CIK 2011548
Novak & Powell Financial Services, Inc.
Institutional 13F holdings & portfolio
Holdings
163
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–163 of 163
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INCORPORATED CLASS A | 322 | $100K–$500K | SH |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INCORPORATED | 614 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | 11K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| KO | COCA COLA COMPANY | 3K | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 12K | $100K–$500K | SH |
| LEO | BNY MELLON STRATEGIC MUNS INCORPORATED | 27K | $100K–$500K | SH |
| PGF | INVESCO FINANCIAL PREFERRED ETF | 12K | $100K–$500K | SH |
| CXE | MFS HIGH INCOME MUN TR SH BEN INT | 38K | $100K–$500K | SH |
| DSM | BNY MELLON STRATEGIC MUN BD FD | 18K | $100K–$500K | SH |
| CMU | MFS HIGH YIELD MUN TR SH BEN INT | 30K | $100K–$500K | SH |