Advus Financial Partners, LLC

Q1 2024 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
3/31/2024
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
59
Total value ($000)
$224,819
Net value change ($000)
+20,491 (10.0%)
New positions
6
Sold out positions
0
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: 10/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
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)
IVV 5,085 14.8%
ITOT 3,201 12.2%
ACWX 1,859 9.2%
QUAL 1,781 13.4%
MUB 1,192 24.6%
IQLT 974 7.2%
IVE 724 NEW
HDV 702 10.6%
VTI 594 10.9%
DYNF 575 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOVT -282 -12.9%
AAPL -229 -10.1%
TSLA -218 -29.3%
VTEB -209 -20.8%
VYMI -207 -7.9%
USMV -92 -9.7%
TIP -82 -7.1%
IWB -74 -20.3%
IJR -54 -17.5%
VOO -43 -13.2%
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