Williams & Novak, LLC
CIK Number: 0001998419
107.15M
Market Value
121
# of Holdings
3 months
Avg. Holding Period
70.23%
Win Rate
8.61%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity Merrim... | 44.67 | n/a | 194.60K | +75.44% | 9.10M | 45.76 | 8.49% | |
| 2 | Pimco Equity Se... | 49.78 | n/a | 134.71K | -1.93% | 6.82M | 41.88 | 6.36% | |
| 3 | Sypris Solution... | 2.53 | -17.05% | 2.49M | -41.37% | 3.99M | 2.03 | 3.72% | |
| 4 | Spdr S&P 500 Et... | 588.71 | -1.12% | 5.23K | -1.04% | 3.00M | 475.31 | 2.80% | |
| 5 | Apple Inc | 242.22 | -1.13% | 12.71K | +14.45% | 2.96M | 199.19 | 2.76% |
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