Advus Financial Partners, LLC

Q4 2024 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
12/31/2024
Date filed
8/25/2026
Form type
13F-HR
Num holdings
222
Total value ($000)
$355,290
Net value change ($000)
+4,909 (1.4%)
New positions
17
Sold out positions
15
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BINC 2,445 153.2%
DYNF 2,168 89.8%
IVW 1,871 54.8%
IUSB 1,481 9.2%
AAPL 1,019 10.6%
EMXC 1,007 112.5%
IVE 998 61.6%
QUAL 987 6.2%
AMZN 864 26.1%
APP 805 230.7%
Top Reduces (Value $000, Stocks/ETFs)
IVV -5,244 -13.5%
TFLO -2,803 -82.5%
LQD -1,431 -81.8%
INDB -1,156 -77.6%
TLT -982 -27.0%
IQLT -862 -5.7%
ACWX -823 -3.5%
IEMG -748 -35.7%
USMV -700 -100.0%
TIP -655 -75.1%
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