Advus Financial Partners, LLC

Q1 2023 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
3/31/2023
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
52
Total value ($000)
$181,871
Net value change ($000)
+5,189 (2.9%)
New positions
4
Sold out positions
16
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: 10/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ACWX 16,228 5268.8%
ITOT 12,283 652.3%
VYMI 8,766 NEW
IUSB 3,691 36.3%
HDV 3,131 83.6%
IEMG 3,109 NEW
MBB 3,009 105.7%
IQLT 2,317 39.3%
TLH 1,690 203.9%
SHYG 1,609 175.1%
Top Reduces (Value $000, Stocks/ETFs)
SUB -11,107 -78.0%
IDEV -8,025 -66.1%
BOND -5,987 -91.4%
IVV -4,918 -12.7%
GOVT -4,804 -67.0%
EFAV -4,144 -93.6%
QUAL -4,088 -71.2%
TIP -2,019 -100.0%
IJR -1,554 -31.6%
EEMV -1,403 -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