Novus Advisors, LLC Portfolio Holdings

Novus Advisors, LLC

$100 Billion
Q4 2024

Novus Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.71B, Microsoft Corp with a value of $3.91B, Vanguard Bd Index Fd Inc Total with a value of $3.38B, Ishares Core S&P 500 ETF with a value of $3.32B, and Vanguard Total Stock Market Et with a value of $3.29B.

Examining the 13F form we can see an increase of $100B in the current position value.

Novus Advisors, LLC is based out at Greenville, SC

Below you can find more details about Novus Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion

ETFs: $68.8 Billion

Technology: $10.2 Billion

Consumer Cyclical: $5.74 Billion

Financial Services: $3.84 Billion

Consumer Defensive: $2.73 Billion

Industrials: $1.92 Billion

Energy: $1.63 Billion

Healthcare: $1.33 Billion

Other: $968 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.71 Billion 8.67% of portfolio	14,851	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$3.38 Billion 3.37% of portfolio	46,999	Q4 2024 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.32 Billion 3.31% of portfolio	5,645	Q4 2024 New
VTI Vanguard Total Stock Market Et ETFs	$0	$3.29 Billion 3.28% of portfolio	11,343	Q4 2024 New
XLSR Ssga Active Tr Spdr Ssga Us Se ETFs	$0	$2.93 Billion 2.92% of portfolio	54,915	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$2.85 Billion 2.84% of portfolio	41,314	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.68 Billion 2.67% of portfolio	69,953	Q4 2024 New
VIG Vanguard Dividend Appreciation ETFs	$0	$2.45 Billion 2.44% of portfolio	12,500	Q4 2024 New
FISR Ssga Active Tr Spdr Ssga Fixed ETFs	$0	$2.45 Billion 2.44% of portfolio	96,536	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.44 Billion 2.43% of portfolio	71,451	Q4 2024 New
FDN First Tr Fd Dow Jones ETFs	$0	$2.21 Billion 2.2% of portfolio	9,077	Q4 2024 New
IPPP Listed Fds Tr Preferred Plus E	$0	$2.19 Billion 2.18% of portfolio	219,449	Q4 2024 New
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$1.65 Billion 1.65% of portfolio	17,307	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.3 Billion 1.3% of portfolio	14,640	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.21 Billion 1.21% of portfolio	2,371	Q4 2024 New
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$1.2 Billion 1.19% of portfolio	26,272	Q4 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$1.18 Billion 1.17% of portfolio	12,885	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$1.13 Billion 1.13% of portfolio	19,673	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$972 Million 0.97% of portfolio	21,641	Q4 2024 New
IEFA Ishares Tr ETFs	$0	$913 Million 0.91% of portfolio	12,993	Q4 2024 New
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$893 Million 0.89% of portfolio	39,345	Q4 2024 New
GLD Spdr Gold Trust ETFs	$90.9B	$882 Million 0.88% of portfolio	3,643	Q4 2024 New
HEGD Listed Fds Tr Swan Hedged Equi ETFs	$0	$858 Million 0.86% of portfolio	38,314	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$826 Million 0.82% of portfolio	4,636	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$786 Million 0.78% of portfolio	17,396	Q4 2024 New
UAUG Innovator U.S. Equity Ultra Bu ETFs	$0	$746 Million 0.74% of portfolio	21,005	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$708 Million 0.71% of portfolio	1,763	Q4 2024 New
EBND Spdr Bloomberg Emerging Market ETFs	$0	$704 Million 0.7% of portfolio	36,042	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$700 Million 0.7% of portfolio	30,476	Q4 2024 New
SPMD Spdr Portfolio ETFs	$0	$670 Million 0.67% of portfolio	12,251	Q4 2024 New
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$643 Million 0.64% of portfolio	19,629	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$631 Million 0.63% of portfolio	1,172	Q4 2024 New
TIPX Spdr Bloomberg 1 10 Year Tips ETFs	$0	$582 Million 0.58% of portfolio	31,487	Q4 2024 New
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	$0	$560 Million 0.56% of portfolio	18,073	Q4 2024 New
EFG Msci Eafe Growth ETF ETFs	$0	$502 Million 0.5% of portfolio	5,182	Q4 2024 New
MBB Ishares Tr ETFs	$0	$498 Million 0.5% of portfolio	5,434	Q4 2024 New
VO Vanguard Mid Cap ETF ETFs	$0	$480 Million 0.48% of portfolio	1,817	Q4 2024 New
IVW Ishares S&P 500 Growth ETF ETFs	$0	$473 Million 0.47% of portfolio	4,656	Q4 2024 New
SRLN Ssga Active Trust ETFs	$0	$449 Million 0.45% of portfolio	10,754	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$449 Million 0.45% of portfolio	19,764	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$438 Million 0.44% of portfolio	3,316	Q4 2024 New
IWM Ishares Russell 2000 ETF ETFs	$0	$441 Million 0.44% of portfolio	1,997	Q4 2024 New
VB Vanguard Small Cap ETF ETFs	$0	$429 Million 0.43% of portfolio	1,785	Q4 2024 New
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$429 Million 0.43% of portfolio	17,163	Q4 2024 New
EMHC Spdr Bloomberg Emerging Market	$0	$421 Million 0.42% of portfolio	17,719	Q4 2024 New
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	$0	$397 Million 0.4% of portfolio	3,725	Q4 2024 New
VTV Vanguard Value ETF ETFs	$0	$389 Million 0.39% of portfolio	2,296	Q4 2024 New
BOND Pimco Active Bond Exchange Tra ETFs	$0	$394 Million 0.39% of portfolio	4,353	Q4 2024 New
XLK Technology Sector Spdr ETFs	$0	$395 Million 0.39% of portfolio	1,700	Q4 2024 New
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$385 Million 0.38% of portfolio	5,632	Q4 2024 New

Summary

Portfolio
No. of Stocks 112
Current Value $100 Billion
Filing
Period Q4 2024
Filing Date February 06, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 112 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Novus Advisors, LLC Portfolio Holdings