Advus Financial Partners, LLC

Q3 2023 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
9/30/2023
Date filed
8/25/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$254,218
Net value change ($000)
-5,187 (-2.0%)
New positions
10
Sold out positions
18
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2023
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)
QUAL 6,269 125.8%
TFLO 5,121 NEW
ITOT 3,304 17.1%
TLT 3,277 NEW
BRK-B 2,671 515.6%
IQLT 2,005 20.4%
LQD 1,900 NEW
AAPL 1,224 19.9%
TIP 1,097 NEW
IVW 1,074 NEW
Top Reduces (Value $000, Stocks/ETFs)
ESGU -5,438 -86.1%
VYMI -4,024 -60.7%
IVV -3,863 -11.5%
TLH -2,352 -100.0%
SHYG -2,256 -100.0%
IJR -2,064 -83.0%
MBB -1,675 -28.3%
IUSB -1,646 -11.6%
IEMG -1,371 -42.8%
EMB -1,151 -60.9%
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