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Novus Advisors, LLC Top Holdings and 13F Report (2026)

About Novus Advisors, LLC

Investment Activity

  • Novus Advisors, LLC has $47.97 million in total holdings as of June 30, 2026.
  • Novus Advisors, LLC owns shares of 49 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 8.76% of the portfolio was purchased this quarter.
  • About 7.76% of the portfolio was sold this quarter.
  • This quarter, Novus Advisors, LLC has purchased 47 new stocks and bought additional shares in 19 stocks.
  • Novus Advisors, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

67066G104 - NVIDIA
$242,909 Holding
464287721 - iShares U.S. Technology ETF
$236,087 Holding
464287804 - iShares Core S&P Small-Cap ETF
$220,982 Holding
46435G425 - iShares ESG Aware MSCI USA ETF
$218,812 Holding
573874104 - Marvell Technology
$201,374 Holding

Largest Purchases this Quarter

SPDR Bloomberg High Yield Bond ETF
9,652 shares (about $930.16K)
SPDR S&P 500 ETF Trust
940 shares (about $702.02K)
SPDR Portfolio Long Term Treasury ETF
13,715 shares (about $359.74K)
iShares Russell 1000 Growth ETF
2,660 shares (about $330.29K)
NVIDIA
1,214 shares (about $242.91K)

Largest Sales this Quarter

SPDR Portfolio Developed World ex-US ETF
21,088 shares (about $1.06M)
SPDR SSGA Fixed Income Sector Rotation ETF
34,833 shares (about $893.47K)
SPDR Portfolio Aggregate Bond ETF
10,324 shares (about $263.47K)
iShares Core S&P 500 ETF
264 shares (about $197.71K)
iShares MSCI EAFE Value ETF
1,433 shares (about $109.69K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNovus Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,064,977$702,017 13.1%8,12112.6%ETF
SPDR SSGA US Sector Rotation ETF stock logo
XLSR
SPDR SSGA US Sector Rotation ETF
$3,675,348$80,037 -2.1%56,6667.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,347,966$80,586 2.5%38,0977.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,301,166$1,062,630 -24.4%65,5126.9%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$2,980,994$134,318 4.7%57,5706.2%ETF
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$2,316,554$893,466 -27.8%90,3144.8%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$1,572,662$930,163 144.8%16,3193.3%ETF
SPDR SERIES TRUST
$1,349,903$31,190 2.4%40,3802.8%STATE STRET SPDR
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,274,611$197,707 -13.4%1,7022.7%ETF
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$1,272,736$7,649 0.6%27,7892.7%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,248,578$69,955 -5.3%21,6502.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,110,187$290 0.0%11,4952.3%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$954,247$359,744 60.5%36,3802.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$941,299$14,795 -1.5%13,9332.0%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$881,854$5,921 -0.7%38,1261.8%ETF
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
$877,095$23,863 2.8%34,4771.8%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$794,536$24,698 3.2%19,7201.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$756,491$35,720 5.0%16,3921.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$737,865$68,887 10.3%2,0031.5%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$721,756$4,638 -0.6%16,4941.5%ETF
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$711,446$24,685 -3.4%31,7611.5%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$670,2080.0%2,4641.4%Industrials
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$639,891$20,104 3.2%33,8031.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$607,163$82,725 -12.0%2,7671.3%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$601,351$60,598 -9.2%8,8421.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$592,621$1,375 -0.2%4,3091.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$572,0360.0%4,1841.2%Energy
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$517,476$573 -0.1%5,4221.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$499,311$3,434 -0.7%7271.0%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$472,033$1,701 0.4%4,9941.0%ETF
SPDR Bloomberg Emerging Markets Local Bond ETF stock logo
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF
$457,082$21,882 5.0%21,8491.0%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$453,396$109,694 -19.5%5,9230.9%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$450,487$10,672 2.4%1,9840.9%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$442,045$330,292 295.6%3,5600.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$361,982$872 -0.2%1,6610.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$319,852$1,907 -0.6%1,3420.7%Consumer Discretionary
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$312,633$25,254 -7.5%2,5130.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$312,289$234,136 299.6%3,8760.7%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$303,680$51,323 20.3%13,3310.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$296,236$105,704 -26.3%3,5760.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$282,508$3,334 -1.2%9320.6%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$279,878$263,469 -48.5%10,9670.6%ETF
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
$278,220$12,398 4.7%6,1040.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$242,909$242,909 New Holding1,2140.5%Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$236,087$236,087 New Holding9360.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$233,2130.0%2,1670.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$220,982$220,982 New Holding1,4900.5%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$218,812$218,812 New Holding1,3370.5%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$201,374$201,374 New Holding6760.4%Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$0$256,385 -100.0%00.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$0$243,946 -100.0%00.0%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$0$209,070 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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