Novus Advisors, LLC Reduced Holdings in Q2 2025

Novus Advisors, LLC

  • $65.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-8.44K
- 75.0%
$243.75 - $303.93 $2.06M - $2.57M
2.81K $855M
IPPP
Listed Fds Tr Preferred Plus E
-194K
- 90.46%
$9.03 - $9.95 $1.76M - $1.94M
20.5K $200M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-53.7K
- 48.24%
$32.66 - $40.75 $1.76M - $2.19M
57.7K $2.33B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22.2K
- 52.28%
$72.02 - $73.82 $1.6M - $1.64M
20.2K $1.49B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.7K
- 54.72%
$498.8 - $620.9 $1.35M - $1.68M
2.24K $1.39B
VIG
Vanguard Dividend Appreciation

ETFs
-6.78K
- 54.0%
N/A
5.77K $1.18B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.86K
- 22.92%
$496.48 - $617.85 $1.42M - $1.77M
9.62K $5.94B
FDN
First Tr Fd Dow Jones

ETFs
-5.15K
- 57.73%
$200.29 - $269.33 $1.03M - $1.39M
3.77K $1.02B
AAPL
Apple Inc.

Technology
-3.87K
- 49.42%
$172.42 - $223.89 $667K - $866K
3.96K $812M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.41K
- 41.25%
$167.32 - $223.3 $904K - $1.21M
7.7K $1.69B
COST
Costco Wholesale Corp

Consumer Defensive
-783
- 70.8%
$908.13 - $1056.85 $711K - $828K
323 $320M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-12.2K
- 61.35%
$51.14 - $57.0 $626K - $698K
7.71K $438M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-21K
- 31.24%
$34.72 - $42.74 $730K - $899K
46.3K $1.98B
Spdr Series Trust
-16.3K
- 40.23%
N/A
24.1K $658M
WMT
Walmart Inc.

Consumer Defensive
-5.34K
- 68.63%
$81.79 - $99.98 $437K - $534K
2.44K $239M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.95K
- 26.99%
$85.42 - $94.39 $337K - $373K
10.7K $1B
XOM
Exxon Mobil Corp

Energy
-1.93K
- 28.72%
$99.93 - $119.04 $193K - $230K
4.8K $518M
UNP
Union Pacific Corp

Industrials
-1K
- 28.87%
$208.27 - $238.46 $208K - $238K
2.46K $567M
GLD
Spdr Gold Trust

ETFs
-762
- 22.31%
$273.71 - $316.29 $209K - $241K
2.65K $809M
VTV
Vanguard Value ETF

ETFs
-1.04K
- 42.89%
$153.67 - $176.74 $159K - $183K
1.38K $244M
VB
Vanguard Small Cap ETF

ETFs
-813
- 41.35%
$193.73 - $237.37 $158K - $193K
1.15K $273M
IWM
Ishares Russell 2000 ETF

ETFs
-853
- 47.84%
$174.82 - $215.79 $149K - $184K
930 $201M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.06K
- 31.94%
$121.58 - $136.74 $129K - $145K
2.26K $306M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-406
- 24.04%
$456.74 - $568.03 $185K - $231K
1.28K $729M
GOOG
Alphabet Inc.

Communication Services
-1.13K
- 38.51%
$146.58 - $180.01 $166K - $203K
1.8K $320M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.68K
- 35.98%
$68.13 - $74.77 $114K - $125K
2.98K $217M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.68K
- 41.11%
$74.88 - $91.97 $125K - $154K
2.4K $221M
TSLA
Tesla, Inc.

Consumer Cyclical
-704
- 39.18%
$221.86 - $362.89 $156K - $255K
1.09K $347M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-541
- 21.6%
$416.06 - $551.64 $225K - $298K
1.96K $1.08B
VO
Vanguard Mid Cap ETF

ETFs
-443
- 22.42%
$228.54 - $279.83 $101K - $124K
1.53K $429M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.14K
- 23.7%
$70.7 - $82.14 $80.6K - $93.6K
3.67K $301M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.01K
- 3.95%
$43.63 - $45.4 $44.2K - $45.9K
24.6K $1.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.16K
- 12.69%
$22.54 - $23.17 $48.6K - $50K
14.8K $341M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-471
- 18.82%
$90.56 - $109.49 $42.7K - $51.6K
2.03K $222M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-843
- 4.49%
$45.12 - $46.23 $38K - $39K
17.9K $829M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.6K
- 3.86%
$22.68 - $23.28 $36.4K - $37.3K
40K $929M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1.43K
- 4.6%
$18.83 - $19.22 $26.9K - $27.4K
29.6K $566M
EFG
Msci Eafe Growth ETF

ETFs
-736
- 15.5%
$89.8 - $112.0 $66.1K - $82.4K
4.01K $449M
MBB
Ishares Tr

ETFs
-272
- 4.83%
$91.41 - $94.22 $24.9K - $25.6K
5.36K $503M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-304
- 17.67%
$320.42 - $424.58 $97.4K - $129K
1.42K $601M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-421
- 8.56%
$152.42 - $182.82 $64.2K - $77K
4.5K $822M
NVDA
Nvidia Corp

Technology
-8.57K
- 31.42%
$94.31 - $157.99 $808K - $1.35M
18.7K $2.95B
EFV
Msci Eafe Value ETF

ETFs
-509
- 7.29%
$52.4 - $64.65 $26.7K - $32.9K
6.48K $411M
EMHC
Spdr Bloomberg Emerging Market
-344
- 1.1%
$23.06 - $24.61 $7.93K - $8.47K
30.9K $761M
EBND
Spdr Bloomberg Emerging Market

ETFs
-844
- 4.31%
$19.57 - $21.4 $16.5K - $18.1K
18.7K $401M
JPM
Jpmorgan Chase & CO

Financial Services
-101
- 9.3%
$210.28 - $289.91 $21.2K - $29.3K
985 $286M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-58
- 2.81%
$108.06 - $135.3 $6.27K - $7.85K
2K $271M
IEFA
Ishares Tr

ETFs
-875
- 6.79%
$67.83 - $84.09 $59.4K - $73.6K
12K $1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-170
- 2.59%
$43.53 - $54.46 $7.4K - $9.26K
6.41K $349M
Activity Summary
Buys All Purchases 16 New Holdings 4 Increased Positions 12 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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