Novus Advisors, LLC Portfolio Holdings

Novus Advisors, LLC

  • $99.2 Billion
  • Q1 2025

Novus Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $99.2 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $6.98B, Spdr Ser Tr Fds Spdr Portfolio with a value of $4.06B, Microsoft Corp with a value of $3.39B, Vanguard Bd Index Fd Inc Total with a value of $3.12B, and Vanguard Total Stock Market Et with a value of $3.09B.

Examining the 13F form we can see an decrease of $1.2B in the current position value, from $100B to 99.2B.

Novus Advisors, LLC is based out at Greenville, SC

Below you can find more details about Novus Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $99.2 Billion
ETFs: $66.5 Billion
Technology: $8.92 Billion
Consumer Cyclical: $5.56 Billion
Financial Services: $3.87 Billion
Consumer Defensive: $2.96 Billion
Energy: $1.83 Billion
Industrials: $1.71 Billion
Healthcare: $1.52 Billion
Other: $1.32 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.98 Billion 7.04% of portfolio
12,475
Q1 2025 Reduced 16.0%
$0
$4.06 Billion 4.09% of portfolio
111,406
Q1 2025 Added 55.92%
$0
$3.12 Billion 3.14% of portfolio
42,425
Q1 2025 Reduced 9.73%
$0
$3.09 Billion 3.12% of portfolio
11,255
Q1 2025 Reduced 0.78%
$0
$2.93 Billion 2.95% of portfolio
57,674
Q1 2025 Added 5.02%
$0
$2.8 Billion 2.82% of portfolio
108,005
Q1 2025 Added 11.88%
$0
$2.77 Billion 2.8% of portfolio
4,938
Q1 2025 Reduced 12.52%
$0
$2.73 Billion 2.75% of portfolio
41,449
Q1 2025 Added 0.33%
$0
$2.65 Billion 2.67% of portfolio
67,340
Q1 2025 Reduced 3.74%
$0
$2.43 Billion 2.45% of portfolio
12,547
Q1 2025 Added 0.38%
$0
$2.09 Billion 2.11% of portfolio
215,000
Q1 2025 Reduced 2.03%
$0
$1.98 Billion 2.0% of portfolio
8,923
Q1 2025 Reduced 1.7%
$0
$1.37 Billion 1.38% of portfolio
14,626
Q1 2025 Reduced 0.1%
$0
$1.17 Billion 1.18% of portfolio
2,505
Q1 2025 Added 5.65%
$0
$1.16 Billion 1.16% of portfolio
25,633
Q1 2025 Reduced 2.43%
$0
$1.14 Billion 1.15% of portfolio
19,947
Q1 2025 Added 1.39%
$0
$975 Million 0.98% of portfolio
12,885
Q1 2025 Reduced 0.83%
$0
$963 Million 0.97% of portfolio
41,590
Q1 2025 Added 5.71%
$0
$868 Million 0.88% of portfolio
1,689
Q1 2025 Added 44.11%
$0
$860 Million 0.87% of portfolio
39,274
Q1 2025 Added 2.51%
$0
$865 Million 0.87% of portfolio
18,770
Q1 2025 Added 7.9%
$0
$840 Million 0.85% of portfolio
4,918
Q1 2025 Added 6.08%
$0
$764 Million 0.77% of portfolio
33,872
Q1 2025 New
$0
$756 Million 0.76% of portfolio
31,279
Q1 2025 Added 76.53%
$0
$727 Million 0.73% of portfolio
21,005
Q4 2024 New
$0
$684 Million 0.69% of portfolio
13,362
Q1 2025 Added 9.07%
$0
$678 Million 0.68% of portfolio
16,478
Q1 2025 Added 53.23%
$0
$644 Million 0.65% of portfolio
14,641
Q1 2025 New
$0
$641 Million 0.65% of portfolio
6,987
Q1 2025 Reduced 45.77%
$0
$621 Million 0.63% of portfolio
1,720
Q1 2025 Reduced 2.44%
$0
$595 Million 0.6% of portfolio
30,996
Q1 2025 Reduced 1.56%
$0
$588 Million 0.59% of portfolio
18,405
Q1 2025 Added 1.84%
$0
$528 Million 0.53% of portfolio
5,633
Q1 2025 Added 3.66%
$0
$522 Million 0.53% of portfolio
20,446
Q1 2025 Added 19.13%
$0
$511 Million 0.52% of portfolio
1,976
Q1 2025 Added 8.75%
$0
$498 Million 0.5% of portfolio
5,368
Q1 2025 Added 15.29%
$0
$475 Million 0.48% of portfolio
4,749
Q1 2025 Reduced 8.36%
$0
$459 Million 0.46% of portfolio
4,963
Q1 2025 Added 14.01%
$0
$456 Million 0.46% of portfolio
11,183
Q1 2025 Reduced 48.32%
$0
$450 Million 0.45% of portfolio
3,316
Q4 2024 New
$0
$436 Million 0.44% of portfolio
1,966
Q1 2025 Added 10.14%
$0
$427 Million 0.43% of portfolio
19,824
Q1 2025 Added 0.3%
$0
$418 Million 0.42% of portfolio
2,418
Q1 2025 Added 5.31%
$0
$412 Million 0.42% of portfolio
6,984
Q1 2025 Added 0.22%
$0
$393 Million 0.4% of portfolio
19,587
Q1 2025 Reduced 45.66%
$0
$391 Million 0.39% of portfolio
17,004
Q1 2025 Reduced 44.21%
$0
$382 Million 0.38% of portfolio
4,810
Q1 2025 New
$0
$374 Million 0.38% of portfolio
3,776
Q4 2024 New
$0
$355 Million 0.36% of portfolio
3,230
Q1 2025 Reduced 13.29%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $99.2 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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