NovaPoint Capital, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
147
Quarter
2025 Q4
Top Holding
SPLG (4.1%)
Top 10 Concentration
32.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 147
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPLG
SPDR SERIES TRU...
ETF 4.10% 3.69% #1
Prev: #1
3.6 5,628 2.9%
P
S
198,298 $15,907,481 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDR
ISHARES TR
Bond/Debt 4.07% 0.55% #2 53
Prev: #55
3.9 558,562 600.1%
P
S
651,647 $15,789,407 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.03% 3.42% #3
Prev: #3
3.6 2,648 4.8%
P
S
57,613 $15,662,644 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 3.60% 3.54% #4 2
Prev: #2
3.5 986 3.5%
P
S
28,896 $13,974,643 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 3.51% 3.26% #5
Prev: #5
3.4 1,846 2.6%
P
S
73,151 $13,642,654 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 3.00% 3.36% #6 2
Prev: #4
1.2 -2 -0.0%
P
S
33,845 $11,646,041 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 2.75% 2.78% #7 1
Prev: #8
1.1 -1,663 -6.9%
P
S
22,584 $10,689,157 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 2.66% 2.38% #8 2
Prev: #10
3.1 5,620 2.5%
P
S
232,568 $10,328,348 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GS
GOLDMAN SACHS G...
Financial Services 2.63% 2.24% #9 3
Prev: #12
3.1 157 1.4%
P
S
11,630 $10,222,911 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 2.57% 2.54% #10 1
Prev: #9
1.0 -1,903 -6.0%
P
S
29,768 $9,980,352 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 2.56% 2.25% #11
Prev: #11
3.0 817 2.9%
P
S
28,689 $9,929,355 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 2.39% 2.07% #12 2
Prev: #14
3.0 1,073 1.3%
P
S
83,145 $9,263,172 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 2.38% 2.87% #13 6
Prev: #7
1.0 -4,980 -21.3%
P
S
18,367 $9,232,173 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
APH
AMPHENOL CORP N...
Technology 2.22% 1.88% #14 1
Prev: #15
2.9 1,734 2.8%
P
S
63,927 $8,639,034 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLW
CORNING INC
Technology 1.98% 1.75% #15 1
Prev: #16
2.8 690 0.8%
P
S
87,809 $7,688,553 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMI
CUMMINS INC
Industrials 1.87% 1.45% #16 6
Prev: #22
2.8 174 1.2%
P
S
14,223 $7,260,342 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Technology 1.87% 1.65% #17
Prev: #17
2.8 617 2.6%
P
S
24,509 $7,259,730 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.76% 1.65% #18
Prev: #18
0.7 -76 -0.8%
P
S
9,971 $6,829,570 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 1.72% 1.58% #19
Prev: #19
2.7 336 3.0%
P
S
11,695 $6,676,277 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 1.68% 2.19% #20 7
Prev: #13
2.7 1,682 5.3%
P
S
33,512 $6,531,883 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CB
CHUBB LIMITED
Financial Services 1.67% 1.38% #21 3
Prev: #24
2.7 690 3.4%
P
S
20,722 $6,467,624 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 1.62% 1.34% #22 3
Prev: #25
2.7 926 3.1%
P
S
30,449 $6,301,466 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AFL
AFLAC INC
Financial Services 1.60% 1.51% #23 2
Prev: #21
2.6 1,276 2.3%
P
S
56,352 $6,213,908 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.52% 0.97% #24 17
Prev: #41
2.6 318 6.1%
P
S
5,507 $5,918,282 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ROST
ROSS STORES INC
Consumer Cyclical 1.52% 1.17% #25 6
Prev: #31
2.6 1,202 3.8%
P
S
32,663 $5,883,842 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 3.02%
Sold All 😨
(Was: #6)
0.3 -489,318 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
Industrials 0.00% 0.49%
Sold All 😨
(Was: #58)
0.3 -5,390 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 0.00% 0.41%
Sold All 😨
(Was: #62)
0.3 -7,812 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.00% 0.30%
Sold All 😨
(Was: #70)
0.3 -2,729 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ATO
ATMOS ENERGY CO...
Utilities 0.00% 0.29%
Sold All 😨
(Was: #72)
0.3 -7,057 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 0.00% 0.27%
Sold All 😨
(Was: #75)
0.3 -2,269 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDY
ISHARES TR
Bond/Debt 0.00% 0.26%
Sold All 😨
(Was: #76)
0.3 -41,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LOW
LOWES COS INC
Consumer Cyclical 0.00% 0.26%
Sold All 😨
(Was: #78)
0.3 -4,243 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SYK
STRYKER CORPORA...
Healthcare 0.00% 0.26%
Sold All 😨
(Was: #79)
0.3 -2,857 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PLD
PROLOGIS INC.
Real Estate 0.00% 0.22%
Sold All 😨
(Was: #80)
0.3 -7,684 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 0.18%
Sold All 😨
(Was: #81)
0.3 -1,118 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 0.17%
Sold All 😨
(Was: #82)
0.3 -6,085 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.00% 0.17%
Sold All 😨
(Was: #83)
0.3 -2,161 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASML
ASML HOLDING N ...
