Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending December 31, 2022. The filing, submitted by Compliance Analyst Rodrigo Diaz, details the firm's equity portfolio holdings as of the close of the fourth quarter.
The portfolio is predominantly composed of exchange-traded funds (ETFs), with the top holdings including the iShares Core S&P 500 ETF, which accounts for 38,684,824 shares. Other significant positions include the iShares Short-Term National Municipal ETF (14,238,590 shares), the iShares Core MSCI International ETF (12,142,201 shares), and the iShares Core Total USD Bond ETF (10,182,216 shares).
The filing lists a total of 64 individual equity securities held by the firm. Notable individual stock positions include Apple Inc., with 1,6,938 shares, and Tesla Inc., with 3,000 shares. The portfolio also includes positions in Berkshire Hathaway Inc. (Class A and Class B), Hologic Inc., and Enterprise Products Partners L.P.
Advus Financial Partners, LLC is based in Winter Park, Florida.
