Novak & Powell Financial Services Inc's portfolio and holdings - Aug 2025

As per corporate shareholdings filed for Jul-2025, people matching Novak & Powell Financial Services Inc publicly holds 78 stocks with a net worth of over US$ 59.1 M.

These are shares held by Novak & Powell Financial Services Inc as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
ADD ALL SUPERSTAR ALERTS
Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
MFS High Income Municipal Trust Novak & Powell Financial Services Inc 3.72 36,540 0.12% 0.00 135.9 K
MFS High Yield Municipal Trust Novak & Powell Financial Services Inc 3.47 29,500 0.12% 0.00 102.4 K
abrdn Global Dynamic Dividend Fund Novak & Powell Financial Services Inc 13.32 13,030 0.05% 0.00 173.6 K
BNY Mellon Strategic Municipals Inc Novak & Powell Financial Services Inc 6.25 26,055 0.04% NEW 162.8 K
S & T Bancorp, Inc. Novak & Powell Financial Services Inc 37.59 13,819 0.04% 0.00 519.5 K
BNY Mellon Strategic Municipal Bond Fund Inc Novak & Powell Financial Services Inc 5.92 17,609 0.04% 0.00 104.2 K
SFL Corporation Ltd Novak & Powell Financial Services Inc 7.53 42,636 0.03% 0.00 321.0 K
Western Asset Managed Municipals Fund Inc Novak & Powell Financial Services Inc 10.34 9,716 0.02% NEW 100.5 K
DNP Select Income Fund Inc. Novak & Powell Financial Services Inc 10.01 57,084 0.02% 0.00 571.4 K
Flagstar Financial Inc. Novak & Powell Financial Services Inc 11.55 19,165 0.00% 0.00 221.4 K
Brookfield Infrastructure Partners L.P - Unit Novak & Powell Financial Services Inc 32.89 19,675 0.00% 0.00 647.1 K
SBA Communications Corp - Ordinary Shares - Class A Novak & Powell Financial Services Inc 193.35 4,139 0.00% 0.00 800.3 K
Evergy Inc Novak & Powell Financial Services Inc 76.02 7,568 0.00% 0.00 575.3 K
Equifax, Inc. Novak & Powell Financial Services Inc 256.53 3,939 0.00% 0.00 1.0 M
Ingredion Inc Novak & Powell Financial Services Inc 122.11 1,696 0.00% 0.00 207.1 K
Enterprise Products Partners L P - Unit Novak & Powell Financial Services Inc 31.27 40,287 0.00% 0.00 1.3 M
Healthpeak Properties Inc. Novak & Powell Financial Services Inc 19.15 11,445 0.00% 0.00 219.2 K
Raymond James Financial, Inc. Novak & Powell Financial Services Inc 172.60 3,073 0.00% 0.00 530.4 K
Ecolab, Inc. Novak & Powell Financial Services Inc 273.86 3,186 0.00% 0.00 872.5 K
M & T Bank Corp Novak & Powell Financial Services Inc 197.62 1,668 0.00% 0.00 329.6 K
Broadridge Financial Solutions, Inc. Novak & Powell Financial Services Inc 238.17 1,152 0.00% 0.00 274.4 K
PNC Financial Services Group Inc Novak & Powell Financial Services Inc 200.93 3,364 0.00% 0.00 675.9 K
Electronic Arts, Inc. Novak & Powell Financial Services Inc 201.70 2,053 0.00% 0.00 414.1 K
Boeing Co. Novak & Powell Financial Services Inc 215.83 6,113 0.00% 0.00 1.3 M
3M Co. Novak & Powell Financial Services Inc 155.18 4,285 0.00% 0.00 664.9 K
Kroger Co. Novak & Powell Financial Services Inc 67.41 4,871 0.00% 0.00 328.4 K
Cintas Corporation Novak & Powell Financial Services Inc 205.26 2,797 0.00% 0.00 574.1 K
Duke Energy Corp. Novak & Powell Financial Services Inc 123.75 4,581 0.00% 0.00 566.9 K
Southern Company Novak & Powell Financial Services Inc 94.77 6,225 0.00% 0.00 589.9 K
Southern Copper Corporation Novak & Powell Financial Services Inc 121.36 4,469 0.00% 0.00 542.4 K
Yum Brands Inc. Novak & Powell Financial Services Inc 152.00 1,495 0.00% 0.00 227.2 K
Qualcomm, Inc. Novak & Powell Financial Services Inc 166.36 5,678 0.00% 0.00 944.6 K
AMGEN Inc. Novak & Powell Financial Services Inc 282.20 2,743 0.00% 0.00 774.1 K
Marriott International, Inc. - Ordinary Shares - Class A Novak & Powell Financial Services Inc 260.44 1,373 0.00% 0.00 357.6 K
Dominion Energy Inc Novak & Powell Financial Services Inc 61.17 4,288 0.00% 0.00 262.3 K
Procter & Gamble Co. Novak & Powell Financial Services Inc 153.65 8,948 0.00% 0.00 1.4 M
