Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NOVARE CAPITAL MANAGEMENT LLC 02-08-2024 12-31-2023 168 982,809,254
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $43,640,019 91,814 0.00 0.00 1,910 2.12 12-31-2023
MICROSOFT CORP COM 2 $41,267,695 109,744 0.00 0.00 -1,285 -1.16 12-31-2023
APPLE INC COM 3 $33,348,747 173,211 0.00 0.00 -1,838 -1.05 12-31-2023
ISHARES TR CORE S&P500 ETF 4 $25,138,751 52,632 0.00 0.00 -410 -0.77 12-31-2023
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