NOVEM GROUP
RIA/Wealth
NOVEM GROUP is a RIA/Wealth led by Robert Joseph Bartolotta, reporting $1.4B in AUM as of Q3 2025 with 62% ETF concentration.
CEORobert Joseph Bartolotta
- Portfolio Value
- $832.1M
- Positions
- 396
- Top Holding
- SCHG at 4.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in NOVEM GROUP's portfolio (29% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.2M | 4.72% | -$4.0M Sold | — 1.2M shares | |
ETF ETF | $33.1M | 3.98% | +$17.1M Bought | — 1.2M shares | |
Unknown Unknown | $28.8M | 3.46% | -$2.7M Sold | — 133.4K shares | |
ETF ETF | $27.7M | 3.33% | -$3.1M Sold | — 353.4K shares | |
ETF ETF | $24.7M | 2.97% | +$226.7K Bought | — 475.5K shares | |
ETF ETF | $20.1M | 2.41% | +$1.0M Bought | — 214.8K shares | |
ETF ETF | $17.6M | 2.11% | +$1.2M Bought | — 719.7K shares | |
ETF ETF | $17.5M | 2.11% | +$2.6M Bought | — 36.5K shares | |
ETF ETF | $16.7M | 2.00% | +$774.4K Bought | — 599.9K shares | |
Consumer Electronics Technology | $16.2M | 1.95% | -$1.0M Sold | 0.00% 63.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in NOVEM GROUP'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
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for NOVEM GROUP
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