Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending December 31, 2024. The filing, which updates the firm's Institutional Holdings Report, lists 61 equity positions held by the firm during the fourth quarter.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the iShares Core S&P 500 ETF, which accounts for 46,428,720 shares. Other significant positions include the iShares Core Total Stock Market ETF (46,428,715 shares) and the iShares MSCI ACWI ex US ETF (22,895,338 shares). The firm also holds substantial positions in various other ETFs tracking domestic and international markets, including the iShares MSCI USA Quality Factor ETF and the iShares National Municipal Bond ETF.
Among individual stock holdings, the largest is Apple Inc., with 11,744 shares. Other notable individual stock positions include Tesla Inc. (1,500 shares) and Microsoft Corporation (1,331 shares). The filing also includes a small position in Berkshire Hathaway Inc. Class A (1 share) and Class B (888 shares).
The filing indicates that all positions are held solely for investment purposes and are managed by the firm's Compliance Analyst, Rodrigo Diaz.
