Advus Financial Partners
Latest statistics and disclosures from Advus Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, IVV, ACWX, QUAL, IQLT, and represent 29.83% of Advus Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: GOVT, KLAC, GLD, IWF, IDEF, BOND, SYSB, IVE, BLCR, VTEB.
- Started 32 new stock positions in VRTX, IDEF, USB, SNDK, SBCF, STT, ISRG, ALL, PANW, HPE.
- Reduced shares in these 10 stocks: AAPL, ITOT, QUAL, COMT, VYMI, IYW, OEF, IQLT, EFV, EMB.
- Sold out of its positions in ABT, CMCSA, COP, DVN, DIS, TLT, HYDB, ESGU, ESML, LHX. MCD, PLTR, PEP, TMUS, BSV, VO, LYB.
- Advus Financial Partners was a net buyer of stock by $1.3M.
- Advus Financial Partners has $441M in assets under management (AUM), dropping by 10.29%.
- Central Index Key (CIK): 0002150676
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Portfolio Holdings for Advus Financial Partners
Advus Financial Partners holds 261 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 7.5 | $33M | -3% | 200k | 164.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.2 | $32M | 42k | 748.89 |
|
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 6.8 | $30M | 393k | 76.11 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.2 | $19M | -5% | 85k | 219.43 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 4.2 | $19M | -3% | 373k | 49.55 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 3.4 | $15M | -2% | 322k | 46.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $8.2M | 60k | 137.53 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.8 | $8.1M | -4% | 119k | 68.01 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $7.6M | 21k | 370.05 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 1.7 | $7.3M | -8% | 96k | 76.55 |
|
| Apple (AAPL) | 1.6 | $7.2M | -15% | 25k | 289.36 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $7.0M | +9% | 31k | 227.06 |
|
| Ishares Tr National Mun Etf (MUB) | 1.6 | $7.0M | 65k | 107.62 |
|
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| Ishares Core Msci Emkt (IEMG) | 1.4 | $6.2M | +4% | 75k | 82.84 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $5.9M | -4% | 30k | 200.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $5.2M | +32% | 14k | 368.38 |
|
| Ishares Tr Mbs Etf (MBB) | 1.2 | $5.1M | 54k | 94.52 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 1.1 | $5.0M | -6% | 95k | 52.34 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.1 | $4.9M | +16% | 53k | 92.21 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $4.3M | +3% | 43k | 100.35 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $4.3M | -2% | 13k | 327.33 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.9 | $4.2M | +10% | 82k | 50.60 |
|
| Amazon (AMZN) | 0.9 | $4.1M | -4% | 17k | 238.34 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.9 | $4.0M | 45k | 89.01 |
|
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| Microsoft Corporation (MSFT) | 0.9 | $4.0M | -2% | 11k | 373.03 |
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| Innovator Etfs Trust International Dv (IOCT) | 0.8 | $3.7M | 100k | 36.99 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $3.5M | -8% | 119k | 28.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.4M | 9.6k | 357.36 |
|
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.7 | $3.3M | +20% | 63k | 52.72 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $3.2M | -19% | 8.6k | 365.87 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $3.0M | +6% | 25k | 124.42 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.7 | $3.0M | +5% | 69k | 43.11 |
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| Broadcom (AVGO) | 0.7 | $3.0M | 7.8k | 377.77 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $2.9M | +13% | 8.5k | 342.85 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $2.9M | 38k | 77.11 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $2.9M | +114% | 127k | 22.78 |
|
| Micron Technology (MU) | 0.7 | $2.9M | +6% | 2.5k | 1154.11 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $2.5M | -11% | 33k | 75.51 |
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| Western Digital (WDC) | 0.5 | $2.3M | -10% | 3.6k | 638.72 |
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| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.5 | $2.3M | 66k | 34.16 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $2.3M | -4% | 7.4k | 302.95 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.5 | $2.2M | -3% | 47k | 45.33 |
