| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR UNIT SER 1 | 16 | Q3 2023 | 8.9% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 5.3% |
| APPLE INC | 16 | Q3 2023 | 4.1% |
| HOME DEPOT INC | 16 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.5% |
| SPDR SER TR PORTFOLIO S&P500 | 16 | Q3 2023 | 3.3% |
| ISHARES TR CORE S&P500 | 16 | Q3 2023 | 7.0% |
| SPDR INDEX SHS FDS PORTFOLIO DEVLPD | 16 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS TOTAL STK MKT | 16 | Q3 2023 | 4.3% |
| TEXAS INSTRS INC | 16 | Q3 2023 | 1.8% |
View NovaPoint Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-08 |
View NovaPoint Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.