Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2024. The filing, which was submitted on October 2, 2024, updates the firm's previously reported equity portfolio.
The firm reported a total of 59 equity securities held at the end of the quarter. The largest holding in the portfolio is the iShares Core S&P 500 ETF, which accounts for 39,627,805 shares. Other significant positions include the iShares Core Total Stock Market ETF (30,352,731 shares) and the iShares MSCI ACWI ex US ETF (21,932,197 shares).
The portfolio is heavily weighted toward broad market exchange-traded funds (ETFs). Specific individual stock positions include Apple Inc. with 11,644 shares, Tesla Inc. with 3,000 shares, and Berkshire Hathaway Inc. Class A shares with 1 share. Additionally, the filing lists positions in Microsoft Corporation, Enterprise Products Partners L.P., and Blackstone Inc.