|
| Aim Etf Products Trust Allia Us Oct Etf (OCTW) | 0.5 | $2.1M | -2% | 51k | 40.91 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $2.1M | 20k | 106.47 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $2.1M | -28% | 8.2k | 252.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.0M | +2% | 2.9k | 686.88 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.5 | $2.0M | -12% | 49k | 41.03 |
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| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.5 | $2.0M | 44k | 45.80 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $2.0M | 28k | 71.25 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $2.0M | +21% | 2.1k | 965.00 |
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| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.4 | $1.9M | 51k | 38.08 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $1.9M | 2.7k | 703.38 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.9M | +4% | 7.4k | 253.98 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $1.8M | -31% | 18k | 98.20 |
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| Applied Materials (AMAT) | 0.4 | $1.6M | 2.2k | 723.01 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.6M | +300% | 13k | 124.17 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.6M | 3.6k | 433.33 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $1.5M | -2% | 770.00 | 1989.44 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.5M | +12% | 18k | 83.75 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.5M | +900% | 5.0k | 301.71 |
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| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.3 | $1.5M | -3% | 25k | 59.02 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.5M | +71% | 29k | 50.58 |
|
| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 0.3 | $1.4M | -13% | 34k | 42.33 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $1.4M | 27k | 52.76 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $1.4M | -26% | 14k | 102.16 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | -9% | 1.1k | 1199.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | 3.8k | 353.33 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $1.3M | 11k | 118.99 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $1.3M | -30% | 14k | 96.44 |
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| Visa Com Cl A (V) | 0.3 | $1.3M | 3.8k | 343.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | 2.6k | 500.39 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $1.3M | +56% | 13k | 96.46 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | -8% | 11k | 113.26 |
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| Citigroup Com New (C) | 0.3 | $1.2M | 8.6k | 139.96 |
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| Cheniere Energy Com New (LNG) | 0.3 | $1.2M | 5.0k | 239.02 |
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| Meta Platforms Cl A (META) | 0.3 | $1.2M | -5% | 2.1k | 563.30 |
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| Caterpillar (CAT) | 0.3 | $1.2M | 1.1k | 1064.90 |
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| Cisco Systems (CSCO) | 0.3 | $1.1M | -2% | 9.8k | 117.46 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | -3% | 7.8k | 146.64 |
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| Abbvie (ABBV) | 0.3 | $1.1M | +4% | 4.5k | 251.62 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.1M | +101% | 39k | 27.41 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.1M | +12% | 11k | 98.98 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.2 | $986k | -52% | 33k | 30.37 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $979k | 5.2k | 189.74 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $978k | -18% | 8.0k | 121.74 |
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| Enterprise Products Partners (EPD) | 0.2 | $965k | +2% | 26k | 36.76 |
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| Advanced Micro Devices (AMD) | 0.2 | $937k | -2% | 1.6k | 580.91 |
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| Altria (MO) | 0.2 | $924k | +6% | 13k | 71.95 |
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| Home Depot (HD) | 0.2 | $907k | 2.6k | 352.70 |
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| Bank of America Corporation (BAC) | 0.2 | $888k | 16k | 56.98 |
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| Tesla Motors (TSLA) | 0.2 | $879k | -2% | 2.1k | 420.60 |
