Advus Financial Partners, LLC

Q2 2024 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
6/30/2024
Date filed
8/25/2026
Form type
13F-HR
Num holdings
203
Total value ($000)
$328,135
Net value change ($000)
+4,610 (1.4%)
New positions
16
Sold out positions
15
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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)
AAPL 1,593 22.2%
NVDA 1,061 35.9%
ITOT 958 3.3%
IVW 789 52.9%
DYNF 714 124.2%
JUNW 644 NEW
NAPR 461 NEW
APRW 369 NEW
GOOGL 357 24.8%
JULW 346 NEW
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,926 -75.9%
TFLO -719 -13.3%
EFV -457 -8.9%
INTC -370 -100.0%
VCSH -325 -100.0%
IQLT -313 -2.2%
TLT -255 -6.5%
FNDF -229 -26.0%
SPG -229 -100.0%
PCAR -227 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type