0000909012-20-000093.txt : 20200618 0000909012-20-000093.hdr.sgml : 20200618 20200618132006 ACCESSION NUMBER: 0000909012-20-000093 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200618 DATE AS OF CHANGE: 20200618 EFFECTIVENESS DATE: 20200618 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NovaPoint Capital, LLC CENTRAL INDEX KEY: 0001815025 IRS NUMBER: 473129380 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20296 FILM NUMBER: 20971923 BUSINESS ADDRESS: STREET 1: 1170 PEACHTREE ST. NE, SUITE 1200 CITY: ATLANTA STATE: 2Q ZIP: 30309 BUSINESS PHONE: 404-445-7885 MAIL ADDRESS: STREET 1: 1170 PEACHTREE ST. NE, SUITE 1200 CITY: ATLANTA STATE: 2Q ZIP: 30309 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001815025 XXXXXXXX 12-31-2019 12-31-2019 NovaPoint Capital, LLC
1170 PEACHTREE ST. NE, SUITE 1200 ATLANTA 2Q 30309
13F HOLDINGS REPORT 028-20296 N
Alan J. Conner President 4044457885 /s/ ALAN J. CONNER Atlanta GA 06-18-2020 0 106 127481 false
INFORMATION TABLE 2 aci_13f.xml 3M CO COM 88579Y101 1754 9943 SH SOLE 0 9943 0 0 ABBOTT LABS COM 002824100 1653 19025 SH SOLE 0 19025 0 0 ABBVIE INC COM 00287Y109 1380 15582 SH SOLE 0 15582 0 0 ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 1935 9188 SH SOLE 0 9188 0 0 AFLAC INC COM 001055102 1575 29773 SH SOLE 0 29773 0 0 AIR PRODS & CHEMS INC COM 009158106 1663 7076 SH SOLE 0 7076 0 0 ALPHABET INC CAP STK CL A 02079K305 453 338 SH SOLE 0 338 0 0 ANNALY CAP MGMT INC COM 035710409 327 34675 SH SOLE 0 34675 0 0 APPLE INC COM 037833100 2861 9743 SH SOLE 0 9743 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 214 4623 SH SOLE 0 4623 0 0 AT&T INC COM 00206R102 1850 47348 SH SOLE 0 47348 0 0 ATLANTIC CAP BANCSHARES INC COM 048269203 225 12275 SH SOLE 0 12275 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1695 9944 SH SOLE 0 9944 0 0 BECTON DICKINSON & CO COM 075887109 2075 7630 SH SOLE 0 7630 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4726 20864 SH SOLE 0 20864 0 0 CAMDEN PPTY TR SH BEN INT 133131102 465 4379 SH SOLE 0 4379 0 0 CHEVRON CORP NEW NEW COM 166764100 1491 12375 SH SOLE 0 12375 0 0 CHUBB LIMITED COM H1467J104 1605 10312 SH SOLE 0 10312 0 0 CISCO SYS INC COM 17275R102 208 4344 SH SOLE 0 4344 0 0 COCA COLA CO COM 191216100 263 4752 SH SOLE 0 4752 0 0 COSTCO WHSL CORP NEW NEW COM 22160K105 235 798 SH SOLE 0 798 0 0 CROWN CASTLE INTL CORP NEW NEW COM 22822V101 504 3549 SH SOLE 0 3549 0 0 DIGITAL RLTY TR INC COM 253868103 308 2571 SH SOLE 0 2571 0 0 DISNEY WALT CO COM DISNEY COM 254687106 2039 14097 SH SOLE 0 14097 0 0 DOMINION ENERGY INC COM 25746U109 1609 19425 SH SOLE 0 19425 0 0 ECOLAB INC COM 278865100 1741 9022 SH SOLE 0 9022 0 0 EMERSON ELEC CO COM 291011104 1700 22288 SH SOLE 0 22288 0 0 EOG RES INC COM 26875P101 1691 20190 SH SOLE 0 20190 0 0 EXXON MOBIL CORP COM 30231G102 1607 23024 SH SOLE 0 23024 0 0 GENERAL DYNAMICS CORP COM 369550108 1358 7703 SH SOLE 0 7703 0 0 GLOBAL PMTS INC COM 37940X102 548 3000 SH SOLE 0 3000 0 0 GRACO INC COM 384109104 298 5727 SH SOLE 0 5727 0 0 HEALTHPEAK PPTYS INC COM ADDED 42250P103 321 9299 SH SOLE 0 9299 0 0 HOME DEPOT INC COM 437076102 4959 22706 SH SOLE 0 22706 0 0 ILLINOIS TOOL WKS INC COM 452308109 331 1841 SH SOLE 0 1841 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 248 1852 SH SOLE 0 1852 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC ETF 46137V282 760 3837 SH SOLE 0 3837 0 0 INVESCO EXCHNG TRADED FD TR GBL SRT TRM HY ETF 46138e669 375 16441 SH SOLE 0 16441 0 0 INVESCO QQQ TR UNIT SER 1 ETF 46090E103 5278 24826 SH SOLE 0 24826 0 0 ISHARES INC MSCI JPN ETF NEW ETF 46434G822 205 3453 SH SOLE 0 3453 0 0 ISHARES TR CORE S&P TTL STK ETF 464287150 322 4424 SH SOLE 0 4424 0 0 ISHARES TR CORE S&P500 ETF 464287200 5164 15975 SH SOLE 0 15975 0 0 ISHARES TR IBONDS DEC2022 ETF 46435G755 314 12015 SH SOLE 0 12015 0 0 ISHARES TR IBONDS DEC22 ETF 46434VBA7 750 29657 SH SOLE 0 29657 0 0 ISHARES TR IBONDS DEC23 ETF 46434VAX8 687 26878 SH SOLE 0 26878 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 701 27275 SH SOLE 0 27275 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 718 27681 SH