NovaPoint Capital, LLC Buys SPDR INDEX SHS FDS, SPDR Russell Small Cap Complet, Sprott Physical Gold Trust, Sells Berkshire Hathaway Inc, SELECT SECTOR SPDR, SCHWAB STRATEGIC T

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Aug 07, 2020
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Investment company NovaPoint Capital, LLC (Current Portfolio) buys SPDR INDEX SHS FDS, SPDR Russell Small Cap Complet, Sprott Physical Gold Trust, SPDR SERIES TRUST, SPDR INDEX SHS FDS, sells Berkshire Hathaway Inc, SELECT SECTOR SPDR, SCHWAB STRATEGIC T, SCHWAB STRATEGIC T, ISHARES TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, NovaPoint Capital, LLC. As of 2020Q2, NovaPoint Capital, LLC owns 82 stocks with a total value of $128 million. These are the details of the buys and sells.

For the details of NovaPoint Capital, LLC\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/novapoint+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of NovaPoint Capital, LLC
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 48,409 shares, 9.35% of the total portfolio. Shares added by 5.78%
  2. ISHARES TRUST (IVV) - 29,347 shares, 7.09% of the total portfolio. Shares reduced by 1.26%
  3. The Home Depot Inc (HD) - 21,822 shares, 4.26% of the total portfolio.
  4. SPDR INDEX SHS FDS (SPDW) - 169,722 shares, 3.66% of the total portfolio. Shares added by 33.38%
  5. SPDR Russell 1000 ETF (ELR) - 117,321 shares, 3.32% of the total portfolio. Shares reduced by 1.88%
New Purchase: ISHARES TRUST (IWB)
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NovaPoint Capital, LLC initiated holding in ISHARES TRUST. The purchase prices were between $134.82 and $179.11, with an estimated average price of $161.01. The stock is now traded at around $185.79. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,416 shares as of .

New Purchase: Cisco Systems Inc (CSCO)
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NovaPoint Capital, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $38.33 and $48.13, with an estimated average price of $43.76. The stock is now traded at around $47.32. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,344 shares as of .

Added: SPDR INDEX SHS FDS (SPDW)

NovaPoint Capital, LLC added to a holding in SPDR INDEX SHS FDS by 33.38%. The purchase prices were between $22.87 and $29.3, with an estimated average price of $26.11. The stock is now traded at around $29.00. The impact to a portfolio due to this purchase was 0.92%. The holding were 169,722 shares as of .

Added: SPDR Russell Small Cap Complet (EMM)

NovaPoint Capital, LLC added to a holding in SPDR Russell Small Cap Complet by 63.05%. The purchase prices were between $82.85 and $82.85, with an estimated average price of $82.85. The stock is now traded at around $82.85. The impact to a portfolio due to this purchase was 0.61%. The holding were 64,917 shares as of .

Added: Sprott Physical Gold Trust (PHYS)

NovaPoint Capital, LLC added to a holding in Sprott Physical Gold Trust by 34.99%. The purchase prices were between $12.9 and $14.31, with an estimated average price of $13.78. The stock is now traded at around $16.11. The impact to a portfolio due to this purchase was 0.59%. The holding were 202,273 shares as of .

Added: SPDR SERIES TRUST (SPSM)

NovaPoint Capital, LLC added to a holding in SPDR SERIES TRUST by 53.76%. The purchase prices were between $19.87 and $29.39, with an estimated average price of $24.52. The stock is now traded at around $28.97. The impact to a portfolio due to this purchase was 0.47%. The holding were 64,722 shares as of .

Added: SPDR INDEX SHS FDS (SPEM)

NovaPoint Capital, LLC added to a holding in SPDR INDEX SHS FDS by 63.07%. The purchase prices were between $27.38 and $34.3, with an estimated average price of $31.2. The stock is now traded at around $36.29. The impact to a portfolio due to this purchase was 0.35%. The holding were 34,777 shares as of .

Added: Stamps.com Inc (STMP)

NovaPoint Capital, LLC added to a holding in Stamps.com Inc by 108.71%. The purchase prices were between $119.24 and $216.2, with an estimated average price of $170.2. The stock is now traded at around $308.12. The impact to a portfolio due to this purchase was 0.26%. The holding were 3,427 shares as of .

Sold Out: SELECT SECTOR SPDR (XLF)

NovaPoint Capital, LLC sold out a holding in SELECT SECTOR SPDR. The sale prices were between $19.55 and $26.74, with an estimated average price of $22.68.

Sold Out: SCHWAB STRATEGIC T (SCHX)

NovaPoint Capital, LLC sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $58.5 and $77.51, with an estimated average price of $69.74.

Sold Out: SCHWAB STRATEGIC T (SCHF)

NovaPoint Capital, LLC sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $24.62 and $31.42, with an estimated average price of $28.04.

Sold Out: ISHARES TRUST (MUB)

NovaPoint Capital, LLC sold out a holding in ISHARES TRUST. The sale prices were between $109.93 and $115.44, with an estimated average price of $113.52.

Sold Out: ISHARES TRUST (IWD)

NovaPoint Capital, LLC sold out a holding in ISHARES TRUST. The sale prices were between $93.94 and $124.38, with an estimated average price of $109.27.

Sold Out: iShares MSCI ACWI Ex US Index Fund (ACWX)

NovaPoint Capital, LLC sold out a holding in iShares MSCI ACWI Ex US Index Fund. The sale prices were between $35.85 and $45.47, with an estimated average price of $40.79.



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