Novus Advisors, LLC Portfolio Holdings

Novus Advisors, LLC

  • $99.2 Billion
  • Q1 2025

Novus Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $99.2 Billion distributed in 116 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 $6.98B, Spdr Ser Tr Fds Spdr Portfolio with a value of $4.06B, Microsoft Corp with a value of $3.39B, Vanguard Bd Index Fd Inc Total with a value of $3.12B, and Vanguard Total Stock Market Et with a value of $3.09B.

Examining the 13F form we can see an decrease of $1.2B in the current position value, from $100B to 99.2B.

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 $99.2 Billion
ETFs: $66.5 Billion
Technology: $8.92 Billion
Consumer Cyclical: $5.56 Billion
Financial Services: $3.87 Billion
Consumer Defensive: $2.96 Billion
Energy: $1.83 Billion
Industrials: $1.71 Billion
Healthcare: $1.52 Billion
Other: $1.32 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $99.2 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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