Novus Advisors, LLC Top Holdings and 13F Report (2026) About Novus Advisors, LLCInvestment ActivityNovus Advisors, LLC has $47.71 million in total holdings as of September 30, 2026.Novus Advisors, LLC owns shares of 50 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 12.63% of the portfolio was purchased this quarter.About 12.86% of the portfolio was sold this quarter.This quarter, Novus Advisors, LLC has purchased 49 new stocks and bought additional shares in 18 stocks.Novus Advisors, LLC sold shares of 21 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $4,676,439SPDR Portfolio Developed World ex-US ETF $3,903,542SPDR SSGA US Sector Rotation ETF $3,738,966SPDR Portfolio S&P 500 ETF $3,593,903SPDR SSGA Fixed Income Sector Rotation ETF $3,547,115 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $680,946 Holding922042866 - Vanguard FTSE Pacific ETF $523,924 Holding09290C764 - BLACKROCK ETF TRUST $308,393 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $301,119 Holding09290C780 - BLACKROCK ETF TRUST $263,462 Holding Largest Purchases this Quarter SPDR SSGA Fixed Income Sector Rotation ETF 55,000 shares (about $1.34M)EXXONMOBIL HOLDINGS CORP 4,184 shares (about $680.95K)SPDR Portfolio Aggregate Bond ETF 25,977 shares (about $632.80K)SPDR Portfolio Developed World ex-US ETF 12,232 shares (about $614.17K)Vanguard FTSE Pacific ETF 4,524 shares (about $523.92K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,990 shares (about $1.52M)SPDR Bloomberg High Yield Bond ETF 13,367 shares (about $1.24M)SPDR SERIES TRUST 12,811 shares (about $502.45K)iShares MSCI USA Quality Factor ETF 1,459 shares (about $324.25K)SPDR Portfolio Emerging Markets ETF 4,503 shares (about $233.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNovus Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$4,676,439$1,517,879 ▼-24.5%6,1319.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,903,542$614,171 ▲18.7%77,7448.2%ETFXLSRSPDR SSGA US Sector Rotation ETF$3,738,966$24,240 ▼-0.6%56,3017.8%ETFSPLGSPDR Portfolio S&P 500 ETF$3,593,903$174,314 ▲5.1%40,0397.5%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$3,547,115$1,342,550 ▲60.9%145,3147.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,746,768$233,077 ▼-7.8%53,0675.8%ETFIVViShares Core S&P 500 ETF$1,226,892$76,585 ▼-5.9%1,6022.6%ETFTFISPDR Nuveen ICE Municipal Bond ETF$1,188,5360.0%27,7892.5%ETFIEFAiShares Core MSCI EAFE ETF$1,137,274$23,639 ▲2.1%11,7392.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,120,654$23,787 ▼-2.1%21,2002.3%ETFSPDR SERIES TRUST$1,081,256$502,447 ▼-31.7%27,5692.3%STATE STRET SPDRSPTLSPDR Portfolio Long Term Treasury ETF$1,080,715$213,052 ▲24.6%45,3132.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$899,956$632,800 ▲236.9%36,9441.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$871,464$6,871 ▼-0.8%13,8241.8%ETFIUSBiShares Core Total USD Bond Market ETF$863,899$141,176 ▲19.5%19,5941.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$859,845$17,260 ▲2.0%38,9071.8%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$834,209$11,243 ▲1.4%34,9481.7%ETFSRLNSPDR Blackstone Senior Loan ETF$792,598$3,877 ▼-0.5%19,6241.7%ETFGLDSPDR Gold Shares$770,439$7,617 ▲1.0%2,0231.6%ETFGWXSPDR S&P International Small Cap ETF$749,878$1,732 ▼-0.2%16,4561.6%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$748,945$101,655 ▲15.7%36,7491.6%ETFEXXONMOBIL HOLDINGS CORP$680,946$680,946 ▲New Holding4,1841.4%COM SHSUNPUnion Pacific$670,5280.0%2,4641.4%IndustrialsIVWiShares S&P 500 Growth ETF$619,974$6,971 ▲1.1%4,3581.3%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$618,448$2,895 ▲0.5%33,9621.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$607,093$5,333 ▼-0.9%8,7651.3%ETFVPLVanguard FTSE Pacific ETF$523,924$523,924 ▲New Holding4,5241.1%ETFIXUSiShares Core MSCI Total International Stock ETF$510,191$4,844 ▼-0.9%5,3711.1%ETFIVEiShares S&P 500 Value ETF$473,453$20,545 ▲4.5%2,0741.0%ETFMBBiShares MBS ETF$464,411$16,849 ▲3.8%5,1821.0%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$447,954$2,142 ▼-0.5%21,7450.9%ETFGOVTiShares U.S. Treasury Bond ETF$442,802$151,253 ▲51.9%20,2470.9%ETFIWFiShares Russell 1000 Growth ETF$442,293$3,633 ▼-0.8%3,5310.9%ETFVOOVanguard S&P 500 ETF$416,311$93,214 ▼-18.3%5940.9%ETFVTVVanguard Value ETF$355,884$3,025 ▼-0.8%1,6470.7%ETFAMZNAmazon.com$340,837$6,478 ▲1.9%1,3680.7%Consumer DiscretionaryBLACKROCK ETF TRUST$308,393$308,393 ▲New Holding8,4840.6%ISHA IN CTRY ETFVOVanguard Mid-Cap ETF$302,231$1,725 ▼-0.6%3,8540.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$301,119$301,119 ▲New Holding3,9820.6%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$291,108$32,421 ▲12.5%6,8690.6%ETFQUALiShares MSCI USA Quality Factor ETF$290,690$324,248 ▼-52.7%1,3080.6%ETFNVDANVIDIA$275,426$1,827 ▼-0.7%1,2060.6%TechnologyJNKSPDR Bloomberg High Yield Bond ETF$273,798$1,239,789 ▼-81.9%2,9520.6%ETFBLACKROCK ETF TRUST$263,462$263,462 ▲New Holding5,5830.6%ISHA I IN TE ETFVBVanguard Small-Cap ETF$263,153$1,991 ▼-0.8%9250.6%ETFEFViShares MSCI EAFE Value ETF$241,684$227,044 ▼-48.4%3,0540.5%ETFAAPLApple$226,093$226,093 ▲New Holding6790.5%TechnologyMUBiShares National Muni Bond ETF$219,0840.0%2,1670.5%ETFSPMOInvesco S&P 500 Momentum ETF$203,909$203,909 ▲New Holding1,3450.4%ETFIJRiShares Core S&P Small-Cap ETF$202,7000.0%1,4900.4%ETFXOMExxonMobil$0$572,036 ▼-100.0%00.0%EnergyEFGiShares MSCI EAFE Growth ETF$0$312,633 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$296,236 ▼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$236,087 ▼-100.0%00.0%ETFESGUiShares ESG Aware MSCI USA ETF$0$218,812 ▼-100.0%00.0%ETFMRVLMarvell Technology$0$201,374 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
