Advus Financial Partners, LLC has filed a restatement of its Institutional Holdings Report (13F-HR/A) for the period ending September 30, 2022. The filing, submitted on October 2, 2022, lists the firm's equity portfolio as of the specified date.
The report details a portfolio consisting of 55 individual positions. The largest holding disclosed in the filing is the iShares Core S&P 500 ETF, which represents 34,859,851 shares. Other significant positions include the iShares Core MSCI International ETF (21,064,800 shares) and the iShares Core Total USD Bond ETF (9,385,451 shares).
The portfolio includes a diverse mix of exchange-traded funds (ETFs) and individual equities. Among the individual stock positions, Apple Inc. is listed with 17,138 shares, Tesla Inc. with 3,300 shares, and Berkshire Hathaway Inc. Class A and Class B shares with 1 and 962 shares, respectively.
The filing also lists several other ETFs across various sectors, including commodities, real estate, and municipal bonds. Notable entries include the iShares U.S. Energy ETF, the iShares Core High Dividend ETF, and the iShares National Municipal Bond ETF.
