Novak & Powell Financial Services, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Novak & Powell Financial Services, Inc. reported 163 stock positions worth $185.6 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 6.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.1%) and Apple (AAPL, 5.3%). Compared with Q4 2025, it opened 7 new positions, sold out of 7, added to 76 and reduced 44. The biggest buy was iShares S&P Small-Cap 600 Va (IJS, shares +147%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
ST. PETERSBURG, FL
CIK
0002011548
Portfolio Value
$185.6M (Q1 2026)
SEC Filing
0002011548-26-000002 ↗ filed May 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $133.7M Q1 2024 Q2 2024: $161.0M Q2 2024 Q3 2024: $172.5M Q3 2024 Q4 2024: $167.9M Q4 2024 Q1 2025: $160.7M Q1 2025 Q2 2025: $144.1M Q2 2025 Q3 2025: $190.2M Q3 2025 Q4 2025: $191.7M Q4 2025 Q1 2026: $185.6M $185.6M Q1 2026 Q2 2026: $212.1M Q2 2026

Holdings 163 stocks · $185.6M
QQQ Invesco QQQ Trust Series 1 6.36% 20,469 $11.8M Reduce -0.8%
VUG Vanguard Mrngstar GR ETF-Sui 6.08% 25,831 $11.3M Reduce -1.2%
AAPL Apple Inc. 5.33% 38,991 $9.9M Reduce -2.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 4.61% 28,637 $8.6M Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 3.58% 10,214 $6.6M Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui 2.86% 27,015 $5.3M Add +0.1%
VT Vanguard Tot World STK ETF 2.58% 34,670 $4.8M Add +0.2%
MSFT Microsoft Corp. 2.28% 11,442 $4.2M Reduce -1.8%
VIG Vanguard Dividend Apprec ETF 2.19% 18,909 $4.1M Add +0.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 1.98% 7,951 $3.7M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 1.98% 7,654 $3.7M Reduce -1.6%
VTI VG Morningstar TS MKT ETF-US 1.87% 10,829 $3.5M Reduce -0.5%
IAU iShares Gold Trust 1.81% 38,023 $3.4M Reduce 0.0%
IJH iShares Core S&P Midcap ETF 1.58% 43,520 $2.9M Add +3.2%
NVDA Nvidia Corp. 1.48% 15,783 $2.8M Reduce -11.3%
VCSH Vanguard S/T Corp. Bond ETF 1.46% 34,232 $2.7M Reduce -1.5%
IJR iShares Core S&P Small-Cap E 1.37% 20,424 $2.5M Add +0.3%
JNJ Johnson & Johnson 1.36% 10,326 $2.5M Reduce -0.3%
FDN First Trust DJ Internet Ind 1.35% 10,681 $2.5M Reduce -5.7%
QTEC First Trust Nasdq 100 Tech I 1.26% 10,867 $2.3M No change
IJS iShares S&P Small-Cap 600 Va 1.09% 17,067 $2.0M Add +146.6%
IBB iShares Biotechnology ETF 0.98% 10,797 $1.8M Add +0.1%
VHT Vanguard Health Care ETF 0.94% 6,422 $1.7M Add +0.9%
VWO Vanguard Ftse Emerging Marke 0.93% 32,055 $1.7M Add +2.5%
IJT iShares S&P Small-Cap 600 GR 0.92% 11,851 $1.7M Reduce -46.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.92% 12,881 $1.7M Reduce -1.8%
VFH Vanguard Financials ETF 0.91% 13,950 $1.7M Reduce -2.6%