Automatic Data Processing Inc. Novak & Powell Financial Services Inc 293.50 1,465 0.00% 0.00 430.0 K
Walt Disney Co (The) Novak & Powell Financial Services Inc 114.50 5,723 0.00% 0.00 655.3 K
Johnson & Johnson Novak & Powell Financial Services Inc 185.42 7,734 0.00% 0.00 1.4 M
Altria Group Inc. Novak & Powell Financial Services Inc 66.06 4,852 0.00% 0.00 320.5 K
Microstrategy Inc. - Ordinary Shares - Class A Novak & Powell Financial Services Inc 322.21 804 0.00% 0.00 259.1 K
NextEra Energy Inc Novak & Powell Financial Services Inc 75.49 5,670 0.00% 0.00 428.0 K
Apple Inc Novak & Powell Financial Services Inc 254.63 39,069 0.00% 0.00 9.9 M
Stryker Corp. Novak & Powell Financial Services Inc 369.67 1,000 0.00% 0.00 369.7 K
McDonald`s Corp Novak & Powell Financial Services Inc 303.89 1,770 0.00% 0.00 537.9 K
Philip Morris International Inc Novak & Powell Financial Services Inc 162.20 3,799 0.00% 0.00 616.2 K
Texas Instruments Inc. Novak & Powell Financial Services Inc 183.73 2,123 0.00% 0.00 390.1 K
Pfizer Inc. Novak & Powell Financial Services Inc 25.48 12,896 0.00% 0.00 328.6 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Novak & Powell Financial Services Inc 502.74 4,519 0.00% 0.00 2.3 M
Applied Materials Inc. Novak & Powell Financial Services Inc 204.74 1,624 0.00% 0.00 332.5 K
Merck & Co Inc Novak & Powell Financial Services Inc 83.93 4,914 0.00% 0.00 412.4 K
JPMorgan Chase & Co. Novak & Powell Financial Services Inc 315.43 5,520 0.00% 0.00 1.7 M
Deere & Co. Novak & Powell Financial Services Inc 457.26 519 0.00% 0.00 237.3 K
Union Pacific Corp. Novak & Powell Financial Services Inc 236.37 1,057 0.00% 0.00 249.8 K
Honeywell International Inc Novak & Powell Financial Services Inc 210.53 1,147 0.00% 0.00 241.5 K
Danaher Corp. Novak & Powell Financial Services Inc 198.26 1,299 0.00% 0.00 257.5 K
Lowe`s Cos., Inc. Novak & Powell Financial Services Inc 251.31 948 0.00% 0.00 238.2 K
Microsoft Corporation Novak & Powell Financial Services Inc 517.95 11,694 0.00% 0.00 6.1 M
Verizon Communications Inc Novak & Powell Financial Services Inc 43.95 6,778 0.00% 0.00 297.9 K
S&P Global Inc Novak & Powell Financial Services Inc 486.71 466 0.00% 0.00 226.8 K
AT&T, Inc. Novak & Powell Financial Services Inc 28.24 10,931 0.00% 0.00 308.7 K
Exxon Mobil Corp. Novak & Powell Financial Services Inc 112.75 6,222 0.00% 0.00 701.5 K
Unitedhealth Group Inc Novak & Powell Financial Services Inc 345.30 1,209 0.00% 0.00 417.5 K
PepsiCo Inc Novak & Powell Financial Services Inc 140.44 1,771 0.00% 0.00 248.7 K
Chevron Corp. Novak & Powell Financial Services Inc 155.29 2,575 0.00% 0.00 399.9 K
Goldman Sachs Group, Inc. Novak & Powell Financial Services Inc 796.35 380 0.00% 0.00 302.6 K
General Electric Co. Novak & Powell Financial Services Inc 300.82 1,328 0.00% 0.00 399.5 K
Bank Of America Corp. Novak & Powell Financial Services Inc 51.59 7,186 0.00% 0.00 370.7 K
NVIDIA Corp Novak & Powell Financial Services Inc 186.58 23,234 0.00% 0.00 4.3 M
Costco Wholesale Corp Novak & Powell Financial Services Inc 925.63 449 0.00% 0.00 415.6 K
Cisco Systems, Inc. Novak & Powell Financial Services Inc 68.42 3,800 0.00% 0.00 260.0 K
Walmart Inc Novak & Powell Financial Services Inc 103.06 6,046 0.00% 0.00 623.1 K
Coca-Cola Co Novak & Powell Financial Services Inc 66.32 3,473 0.00% 0.00 230.3 K
Abbvie Inc Novak & Powell Financial Services Inc 231.54 1,341 0.00% 0.00 310.5 K
Berkshire Hathaway Inc. - Ordinary Shares - Class A Novak & Powell Financial Services Inc 754200.00 1 0.00% 0.00 754.2 K
Home Depot, Inc. Novak & Powell Financial Services Inc 405.19 613 0.00% 0.00 248.4 K
Tesla Inc Novak & Powell Financial Services Inc 444.72 1,654 0.00% 0.00 735.6 K
Amazon.com Inc. Novak & Powell Financial Services Inc 219.57 4,669 0.00% 0.00 1.0 M
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