Advus Financial Partners, LLC

Q1 2024 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
3/31/2024
Date filed
8/25/2026
Form type
13F-HR
Num holdings
202
Total value ($000)
$323,525
Net value change ($000)
+32,190 (11.0%)
New positions
23
Sold out positions
3
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVV 5,082 14.7%
ITOT 3,205 12.2%
ACWX 1,859 9.2%
QUAL 1,790 13.4%
MUB 1,192 24.6%
NVDA 1,157 64.5%
IQLT 974 7.2%
IVE 724 NEW
HDV 702 10.6%
VTI 628 11.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,033 -12.6%
TSLA -341 -24.0%
ADM -339 -100.0%
BA -299 -49.6%
GOVT -282 -12.9%
STT -216 -100.0%
EXPD -209 -100.0%
VYMI -207 -7.9%
VTEB -191 -18.9%
ADBE -144 -22.5%
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