VCIT Vanguard Int-Term Corporate 0.90% 20,115 $1.7M Add +3.0%
IJK iShares S&P Mid-Cap 400 Grow 0.86% 15,927 $1.6M Reduce -1.9%
FXL First Trust Technology Alpha 0.86% 10,072 $1.6M Reduce -0.2%
EPD Enterprise Products Partners 0.85% 41,902 $1.6M Add +1.0%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.85% 7,835 $1.6M Add +16.6%
VNQ Vanguard Real Estate ETF 0.82% 17,250 $1.5M Reduce -0.8%
BSV Vanguard Short-Term Bond ETF 0.79% 18,783 $1.5M Reduce -3.3%
VEU Vanguard Ftse All-World Ex-U 0.79% 19,588 $1.5M Add +0.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.74% 5,336 $1.4M Reduce -1.9%
JPM JPMorgan Chase & Co. 0.73% 4,582 $1.3M Reduce -1.2%
PG The Procter & Gamble Co. 0.71% 9,173 $1.3M Add +3.0%
BA The Boeing Co. 0.64% 6,013 $1.2M Reduce -1.6%
VPU Vanguard Utilities ETF 0.64% 5,954 $1.2M No change
IYY iShares Dow Jones U.S. ETF 0.63% 7,332 $1.2M No change
BND Vanguard Total Bond Market 0.59% 14,792 $1.1M Add +3.0%
XOM Exxon Mobil Corp. 0.56% 6,146 $1.0M Add +0.1%
VGK Vanguard Ftse Europe ETF 0.55% 12,486 $1.0M Reduce -1.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.55% 3,357 $1.0M New
AMGN Amgen Inc. 0.54% 2,836 $998K Reduce -0.1%
AMZN Amazon.com Inc. 0.53% 4,711 $981K Reduce -5.7%
DWX State Street SPDR S&P Intern 0.49% 20,000 $912K Add +0.5%
ECL Ecolab Inc. 0.45% 3,143 $836K Add +0.0%
AMLP Alerian MLP ETF 0.45% 15,804 $832K Add +1.1%
FV First Trust DW Focus 5 Fund 0.43% 13,102 $792K No change
SCCO Southern Copper Corp. 0.43% 4,590 $790K Add +0.8%
IVE iShares S&P 500 Value ETF 0.40% 3,531 $746K Reduce -6.5%
QCOM Qualcomm Inc. 0.40% 5,765 $742K Add +0.6%
WMT Walmart Inc. 0.40% 5,940 $738K Add +0.1%
VXUS Vanguard Total Intl Stock 0.39% 9,351 $721K Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 0.39% 1 $718K No change
EFX Equifax Inc. 0.38% 3,963 $714K Add +0.3%
PNC PNC Financial Services Group 0.38% 3,364 $700K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.38% 3,217 $699K Reduce -3.2%
IVV iShares Core S&P 500 ETF 0.37% 1,055 $689K Add +24.1%
PM Philip Morris International 0.37% 4,135 $684K Reduce -1.7%
VAW Vanguard Materials ETF 0.36% 2,986 $673K Add +0.3%
MMM 3M Co. 0.35% 4,485 $651K Add +0.3%
TSLA Tesla Inc. 0.35% 1,738 $646K Add +5.4%
BIP Brookfield Infrastructure Pa 0.34% 17,350 $627K Reduce -0.6%
MCD McDonald's Corp. 0.33% 1,974 $614K Reduce -4.9%
DNP DNP Select Income Fund Inc. 0.33% 59,449 $612K Add +1.1%
DUK Duke Energy Corp. 0.32% 4,591 $601K Add +0.1%
MRK Merck & Co. Inc. 0.32% 4,960 $597K Add +1.8%
EVRG Evergy Inc. 0.32% 7,162 $587K Add +0.8%
JNK SS SPDR BB High Yield Bond 0.32% 6,117 $586K Add +1.1%
STBA S & T Bancorp Inc. 0.31% 13,819 $578K No change
SO The Southern Co. 0.31% 5,925 $572K No change
