Williams & Novak, LLC
Q1 2025 13F Holdings
Location
Westlake Village, CA
Holdings as of
3/31/2025
Value ($000)
$102,186
Num holdings
127
Date filed
5/15/2025
Form type
13F-HR
Prev filing
1/22/2025
Next filing
SEC
View on sec.gov
Compare Q1 2025 to
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type