Advus Financial Partners, LLC

Advus Financial Partners, LLC reported 142 holdings worth US$351M as of Jun 30, 2026 (Form 13F/A)

As of Jun 30, 2026 · Filed Oct 2, 2026

Advus Financial Partners, LLC reported 142 holdings worth US$351M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Apple Inc and Amazon.com, Inc. Filed Oct 2, 2026 (Form 13F/A).

Holdings
142
Value as reported
US$351M

The filing in full

CompanySharesValue as reported% of portfolio
Jp Morgan Chase & Co.7,541US$2.47M0.70%
Apple Inc7,677US$2.22M0.63%
Amazon.com, Inc.7,488US$1.78M0.51%
Nvidia Corporation6,978US$1.4M0.40%
Asml Holding Nv659US$1.31M0.37%
Microsoft Corp.3,094US$1.15M0.33%
Broadcom Inc.2,947US$1.11M0.32%
Micron Technology, Inc.756US$872K0.25%
Cheniere Energy, Inc.3,618US$865K0.25%
Procter & Gamble Company (the)5,723US$839K0.24%
Alphabet Inc (google) Class C2,261US$808K0.23%
Salesforce, Inc.4,460US$701K0.20%
Abbvie Inc.2,470US$621K0.18%
Enterprise Products Partners L.p.16,097US$592K0.17%
Berkshire Hathaway Inc.1,055US$528K0.15%
Amgen Inc.1,420US$514K0.15%
Home Depot, Inc. (the)1,220US$430K0.12%
Oracle Corporation2,609US$382K0.11%
Johnson & Johnson1,495US$380K0.11%
Walmart Inc.3,317US$376K0.11%
Adobe Inc.1,693US$347K0.10%
Rtx Corporation1,806US$343K0.10%
Visa Inc.877US$301K0.09%
Bank Of America Corporation5,118US$292K0.08%
Seacoast Banking Corporation Of Florida8,140US$271K0.08%
Meta Platforms, Inc.468US$264K0.08%
Boeing Company (the)1,080US$234K0.07%
International Business Machines Corporation831US$234K0.07%
Blackstone Inc.1,932US$227K0.06%

Source

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