SOLE 0 27681 0 0 ISHARES TR MSCI ACWI EX US ETF 464288240 272 5533 SH SOLE 0 5533 0 0 ISHARES TR NATIONAL MUN ETF 464288414 228 2005 SH SOLE 0 2005 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 233 1326 SH SOLE 0 1326 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 295 2164 SH SOLE 0 2164 0 0 JOHNSON & JOHNSON COM 478160104 2017 13825 SH SOLE 0 13825 0 0 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC ETF 46641Q837 1614 32012 SH SOLE 0 32012 0 0 JPMORGAN CHASE & CO COM 46625H100 217 1554 SH SOLE 0 1554 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 1536 7764 SH SOLE 0 7764 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 344 3853 SH SOLE 0 3853 0 0 LOWES COS INC COM 548661107 315 2631 SH SOLE 0 2631 0 0 MASTERCARD INC CL A 57636Q104 1976 6619 SH SOLE 0 6619 0 0 MCCORMICK & CO INC COM NON VTG COM 579780206 1899 11188 SH SOLE 0 11188 0 0 MEDTRONIC PLC SHS G5960L103 1587 13990 SH SOLE 0 13990 0 0 MICROSOFT CORP COM 594918104 2720 17251 SH SOLE 0 17251 0 0 NIKE INC CL B 654106103 2201 21725 SH SOLE 0 21725 0 0 OMNICOM GROUP INC COM 681919106 1372 16931 SH SOLE 0 16931 0 0 ONEOK INC NEW NEW COM 682680103 348 4600 SH SOLE 0 4600 0 0 PEPSICO INC COM 713448108 1737 12710 SH SOLE 0 12710 0 0 PHILLIPS 66 COM 718546104 231 2071 SH SOLE 0 2071 0 0 PNC FINL SVCS GROUP INC COM 693475105 204 1280 SH SOLE 0 1280 0 0 PPG INDS INC COM 693506107 1822 13650 SH SOLE 0 13650 0 0 PROCTER & GAMBLE CO COM 742718109 1550 12413 SH SOLE 0 12413 0 0 PROLOGIS INC COM 74340W103 509 5712 SH SOLE 0 5712 0 0 READING INTERNATIONAL INC CL A 755408101 122 10900 SH SOLE 0 10900 0 0 REALTY INCOME CORP COM 756109104 491 6673 SH SOLE 0 6673 0 0 ROSS STORES INC COM 778296103 1758 15099 SH SOLE 0 15099 0 0 S&P GLOBAL INC COM 78409V104 1959 7174 SH SOLE 0 7174 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2449 72830 SH SOLE 0 72830 0 0 SCHWAB STRATEGIC TR SHT TM US TRES ETF 808524862 437 8656 SH SOLE 0 8656 0 0 SCHWAB STRATEGIC TR US AGGREGATE B ETF 808524839 800 14982 SH SOLE 0 14982 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ ETF 808524797 529 9131 SH SOLE 0 9131 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2342 30489 SH SOLE 0 30489 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 817 13578 SH SOLE 0 13578 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 710 9388 SH SOLE 0 9388 0 0 SELECT SECTOR SPDR TR SBI INT-FINL ETF 81369Y605 467 15180 SH SOLE 0 15180 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889 1407 44890 SH SOLE 0 44890 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 975 3028 SH SOLE 0 3028 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF 78464A649 428 14577 SH SOLE 0 14577 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1719 45451 SH SOLE 0 45451 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 489 13502 SH SOLE 0 13502 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 462 14150 SH SOLE 0 14150 0 0 SPROTT PHYSICAL GOLD TRUST UNIT ETF 85207H104 1980 162549 SH SOLE 0 162549 0 0 STATE STR CORP COM 857477103 1717 21708 SH SOLE 0 21708 0 0 STRYKER CORP COM 863667101 624 2971 SH SOLE 0 2971 0 0 TE CONNECTIVITY LTD REG SHS H84989104 240 2500 SH SOLE 0 2500 0 0 TEXAS INSTRS INC COM 882508104 1998 15574 SH SOLE 0 15574 0 0 TRUIST FINL CORP COM ADDED 89832Q109 1220 21657 SH SOLE 0 21657 0 0 UNION PACIFIC CORP COM 907818108 1904 10531 SH SOLE 0 10531 0 0 UNITED PARCEL SERVICE INC CL B 911312106 373 3188 SH SOLE 0 3188 0 0 US BANCORP DEL COM NEW 902973304 1855 31289 SH SOLE 0 31289 0 0 V F CORP COM 918204108 1671 16771 SH SOLE 0 16771 0 0 VANGUARD GROUP DIV APP ETF 921908844 286 2291 SH SOLE 0 2291 0 0 VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 3334 20375 SH SOLE 0 20375 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 299 5102 SH SOLE 0 5102 0 0 VERISIGN INC COM 92343E102 280 1454 SH SOLE 0 1454 0 0 VORNADO RLTY TR SH BEN INT 929042109 483 7268 SH SOLE 0 7268 0 0 WALMART INC COM 931142103 1747 14697 SH SOLE 0 14697 0 0 WEYERHAEUSER CO COM 962166104 395 13074 SH SOLE 0 13074 0 0 WISDOMTREE TR EUROPE HEDGED EQ ETF 97717X701 298 4228 SH SOLE 0 4228 0 0