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| Amgen (AMGN) | 0.2 | $860k | -11% | 2.4k | 362.15 |
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| Innovator Etfs Trust Emrgng Mkt July (EJUL) | 0.2 | $853k | 27k | 31.24 |
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| salesforce (CRM) | 0.2 | $791k | -8% | 5.1k | 156.67 |
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| Innovator Etfs Trust Intl De Pw June (IJUN) | 0.2 | $787k | +16% | 25k | 31.18 |
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| Blackrock Etf Trust Ishares Defense (IDEF) | 0.2 | $783k | NEW | 25k | 31.78 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $779k | -13% | 2.6k | 300.43 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $754k | -14% | 1.5k | 513.76 |
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| Gilead Sciences (GILD) | 0.2 | $719k | -2% | 5.7k | 126.34 |
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| Hartford Financial Services (HIG) | 0.2 | $717k | 5.4k | 132.52 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $701k | -20% | 6.9k | 102.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $690k | 8.1k | 85.49 |
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| Aim Etf Products Trust Allia Us Aug Etf (AUGW) | 0.2 | $676k | -3% | 20k | 34.05 |
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| Ge Aerospace Com New (GE) | 0.2 | $676k | -3% | 1.8k | 373.73 |
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| Pulte (PHM) | 0.2 | $667k | +7% | 4.9k | 137.21 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.2 | $664k | NEW | 7.5k | 88.72 |
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| Innovator Etfs Trust Intl Dev Pwr May (IMAY) | 0.1 | $659k | +2% | 21k | 31.73 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $647k | 34k | 19.12 |
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| Oracle Corporation (ORCL) | 0.1 | $637k | 4.3k | 146.56 |
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| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.1 | $613k | NEW | 12k | 50.37 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $594k | +32% | 795.00 | 746.50 |
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| Aim Etf Products Trust Allia Us Jan Etf (JANW) | 0.1 | $590k | 15k | 38.67 |
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| Williams Companies (WMB) | 0.1 | $581k | +2% | 7.8k | 74.34 |
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| Costco Wholesale Corporation (COST) | 0.1 | $572k | -10% | 611.00 | 936.19 |
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| Bristol Myers Squibb (BMY) | 0.1 | $570k | +41% | 9.9k | 57.62 |
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| Goldman Sachs (GS) | 0.1 | $557k | -8% | 550.00 | 1011.79 |
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| Biogen Idec (BIIB) | 0.1 | $554k | -2% | 2.6k | 216.06 |
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| Chevron Corporation (CVX) | 0.1 | $552k | 3.3k | 165.77 |
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| eBay (EBAY) | 0.1 | $547k | 4.9k | 111.75 |
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| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.1 | $545k | 13k | 41.68 |
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| Intel Corporation (INTC) | 0.1 | $544k | NEW | 3.9k | 139.63 |
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| Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) | 0.1 | $536k | 6.9k | 77.43 |
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| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.1 | $535k | +10% | 18k | 30.45 |
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| Innovator Etfs Trust Intl Developed (IAUG) | 0.1 | $526k | 17k | 30.17 |
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| Expedia Group Com New (EXPE) | 0.1 | $522k | +14% | 2.0k | 255.88 |
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| Philip Morris International (PM) | 0.1 | $519k | -8% | 2.9k | 180.91 |
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| Northern Trust Corporation (NTRS) | 0.1 | $510k | 2.9k | 173.84 |
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| Merck & Co (MRK) | 0.1 | $506k | 3.9k | 128.51 |
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| UnitedHealth (UNH) | 0.1 | $502k | +27% | 1.2k | 415.63 |
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| Arista Networks Com Shs (ANET) | 0.1 | $500k | 2.9k | 169.88 |
