Question 1

What stocks does ADVUS FINANCIAL PARTNERS LLC hold in its portfolio?

Accepted Answer

ADVUS FINANCIAL PARTNERS LLC's top stock holdings include AAPL, IVV, ITOT and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADVUS FINANCIAL PARTNERS LLC's largest stock holdings?

Accepted Answer

ADVUS FINANCIAL PARTNERS LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $2.5 million), IVV (valued at approximately $33.1 million), ITOT (valued at approximately $33.1 million), JPM (valued at approximately $2.2 million), ACWX (valued at approximately $29.6 million).

Question 3

When was ADVUS FINANCIAL PARTNERS LLC's last SEC filing?

Accepted Answer

ADVUS FINANCIAL PARTNERS LLC's most recent 13F filing was submitted on 9/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADVUS FINANCIAL PARTNERS LLC recently bought or sold?

Accepted Answer

ADVUS FINANCIAL PARTNERS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADVUS FINANCIAL PARTNERS LLC reported?

Accepted Answer

ADVUS FINANCIAL PARTNERS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADVUS FINANCIAL PARTNERS LLC invest in?

Accepted Answer

ADVUS FINANCIAL PARTNERS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.