Advus Financial Partners, LLC

Q3 2022 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
9/30/2022
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
55
Total value ($000)
$141,173
Net value change ($000)
-4,025 (-2.8%)
New positions
3
Sold out positions
7
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: 10/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2022
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 1,510 176.0%
TSLA 875 NEW
IXUS 514 172.5%
HDV 468 20.8%
ESGU 447 6.8%
GOVT 366 5.3%
EEMV 363 75.8%
MUB 358 15.9%
EFG 222 13.8%
VXUS 216 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -2,844 -28.1%
IDEV -1,771 -14.8%
IQLT -710 -12.7%
EFAV -597 -11.0%
VEA -508 -34.6%
IUSV -340 -100.0%
IUSG -302 -100.0%
DGRO -281 -100.0%
VTEB -271 -10.2%
IEMG -262 -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.
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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