NOVEM GROUP Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$712.6B

Holdings

354

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (354 positions)

#StockSharesValue% PortfolioType
1
VIGVANGUARD SPECIALIZED FUNDS
166,446$32.3B4.53%
2
PYLDPIMCO ETF TR
1,046,873$27.6B3.87%
3
SCHGSCHWAB STRATEGIC TR
1,078,986$27.0B3.79%
4
SPYMSPDR SER TR
404,904$26.6B3.74%
5
BONDPIMCO ETF TR
191,484$17.7B2.48%
6
SCHOSCHWAB STRATEGIC TR
630,719$15.4B2.15%
7
FALNISHARES TR
537,346$14.4B2.02%
8
VTVVANGUARD INDEX FDS
82,858$14.3B2.01%
9
AAPLAPPLE INC
63,239$14.0B1.97%Call
10
IBDRISHARES TR
517,898$12.5B1.76%
11
FFLCFIDELITY COVINGTON TRUST
287,219$12.5B1.75%
12
PMBSPIMCO ETF TR
120,030$11.6B1.63%
13
JOYTJ P MORGAN EXCHANGE TRADED F
180,300$11.5B1.61%
14
VUGVANGUARD INDEX FDS
30,881$11.5B1.61%
15
SPYVSPDR SER TR
222,962$11.4B1.60%
16
IBDQISHARES TR
426,747$10.7B1.51%
17
IVVISHARES TR
18,878$10.6B1.49%
18
USFRWISDOMTREE TR
194,110$9.8B1.37%
19
PTRBPGIM ETF TR
229,331$9.6B1.34%
20
SCHDSCHWAB STRATEGIC TR
298,276$8.3B1.17%
21
VEAVANGUARD TAX-MANAGED FDS
160,172$8.1B1.14%
22
IBDSISHARES TR
309,131$7.5B1.05%
23
SPYSPDR S&P 500 ETF TR
11,900$6.7B0.93%Put
24
WMTWALMART INC
72,682$6.4B0.90%
25
TMSLT ROWE PRICE ETF INC
209,030$6.4B0.89%
26
NVDANVIDIA CORPORATION
57,252$6.2B0.87%Call
27
MSFTMICROSOFT CORP
15,854$6.0B0.84%
28
JPMJPMORGAN CHASE & CO.
23,596$5.8B0.81%
29
JQUAJ P MORGAN EXCHANGE TRADED F
101,236$5.7B0.80%
30
AVGOBROADCOM INC
33,489$5.6B0.79%
31
CGDGCAPITAL GROUP DIVIDEND VALUE
150,855$5.4B0.75%
32
SPDWSPDR INDEX SHS FDS
145,687$5.3B0.74%
33
COPCONOCOPHILLIPS
46,694$4.9B0.69%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
8,671$4.6B0.65%
35
IJJISHARES TR
38,095$4.6B0.64%
36
VTWOVANGUARD SCOTTSDALE FDS
56,422$4.6B0.64%
37
ALSALLSTATE CORP
20,987$4.3B0.61%
38
FJULFIRST TR EXCHNG TRADED FD VI
89,603$4.3B0.60%
39
IJHISHARES TR
68,787$4.0B0.56%
40
SDYSPDR SER TR
29,091$3.9B0.55%
41
METAMETA PLATFORMS INC
6,832$3.9B0.55%Call
42
CMCSACOMCAST CORP NEW
101,049$3.7B0.52%
43
QCOMQUALCOMM INC
24,243$3.7B0.52%
44
PLDPROLOGIS INC.
32,906$3.7B0.52%
45
FDECFIRST TR EXCHNG TRADED FD VI
83,010$3.6B0.51%
46
MDTMEDTRONIC PLC
39,856$3.6B0.50%
47
VVISA INC
10,216$3.6B0.50%
48
EBAEBAY INC.
52,710$3.6B0.50%
49
