Advus Financial Partners, LLC

Q2 2024 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
6/30/2024
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
59
Total value ($000)
$224,589
Net value change ($000)
-230 (-0.1%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: 10/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
ITOT 944 3.2%
IVW 791 53.1%
DYNF 714 124.2%
AAPL 424 20.9%
BINC 328 136.7%
HEFA 286 NEW
IVE 269 37.2%
IYW 249 13.1%
IVV 222 0.6%
EMXC 213 85.2%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,926 -75.9%
TFLO -719 -13.3%
EFV -457 -8.9%
IQLT -313 -2.2%
TLT -255 -6.5%
ABBV -235 -100.0%
FNDF -223 -25.3%
IJH -155 -5.1%
LQD -140 -5.7%
HDV -107 -1.5%
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