE
26875P101EOGEOG RES INC$2.8M0.86%22,984CommonNONE
78464A631XARSPDR SER TR$2.8M0.84%16,596CommonNONE
G5960L103MDTMEDTRONIC PLC$2.6M0.79%32,485CommonNONE
02079K305GOOGLALPHABET INC$2.6M0.79%13,609CommonNONE
166764100CVXCHEVRON CORP NEW$2.4M0.74%16,726CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$2.4M0.73%55,175CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.72%2,563CommonNONE
78468R648KOMPSPDR SER TR$2.1M0.66%42,234CommonNONE
78468R853SPSMSPDR SER TR$2.0M0.61%44,318CommonNONE
023135106AMZNAMAZON COM INC$1.9M0.58%8,704CommonNONE
36828A101GEVGE VERNOVA INC$1.7M0.53%5,316CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$1.6M0.49%44,451CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.46%7,742CommonNONE
G29183103ETNEATON CORP PLC$1.5M0.46%4,534CommonNONE
92189F437ANGLVANECK ETF TRUST$1.4M0.44%49,734CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.39%2,481CommonNONE
65339F101NEENEXTERA ENERGY INC$1.2M0.37%16,773CommonNONE
548661107LOWLOWES COS INC$1.1M0.33%4,427CommonNONE
863667101SYKSTRYKER CORPORATION$1.1M0.33%2,978CommonNONE
46436E486IBDWISHARES TR$1.0M0.32%51,005CommonNONE
46436E726IBDVISHARES TR$1.0M0.31%47,996CommonNONE
25746U109DDOMINION ENERGY INC$974,8660.30%18,100CommonNONE
46436E312IBDXISHARES TR$973,3390.30%39,599CommonNONE
842587107SOSOUTHERN CO$952,4140.29%11,570CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$947,3380.29%8,793CommonNONE
247361702DALDELTA AIR LINES INC DEL$866,6140.26%14,324CommonNONE
46436E148IBTOISHARES TR$860,2710.26%34,274CommonNONE
88160R101TSLATESLA INC$855,9390.26%2,120CommonNONE
002553710AMERICAN ELEC PWR CO INC$849,9200.26%9,215CommonNONE
74340W103PLDPROLOGIS INC$817,2620.25%7,732CommonNONE
723484101PNWPINNACLE WEST CAP CORP$814,5960.25%9,609CommonNONE
004956010ATMOS ENERGY CORP$801,8210.24%5,757CommonNONE
00724F101ADBEADOBE INC$693,7010.21%1,560CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$688,6870.21%9,106CommonNONE
30231G102XOMEXXON MOBIL CORP$669,0070.20%6,219CommonNONE
98978V103ZTSZOETIS INC$648,0080.20%3,977CommonNONE
133131102CPTCAMDEN PPTY TR$641,2070.20%5,526CommonNONE
253868103DLRDIGITAL RLTY TR INC$600,7940.18%3,388CommonNONE
37954Y632AIQGLOBAL X FDS$578,2480.18%14,965CommonNONE
46434V621DGROISHARES TR$555,1640.17%9,051CommonNONE
46625H100JPMJPMORGAN CHASE & CO$532,5640.16%2,222CommonNONE
191216100KOCOCA COLA CO$506,5570.15%8,136CommonNONE
756109104OREALTY INCOME CORP$486,4090.15%9,107CommonNONE
682680103OKEONEOK INC NEW$464,8520.14%4,630CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$459,7700.14%3,777CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$455,8600.14%4,072CommonNONE
461202103INTUINTUIT$443,0930.14%705CommonNONE
925652109VICIVICI PPTYS INC$441,9810.13%15,131CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$428,4990.13%5,661CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$414,0230.13%14,708CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$398,1330.12%2,894CommonNONE
22822V101CCICROWN CASTLE INC$392,8880.12%4,329CommonNONE
384109104GGGGRACO INC$391,9490.12%4,650CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$391,8550.12%25,916CommonNONE
922908363VOOVANGUARD INDEX FDS$381,4770.12%708CommonNONE
452308109ITWILLINOIS TOOL WKS INC$378,3120.12%1,492CommonNONE
92826C839VVISA INC$364,2360.11%1,153CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$362,8240.11%619CommonNONE
37940X102GPNGLOBAL PMTS INC$358,5920.11%3,200CommonNONE
464287598IWDISHARES TR$356,9240.11%1,928CommonNONE
02079K107GOOGALPHABET INC$356,2180.11%1,871CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$355,8700.11%13,026CommonNONE
697435105PANWPALO ALTO NETWORKS INC$342,0850.10%1,880CommonNONE
78470P846HYBLSSGA ACTIVE TR$334,8200.10%11,804CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$310,3390.09%907CommonNONE
464287150ITOTISHARES TR$299,3120.09%2,327CommonNONE
20825C104COPCONOCOPHILLIPS$291,3610.09%2,938CommonNONE
33939L696ESGFLEXSHARES TR$285,6250.09%2,073CommonNONE
30303M102METAMETA PLATFORMS INC$282,8010.09%483CommonNONE
46435U432ISHARES TR$266,3900.08%10,009CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$264,6370.08%6,507CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$262,4690.08%1,361CommonNONE
G0403H108AONAON PLC$246,0250.08%685CommonNONE
172908105CTASCINTAS CORP$241,1640.07%1,320CommonNONE
464288240ACWXISHARES TR$239,7780.07%4,597CommonNONE
17275R102CSCOCISCO SYS INC$237,6290.07%4,014CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$236,6890.07%5,517CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$236,3110.07%1,874CommonNONE
464287622IWBISHARES TR$217,5020.07%675CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$213,9380.07%14,775CommonNONE
58933Y105MRKMERCK & CO INC$205,7250.06%2,068CommonNONE
532457108LLYELI LILLY & CO$204,5800.06%265CommonNONE

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.