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NOVUS ADVISORS, LLC13F | |
| NOVUS ADVISORS, LLC | |
| Last update 2025-05-09 | 116 Stocks (11 new) |
| Value $99.00 Mil | Turnover 9 % |
NOVUS ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 12,475 | 6,979.6 | -16.00% | 7.040 | -1.39% | 0.000 | +15.73% | +9.06% | 655,553.1 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 111,406 | 4,056.3 | +55.92% | 4.090 | +1.47% | 0.020 | +11.00% | +22.09% | 27,450.8 | ||
MSFT | Microsoft Corp | 9,041 | 3,393.7 | -2.58% | 3.420 | -0.10% | 0.000 | +30.92% | +21.95% | 3,805,908.4 | Software | |
BND | Vanguard Total Bond Market ETF | 42,425 | 3,116.1 | -9.73% | 3.140 | -0.33% | 0.000 | +0.69% | +3.45% | 127,654.6 | ||
VTI | Vanguard Total Stock Market ETF | 11,255 | 3,093.3 | -0.78% | 3.120 | -0.03% | 0.000 | +15.91% | +8.62% | 478,952.1 | ||
NVDA | NVIDIA Corp | 27,259 | 2,954.3 | +14.31% | 2.980 | +0.37% | 0.000 | +56.37% | +29.27% | 4,233,070.2 | Semiconductors | |
XLSR | SPDR SSGA U.S. Sector Rotation ETF | 57,674 | 2,928.1 | +5.02% | 2.950 | +0.14% | 0.430 | +13.67% | +5.29% | 772.1 | ||
FISR |
SPDR SSGA Fixed Income Sector Rotation ETF
SPDR SSGA Fixed Income Sector Rotation ETF
| 108,005 | 2,795.2 | +11.88% | 2.820 | +0.30% | 0.750 | +0.27% | +2.60% | 403.5 | ||
IVV | iShares Core S&P 500 ETF | 4,938 | 2,774.7 | -12.52% | 2.800 | -0.41% | 0.000 | +15.78% | +9.14% | 643,397.2 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 41,449 | 2,725.7 | +0.33% | 2.750 | +0.01% | 0.000 | +15.78% | +9.08% | 78,240.1 |
NOVUS ADVISORS, LLC's Historical Top Holdings Breakdowns
NOVUS ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Add Add | +1.47% | 33.84 ($36.14) 37.77 | $41.02 | 13.50% | Add 55.92% | 111,406 | 39,955 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -1.39% | 551.42 ($587.78) 612.93 | $635.42 | 8.11% | Reduce -16% | 12,475 | -2,376 | |
JNK | SPDR Bloomberg High Yield Bond ETF | 2025-03-31 | Reduce Reduce | -1.37% | 94.86 ($96.18) 97.12 | $96.96 | 0.81% | Reduce -82.83% | 2,971 | -14,336 | |
SPLB |
SPDR Portfolio Long Term Corporate Bond ETF
SPDR Portfolio Long Term Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.77% | 21.73 ($22.45) 23.02 | $22.25 | -0.89% | New holding | 33,872 | 33,872 | |
CERY |
Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
| 2025-03-31 | Add Add | +0.66% | 25.94 ($27.04) 27.78 | $27.98 | 3.48% | Add 138.13% | 40,403 | 23,436 | |
FEU | FEU | 2025-03-31 | New Buy New Buy | +0.65% | 39.53 ($43.23) 46.13 | $33.68 | -22.09% | New holding | 14,641 | 14,641 | |
TJAN |
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
| 2025-03-31 | New Buy New Buy | +0.55% | 25.23 ($25.58) 25.82 | $26.53 | 3.73% | New holding | 21,389 | 21,389 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -0.54% | 91.45 ($91.59) 91.75 | $91.72 | 0.14% | Reduce -45.77% | 6,987 | -5,898 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-03-31 | Reduce Reduce | -0.47% | 40.03 ($44.05) 46.81 | $43.61 | -1.00% | Reduce -48.32% | 11,183 | -10,458 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.41% | 554.06 ($590.51) 615.85 | $638.51 | 8.13% | Reduce -12.52% | 4,938 | -707 |
NOVUS ADVISORS, LLC Total Holding History ($B)
NOVUS ADVISORS, LLC's Asset Allocation
NOVUS ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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NOVUS ADVISORS, LLC's Hypothetical Growth since 2025-03-31
NOVUS ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
NOVUS ADVISORS, LLC's Holdings Heat Map
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NOVUS ADVISORS, LLC's Holdings Bubble Chart
NOVUS ADVISORS, LLC News
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