AMAT Applied Materials Inc. 0.30% 1,627 $556K No change
EEM iShares MSCI Emerging Market 0.29% 8,698 $546K Reduce -6.8%
NEE Nextera Energy Inc. 0.28% 5,670 $527K No change
VGSH Vanguard Short-Term Treasury 0.27% 8,600 $503K No change
SFL SFL Corp. Ltd. 0.27% 46,341 $500K No change
CVX Chevron Corp. 0.27% 2,416 $500K Add +1.1%
GLD SPDR Gold Shares 0.27% 1,159 $499K Add +17.4%
FXH First Trust Health Care Alph 0.26% 4,451 $489K Reduce -2.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 5,055 $487K Add +0.4%
CTAS Cintas Corp. 0.26% 2,809 $475K Add +0.2%
IGLD FT Vest Gold Strategy Target 0.25% 18,400 $470K Reduce -1.1%
SBAC SBA Communications Corp. 0.25% 2,689 $463K Reduce -19.9%
UNH Unitedhealth Group Inc. 0.25% 1,696 $459K Add +4.6%
IGV iShares Expanded Tech-Softwa 0.25% 5,725 $458K Reduce -6.5%
VYM Vanguard High DVD Yield ETF 0.25% 3,084 $457K Add +0.5%
RJF Raymond James Financial Inc. 0.24% 3,073 $445K No change
COST Costco Wholesale Corp. 0.24% 439 $438K Reduce -1.4%
MAR Marriott International Class A 0.23% 1,304 $427K No change
FTCS First Trust Capital Strength 0.23% 4,555 $423K Reduce -9.9%
EA Electronic Arts Inc. 0.23% 2,059 $420K Add +0.1%
TXN Texas Instruments Inc. 0.22% 2,146 $417K Add +0.3%
SPYI Neos S&P 500 High Income ETF 0.22% 8,367 $413K Reduce -5.6%
XLK SS Technology Select Sector 0.22% 3,031 $403K Add +42.6%
GLW Corning Inc. 0.22% 2,954 $402K Add +3.5%
XLG Invesco S&P 500 Top 50 ETF 0.21% 7,056 $385K Add +31.4%
VIGI Vanguard Int Div App Indx FD 0.20% 4,279 $379K Add +0.6%
GE General Electric filed as GE AEROSPACE 0.20% 1,328 $377K No change
VZ Verizon Communications Inc. 0.20% 7,283 $366K Add +3.5%
KR Kroger Co. 0.19% 4,935 $357K Add +0.4%
NOBL Proshares S&P 500 Dividend A 0.19% 3,364 $357K Add +5.8%
MO Altria Group Inc. 0.19% 5,399 $356K Add +0.3%
PFE Pfizer Inc. 0.19% 12,581 $353K Add +0.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.19% 1,695 $350K Add +0.5%
DFAS Dimensional US Small Cap ETF 0.19% 4,880 $347K New
XLI SS Industrial Select Sector 0.19% 2,139 $346K Add +0.2%
SOXX iShares Semiconductor ETF 0.19% 1,050 $345K No change
IYW iShares Ustechnology ETF 0.19% 1,894 $344K No change
IWY iShares Russell Top 200 Grow 0.18% 1,380 $343K No change
VB Vanguard Most SM-Cap ETF-Usd 0.18% 1,311 $343K Reduce -73.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 7,041 $343K Add +0.0%
SYK Stryker Corp. 0.18% 1,000 $329K No change
FXR First Trust Indst/Producers 0.18% 3,997 $326K No change
GS Goldman Sachs Group Inc. 0.17% 384 $325K Add +0.5%
UTG Reaves Utility Income Fund 0.17% 8,243 $324K Add +1.2%
VOO Vanguard S&P 500 ETF 0.17% 532 $318K No change
COP Conocophillips 0.17% 2,398 $317K No change
T AT&T Inc. 0.17% 10,776 $312K Add +0.5%
