Top 50 NovaPoint Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBDR | ISHARES TR | 3.86% | 634.9K | $15.4M | -2.57%(-16.77K) | $24.35(-0.71%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.84% | 199.8K | $15.3M | +0.74%(+1.47K) | $47.66(+83.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.8% | 59.7K | $15.1M | +3.58%(+2.06K) | $111.91(+175.77%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.33% | 76.0K | $13.3M | +3.91%(+2.86K) | $61.70(+215.75%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.08% | 268.6K | $12.3M | +15.49%(+36.03K) | $36.02(+39.02%) | 2026-03-31 | |
| GLW | CORNING INC | 3% | 88.0K | $12.0M | +0.26%(+226) | $40.47(+386.32%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 2.88% | 35.0K | $11.5M | +3.29%(+1.11K) | $266.30(+34.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.86% | 30.8K | $11.4M | +6.54%(+1.89K) | $236.49(+65.12%) | 2026-03-31 | |
| WMT | WALMART INC | 2.65% | 84.8K | $10.5M | +2.03%(+1.69K) | $50.08(+123.32%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 2.51% | 11.8K | $10.0M | +1.87%(+218) | $364.51(+180.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.49% |
| Top 20 Holdings Unweighted | +14.35% | +49.52% |
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