MGKVANGUARD WORLD FD
11,502$3.6B0.50%
50
JPSTJ P MORGAN EXCHANGE TRADED F
69,139$3.5B0.49%
51
IWMISHARES TR
17,515$3.5B0.49%
52
JCIJOHNSON CTLS INTL PLC
42,631$3.4B0.48%
53
PEPPEPSICO INC
22,527$3.4B0.47%
54
PNCPNC FINL SVCS GROUP INC
19,093$3.4B0.47%
55
NXPINXP SEMICONDUCTORS N V
17,249$3.3B0.46%
56
AIQGLOBAL X FDS
89,847$3.3B0.46%
57
MRKMERCK & CO INC
35,669$3.2B0.45%
58
VCITVANGUARD SCOTTSDALE FDS
38,637$3.2B0.44%
59
IGSBISHARES TR
60,274$3.2B0.44%
60
VTIVANGUARD INDEX FDS
11,167$3.1B0.43%
61
CGMSCAPITAL GRP FIXED INCM ETF T
111,630$3.0B0.43%
62
PRGOPERRIGO CO PLC
108,078$3.0B0.43%
63
CWISPDR INDEX SHS FDS
102,207$3.0B0.42%
64
FNDFSCHWAB STRATEGIC TR
83,252$3.0B0.42%
65
AQLTISHARES TR
129,614$3.0B0.42%
66
EMREMERSON ELEC CO
26,078$2.9B0.40%
67
AMZNAMAZON COM INC
14,780$2.8B0.39%
68
MAMASTERCARD INCORPORATED
5,130$2.8B0.39%
69
MINTPIMCO ETF TR
27,662$2.8B0.39%
70
BKLNINVESCO EXCH TRADED FD TR II
125,700$2.6B0.37%
71
FNDXSCHWAB STRATEGIC TR
106,750$2.5B0.35%
72
GOOGALPHABET INC
14,437$2.3B0.32%
73
IJRISHARES TR
21,272$2.2B0.31%
74
QUALISHARES TR
12,817$2.2B0.31%
75
VNQVANGUARD INDEX FDS
24,148$2.2B0.31%
76
CGMUCAPITAL GRP FIXED INCM ETF T
81,084$2.2B0.31%
77
NFLXNETFLIX INC
2,120$2.0B0.28%Call
78
DIVIFRANKLIN TEMPLETON ETF TR
60,104$2.0B0.27%
79
QQQJINVESCO EXCH TRADED FD TR II
65,200$1.9B0.27%
80
GOOGLALPHABET INC
11,639$1.8B0.25%Call
81
ABBVABBVIE INC
8,192$1.7B0.24%
82
IBMINTERNATIONAL BUSINESS MACHS
6,737$1.7B0.24%
83
VOOVANGUARD INDEX FDS
3,135$1.6B0.23%
84
APHAMPHENOL CORP NEW
23,904$1.6B0.22%
85
JNJJOHNSON & JOHNSON
9,380$1.6B0.22%
86
KLACKLA CORP
2,288$1.6B0.22%
87
VYMVANGUARD WHITEHALL FDS
11,958$1.5B0.22%
88
AMLPALPS ETF TR
28,481$1.5B0.21%
89
XOMEXXON MOBIL CORP
12,367$1.5B0.21%
90
LRCXLAM RESEARCH CORP
19,918$1.4B0.20%
91
HALOHALOZYME THERAPEUTICS INC
22,407$1.4B0.20%
92
JEPIJ P MORGAN EXCHANGE TRADED F
24,781$1.4B0.20%
93
SPEMSPDR INDEX SHS FDS
35,598$1.4B0.20%
94
GRMNGARMIN LTD
6,453$1.4B0.20%
95
LLYELI LILLY & CO
1,674$1.4B0.19%Put
96
RTXRTX CORPORATION
10,002$1.3B0.19%
97
CITCINTAS CORP
6,308$1.3B0.18%
98
VXUSVANGUARD STAR FDS
20,182$1.3B0.18%
99
PANWPALO ALTO NETWORKS INC
7,328$1.3B0.18%
100
HSYHERSHEY CO
7,303$1.2B0.18%
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