SPLV Invesco S&P 500 Low Volatili 0.17% 4,269 $312K Reduce -2.3%
FBT First Trust Nyse Arca Biotec 0.16% 1,512 $304K No change
ADP Automatic Data Processing 0.16% 1,475 $300K Add +0.3%
PSX Phillips 66 0.16% 1,620 $295K No change
INTC Intel Corp. 0.16% 6,687 $295K No change
DE Deere & Co. 0.16% 521 $294K No change
QQQI Neos Nasdaq-100 High Inc. ETF 0.16% 5,802 $288K Reduce -4.9%
GEV GE Vernova Inc. 0.16% 330 $288K No change
KO The Coca-Cola Co. 0.15% 3,742 $285K Add +30.1%
VGT Vanguard Info Tech ETF 0.15% 403 $281K No change
CSCO Cisco Systems Inc. 0.15% 3,618 $281K Reduce -8.5%
PEP Pepsico Inc. 0.15% 1,759 $273K Add +1.2%
RSPN Invesco S&P 500 Equal Weight 0.15% 4,715 $271K No change
D Dominion Energy Inc. 0.14% 4,312 $267K Add +0.8%
DFAI Dimensional International Co. 0.14% 6,793 $265K Add +3.9%
HON Honeywell International Inc. 0.14% 1,149 $260K Add +0.1%
ABBV Abbvie Inc. 0.14% 1,183 $257K No change
UNP Union Pacific Corp. 0.14% 1,057 $256K No change
FLG Flagstar Bank NA 0.14% 19,202 $253K Add +0.1%
IEMG iShares Core MSCI Emerging 0.13% 3,585 $250K Add +5.9%
DHR Danaher Corp. 0.13% 1,299 $246K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.13% 4,290 $238K Add +0.4%
IYK iShares US Consumer Staples 0.13% 3,401 $238K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 828 $238K Reduce -60.1%
YUM Yum! Brands Inc. 0.13% 1,509 $235K Add +0.3%
CAT Caterpillar Inc. 0.13% 330 $234K New
PSCI Invesco S&P Smallcap Industr 0.12% 1,467 $227K No change
PGF Invesco Financial Preferred 0.12% 16,348 $225K Add +38.6%
COWZ Pacer US Cash Cows 100 ETF 0.12% 3,582 $224K Reduce -12.2%
LOW Lowe's Cos Inc. 0.12% 948 $224K No change
RSPG Invesco S&P 500 Equal Weight 0.12% 2,035 $223K New
RTX RTX Corp. 0.11% 1,104 $213K No change
DFAE Dimensional Emerging Core Eq 0.11% 6,192 $210K New
HD Home Depot Inc. 0.11% 635 $209K Add +3.4%
FPE FT-Preferred Secur & Inc. ETF 0.11% 11,677 $207K Add +3.5%
DFAT Dimensional US Target Value 0.11% 3,290 $205K New
KNCT Invesco Next Gen Connectivit 0.11% 1,466 $203K New
DOC Healthpeak Properties Inc. 0.11% 12,057 $198K Add +1.8%
LEO BNY Mellon Strategic Muni 0.09% 26,857 $169K Add +1.1%
CXE MFS High Income Municipal TR 0.08% 38,183 $142K Add +1.4%
XCMUX MFS High Yield Municipal TR 0.06% 30,789 $110K Add +1.4%
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.06% 18,255 $110K Add +1.3%

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -1.8% 2.28% −0.66
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.2% 6.08% −0.57
VB Vanguard Most SM-Cap ETF-Usd Reduce -73.7% 0.18% −0.56
IJT iShares S&P Small-Cap 600 GR Reduce -46.2% 0.92% −0.55
AAPL Apple Inc. Reduce -2.2% 5.33% −0.32
ORCL Oracle Corp. Sold out 0.00% −0.29
