Advus Financial Partners, LLC

Q1 2025 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
3/31/2025
Date filed
8/25/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$356,995
Net value change ($000)
+1,705 (0.5%)
New positions
26
Sold out positions
14
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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 2,914 12.7%
IQLT 1,887 13.2%
HDV 926 12.9%
IOCT 877 NEW
TLH 708 NEW
IAU 644 87.3%
KJAN 568 NEW
JNJ 517 50.5%
IVE 431 16.5%
COMT 423 11.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,009 -9.0%
ITOT -2,174 -6.7%
AAPL -1,761 -16.5%
TSLA -1,065 -53.0%
AVGO -730 -29.5%
NVDA -649 -14.4%
MSFT -601 -11.2%
IGEB -518 -45.9%
APP -510 -44.2%
AMZN -473 -11.3%
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