Williams & Novak, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Westlake Village, CA
CIK
0001998419
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 129 107,153 FBND, MFUS, SYPR, PYLD 13F-HR 10/7/2024 000108514624004665
Q2 2024 129 107,415 SYPR, MFUS, PYLD, FBND 13F-HR 7/12/2024 000108514624002918
Q1 2024 88 88,003 SYPR, MFUS, ISTB, SPY 13F-HR 4/15/2024 000108514624001832
Q4 2023 91 88,036 SYPR, MFUS, ISTB, SPY 13F-HR 1/25/2024 000108514624000506