NVDA Nvidia Corp. Reduce -11.3% 1.48% −0.25
QQQ Invesco QQQ Trust Series 1 Reduce -0.8% 6.36% −0.25
FDN First Trust DJ Internet Ind Reduce -5.7% 1.35% −0.24
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -60.1% 0.13% −0.19
BR Broadridge Financial Solutio Sold out 0.00% −0.13
SPGI S&P Global Inc. Sold out 0.00% −0.12
BALL Ball Corp. Sold out 0.00% −0.12
AVGO Broadcom Inc. Sold out 0.00% −0.12
META Meta Platforms Inc. Class A Sold out 0.00% −0.11
RDVY First Trust Rising Dividend Sold out 0.00% −0.11
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.0% 4.61% −0.09
IGV iShares Expanded Tech-Softwa Reduce -6.5% 0.25% −0.09
VFH Vanguard Financials ETF Reduce -2.6% 0.91% −0.09
SBAC SBA Communications Corp. Reduce -19.9% 0.25% −0.09
AMZN Amazon.com Inc. Reduce -5.7% 0.53% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.6% 1.98% −0.06
JPM JPMorgan Chase & Co. Reduce -1.2% 0.73% −0.05
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -1.9% 0.74% −0.05
BA The Boeing Co. Reduce -1.6% 0.64% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 1.87% −0.03
FXL First Trust Technology Alpha Reduce -0.2% 0.86% −0.02
SPYI Neos S&P 500 High Income ETF Reduce -5.6% 0.22% −0.02
FTCS First Trust Capital Strength Reduce -9.9% 0.23% −0.02
IVE iShares S&P 500 Value ETF Reduce -6.5% 0.40% −0.02
QQQI Neos Nasdaq-100 High Inc. ETF Reduce -4.9% 0.16% −0.02
CSCO Cisco Systems Inc. Reduce -8.5% 0.15% −0.01
COWZ Pacer US Cash Cows 100 ETF Reduce -12.2% 0.12% −0.01
FXH First Trust Health Care Alph Reduce -2.2% 0.26% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -3.3% 0.79% −0.00
EEM iShares MSCI Emerging Market Reduce -6.8% 0.29% −0.00
MCD McDonald's Corp. Reduce -4.9% 0.33% −0.00
VGK Vanguard Ftse Europe ETF Reduce -1.4% 0.55% +0.00
SPLV Invesco S&P 500 Low Volatili Reduce -2.3% 0.17% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.2% 0.38% +0.01
IGLD FT Vest Gold Strategy Target Reduce -1.1% 0.25% +0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -1.5% 1.46% +0.02
PM Philip Morris International Reduce -1.7% 0.37% +0.02
IJJ iShares S&P Mid-Cap 400 Valu Reduce -1.8% 0.92% +0.02
BIP Brookfield Infrastructure Pa Reduce -0.6% 0.34% +0.02
VNQ Vanguard Real Estate ETF Reduce -0.8% 0.82% +0.02
COST Costco Wholesale Corp. Reduce -1.4% 0.24% +0.04
IJK iShares S&P Mid-Cap 400 Grow Reduce -1.9% 0.86% +0.04
AMGN Amgen Inc. Reduce -0.1% 0.54% +0.05
IAU iShares Gold Trust Reduce 0.0% 1.81% +0.20

Portfolio Buys Q4 2025 → Q1 2026
IJS iShares S&P Small-Cap 600 Va Add +146.6% 1.09% +0.68
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.55% +0.55
VOE Vngrd Mrngstr MD-Cap Val ETF Add +16.6% 0.85% +0.23
DFAS Dimensional US Small Cap ETF New 0.19% +0.19
