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NovaPoint Capital, LLC

Portfolio Manager
NovaPoint Capital, LLC
Performance
-4.05% (2026 Q1)
AUM (13F)
$398.59M
# of Holdings
79
Performance Rank
Allocation (Top 20)
52.22%

NovaPoint Capital, LLC Holdings Map

Top 50 NovaPoint Capital, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IBDR
ISHARES TR
3.86%634.9K$15.4M
-2.57%(-16.77K)
2025-Q1: 34.6K shares2025-Q2: 55.2K shares2025-Q3: 93.1K shares2025-Q4: 651.6K shares2026-Q1: 634.9K shares
$24.35(-0.71%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.84%199.8K$15.3M
+0.74%(+1.47K)
2025-Q1: 182.1K shares2025-Q2: 183.0K shares2025-Q3: 192.7K shares2025-Q4: 198.3K shares2026-Q1: 199.8K shares
$47.66(+83.97%)
2026-03-31
AAPL
APPLE INC
3.8%59.7K$15.1M
+3.58%(+2.06K)
2025-Q1: 52.0K shares2025-Q2: 52.9K shares2025-Q3: 55.0K shares2025-Q4: 57.6K shares2026-Q1: 59.7K shares
$111.91(+175.77%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.33%76.0K$13.3M
+3.91%(+2.86K)
2025-Q1: 65.5K shares2025-Q2: 69.7K shares2025-Q3: 71.3K shares2025-Q4: 73.2K shares2026-Q1: 76.0K shares
$61.70(+215.75%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
3.08%268.6K$12.3M
+15.49%(+36.03K)
2025-Q1: 147.9K shares2025-Q2: 147.3K shares2025-Q3: 226.9K shares2025-Q4: 232.6K shares2026-Q1: 268.6K shares
$36.02(+39.02%)
2026-03-31
GLW
CORNING INC
3%88.0K$12.0M
+0.26%(+226)
2025-Q1: 77.7K shares2025-Q2: 82.5K shares2025-Q3: 87.1K shares2025-Q4: 87.8K shares2026-Q1: 88.0K shares
$40.47(+386.32%)
2026-03-31
HD
HOME DEPOT INC
2.88%35.0K$11.5M
+3.29%(+1.11K)
2025-Q1: 31.2K shares2025-Q2: 32.4K shares2025-Q3: 33.8K shares2025-Q4: 33.8K shares2026-Q1: 35.0K shares
$266.30(+34.40%)
2026-03-31
MSFT
MICROSOFT CORP
2.86%30.8K$11.4M
+6.54%(+1.89K)
2025-Q1: 26.0K shares2025-Q2: 26.3K shares2025-Q3: 27.9K shares2025-Q4: 28.9K shares2026-Q1: 30.8K shares
$236.49(+65.12%)
2026-03-31
WMT
WALMART INC
2.65%84.8K$10.5M
+2.03%(+1.69K)
2025-Q1: 77.0K shares2025-Q2: 77.6K shares2025-Q3: 82.1K shares2025-Q4: 83.1K shares2026-Q1: 84.8K shares
$50.08(+123.32%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
2.51%11.8K$10.0M
+1.87%(+218)
2025-Q1: 10.8K shares2025-Q2: 11.0K shares2025-Q3: 11.5K shares2025-Q4: 11.6K shares2026-Q1: 11.8K shares
$364.51(+180.10%)
2026-03-31

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