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

About Novus Advisors, LLC

Investment Activity

  • Novus Advisors, LLC has $44.70 million in total holdings as of March 31, 2026.
  • Novus Advisors, LLC owns shares of 47 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 8.51% of the portfolio was purchased this quarter.
  • About 7.86% of the portfolio was sold this quarter.
  • This quarter, Novus Advisors, LLC has purchased 47 new stocks and bought additional shares in 27 stocks.
  • Novus Advisors, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF
$243,946 Holding
092528603 - iShares Flexible Income Active ETF
$209,070 Holding

Largest Purchases this Quarter

SPDR SSGA Fixed Income Sector Rotation ETF
27,324 shares (about $702.77K)
SPDR Portfolio Long Term Corporate Bond ETF
22,227 shares (about $493.88K)
SPDR Bloomberg High Yield Bond ETF
3,894 shares (about $372.73K)
SPDR SERIES TRUST
9,831 shares (about $346.44K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
1,757 shares (about $1.14M)
SPDR Portfolio Long Term Treasury ETF
21,107 shares (about $555.11K)
SPDR Portfolio Developed World ex-US ETF
6,495 shares (about $296.50K)
SPDR Portfolio S&P 600 Small Cap ETF
6,045 shares (about $292.09K)
iShares Russell 1000 Growth ETF
330 shares (about $140.71K)

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
$4,670,748$1,142,808 -19.7%7,18110.4%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,953,275$296,496 -7.0%86,6008.8%ETF
SPDR SSGA US Sector Rotation ETF stock logo
XLSR
SPDR SSGA US Sector Rotation ETF
$3,343,126$96,483 3.0%57,9007.5%ETF
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$3,218,781$702,773 27.9%125,1477.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,845,758$78,607 2.8%37,1806.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$2,578,926$21,860 0.9%54,9765.8%ETF
SPDR SERIES TRUST
$1,390,112$346,444 33.2%39,4473.1%STATE STRET SPDR
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,283,884$31,346 -2.4%1,9662.9%ETF
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$1,252,3810.0%27,6222.8%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,104,718$292,089 -20.9%22,8632.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,040,914$43,907 -4.0%11,4982.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$891,230$29,745 3.5%38,3822.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$838,063$17,943 -2.1%14,1521.9%ETF
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
$831,767$11,606 1.4%33,5391.9%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$781,407$97,246 -11.1%1,8161.7%Finance
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$766,936$25,207 3.4%19,1071.7%ETF
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$730,216$493,884 209.0%32,8631.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$721,395$6,236 0.9%15,6181.6%Manufacturing
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$709,8570.0%4,1841.6%Energy
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$701,009$28,294 -3.9%16,6001.6%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$638,165$372,734 140.4%6,6671.4%Finance
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$628,300$7,446 1.2%32,7411.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$603,051$128,896 -17.6%3,1441.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$597,8160.0%2,4641.3%Transportation
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$596,090$555,115 -48.2%22,6651.3%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$566,254$65,917 13.2%9,7331.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$546,955$30,337 5.9%7,3561.2%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$545,475$169,451 45.1%21,2911.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$488,526$36,874 8.2%4,3191.1%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$472,471$17,186 3.8%4,9761.1%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$470,282$470,282 New Holding5,4281.1%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$437,407$12,549 3.0%7321.0%ETF
SPDR Bloomberg Emerging Markets Local Bond ETF stock logo
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF
$429,375$5,614 1.3%20,8031.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$408,998$67,779 19.9%1,9370.9%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$383,760$140,712 -26.8%9000.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$338,427$28,179 9.1%4,8520.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$326,673$112,619 52.6%1,6650.7%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$302,497$15,147 -4.8%2,7160.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$281,164$1,666 -0.6%1,3500.6%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$278,565$24,410 9.6%9700.6%ETF
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
$267,456$54,207 25.4%5,8320.6%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$256,385$62,896 32.5%4,7000.6%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$253,797$825 0.3%11,0780.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$246,991$524 0.2%9430.6%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$243,946$243,946 New Holding2,6620.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$230,0270.0%2,1670.5%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$209,070$209,070 New Holding4,0260.5%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$0$311,451 -100.0%00.0%Finance
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$0$207,775 -100.0%00.0%Manufacturing
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$0$203,075 -100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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