Advus Financial Partners, LLC has filed its Form 13F-HR for the period ending December 31, 2021. The filing details the firm’s equity portfolio holdings as of the close of the fourth quarter of 2021.
The firm reported a total of 46 equity securities held in the portfolio. The largest position held by Advus Financial Partners is the iShares Core S&P 500 ETF, which represents 35,998,968 shares. This is followed by the Vanguard Index Funds Total Stock Market ETF, which holds 5,750,135 shares.
The top ten holdings by share count include several other iShares ETFs, such as the iShares Core MSCI International ETF (22,616,933 shares) and the iShares Core MSCI Quality ETF (21,373,33 shares). The firm also holds significant positions in the iShares Core S&P Small Cap ETF (47,274 shares) and the iShares Core S&P Mid Cap ETF (19,029 shares).
Individual stock positions in the portfolio include Apple Inc., which holds 7,500 shares, and Microsoft Corporation, which holds 1,647 shares. The firm also holds a position in Berkshire Hathaway Inc. Class A (1 share) and Class B (1,089 shares).
The filing lists Rodrigo Diaz as the Compliance Analyst responsible for the report.
