Advus Financial Partners, LLC

Q1 2025 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
3/31/2025
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
60
Total value ($000)
$233,410
Net value change ($000)
-80 (-0.0%)
New positions
3
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: 10/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ACWX 2,914 12.7%
IQLT 1,887 13.2%
HDV 926 12.9%
TLH 708 NEW
IAU 571 162.2%
IVE 431 16.5%
COMT 423 11.2%
MTUM 388 77.0%
OEF 376 NEW
EFV 370 8.1%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,000 -9.0%
ITOT -2,170 -6.7%
AAPL -840 -28.6%
TSLA -606 -100.0%
IGEB -518 -45.9%
TLT -396 -14.9%
VTI -353 -5.6%
MSFT -341 -60.8%
INDB -336 -100.0%
IYW -266 -12.3%
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