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CIK: 0002042508
Total reported value
$48.0M
$48.0M
116 檔
43.0%
The Q1 2025 SEC filing reveals that Novus Advisors, LLC held a total portfolio value of $48.0M, covering 116 public equity positions.
During Q1 2025, Novus Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SPDW, MSFT) accounted for 43.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.04% | +2.19% | -16.00% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.09% | -1.96% | +55.92% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | — | -2.58% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 3.14% | — | -9.73% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.12% | — | -0.78% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.51% | NEW | |
| 7 | XLSR | Ss US Sector Rotation | ETF-Other | 2.95% | +0.18% | +5.02% | |
| 8 | FISR | Ss Fi Sector Rotation | ETF-Other | 2.82% | -2.37% | +11.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | -0.21% | -12.52% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.75% | +0.61% | +0.33% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.67% | +0.44% | -3.74% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.04% | +3.15% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.45% | — | +0.38% | |
| 14 | ✓ | Listed Fd Tr | Stock-Other | 2.11% | — | -2.03% | |
| 15 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.00% | — | -1.70% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.79% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.75% | — | +1.48% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.38% | — | -0.10% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | — | +5.65% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.16% | -0.15% | -2.43% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.15% | — | +1.39% | |
| 22 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.13% | -0.30% | +138.13% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | — | +2.03% | |
| 24 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.05% | — | — | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.21% | -6.23% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.02% | -0.83% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.97% | -0.15% | +5.71% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | — | -0.90% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.06% | +44.11% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | -0.03% | +7.90% | |
| 31 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.87% | — | +2.51% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.85% | -0.08% | +6.08% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.83% | +0.06% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.40% | +0.52% | |
| 35 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.80% | — | — | |
| 36 | TRGP | Targa Resources CORP | Stock-Energy | 0.78% | — | — | |
| 37 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.77% | -0.15% | — | |
| 38 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.76% | -0.03% | +76.53% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | — | -5.83% | |
| 40 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.73% | — | — | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.69% | +0.09% | +9.07% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | — | -0.95% | |
| 43 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.68% | -0.06% | +53.23% | |
| 44 | SPEU | State Street Spdr Portfolio | ETF-Other | 0.65% | — | — | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.65% | -0.55% | EXIT | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | +0.06% | -2.44% | |
| 47 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.61% | — | — | |
| 48 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.60% | -0.08% | -1.56% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | — | -2.27% | |
| 50 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.59% | -0.07% | +1.84% |
According to official SEC Form 13F filings, Novus Advisors, LLC reported a total U.S. public equity portfolio value of $48.0M across 116 disclosed positions in Q1 2025.
During Q1 2025, Novus Advisors, LLC's top holdings by market value included SPY (7.0%)、SPDW (4.1%)、MSFT (3.4%). The largest single position, SPY, represented 7.0% of total portfolio value.
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In Q1 2025, Novus Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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