XOM Exxon Mobil Corp. Add +0.1% 0.56% +0.18
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 2.86% +0.17
EPD Enterprise Products Partners Add +1.0% 0.85% +0.16
IJH iShares Core S&P Midcap ETF Add +3.2% 1.58% +0.13
CAT Caterpillar Inc. New 0.13% +0.13
RSPG Invesco S&P 500 Equal Weight New 0.12% +0.12
DFAE Dimensional Emerging Core Eq New 0.11% +0.11
DFAT Dimensional US Target Value New 0.11% +0.11
KNCT Invesco Next Gen Connectivit New 0.11% +0.11
IJR iShares Core S&P Small-Cap E Add +0.3% 1.37% +0.09
GLW Corning Inc. Add +3.5% 0.22% +0.09
SCCO Southern Copper Corp. Add +0.8% 0.43% +0.08
CVX Chevron Corp. Add +1.1% 0.27% +0.08
IVV iShares Core S&P 500 ETF Add +24.1% 0.37% +0.07
AMLP Alerian MLP ETF Add +1.1% 0.45% +0.06
GLD SPDR Gold Shares Add +17.4% 0.27% +0.06
XLK SS Technology Select Sector Add +42.6% 0.22% +0.06
VWO Vanguard Ftse Emerging Marke Add +2.5% 0.93% +0.06
MRK Merck & Co. Inc. Add +1.8% 0.32% +0.05
WMT Walmart Inc. Add +0.1% 0.40% +0.05
KO The Coca-Cola Co. Add +30.1% 0.15% +0.05
PG The Procter & Gamble Co. Add +3.0% 0.71% +0.05
EVRG Evergy Inc. Add +0.8% 0.32% +0.05
VZ Verizon Communications Inc. Add +3.5% 0.20% +0.05
VCIT Vanguard Int-Term Corporate Add +3.0% 0.90% +0.04
DUK Duke Energy Corp. Add +0.1% 0.32% +0.04
VEU Vanguard Ftse All-World Ex-U Add +0.1% 0.79% +0.04
XLG Invesco S&P 500 Top 50 ETF Add +31.4% 0.21% +0.04
VAW Vanguard Materials ETF Add +0.3% 0.36% +0.04
VT Vanguard Tot World STK ETF Add +0.2% 2.58% +0.04
DWX State Street SPDR S&P Intern Add +0.5% 0.49% +0.04
PGF Invesco Financial Preferred Add +38.6% 0.12% +0.03
IBB iShares Biotechnology ETF Add +0.1% 0.98% +0.03
KR Kroger Co. Add +0.4% 0.19% +0.03
BND Vanguard Total Bond Market Add +3.0% 0.59% +0.03
TXN Texas Instruments Inc. Add +0.3% 0.22% +0.03
MO Altria Group Inc. Add +0.3% 0.19% +0.03
T AT&T Inc. Add +0.5% 0.17% +0.03
PFE Pfizer Inc. Add +0.5% 0.19% +0.03
VIG Vanguard Dividend Apprec ETF Add +0.1% 2.19% +0.03
DNP DNP Select Income Fund Inc. Add +1.1% 0.33% +0.02
HON Honeywell International Inc. Add +0.1% 0.14% +0.02
VXUS Vanguard Total Intl Stock Add +0.0% 0.39% +0.02
ECL Ecolab Inc. Add +0.0% 0.45% +0.02
NOBL Proshares S&P 500 Dividend A Add +5.8% 0.19% +0.02
UTG Reaves Utility Income Fund Add +1.2% 0.17% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 171$212.1MQQQ, VUG, AAPL, VV, SPY
Q1 2026 163$185.6MQQQ, VUG, AAPL, VV, SPY
Q4 2025 163$191.7MVUG, QQQ, AAPL, VV, SPY
Q3 2025 163$190.2MVUG, QQQ, AAPL, VV, MSFT
Q2 2025 146$144.1MVUG, QQQ, VV, AAPL, SPY
Q1 2025 152$160.7MVUG, QQQ, AAPL, VV, SPY
Q4 2024 150$167.9MVUG, QQQ, AAPL, VV, SPY
Q3 2024 156$172.5MVUG, QQQ, AAPL, VV, SPY
Q2 2024 152$161.0MVUG, AAPL, VV, QQQ, SPY
Q1 2024 145$133.7MVUG, VV, QQQ, AAPL, SPY