NovaPoint Capital, LLC
RIA/Wealth
NovaPoint Capital, LLC is a RIA/Wealth based in Atlanta, GA led by Alan John Conner, reporting $437.3M in AUM as of Q3 2025 with SPLG as the largest holding (4% allocation).
CCOAlan John Conner
- Portfolio Value
- $404.0M
- Positions
- 143
- Top Holding
- SPLG at 3.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in NovaPoint Capital, LLC's portfolio (31.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.1M | 3.74% | +$759.4K Bought | — 192.7K shares | |
Software - Infrastructure Technology | $14.5M | 3.58% | +$813.2K Bought | 0.00% 27.9K shares | |
Consumer Electronics Technology | $14.0M | 3.46% | +$523.0K Bought | 0.00% 55.0K shares | |
Home Improvement Consumer Cyclical | $13.7M | 3.40% | +$588.7K Bought | 0.00% 33.8K shares | |
Semiconductors Technology | $13.3M | 3.29% | +$294.8K Bought | 0.00% 71.3K shares | |
ETF ETF | $12.3M | 3.05% | -$282.7K Sold | — 489.3K shares | |
Insurance - Diversified Financial Services | $11.7M | 2.91% | -$4.8M Sold | 0.00% 23.3K shares | |
ETF ETF | $11.4M | 2.81% | +$4.2M Bought | — 24.2K shares | |
ETF ETF | $10.4M | 2.57% | -$1.1M Sold | — 31.7K shares | |
ETF ETF | $9.7M | 2.40% | +$3.4M Bought | — 226.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in NovaPoint Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-29.4% | |
-28.81% | |
-25.48% | |
-9.52% |
Analytics
Portfolio insights and performance metrics for NovaPoint Capital, LLC
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