Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR/A for the quarter ended March 31, 2024. The filing, submitted by Compliance Analyst Rodrigo Diaz, updates the firm's list of equity securities held for investment purposes.
The portfolio consists of 59 distinct positions. The largest holding is the iShares Core S&P 500 ETF, which accounts for approximately 39.4 million shares. Other significant positions include the iShares Core Total Stock Market ETF, holding about 29.4 million shares, and the iShares MSCI ACWI ex US ETF, with holdings of roughly 22 million shares.
The filing details a mix of exchange-traded funds and individual equities. Individual stock positions include Berkshire Hathaway Inc. Class A and Class B shares, Apple Inc., Tesla Inc., and Microsoft Corp. The firm also holds positions in Enterprise Products Partners L.P., Blackstone Inc., and Abbvie Inc.
The report lists the firm's principal business address as 631 W Morse Blvd, Suite 115, Winter Park, FL 32789.