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| Coca-Cola Company (KO) | 0.1 | $491k | -13% | 6.0k | 81.27 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $487k | -7% | 12k | 41.33 |
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| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.1 | $484k | -25% | 14k | 35.97 |
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| Ge Vernova (GEV) | 0.1 | $478k | 407.00 | 1174.86 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $478k | 3.3k | 144.61 |
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| Netflix (NFLX) | 0.1 | $478k | -11% | 6.7k | 71.40 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.1 | $475k | 14k | 33.21 |
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| Aim Etf Products Trust Allianzim Us Eqt (JULW) | 0.1 | $474k | 12k | 40.82 |
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| Synchrony Financial (SYF) | 0.1 | $473k | 6.2k | 76.05 |
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| McKesson Corporation (MCK) | 0.1 | $472k | 624.00 | 755.60 |
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| Tapestry (TPR) | 0.1 | $468k | -8% | 3.2k | 146.38 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $468k | 1.6k | 298.07 |
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| Travelers Companies (TRV) | 0.1 | $459k | 1.4k | 330.12 |
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| Nextera Energy (NEE) | 0.1 | $452k | -10% | 5.2k | 87.77 |
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| Kinder Morgan (KMI) | 0.1 | $450k | 14k | 31.97 |
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| Cardinal Health (CAH) | 0.1 | $447k | 1.9k | 237.56 |
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| Newmont Mining Corporation (NEM) | 0.1 | $442k | 4.7k | 93.40 |
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| Ventas (VTR) | 0.1 | $438k | +17% | 4.9k | 88.80 |
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| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.1 | $436k | -10% | 12k | 36.00 |
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| Capital One Financial (COF) | 0.1 | $432k | +2% | 2.2k | 200.64 |
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| Morgan Stanley Com New (MS) | 0.1 | $419k | -2% | 2.0k | 209.07 |
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| General Motors Company (GM) | 0.1 | $413k | +5% | 5.4k | 77.08 |
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| International Business Machines (IBM) | 0.1 | $412k | 1.5k | 281.26 |
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| Aim Etf Products Trust Allianzim Us Eqt (DECW) | 0.1 | $405k | 11k | 35.65 |
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| American Express Company (AXP) | 0.1 | $403k | 1.2k | 338.38 |
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| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 0.1 | $400k | 6.4k | 62.53 |
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| Aim Etf Products Trust Allianzim Us Eqt (SEPW) | 0.1 | $398k | 12k | 33.39 |
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| Aim Etf Products Trust Allianzim Us Eqt (MARW) | 0.1 | $393k | -16% | 11k | 36.11 |
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| Cummins (CMI) | 0.1 | $392k | 549.00 | 713.21 |
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| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.1 | $389k | +16% | 12k | 32.91 |
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| Enbridge (ENB) | 0.1 | $384k | 7.1k | 54.21 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $380k | 927.00 | 409.40 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $378k | +3% | 792.00 | 477.57 |
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| At&t (T) | 0.1 | $375k | -7% | 18k | 20.70 |
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| Servicenow (NOW) | 0.1 | $374k | +71% | 3.8k | 99.28 |
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| Aim Etf Products Trust Allia Us Jun Etf (JUNW) | 0.1 | $370k | +3% | 11k | 34.39 |
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| Valero Energy Corporation (VLO) | 0.1 | $369k | 1.4k | 260.36 |
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| PNC Financial Services (PNC) | 0.1 | $369k | 1.5k | 246.22 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $367k | -12% | 713.00 | 515.23 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $365k | 1.8k | 205.02 |
