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CIK: 0002042508
Total reported value
$48.0M
$48.0M
45 檔
38.3%
During the Q3 2025 filing period, Novus Advisors, LLC (CIK: 0002042508) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $48.0M across 45 reported positions.
In Q3 2025, Novus Advisors, LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 72 holdings to manage risk exposure.
| # | 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 | 14.00% | +2.19% | -4.81% | |
| 2 | XLSR | Ss US Sector Rotation | ETF-Other | 7.77% | +0.18% | -0.39% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.61% | -1.96% | +34.28% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.84% | +0.61% | -12.23% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.02% | +0.44% | +20.95% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.88% | +0.13% | +83.00% | |
| 7 | FISR | Ss Fi Sector Rotation | ETF-Other | 3.62% | -2.37% | -54.69% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | -0.21% | -9.66% | |
| 9 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 3.07% | -0.30% | +93.51% | |
| 10 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.68% | +1.85% | +54.86% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.66% | -0.15% | +3.21% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.41% | -0.02% | -0.07% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.27% | -0.55% | EXIT | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.01% | -0.15% | -6.50% | |
| 15 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 1.86% | -0.03% | +4.19% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.86% | -0.21% | -13.98% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.86% | +0.09% | +1.95% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.72% | -0.08% | -14.25% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.70% | -0.03% | -11.81% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.68% | -0.06% | +6.08% | |
| 21 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.61% | -0.07% | -1.56% | |
| 22 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 1.36% | -0.08% | +3.72% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.34% | +0.06% | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.33% | +0.06% | -12.64% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.40% | -12.85% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 1.08% | -0.08% | -7.74% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.06% | -0.27% | +5.08% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.03% | -0.02% | +18.41% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.15% | -29.45% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.06% | -43.96% | |
| 31 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.97% | -0.01% | +5.36% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.81% | -0.03% | -23.07% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.04% | -81.29% | |
| 34 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.72% | — | -1.96% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | -0.14% | +25.16% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.63% | +0.06% | -19.81% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | +0.03% | — | |
| 38 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.62% | — | -22.85% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.03% | -42.14% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.56% | -0.64% | -85.05% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.04% | -18.30% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.02% | — | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.50% | +0.49% | NEW | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.49% | +0.46% | NEW | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.02% | -22.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7% | -4.81% | Trim |
| 2 | XLSR | Ss US Sector Rotation | +4.8% | -0.39% | Trim |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +4.1% | -12.23% | Trim |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +3.5% | +34.28% | Trim |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | +3.4% | +83.00% | Add |
| 6 | SPEM | State Street Sp Ptf Em ETF | +3.4% | +20.95% | Trim |
| 7 | JNK | Ss Spdr Bb High Yield Bond | +2.4% | +54.86% | Add |
| 8 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | +1.9% | +93.51% | Add |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.6% | — | Add |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | +1.5% | +3.21% | Trim |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +1.4% | -0.07% | Trim |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +1.2% | +1.95% | Add |
| 13 | EMHC | Ss Spdr Bb Em Usd Bond ETF | +1.1% | +4.19% | Add |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | +1% | -6.50% | Trim |
| 15 | GWX | State Street Spdr S&p Intern | +1% | -1.56% | Trim |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | +1% | +6.08% | Add |
| 17 | GLD | Spdr Gold Shares | +0.9% | -13.98% | Trim |
| 18 | QUAL | Ishares Msci USA Quality Fac | +0.9% | -14.25% | Trim |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.8% | -11.81% | Trim |
| 20 | FISR | Ss Fi Sector Rotation | +0.8% | -54.69% | Trim |
| 21 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | +0.8% | +3.72% | Trim |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.7% | +18.41% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.7% | -12.64% | Trim |
| 24 | EFV | Ishares Msci Eafe Value ETF | +0.6% | +5.08% | Trim |
| 25 | EBND | State Street Spdr Bloomberg | +0.6% | +5.36% | Add |
| 26 | MBB | Ishares Mbs ETF | +0.6% | -7.74% | Trim |
| 27 | IVW | Ishares S&p 500 Growth ETF | +0.5% | -29.45% | Trim |
| 28 | UNP | Union Pacific CORP | +0.5% | — | Trim |
| 29 | IVE | Ishares S&p 500 Value ETF | +0.4% | — | Add |
| 30 | DLN | Wisdomtree US Largecap Divid | +0.3% | -1.96% | Trim |
| 31 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | -23.07% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | +0.3% | -9.66% | Trim |
| 33 | MUB | Ishares National Muni Bond E | +0.3% | — | Unchanged |
| 34 | IYW | Ishares Ustechnology ETF | +0.3% | -22.55% | Trim |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | -22.85% | Trim |
| 36 | XOM | Exxon Mobil CORP | +0.3% | -12.85% | Trim |
| 37 | GOVT | Ishares US Treasury Bond ETF | +0.2% | -19.81% | Trim |
| 38 | ESGU | Ishares Esg Aware Msci USA | +0.2% | -26.56% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | +0.1% | -43.96% | Trim |
| 40 | VB | Vanguard Small-cap ETF | +0.1% | -18.30% | Trim |
| 41 | VO | Vanguard Mid-cap ETF | +0.1% | -42.14% | Trim |
| 42 | VTV | Vanguard Value ETF | 0% | -22.09% | Trim |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | 0% | -85.05% | Trim |
| 44 | AMZN | Amazon.com Inc | -1.8% | -81.29% | Trim |
| 45 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 46 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 47 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 48 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 49 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
| 50 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Novus Advisors, LLC reported a total U.S. public equity portfolio value of $48.0M across 45 disclosed positions in Q3 2025.
During Q3 2025, Novus Advisors, LLC's top holdings by market value included SPY (14.0%)、XLSR (7.8%)、SPDW (7.6%). The largest single position, SPY, represented 14.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, XLSR, SPDW) accounted for 38.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEMG
市值: $281.0K
Top Position Liquidated / Trimmed
MSFT
前期市值: $3.4M
In Q3 2025, Novus Advisors, LLC made 116 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 33 holdings, and fully liquidating 72 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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