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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed 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
   (DOW)1 Year Chart         DOW DOW Inc 153 Closed $49.34 $0 0 0% -211,000 -3,638 0    Diversified Chemicals
   (NWBI)1 Year Chart         NWBI Northwest Bancorp Inc 159 Closed $13.46 $0 0 0% -93,000 -8,000 0    Savings & Loans
   (PSCC)1 Year Chart         PSCC Invesco S&P Smallcap Consum... 158 Closed $36.92 $0 0 0% -211,000 -5,655 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp 157 Closed $22.30 $0 0 0% -329,000 -7,458 0    Semiconductor- Broad...
   (GWW)1 Year Chart         GWW WW Grainger Inc 156 Closed $1,099.34 $0 0 0% -209,000 -206 0    Electronics Wholesale
   (DE)1 Year Chart         DE Deere & Co 155 Closed $404.69 $0 0 0% -216,000 -525 0    Farm & Construction M...
   (MMU)1 Year Chart         MMU Western Asset Managed Munic... 161 Closed $10.34 $0 0 0% -102,000 -9,716 0    Closed - End Fund - Debt
   (BRO)1 Year Chart         BRO Brown & Brown Inc 154 Closed $105.83 $0 0 0% -214,000 -2,440 0    Insurance Brokers
   (TGT)1 Year Chart         TGT Target Corp 160 Closed $148.52 $0 0 0% -213,000 -1,203 0    Discount, Variety Stores

      9 Records Found
  1    
Page 1 of 1
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