Novus Advisors, LLC New Holdings in Q4 2024

Novus Advisors, LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
14.9K
New
$567.81 - $607.81 $8.43M - $9.03M
14.9K $8.71B
MSFT
Microsoft Corp

Technology
9.28K
New
$406.35 - $454.46 $3.77M - $4.22M
9.28K $3.91B
BND
Vanguard Bd Index Fd Inc Total

ETFs
47K
New
$71.75 - $75.11 $3.37M - $3.53M
47K $3.38B
IVV
Ishares Core S&P 500 ETF

ETFs
5.65K
New
$570.51 - $610.59 $3.22M - $3.45M
5.65K $3.32B
VTI
Vanguard Total Stock Market Et

ETFs
11.3K
New
$280.04 - $302.45 $3.18M - $3.43M
11.3K $3.29B
NVDA
Nvidia Corp

Technology
23.8K
New
$117.0 - $148.88 $2.79M - $3.55M
23.8K $3.2B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
54.9K
New
$51.31 - $55.61 $2.82M - $3.05M
54.9K $2.93B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
41.3K
New
$66.77 - $71.52 $2.76M - $2.95M
41.3K $2.85B
AMZN
Amazon Com Inc

Consumer Cyclical
12.7K
New
$180.88 - $232.93 $2.3M - $2.96M
12.7K $2.79B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
70K
New
$38.37 - $42.82 $2.68M - $3M
70K $2.68B
VIG
Vanguard Dividend Appreciation

ETFs
12.5K
New
N/A
12.5K $2.45B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
71.5K
New
$34.13 - $37.35 $2.44M - $2.67M
71.5K $2.44B
FDN
First Tr Fd Dow Jones

ETFs
9.08K
New
$210.5 - $257.24 $1.91M - $2.33M
9.08K $2.21B
IPPP
Listed Fds Tr Preferred Plus E
219K
New
$9.94 - $10.6 $2.18M - $2.33M
219K $2.19B
AAPL
Apple Inc.

Technology
7.71K
New
$221.69 - $259.02 $1.71M - $2M
7.71K $1.93B
HD
Home Depot, Inc.

Consumer Cyclical
4.83K
New
$385.02 - $431.37 $1.86M - $2.09M
4.83K $1.88B
JNK
Spdr Bloomberg High Yield Bond

ETFs
17.3K
New
$94.77 - $97.36 $1.64M - $1.69M
17.3K $1.65B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
14.6K
New
$88.59 - $94.57 $1.3M - $1.38M
14.6K $1.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.37K
New
$481.22 - $538.17 $1.14M - $1.28M
2.37K $1.21B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
26.3K
New
$45.38 - $46.88 $1.19M - $1.23M
26.3K $1.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.9K
New
$91.29 - $91.8 $1.18M - $1.18M
12.9K $1.18B
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.7K
New
$57.53 - $60.83 $1.13M - $1.2M
19.7K $1.13B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
84.8K
New
$12.12 - $13.1 $1.03M - $1.11M
84.8K $1.03B
COST
Costco Wholesale Corp

Consumer Defensive
1.08K
New
$873.59 - $994.69 $947K - $1.08M
1.08K $993M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
21.6K
New
$44.33 - $49.55 $959K - $1.07M
21.6K $972M
IEFA
Ishares Tr

ETFs
13K
New
$70.06 - $77.43 $910K - $1.01M
13K $913M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
39.3K
New
$22.63 - $47.53 $890K - $1.87M
39.3K $893M
GLD
Spdr Gold Trust

ETFs
3.64K
New
$236.59 - $257.5 $862K - $938K
3.64K $882M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
38.3K
New
$22.04 - $23.08 $844K - $884K
38.3K $858M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.64K
New
$176.42 - $186.91 $818K - $867K
4.64K $826M
JNJ
Johnson & Johnson

Healthcare
5.68K
New
$143.34 - $165.86 $815K - $943K
5.68K $822M
PEP
Pepsico Inc

Consumer Defensive
5.3K
New
$151.29 - $176.1 $802K - $934K
5.3K $807M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
68.5K
New
$11.39 - $12.41 $780K - $850K
68.5K $799M
UNP
Union Pacific Corp

Industrials
3.46K
New
$223.15 - $249.32 $773K - $864K
3.46K $790M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.4K
New
$45.07 - $47.1 $784K - $819K
17.4K $786M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
21K
New
$34.78 - $35.99 $731K - $756K
21K $746M
XOM
Exxon Mobil Corp

Energy
6.7K
New
$105.51 - $125.37 $707K - $840K
6.7K $721M
WMT
Walmart Inc.

Consumer Defensive
7.86K
New
$79.1 - $95.7 $622K - $752K
7.86K $710M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.76K
New
$370.24 - $418.94 $653K - $739K
1.76K $708M
EBND
Spdr Bloomberg Emerging Market

ETFs
36K
New
$19.53 - $21.1 $704K - $760K
36K $704M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.5K
New
$22.39 - $23.45 $682K - $715K
30.5K $700M
TRGP
Targa Resources Corp.

Energy
3.84K
New
$150.58 - $207.69 $579K - $798K
3.84K $686M
SPMD
Spdr Portfolio

ETFs
12.3K
New
$54.13 - $59.56 $663K - $730K
12.3K $670M
SPIB
Spdr Portfolio Intermediate Te

ETFs
19.6K
New
$32.65 - $33.68 $641K - $661K
19.6K $643M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
New
$521.84 - $558.82 $612K - $655K
1.17K $631M
GPC
Genuine Parts CO

Consumer Cyclical
5.12K
New
$113.11 - $143.63 $579K - $735K
5.12K $597M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
31.5K
New
$18.41 - $18.97 $580K - $597K
31.5K $582M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
18.1K
New
$30.93 - $33.94 $559K - $613K
18.1K $560M
DUK
Duke Energy Corp

Utilities
4.98K
New
$105.76 - $120.76 $527K - $602K
4.98K $537M
Activity Summary
Buys All Purchases 112 New Holdings 112 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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