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  Name: Novak & Powell Financial Services Inc.
  City: ST. PETERSBURG
  State: FL
  Zip: 33701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $161,005,000
  Total Value Change : $27,327,000
  Securities Held Change : 7
   
All Securities Held : 152
  New Positions : 4
  Closed Positions : 9
  Increased Positions : 83
  Unchanged Positions : 27
  Decreased Positions : 38

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPYI)1 Year Chart         SPYI Neos S&p 500 High Income Etf 114 New $0.00 $256,000 5,100 0.16% 256,000 5,100 0.117    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 120 New $0.00 $241,000 4,428 0.15% 241,000 4,428 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 130 New $879.09 $227,000 267 0.14% 227,000 267 0.003    Discount, Variety Stores
   (PEAK)1 Year Chart         PEAK Healthpeak Properties 141 New $35.78 $211,000 10,777 0.13% 211,000 10,777 0.002    REIT - Healthcare Fac...

      4 Records Found
  1    
Page 1 of 1
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