
NOVAK FINANCIAL PLANNING, LLC
Latest 13F filing data - Q2 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | UAA | 48K | $1.01M |
![]() | BAC | 36K | $1.50M |
![]() | AAPL | 25K | $3.47M |
![]() | XOM | 19K | $1.17M |
![]() | PG | 18K | $2.46M |
![]() | VZ | 17K | $976.00K |
![]() | GE | 13K | $177.00K |
![]() | PFE | 13K | $507.00K |
![]() | PNC | 7K | $1.42M |
![]() | NEE | 7K | $493.00K |
![]() | CAT | 6K | $1.41M |
![]() | LUV | 6K | $320.00K |
![]() | DIS | 4K | $734.00K |
![]() | CSCO | 4K | $200.00K |
![]() | UNH | 4K | $1.48M |
![]() | BDX | 4K | $888.00K |
![]() | JPM | 3K | $500.00K |
![]() | META | 3K | $961.00K |
![]() | BA | 2K | $549.00K |
![]() | TROW | 2K | $435.00K |

Under Armour, Inc.
UAA
Shares Held
48K
Value
$1.01M

Bank of America Corporation
BAC
Shares Held
36K
Value
$1.50M

Apple Inc.
AAPL
Shares Held
25K
Value
$3.47M

Exxon Mobil Corporation
XOM
Shares Held
19K
Value
$1.17M

The Procter & Gamble Company
PG
Shares Held
18K
Value
$2.46M

Verizon Communications Inc.
VZ
Shares Held
17K
Value
$976.00K

GE Aerospace
GE
Shares Held
13K
Value
$177.00K

Pfizer Inc.
PFE
Shares Held
13K
Value
$507.00K

The PNC Financial Services Group, Inc.
PNC
Shares Held
7K
Value
$1.42M

NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$493.00K

Caterpillar Inc.
CAT
Shares Held
6K
Value
$1.41M

Southwest Airlines Co.
LUV
Shares Held
6K
Value
$320.00K

The Walt Disney Company
DIS
Shares Held
4K
Value
$734.00K

Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$200.00K

UnitedHealth Group Incorporated
UNH
Shares Held
4K
Value
$1.48M

Becton, Dickinson and Company
BDX
Shares Held
4K
Value
$888.00K

JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$500.00K

Meta Platforms, Inc.
META
Shares Held
3K
Value
$961.00K

The Boeing Company
BA
Shares Held
2K
Value
$549.00K

T. Rowe Price Group, Inc.
TROW
Shares Held
2K
Value
$435.00K
