Novem Group Top Holdings and 13F Report (2025) About Novem GroupInvestment ActivityNovem Group has $686.36 million in total holdings as of December 31, 2024.Novem Group owns shares of 362 different stocks, but just 100 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab U.S. Large-Cap Growth ETF $31,912,530Vanguard Dividend Appreciation ETF $30,626,427SPDR Portfolio S&P 500 ETF $29,182,896Fidelity Fundamental Large Cap Core ETF $21,685,136Apple $16,880,979 Sector AllocationMap of 500 Largest Holdings ofNovem Group Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$31,912,5301,145,0504.6%ETFVIGVanguard Dividend Appreciation ETF$30,626,427156,3934.5%ETFSPLGSPDR Portfolio S&P 500 ETF$29,182,896423,3094.3%ETFFMILFidelity Fundamental Large Cap Core ETF$21,685,136472,5463.2%ETFAAPLApple$16,880,97967,4112.5%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$16,270,313627,7132.4%ETFPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$15,630,007172,8602.3%ETFVTVVanguard Value ETF$13,973,40182,5362.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,605,324565,4752.0%ETFFALNiShares Fallen Angels USD Bond ETF$13,106,876490,7101.9%ManufacturingVUGVanguard Growth ETF$12,483,07630,4141.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$12,015,477499,1891.8%ETFIVViShares Core S&P 500 ETF$10,772,98818,3001.6%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$10,431,187416,4151.5%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$10,173,661106,9791.5%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$8,862,684176,1261.3%FinanceJPMORGAN EQUITY FOCUS ETF$8,673,673129,2461.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,423,030164,7051.2%ETFAVGOBroadcom$7,333,69931,6331.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$7,156,10012,2111.0%FinanceNVDANVIDIA$6,971,40851,9131.0%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$6,551,628224,2171.0%ETFWMTWalmart$6,473,12371,6450.9%Retail/WholesaleTMSLT. Rowe Price Small-Mid Cap ETF$6,438,425199,6720.9%ETFFNDFSchwab Fundamental International Large Company Index ETF$6,357,947191,4470.9%ETFPTRBPGIM Total Return Bond ETF$6,330,818154,5610.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,245,455182,9900.9%ETFJQUAJPMorgan US Quality Factor ETF$6,048,009105,6050.9%ETFMSFTMicrosoft$5,621,08913,3360.8%Computer and TechnologyJPMJPMorgan Chase & Co.$5,361,93622,3680.8%FinanceVTWOVanguard Russell 2000 ETF$4,967,55655,6090.7%ETFFJULFT Vest U.S. Equity Buffer ETF - July$4,815,85698,3480.7%ETFIJJiShares S&P Mid-Cap 400 Value ETF$4,586,58136,7040.7%ETFIJHiShares Core S&P Mid-Cap ETF$4,148,86266,5840.6%ETFCOPConocoPhillips$4,121,40241,5590.6%Oils/EnergySDYSPDR S&P Dividend ETF$4,021,69830,4440.6%ETFCGDVCapital Group Dividend Value ETF$3,943,161111,8310.6%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$3,893,938164,4400.6%ETFIDHQInvesco S&P International Developed Quality ETF$3,877,770136,9270.6%ETFALLAllstate$3,863,78320,0410.6%FinanceFDECFT Vest U.S. Equity Buffer ETF - December$3,860,64186,6100.6%ETFMGKVanguard Mega Cap Growth ETF$3,850,67511,2130.6%ETFMRKMerck & Co., Inc.$3,813,85438,3370.6%MedicalGOOGAlphabet$3,781,30319,8550.6%Computer and TechnologyIWMiShares Russell 2000 ETF$3,775,68517,0880.6%FinanceJPSTJPMorgan Ultra-Short Income ETF$3,705,17073,5590.5%ETFPNCThe PNC Financial Services Group$3,587,86018,6040.5%FinanceCMCSAComcast$3,525,58893,9410.5%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,519,2667,7640.5%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,388,007141,4030.5%ETFTSLATesla$3,277,5198,1160.5%Auto/Tires/TrucksJCIJohnson Controls International$3,271,49841,4480.5%ConstructionPEPPepsiCo$3,260,30021,4410.5%Consumer StaplesPLDPrologis$3,253,04630,7760.5%FinanceQCOMQUALCOMM$3,193,57920,7890.5%Computer and TechnologyNXPINXP Semiconductors$3,177,83815,2890.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,073,55110,6050.4%ETFEBAYeBay$3,052,18649,2680.4%Retail/WholesaleQTUMDefiance Quantum ETF$3,048,38437,5650.4%ETFEMREmerson Electric$3,026,84924,4240.4%Industrial ProductsIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,012,65258,2720.4%ManufacturingMDTMedtronic$2,884,24136,1070.4%MedicalAMZNAmazon.com$2,814,50112,8290.4%Retail/WholesaleCWISPDR MSCI ACWI ex-US ETF$2,775,93199,3530.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,723,26927,1400.4%ETFGOVTiShares U.S. Treasury Bond ETF$2,691,307117,1150.4%ETFBKLNInvesco Senior Loan ETF$2,684,318127,4000.4%ETFVVisa$2,668,9698,4450.4%Business ServicesPRGOPerrigo$2,601,021101,1670.4%MedicalCGMSCapital Group U.S. Multi-Sector Income ETF$2,595,00195,1250.4%ETFAIQGlobal X Future Analytics Tech ETF$2,547,24565,9220.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,546,36831,7230.4%ETFIJRiShares Core S&P Small-Cap ETF$2,385,62320,7050.3%ETFMETAMeta Platforms$2,385,2814,0740.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$2,340,35613,1420.3%ETFCRDOCredo Technology Group$2,252,20733,5100.3%Computer and TechnologyDIVIFranklin International Core Dividend Tilt Index ETF$2,182,40072,7220.3%ETFVNQVanguard Real Estate ETF$2,116,41623,7590.3%ETFMAMastercard$2,090,5953,9710.3%Business ServicesQQQJInvesco NASDAQ Next Gen 100 ETF$2,013,37665,2000.3%ManufacturingGOOGLAlphabet$1,874,8129,9040.3%Computer and TechnologyNFLXNetflix$1,867,4922,0950.3%Consumer DiscretionaryCGMUCapital Group Municipal Income ETF$1,477,77354,8950.2%ETFLLYEli Lilly and Company$1,467,5821,9010.2%MedicalVYMVanguard High Dividend Yield ETF$1,422,35611,1480.2%ETFVOOVanguard S&P 500 ETF$1,410,9522,6190.2%ETFXOMExxon Mobil$1,401,96013,0330.2%Oils/EnergyIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,394,43859,7960.2%ManufacturingIBMInternational Business Machines$1,379,8246,2760.2%Computer and TechnologyAPHAmphenol$1,357,90319,5520.2%Computer and TechnologyAMLPAlerian MLP ETF$1,339,50727,8140.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,308,72422,7490.2%ETFPDIPIMCO Dynamic Income Fund$1,301,11370,9440.2%Financial ServicesNVONovo Nordisk A/S$1,290,30015,0000.2%MedicalBUFRFT Vest Laddered Buffer ETF$1,249,91041,0210.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,234,71932,1800.2%ETFSCHDSchwab US Dividend Equity ETF$1,234,52245,1870.2%ETFVXUSVanguard Total International Stock ETF$1,220,94020,7180.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,205,67527,3770.2%ETFKLACKLA$1,205,0151,9130.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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