Technology 0.00% 0.16%
Sold All 😨
(Was: #84)
0.3 -692 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.16%
Sold All 😨
(Was: #85)
0.3 -3,795 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CPT
CAMDEN PPTY TR
Bond/Debt 0.00% 0.14%
Sold All 😨
(Was: #86)
0.3 -5,468 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.14%
Sold All 😨
(Was: #87)
0.3 -1,574 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC
Healthcare 0.00% 0.14%
Sold All 😨
(Was: #88)
0.3 -3,790 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KO
COCA COLA CO
Consumer Defensive 0.00% 0.13%
Sold All 😨
(Was: #89)
0.3 -8,236 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.00% 0.13%
Sold All 😨
(Was: #90)
0.3 -2,167 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
O
REALTY INCOME C...
Real Estate 0.00% 0.12%
Sold All 😨
(Was: #91)
0.3 -8,379 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 0.12%
Sold All 😨
(Was: #92)
0.3 -1,470 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANET
ARISTA NETWORKS...
Technology 0.00% 0.12%
Sold All 😨
(Was: #94)
0.3 -3,273 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 0.00% 0.11%
Sold All 😨
(Was: #96)
0.3 -2,284 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWD
CROWDSTRIKE HLD...
Technology 0.00% 0.11%
Sold All 😨
(Was: #97)
0.3 -942 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.00% 0.11%
Sold All 😨
(Was: #99)
0.3 -733 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LAMR
LAMAR ADVERTISI...
Real Estate 0.00% 0.11%
Sold All 😨
(Was: #101)
0.3 -3,521 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR
Warrant 0.00% 0.10%
Sold All 😨
(Was: #102)
0.3 -6,272 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FRT
FEDERAL RLTY IN...
Bond/Debt 0.00% 0.10%
Sold All 😨
(Was: #103)
0.3 -4,112 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCI
CROWN CASTLE IN...
Real Estate 0.00% 0.10%
Sold All 😨
(Was: #104)
0.3 -4,117 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GGG
GRACO INC
Industrials 0.00% 0.10%
Sold All 😨
(Was: #105)
0.3 -4,650 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITW
ILLINOIS TOOL W...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #107)
0.3 -1,492 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.09%
Sold All 😨
(Was: #108)
0.3 -526 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 0.00% 0.09%
Sold All 😨
(Was: #109)
0.3 -2,763 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 0.00% 0.09%
Sold All 😨
(Was: #110)
0.3 -3,160 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWB
ISHARES TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #113)
0.3 -967 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITOT
ISHARES TR
ETF 0.00% 0.08%
Sold All 😨
(Was: #114)
0.3 -2,327 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.08%
Sold All 😨
(Was: #115)
0.3 -4,630 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OBDC
BLUE OWL CAPITA...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #116)
0.3 -26,003 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 0.00% 0.08%
Sold All 😨
(Was: #117)
0.3 -2,740 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UBSI
UNITED BANKSHAR...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #118)
0.3 -8,743 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ESG
FLEXSHARES TR
ETF 0.00% 0.08%
Sold All 😨
(Was: #119)
0.3 -2,073 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 0.00% 0.08%
Sold All 😨
(Was: #120)
0.3 -4,537 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PFEB
INNOVATOR ETFS ...
ETF 0.00% 0.07%
Sold All 😨
(Was: #121)
0.3 -7,702 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEL
TE CONNECTIVITY...
Technology 0.00% 0.07%
Sold All 😨
(Was: #122)
0.3 -1,317 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLRE
SELECT SECTOR S...
ETF 0.00% 0.07%
Sold All 😨
(Was: #123)
0.3 -6,653 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COP
CONOCOPHILLIPS
Energy 0.00% 0.07%
Sold All 😨
(Was: #124)
0.3 -2,950 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PNC
PNC FINL SVCS G...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #125)
0.3 -1,361 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CTAS
CINTAS CORP
Industrials 0.00% 0.07%
Sold All 😨
(Was: #126)
0.3 -1,320 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
Technology 0.00% 0.06%
Sold All 😨
(Was: #127)
0.3 -1,855 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #128)
0.3 -1,435 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AON
AON PLC
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #129)
0.3 -685 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GPN
GLOBAL PMTS INC
Industrials 0.00% 0.06%
Sold All 😨
(Was: #130)
0.3 -2,900 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PSX
PHILLIPS 66
Energy 0.00% 0.06%
Sold All 😨
(Was: #131)
0.3 -1,767 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVLV
AMERICAN CENTY ...
ETF 0.00% 0.06%
Sold All 😨
(Was: #132)
0.3 -3,290 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
INTUIT
Technology 0.00% 0.06%
Sold All 😨
(Was: #133)
0.3 -344 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES TR
ETF 0.00% 0.06%
Sold All 😨
(Was: #134)
0.3 -2,506 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGSB
ISHARES TR
ETF 0.00% 0.06%
Sold All 😨
(Was: #135)
0.3 -4,362 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AX
AXOS FINANCIAL ...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #136)
0.3 -2,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TT
TRANE TECHNOLOG...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #137)
0.3 -515 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTM
SPDR SERIES TRU...
ETF 0.00% 0.05%
Sold All 😨
(Was: #138)
0.3 -2,675 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORLY
OREILLY AUTOMOT...
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #139)
0.3 -1,995 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBTC
GRAYSCALE BITCO...
ETF 0.00% 0.05%
Sold All 😨
(Was: #140)
0.3 -2,360 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOP
SHOPIFY INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #141)
0.3 -1,413 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XYZ
BLOCK INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #142)
0.3 -2,857 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MCD
MCDONALDS CORP
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #143)
0.3 -677 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 0.00% 0.05%
Sold All 😨
(Was: #144)
0.3 -818 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTHY
FIRST TR HIGH Y...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #145)
0.3 -13,775 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 147 holdings

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