Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending March 31, 2025. The filing, filed on May 29, 2025, lists the firm’s equity securities portfolio as of the close of the quarter.
The portfolio is dominated by exchange-traded funds (ETFs), with the top holding being the iShares Core S&P 500 ETF, which accounts for 46,428,720 shares. Other major ETF positions include the iShares Core Total Stock Market ETF (246,334 shares) and the iShares MSCI ACWI ex US ETF (465,443 shares).
Among individual equities, Apple Inc. is the largest holding, with 9,457 shares. Other notable individual stock positions include Microsoft Corp. (585 shares), Berkshire Hathaway Inc. Class A (1 share), and Blackstone Inc. (1,832 shares).
The filing also lists positions in various other ETFs tracking broad market indices, international markets, and specific sectors such as technology, real estate, and commodities. The portfolio includes holdings in companies like Reddit Inc., GE Vernova Inc., and Enterprise Products Partners L.P.