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| Targa Res Corp (TRGP) | 0.1 | $363k | 1.4k | 268.14 |
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| Kroger (KR) | 0.1 | $362k | +17% | 6.5k | 55.53 |
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| Boeing Company (BA) | 0.1 | $361k | -5% | 1.7k | 216.47 |
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| Oneok (OKE) | 0.1 | $359k | 4.1k | 86.94 |
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| Eaton Corp SHS (ETN) | 0.1 | $359k | 843.00 | 426.12 |
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| Calamos Etf Tr Callmos Bit Stru (CBOJ) | 0.1 | $358k | +35% | 15k | 23.53 |
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| Dell Technologies CL C (DELL) | 0.1 | $356k | NEW | 825.00 | 431.46 |
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| Calamos Etf Tr S&p 500 Str July (CPSJ) | 0.1 | $355k | 13k | 27.66 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $352k | -4% | 2.2k | 158.01 |
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| Allstate Corporation (ALL) | 0.1 | $351k | NEW | 1.5k | 237.94 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $349k | +3% | 6.2k | 56.33 |
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| Jabil Circuit (JBL) | 0.1 | $344k | 891.00 | 385.48 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $329k | NEW | 6.7k | 49.41 |
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| CRH Ord (CRH) | 0.1 | $324k | NEW | 3.0k | 107.00 |
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| Booking Holdings (BKNG) | 0.1 | $323k | +2350% | 1.8k | 178.25 |
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| Calamos Etf Tr Nasd 100 St June (CPNJ) | 0.1 | $320k | +7% | 12k | 27.63 |
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| General Dynamics Corporation (GD) | 0.1 | $316k | -5% | 892.00 | 354.24 |
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| Wells Fargo & Company (WFC) | 0.1 | $315k | -4% | 3.8k | 82.63 |
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| Deere & Company (DE) | 0.1 | $313k | 493.00 | 634.35 |
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| Twilio Cl A (TWLO) | 0.1 | $311k | NEW | 1.5k | 206.33 |
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| Aim Etf Products Trust Allianzim Us Eqt (APRW) | 0.1 | $308k | -10% | 8.3k | 37.14 |
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| Qualcomm (QCOM) | 0.1 | $307k | 1.7k | 184.79 |
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| Innovator Etfs Trust Innovator Gw 100 (NFEB) | 0.1 | $302k | +6% | 10k | 30.34 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $299k | -6% | 2.0k | 146.11 |
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| Hldgs (UAL) | 0.1 | $298k | -18% | 2.2k | 135.99 |
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| Astrazeneca Ord (AZN) | 0.1 | $295k | -11% | 1.6k | 189.62 |
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| Palo Alto Networks (PANW) | 0.1 | $291k | NEW | 853.00 | 341.02 |
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| Innovator Etfs Trust Growth 100 Pwr B (NNOV) | 0.1 | $289k | -7% | 9.2k | 31.45 |
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| Corteva (CTVA) | 0.1 | $287k | 3.4k | 84.69 |
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| Marriott Intl Cl A (MAR) | 0.1 | $286k | 771.00 | 370.59 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $284k | 1.1k | 255.67 |
|
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| Pfizer (PFE) | 0.1 | $283k | -37% | 12k | 24.08 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $282k | NEW | 575.00 | 490.56 |
|
| Blackrock (BLK) | 0.1 | $280k | 292.00 | 960.08 |
|
|
| S&p Global (SPGI) | 0.1 | $277k | +5% | 681.00 | 407.26 |
|
| Sandisk Corp (SNDK) | 0.1 | $275k | NEW | 121.00 | 2273.73 |
|
| 3M Company (MMM) | 0.1 | $273k | 1.7k | 161.91 |
|
|
| Chubb (CB) | 0.1 | $273k | 802.00 | 340.53 |
|
|
| Verizon Communications (VZ) | 0.1 | $273k | -8% | 6.4k | 42.34 |
|
| Innovator Etfs Trust Innovator Inter (ISEP) | 0.1 | $272k | 7.9k | 34.60 |
|
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $271k | NEW | 8.1k | 33.25 |
|
| Lowe's Companies (LOW) | 0.1 | $270k | -27% | 1.2k | 220.49 |
|
| Union Pacific Corporation (UNP) | 0.1 | $268k | -7% | 985.00 | 272.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $267k | -2% | 2.3k | 117.67 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $264k | -2% | 1.2k | 226.97 |
