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CIK: 0002042508
Total reported value
$48.0M
$48.0M
76 檔
39.9%
At the close of Q2 2025, Novus Advisors, LLC disclosed equity holdings valued at approximately $48.0M, spread across 76 reported holdings.
During Q2 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, FISR, MSFT) accounted for 39.9% of total reported equity market value during Q2 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 | 9.07% | +2.19% | -22.92% | |
| 2 | FISR | Ss Fi Sector Rotation | ETF-Other | 5.27% | -2.37% | +23.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.26% | — | -23.35% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.81% | +0.61% | +4.54% | |
| 5 | XLSR | Ss US Sector Rotation | ETF-Other | 4.77% | +0.18% | -1.21% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.51% | +0.51% | NEW | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.56% | -1.96% | -48.24% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.02% | +0.44% | -31.24% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.04% | -41.25% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.47% | -0.64% | +209.63% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.27% | — | -52.28% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | -0.21% | -54.72% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.80% | — | -54.00% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.68% | -0.15% | -3.95% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.65% | — | -21.60% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.55% | — | -57.73% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.53% | -0.02% | -6.79% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.53% | — | -26.99% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.42% | -0.15% | -3.86% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | — | -75.00% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.29% | +0.13% | +78.06% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.26% | -0.03% | -4.49% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | -0.08% | -8.56% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.24% | — | -49.42% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.23% | -0.21% | -22.31% | |
| 26 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.22% | -0.15% | +4.99% | |
| 27 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.20% | — | — | |
| 28 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 1.16% | -0.03% | -1.10% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.15% | +0.09% | +3.87% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.14% | +1.85% | +158.50% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.06% | -24.04% | |
| 32 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.06% | -0.06% | +0.97% | |
| 33 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.01% | -0.07% | -3.44% | |
| 34 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.00% | -0.30% | -40.23% | |
| 35 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.99% | — | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.06% | -17.67% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.15% | -2.59% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | +0.06% | -28.87% | |
| 39 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.86% | -0.08% | -4.60% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.40% | -28.72% | |
| 41 | MBB | Ishares Mbs ETF | ETF-Other | 0.77% | -0.08% | -4.83% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.69% | -0.03% | -15.50% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | — | -61.35% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | +0.03% | -22.42% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.27% | -7.29% | |
| 46 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.61% | -0.01% | -4.31% | |
| 47 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.56% | — | — | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.53% | -0.02% | -2.59% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | — | -39.18% | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.53% | — | +1.05% |
According to official SEC Form 13F filings, Novus Advisors, LLC reported a total U.S. public equity portfolio value of $48.0M across 76 disclosed positions in Q2 2025.
During Q2 2025, Novus Advisors, LLC's top holdings by market value included SPY (9.1%)、FISR (5.3%)、MSFT (5.3%). The largest single position, SPY, represented 9.1% of total portfolio value.
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In Q2 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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