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  Name: NOVARE CAPITAL MANAGEMENT LLC
  City: CHARLOTTE
  State: NC
  Zip: 28202
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,106,673,000
  Total Value Change : $123,859,000
  Securities Held Change : 15
   
All Securities Held : 183
  New Positions : 26
  Closed Positions : 12
  Increased Positions : 93
  Unchanged Positions : 17
  Decreased Positions : 47

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Holdings Found : 12     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
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 188 Closed $230.90 $0 0 0% -223,000 -1,017 0    Closed - End Fund - Debt
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 194 Closed $154.61 $0 0 0% -743,000 -5,123 0    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 187 Closed $190.17 $0 0 0% -447,000 -2,482 0    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 193 Closed $166.73 $0 0 0% -1,032,000 -6,540 0    Closed - End Fund - E...
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 186 Closed $202.72 $0 0 0% -2,623,000 -13,811 0    Closed - End Fund - E...
   (WOOD)1 Year Chart         WOOD iShares S&P Global Timber &... 192 Closed $83.75 $0 0 0% -475,000 -5,847 0    Closed - End Fund - Debt
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 185 Closed $254.37 $0 0 0% -271,000 -1,120 0    Closed - End Fund - E...
   (DVN)1 Year Chart         DVN Devon Energy Corp 191 Closed $49.83 $0 0 0% -208,000 -4,600 0    Independent Oil & Gas
   (HUBB)1 Year Chart         HUBB Hubbell Inc 184 Closed $401.04 $0 0 0% -618,000 -1,880 0    Electronics Wholesale
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 190 Closed $49.56 $0 0 0% -1,052,000 -21,969 0    Closed - End Fund - F...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 189 Closed $345.65 $0 0 0% -1,791,000 -5,761 0    Closed - End Fund - E...
   (EOG)1 Year Chart         EOG EOG Resources Inc 195 Closed $129.43 $0 0 0% -206,000 -1,700 0    Independent Oil & Gas
      12 Records Found
  1    
Page 1 of 1
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