Novus Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Novus Advisors, LLC reported 112 stock positions worth $100.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.7% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Vanguard Total Bond Market (BND, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002042508
- Portfolio Value
- $100.4M (Q4 2024)
- SEC Filing
- 0001754960-25-000106 ↗ filed Feb 7, 2025
Holdings Value
Holdings 112 stocks · $100.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.67% | 14,851 | $8.7M | — |
| MSFT Microsoft Corp. | 3.90% | 9,280 | $3.9M | — |
| BND Vanguard Total Bond Market | 3.37% | 46,999 | $3.4M | — |
| IVV iShares Core S&P 500 ETF | 3.31% | 5,645 | $3.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.28% | 11,343 | $3.3M | — |
| NVDA Nvidia Corp. | 3.19% | 23,847 | $3.2M | — |
| XLSR SS US Sector Rotation | 2.92% | 54,915 | $2.9M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.84% | 41,314 | $2.8M | — |
| AMZN Amazon.com Inc. | 2.78% | 12,703 | $2.8M | — |
| SPEM State Street SP PTF Em ETF | 2.67% | 69,953 | $2.7M | — |
| FISR SS Fi Sector Rotation | 2.44% | 96,536 | $2.4M | — |
| VIG Vanguard Dividend Apprec ETF | 2.44% | 12,500 | $2.4M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.43% | 71,451 | $2.4M | — |
| FDN First Trust DJ Internet Ind | 2.20% | 9,077 | $2.2M | — |
| LISTED FDS TR | 2.18% | 219,449 | $2.2M | — |
| AAPL Apple Inc. | 1.92% | 7,713 | $1.9M | — |
| HD Home Depot Inc. | 1.87% | 4,834 | $1.9M | — |
| JNK SS SPDR BB High Yield Bond | 1.65% | 17,307 | $1.7M | — |
| USMV iShares MSCI USA Min Vol Fac | 1.30% | 14,640 | $1.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.21% | 2,371 | $1.2M | — |
| TFI SS SPDR N Ice Muni Bond ETF | 1.19% | 26,272 | $1.2M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.17% | 12,885 | $1.2M | — |
| JEPI JPMorgan Equity Premium Inco | 1.13% | 19,673 | $1.1M | — |
| NZF Nuveen Municipal Credit Inc. | 1.03% | 84,788 | $1.0M | — |
| COST Costco Wholesale Corp. | 0.99% | 1,084 | $993K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.97% | 21,641 | $972K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.91% | 12,993 | $913K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.89% | 39,345 | $893K | — |
| GLD SPDR Gold Shares | 0.88% | 3,643 | $882K | — |
| HEGD Swan Hedged Equity US LG Cap | 0.85% | 38,314 | $858K | — |
| QUAL iShares MSCI USA Quality Fac | 0.82% | 4,636 | $826K | — |
| JNJ Johnson & Johnson | 0.82% | 5,684 | $822K | — |
| PEP Pepsico Inc. | 0.80% | 5,304 | $807K | — |
| NAD Nuveen Quality Municipal Inc. | 0.80% | 68,487 | $799K | — |
| UNP Union Pacific Corp. | 0.79% | 3,464 | $790K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.78% | 17,396 | $786K | — |
| UAUG Innovator U.S. Equity Ultra | 0.74% | 21,005 | $746K | — |
| XOM Exxon Mobil Corp. | 0.72% | 6,700 | $721K | — |
| WMT Walmart Inc. | 0.71% | 7,862 | $710K | — |
| IWF iShares Russell 1000 Growth | 0.71% | 1,763 | $708K | — |
| EBND State Street SPDR Bloomberg | 0.70% | 36,042 | $704K | — |
| GOVT iShares US Treasury Bond ETF | 0.70% | 30,476 | $700K | — |
| TRGP Targa Resources Corp. | 0.68% | 3,844 | $686K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.67% | 12,251 | $670K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.64% | 19,629 | $643K | — |
| VOO Vanguard S&P 500 ETF | 0.63% | 1,172 | $631K | — |
| GPC Genuine Parts Co. | 0.60% | 5,116 | $597K | — |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.58% | 31,487 | $582K | — |
| GWX State Street SPDR S&P Intern | 0.56% | 18,073 | $560K | — |
| DUK Duke Energy Corp. | 0.53% | 4,983 | $537K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.50% | 5,182 | $502K | — |
| MBB iShares MBS ETF | 0.50% | 5,434 | $498K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 2,183 | $480K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 1,817 | $480K | — |
| IVW iShares S&P 500 Growth ETF | 0.47% | 4,656 | $473K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.45% | 10,754 | $449K | — |
