Advus Financial Partners, LLC

Q4 2022 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
12/31/2022
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
64
Total value ($000)
$176,682
Net value change ($000)
+35,509 (25.2%)
New positions
12
Sold out positions
3
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: 10/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SUB 13,807 3196.1%
BOND 6,552 NEW
IVV 3,825 11.0%
IDEV 1,966 19.3%
VEA 1,524 158.8%
IQLT 1,032 21.2%
HDV 1,028 37.8%
SHYG 919 NEW
JMUB 913 NEW
VONV 846 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -1,544 -21.2%
IXUS -812 -100.0%
VTEB -791 -33.2%
COMT -763 -25.0%
TSLA -505 -57.7%
EFAV -403 -8.3%
FALN -401 -18.0%
BX -205 -100.0%
IJS -200 -100.0%
ESGE -176 -24.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type