|
| Moody's Corporation (MCO) | 0.1 | $260k | +19% | 575.00 | 452.92 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $260k | 2.4k | 110.32 |
|
|
| Linde SHS (LIN) | 0.1 | $259k | 499.00 | 518.94 |
|
|
| Calamos Etf Tr S&p 500 Prot Etf (CPSU) | 0.1 | $257k | 9.3k | 27.64 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $254k | -5% | 4.2k | 60.12 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $253k | 2.4k | 103.90 |
|
|
| Stryker Corporation (SYK) | 0.1 | $253k | +25% | 802.00 | 314.84 |
|
| TJX Companies (TJX) | 0.1 | $252k | -17% | 1.7k | 151.50 |
|
| State Street Corporation (STT) | 0.1 | $252k | NEW | 1.5k | 169.60 |
|
| D.R. Horton (DHI) | 0.1 | $251k | NEW | 1.5k | 162.88 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $250k | NEW | 499.00 | 501.81 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.1 | $250k | 5.9k | 42.08 |
|
|
| Corning Incorporated (GLW) | 0.1 | $248k | NEW | 971.00 | 255.41 |
|
| Innovator Etfs Trust GRWT100 PWR BF (NAPR) | 0.1 | $248k | 4.2k | 59.20 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $247k | +11% | 4.7k | 52.16 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $246k | +3% | 1.9k | 126.60 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $244k | NEW | 5.4k | 45.11 |
|
| Innovator Etfs Trust Growth 100 Pwr B (NDEC) | 0.1 | $242k | 8.1k | 30.04 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $241k | -2% | 4.4k | 55.18 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $240k | 7.7k | 31.10 |
|
|
| Hca Holdings (HCA) | 0.1 | $239k | -36% | 613.00 | 389.89 |
|
| Aim Etf Products Trust Allianzim Us Eqt (NVBW) | 0.1 | $236k | 6.6k | 35.62 |
|
|
| Entergy Corporation (ETR) | 0.1 | $235k | 2.0k | 114.86 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $230k | 1.5k | 156.72 |
|
|
| Medtronic SHS (MDT) | 0.1 | $228k | -36% | 2.9k | 78.23 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $226k | NEW | 2.4k | 93.66 |
|
| Calamos Etf Tr Bitcoin Structrd (CBOY) | 0.1 | $224k | NEW | 9.2k | 24.49 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $220k | NEW | 4.6k | 48.12 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $219k | NEW | 1.2k | 176.32 |
|
| Analog Devices (ADI) | 0.0 | $218k | NEW | 550.00 | 397.17 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $218k | NEW | 2.4k | 90.61 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $215k | NEW | 412.00 | 522.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $215k | NEW | 2.5k | 86.14 |
|
| American Intl Group Com New (AIG) | 0.0 | $214k | -4% | 2.9k | 74.53 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $213k | +3% | 419.00 | 509.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $213k | NEW | 289.00 | 736.78 |
|
| Innovator Etfs Trust Intl Dev Pwr Buf (INOV) | 0.0 | $212k | 5.8k | 36.73 |
|
|
| Phillips 66 (PSX) | 0.0 | $209k | -2% | 1.2k | 169.06 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $208k | NEW | 524.00 | 397.68 |
|
| Hubbell (HUBB) | 0.0 | $208k | NEW | 397.00 | 523.20 |
|
| Calamos Etf Tr Russe 2000 July (CPRJ) | 0.0 | $208k | 7.5k | 27.67 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $205k | 9.2k | 22.26 |
|
|
| SLB Com Stk (SLB) | 0.0 | $203k | 4.4k | 46.49 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $203k | NEW | 3.4k | 60.40 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $200k | NEW | 403.00 | 496.73 |
|
| Ford Motor Company (F) | 0.0 | $162k | NEW | 12k | 13.90 |
|
Past Filings by Advus Financial Partners
SEC 13F filings are viewable for Advus Financial Partners going back to 2026
- Advus Financial Partners 2021 Q3 filed Aug. 25, 2026
- Advus Financial Partners 2022 Q1 filed Aug. 25, 2026
- Advus Financial Partners 2022 Q2 filed Aug. 25, 2026
- Advus Financial Partners 2022 Q3 filed Aug. 25, 2026
- Advus Financial Partners 2022 Q4 filed Aug. 25, 2026
- Advus Financial Partners 2023 Q1 filed Aug. 25, 2026
- Advus Financial Partners 2023 Q2 filed Aug. 25, 2026
- Advus Financial Partners 2023 Q3 filed Aug. 25, 2026
- Advus Financial Partners 2023 Q4 filed Aug. 25, 2026
- Advus Financial Partners 2024 Q1 filed Aug. 25, 2026
- Advus Financial Partners 2024 Q2 filed Aug. 25, 2026
- Advus Financial Partners 2024 Q3 filed Aug. 25, 2026
- Advus Financial Partners 2024 Q4 filed Aug. 25, 2026
- Advus Financial Partners 2025 Q1 filed Aug. 25, 2026
- Advus Financial Partners 2025 Q2 filed Aug. 25, 2026
- Advus Financial Partners 2025 Q3 filed Aug. 25, 2026