| SCHB Schwab US Broad Market ETF | 0.45% | 19,764 | $449K | — |
| TT Trane Technologies PLC | 0.44% | 1,200 | $443K | — |
| IWM iShares Russell 2000 ETF | 0.44% | 1,997 | $441K | — |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.44% | 16,967 | $439K | — |
| SDY SS SPDR S&P Dividend ETF | 0.44% | 3,316 | $438K | — |
| GOOG Alphabet Inc. Class C | 0.43% | 2,263 | $431K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 1,785 | $429K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.43% | 17,163 | $429K | — |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.42% | 17,719 | $421K | — |
| AVGO Broadcom Inc. | 0.42% | 1,800 | $417K | — |
| AIVL Wisdomtree US AI Enhanced Va | 0.40% | 3,725 | $397K | — |
| XLK SS Technology Select Sector | 0.39% | 1,700 | $395K | — |
| BOND PIMCO Active Bond Exchange-T | 0.39% | 4,353 | $394K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 2,296 | $389K | — |
| BLV Vanguard Long-Term Bond ETF | 0.38% | 5,632 | $385K | — |
| AGG iShares Core U.S. Aggregate | 0.36% | 3,776 | $366K | — |
| EFV iShares MSCI Eafe Value ETF | 0.36% | 6,969 | $366K | — |
| IWR iShares Russell Mid-Cap ETF | 0.36% | 4,073 | $360K | — |
| TFC Truist Financial Corp. | 0.35% | 8,035 | $349K | — |
| UOCT Innovator U.S. Equity Ultra | 0.34% | 9,582 | $338K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 798 | $328K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.33% | 4,661 | $326K | — |
| SCHX Schwab US Large-Cap ETF | 0.30% | 13,193 | $306K | — |
| IJR iShares Core S&P Small-Cap E | 0.29% | 2,509 | $289K | — |
| ABBV Abbvie Inc. | 0.29% | 1,620 | $288K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 3,628 | $283K | — |
| AFL Aflac Inc. | 0.28% | 2,716 | $281K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 996 | $279K | — |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 2,137 | $275K | — |
| EFX Equifax Inc. | 0.27% | 1,050 | $268K | — |
| JPM JPMorgan Chase & Co. | 0.26% | 1,103 | $264K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.26% | 5,151 | $264K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 1,251 | $259K | — |
| TSLA Tesla Inc. | 0.24% | 601 | $243K | — |
| FTCS First Trust Capital Strength | 0.23% | 2,685 | $236K | — |
| LOW Lowe's Cos Inc. | 0.23% | 954 | $235K | — |
| IYW iShares Ustechnology ETF | 0.23% | 1,455 | $232K | — |
| MUB iShares National Muni Bond E | 0.23% | 2,167 | $231K | — |
| BFK BlackRock Municipal Inc. TRST | 0.23% | 23,000 | $227K | — |
| COR Cencora Inc. | 0.22% | 1,000 | $225K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.22% | 2,850 | $224K | — |
| CVX Chevron Corp. | 0.22% | 1,541 | $223K | — |
| UDEC Innovator U.S. Equity Ultra | 0.22% | 6,310 | $221K | — |
| NVG Nuveen Amt-FR Muni CRDT | 0.22% | 17,927 | $220K | — |
| ADP Automatic Data Processing | 0.22% | 750 | $220K | — |
| MO Altria Group Inc. | 0.22% | 4,187 | $219K | — |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | 0.22% | 8,200 | $216K | — |
| ORCL Oracle Corp. | 0.21% | 1,259 | $210K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.21% | 2,346 | $206K | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.20% | 18,163 | $205K | — |
| UNOV Innovator U.S. Equity Ultra | 0.20% | 5,857 | $203K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 447 | $203K | — |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 2,022 | $201K | — |
| ITW Illinois Tool Works | 0.20% | 789 | $200K | — |
| LEO BNY Mellon Strategic Muni | 0.14% | 23,900 | $144K | — |
| MFM Aberdeen Municipal Income | 0.12% | 21,735 | $116K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $48.0M | SPY, XLSR, SPYM, SPDW, SPEM |
| Q1 2026 | 47 | $44.7M | SPY, SPDW, XLSR, FISR, SPYM |
| Q4 2025 | 47 | $44.7M | SPY, SPDW, XLSR, SPYM, SPEM |
| Q3 2025 | 45 | $43.6M | SPY, XLSR, SPDW, SPYM, SPEM |
| Q2 2025 | 76 | $65.5M | SPY, FISR, MSFT, SPYM, XLSR |
| Q1 2025 | 116 | $99.2M | SPY, SPDW, MSFT, BND, VTI |
| Q4 2024 | 112 | $100.4M | SPY, MSFT, BND, IVV, VTI |