Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2022. The filing, submitted on October 3, 2022, updates the firm's list of equity securities held for that quarter.
The report lists 59 total positions held by the firm. The largest holding disclosed in the filing is the iShares Core S&P 500 ETF, which accounts for approximately 9,185 shares. Other significant positions include the iShares Core MSCI International ETF (22,231 shares) and the iShares Core MSCI USA Quality Factor ETF (18,010 shares).
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 48 of the 59 positions being ETFs. Individual stocks included in the filing are limited, with the largest individual stock holding being Apple Inc., which is listed as 6,276 shares. The filing also lists a single share of Berkshire Hathaway Inc. Class A stock.
The filing identifies Rodrigo Diaz as the Compliance Analyst responsible for the submission. The firm's address is listed as 631 W Morse Blvd, Suite 115, in Winter Park, Florida.
