Novus Advisors, LLC Reduced Holdings in Q1 2025

Novus Advisors, LLC

  • $99.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.38K
- 16.0%
$551.42 - $612.93 $1.31M - $1.46M
12.5K $6.98B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-14.3K
- 82.83%
$94.86 - $97.12 $1.36M - $1.39M
2.97K $283M
IVV
Ishares Core S&P 500 ETF

ETFs
-707
- 12.52%
$554.06 - $615.85 $392K - $435K
4.94K $2.77B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.9K
- 45.77%
$91.45 - $91.75 $539K - $541K
6.99K $641M
MSFT
Microsoft Corp

Technology
-239
- 2.58%
$375.39 - $447.2 $89.7K - $107K
9.04K $3.39B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-10.5K
- 48.32%
$40.03 - $46.81 $419K - $490K
11.2K $456M
EBND
Spdr Bloomberg Emerging Market

ETFs
-16.5K
- 45.66%
$19.47 - $20.36 $320K - $335K
19.6K $393M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-13.5K
- 44.21%
$22.25 - $23.0 $300K - $310K
17K $391M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-9.41K
- 47.94%
$32.5 - $33.3 $306K - $313K
10.2K $340M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.57K
- 9.73%
$71.17 - $73.66 $326K - $337K
42.4K $3.12B
VTI
Vanguard Total Stock Market Et

ETFs
-88
- 0.78%
$271.18 - $303.12 $23.9K - $26.7K
11.3K $3.09B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.68K
- 29.76%
$66.9 - $71.57 $112K - $120K
3.96K $279M
IPPP
Listed Fds Tr Preferred Plus E
-4.45K
- 2.03%
$9.71 - $10.33 $43.2K - $46K
215K $2.09B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-43
- 2.44%
$360.07 - $417.26 $15.5K - $17.9K
1.72K $621M
IWM
Ishares Russell 2000 ETF

ETFs
-214
- 10.72%
$198.1 - $229.79 $42.4K - $49.2K
1.78K $356M
PEP
Pepsico Inc

Consumer Defensive
-309
- 5.83%
$142.64 - $156.42 $44.1K - $48.3K
5K $749M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-639
- 2.43%
$44.81 - $46.22 $28.6K - $29.5K
25.6K $1.16B
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-495
- 13.29%
$104.87 - $112.53 $51.9K - $55.7K
3.23K $355M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.61K
- 3.74%
$37.07 - $40.63 $96.9K - $106K
67.3K $2.65B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7
- 0.28%
$102.49 - $119.96 $717 - $840
2.5K $262M
EFG
Msci Eafe Growth ETF

ETFs
-433
- 8.36%
$96.1 - $106.37 $41.6K - $46.1K
4.75K $475M
WMT
Walmart Inc.

Consumer Defensive
-75
- 0.95%
$84.5 - $105.05 $6.34K - $7.88K
7.79K $684M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-76
- 3.56%
$120.24 - $134.3 $9.14K - $10.2K
2.06K $251M
TFC
Truist Financial Corp

Financial Services
-51
- 0.63%
$39.48 - $48.15 $2.01K - $2.46K
7.98K $329M
HYG
Ishares Tr

ETFs
-21
- 0.74%
$78.51 - $80.11 $1.65K - $1.68K
2.83K $223M
JPM
Jpmorgan Chase & CO

Financial Services
-17
- 1.54%
$225.19 - $279.95 $3.83K - $4.76K
1.09K $266M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-491
- 1.56%
$18.46 - $19.19 $9.06K - $9.42K
31K $595M
ABBV
Abb Vie Inc.

Healthcare
-138
- 8.52%
$169.2 - $216.66 $23.3K - $29.9K
1.48K $310M
IBM
International Business Machines Corp

Technology
-126
- 5.77%
$217.4 - $264.74 $27.4K - $33.4K
2.06K $512M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 1.34%
$442.66 - $534.52 $2.66K - $3.21K
441 $235M
CVX
Chevron Corp

Energy
-2
- 0.13%
$146.71 - $167.97 $293 - $336
1.54K $257M
DUK
Duke Energy Corp

Utilities
-113
- 2.27%
$105.87 - $121.97 $12K - $13.8K
4.87K $594M
IEFA
Ishares Tr

ETFs
-108
- 0.83%
$69.57 - $78.65 $7.51K - $8.49K
12.9K $975M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-14
- 0.1%
$87.68 - $94.52 $1.23K - $1.32K
14.6K $1.37B
GLD
Spdr Gold Trust

ETFs
-227
- 6.23%
$243.19 - $288.14 $55.2K - $65.4K
3.42K $984M
JNJ
Johnson & Johnson

Healthcare
-51
- 0.9%
$142.06 - $167.7 $7.25K - $8.55K
5.63K $934M
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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