Novus Advisors

Novus Advisors as of Dec. 31, 2025

Portfolio Holdings for Novus Advisors

Novus Advisors holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.6 $6.1M 8.9k 682.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.2 $4.1M 93k 44.41
Ssga Active Tr State Street Us (XLSR) 7.8 $3.5M 56k 62.31
Spdr Series Trust State Street Spd (SPYM) 6.5 $2.9M 36k 80.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.7 $2.6M 55k 46.81
Ssga Active Tr State Street Fix (FISR) 5.7 $2.5M 98k 25.91
Ishares Tr Core S&p500 Etf (IVV) 3.1 $1.4M 2.0k 684.77
Spdr Series Trust State Street Spd (SPSM) 3.0 $1.4M 29k 46.86
Spdr Series Trust State Street Spd (TFI) 2.8 $1.3M 28k 45.71
Spdr Series Trust State Street Spd (SPTL) 2.6 $1.2M 44k 26.47
Ishares Tr Core Msci Eafe (IEFA) 2.4 $1.1M 12k 89.46
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $867k 37k 23.37
Spdr Series Trust Bloomberg Enhncd (CERY) 1.9 $846k 30k 28.55
Spdr Series Trust State Street Spd (EMHC) 1.9 $842k 33k 25.46
Spdr Series Trust State Street Spd (SPMD) 1.9 $837k 15k 57.91
Spdr Gold Tr Gold Shs (GLD) 1.8 $809k 2.0k 396.31
Ssga Active Etf Tr State Street Bla (SRLN) 1.7 $763k 19k 41.27
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $758k 3.8k 198.62
Ishares Tr Core Univrsl Usd (IUSB) 1.6 $721k 16k 46.54
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.6 $706k 17k 40.86
Spdr Series Trust State Stret Spdr (TIPX) 1.4 $617k 32k 19.08
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $582k 1.2k 473.30
Union Pacific Corporation (UNP) 1.3 $570k 2.5k 231.32
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.2 $523k 8.6k 60.81
Exxon Mobil Corporation (XOM) 1.1 $504k 4.2k 120.34
Ishares Tr Eafe Value Etf (EFV) 1.1 $496k 6.9k 71.42
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $492k 4.0k 123.26
Ishares Tr Mbs Etf (MBB) 1.0 $457k 4.8k 95.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $446k 711.00 627.13
Spdr Series Trust Bloomberg Emergi (EBND) 1.0 $439k 21k 21.37
Spdr Series Trust State Street Spd (SPAB) 0.8 $378k 15k 25.75
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $343k 1.6k 212.07
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $325k 2.9k 113.93
Amazon (AMZN) 0.7 $314k 1.4k 230.82
Wisdomtree Tr Us Largecap Divd (DLN) 0.7 $312k 3.5k 88.08
Ishares Core Msci Emkt (IEMG) 0.7 $299k 4.4k 67.22
Spdr Series Trust State Street Spd (JNK) 0.6 $270k 2.8k 97.21
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $257k 885.00 290.22
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $254k 11k 23.02
Vanguard Index Fds Small Cp Etf (VB) 0.5 $243k 941.00 257.95
Spdr Series Trust State Street Spd (SPLB) 0.5 $240k 11k 22.58
Ishares Tr National Mun Etf (MUB) 0.5 $232k 2.2k 107.11
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.5 $215k 4.7k 46.22
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $210k 3.5k 59.28
Vanguard Index Fds Value Etf (VTV) 0.5 $208k 1.1k 190.99
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $208k 1.4k 148.94
Ishares Tr U.s. Tech Etf (IYW) 0.5 $203k 1.0k 199.68