Advus Financial Partners

Advus Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Advus Financial Partners

Advus Financial Partners holds 46 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.7 $36M 76k 476.99
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.6 $18M 122k 145.56
Ishares Tr Core Msci Intl (IDEV) 10.9 $15M 226k 67.64
Ishares Tr Msci Intl Qualty (IQLT) 6.0 $8.4M 214k 39.38
Ishares Tr Msci Eafe Min Vl (EFAV) 4.7 $6.6M 86k 76.77
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $5.8M 24k 241.44
Ishares Tr Core S&p Scp Etf (IJR) 3.9 $5.4M 47k 114.50
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $5.4M 19k 283.08
Ishares Tr Core Div Grwth (DGRO) 2.7 $3.7M 67k 55.58
Ishares Tr Core S&p Us Gwt (IUSG) 2.2 $3.1M 27k 115.64
Ishares Tr Core S&p Us Vlu (IUSV) 1.9 $2.7M 35k 76.34
Ishares Core Msci Emkt (IEMG) 1.8 $2.6M 43k 59.86
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $2.6M 24k 106.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.8 $2.5M 22k 115.24
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $2.5M 8.1k 305.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.8M 33k 54.91
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $1.8M 36k 51.06
Ishares Tr Eafe Value Etf (EFV) 1.0 $1.5M 29k 50.50
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.0 $1.4M 2.8k 519.20
Apple (AAPL) 0.9 $1.3M 7.5k 177.57
Ishares Tr Russell 2000 Etf (IWM) 0.7 $979k 4.4k 222.45
Ishares Tr National Mun Etf (MUB) 0.6 $825k 7.1k 116.28
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $788k 6.9k 114.08
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $787k 11k 72.47
Amazon (AMZN) 0.4 $630k 189.00 3334.34
Microsoft Corporation (MSFT) 0.4 $554k 1.6k 336.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $534k 1.2k 436.57
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $508k 2.0k 254.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $483k 1.0k 476.60
Ishares Tr Core Msci Total (IXUS) 0.3 $475k 6.7k 71.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $451k 1.00 450662.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $442k 3.0k 148.19
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $440k 3.6k 122.38
Blackstone Group Inc Com Cl A (BX) 0.3 $422k 3.3k 129.39
Ishares Tr Rus 1000 Etf (IWB) 0.3 $399k 1.5k 264.39
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $378k 4.6k 82.70
Alphabet Cap Stk Cl A (GOOGL) 0.3 $377k 130.00 2897.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $332k 4.0k 83.01
Ishares Tr Global Tech Etf (IXN) 0.2 $327k 5.1k 64.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $326k 1.1k 299.00
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $301k 5.4k 55.69
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $278k 1.6k 171.74
Enterprise Products Partners (EPD) 0.2 $275k 13k 21.96
Alphabet Cap Stk Cl C (GOOG) 0.2 $258k 89.00 2893.60
Home Depot (HD) 0.2 $256k 617.00 415.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $216k 2.6k 83.67