| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 5.3% |
| APPLE INC | 19 | Q2 2024 | 4.1% |
| HOME DEPOT INC | 19 | Q2 2024 | 4.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 3.9% |
| INVESCO QQQ TR UNIT SER 1 | 19 | Q2 2024 | 8.9% |
| SPDR SER TR PORTFOLIO S&P500 | 19 | Q2 2024 | 3.4% |
| VANGUARD INDEX FDS TOTAL STK MKT | 19 | Q2 2024 | 5.1% |
| ISHARES TR CORE S&P500 | 19 | Q2 2024 | 7.0% |
| SPDR INDEX SHS FDS PORTFOLIO DEVLPD | 19 | Q2 2024 | 3.5% |
| ISHARES TR IBONDS DEC24 | 19 | Q2 2024 | 5.4% |
View NovaPoint Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-19 |
| 13F-HR | 2024-07-10 |
| 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 |
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.