Advus Financial Partners, LLC

Q3 2024 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
9/30/2024
Date filed
8/25/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$350,381
Net value change ($000)
+22,246 (6.8%)
New positions
20
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 Q2 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)
ACWX 1,786 8.1%
IUSB 1,715 12.0%
ITOT 1,691 5.6%
INDB 1,489 NEW
IVW 1,133 49.7%
DYNF 1,126 87.4%
BINC 1,028 181.0%
IQLT 987 7.0%
AAPL 892 10.2%
NJUL 754 NEW
Top Reduces (Value $000, Stocks/ETFs)
TFLO -1,271 -27.2%
IVV -990 -2.5%
LQD -575 -24.7%
COMT -314 -7.7%
DOW -270 -100.0%
NVO -233 -100.0%
MSFT -221 -4.1%
EFX -206 -100.0%
OEF -192 -35.9%
TIP -190 -17.9%
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