Advus Financial Partners, LLC

Q4 2022 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
12/31/2022
Date filed
8/25/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$229,490
Net value change ($000)
+41,494 (22.1%)
New positions
24
Sold out positions
6
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SUB 13,807 3196.1%
BOND 6,516 2042.6%
IVV 3,876 11.1%
IDEV 1,966 19.3%
VEA 1,524 158.8%
IQLT 1,032 21.2%
HDV 1,031 37.7%
SHYG 919 NEW
JMUB 913 NEW
CGGO 871 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -1,544 -21.2%
TSLA -997 -63.7%
IXUS -812 -100.0%
VTEB -791 -33.2%
COMT -763 -25.0%
AAPL -579 -10.0%
AMZN -524 -26.1%
EFX -509 -100.0%
EFAV -403 -8.3%
FALN -401 -18.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type