NOVUS ADVISORS, LLC

Filed: 5/9/2025ACC: 0001754960-25-000286

📋 What this filing means

NOVUS ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $99.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

116

Positions

$99.17M

Total AUM (reported)

1.80M

Total Shares

Allocation by class

COM$24.62M24.8%

TR UNIT$6.98M7.0%

PORTFOLIO DEVLPD$4.06M4.1%

TOTAL BND MRKT$3.12M3.1%

TOTAL STK MKT$3.09M3.1%

SPDR SSGA US SCT$2.93M3.0%

SPDR SSGA FXD$2.80M2.8%

Portfolio Concentration

Top 3$14.43M14.6%

4–10$20.39M20.6%

11–25$24.19M24.4%

Rest$40.17M40.5%

Top 3 weight

14.6%

Top 10 weight

35.1%

Voting Authority Distribution

Total shares with voting rights: 1.80M

Sole

Full voting authority

1.80M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole116

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings116

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares12.47K

TypeSH

Market value$6.98M

7.04%

Sole

12.47K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares111.41K

TypeSH

Market value$4.06M

4.09%

Sole

111.41K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares9.04K

TypeSH

Market value$3.39M

3.42%

Sole

9.04K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares42.42K

TypeSH

Market value$3.12M

3.14%

Sole

42.42K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares11.26K

TypeSH

Market value$3.09M

3.12%

Sole

11.26K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares27.26K

TypeSH

Market value$2.95M

2.98%

Sole

27.26K

Shared

0.00

None

0.00

SSGA ACTIVE TR

SOLE

SPDR SSGA US SCT

Shares57.67K

TypeSH

Market value$2.93M

2.95%

Sole

57.67K

Shared

0.00

None

0.00

SSGA ACTIVE TR

SOLE

SPDR SSGA FXD

Shares108K

TypeSH

Market value$2.80M

2.82%

Sole

108K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.94K

TypeSH

Market value$2.77M

2.80%

Sole

4.94K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares41.45K

TypeSH

Market value$2.73M

2.75%

Sole

41.45K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares67.34K

TypeSH

Market value$2.65M

2.67%

Sole

67.34K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares13.10K

TypeSH

Market value$2.49M

2.51%

Sole

13.10K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares12.55K

TypeSH

Market value$2.43M

2.45%

Sole

12.55K

Shared

0.00

None

0.00

LISTED FD TR

SOLE

PREFERRED PLUS

Shares215K

TypeSH

Market value$2.09M

2.11%

Sole

215K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

DJ INTERNT IDX

Shares8.92K

TypeSH

Market value$1.98M

2.00%

Sole

8.92K

Shared

0.00

None

0.00

HOME DEPOT INC

SOLE

COM

Shares4.83K

TypeSH

Market value$1.77M

1.79%

Sole

4.83K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares7.83K

TypeSH

Market value$1.74M

1.75%

Sole

7.83K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares14.63K

TypeSH

Market value$1.37M

1.38%

Sole

14.63K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.50K

TypeSH

Market value$1.17M

1.18%

Sole

2.50K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

NUVEEN BLMBRG MU

Shares25.63K

TypeSH

Market value$1.16M

1.16%

Sole

25.63K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares19.95K

TypeSH

Market value$1.14M

1.15%

Sole

19.95K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

BLOOMBERG ENHNCD

Shares40.40K

TypeSH

Market value$1.12M

1.13%

Sole

40.40K

Shared

0.00

None

0.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares1.11K

TypeSH

Market value$1.05M

1.06%

Sole

1.11K

Shared

0.00

None

0.00

NUVEEN MUNICIPAL CREDIT INC

SOLE

COM SH BEN INT

Shares84.79K

TypeSH

Market value$1.04M

1.05%

Sole

84.79K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares3.42K

TypeSH

Market value$984.3K

0.99%

Sole

3.42K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SPDR S&P 500 ETF TRSOLE	TR UNIT	12.47K	SH	$6.98M 7.04%	12.47K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	111.41K	SH	$4.06M 4.09%	111.41K
MICROSOFT CORPSOLE	COM	9.04K	SH	$3.39M 3.42%	9.04K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	42.42K	SH	$3.12M 3.14%	42.42K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	11.26K	SH	$3.09M 3.12%	11.26K
NVIDIA CORPORATIONSOLE	COM	27.26K	SH	$2.95M 2.98%	27.26K
SSGA ACTIVE TRSOLE	SPDR SSGA US SCT	57.67K	SH	$2.93M 2.95%	57.67K
SSGA ACTIVE TRSOLE	SPDR SSGA FXD	108K	SH	$2.80M 2.82%	108K
ISHARES TRSOLE	CORE S&P500 ETF	4.94K	SH	$2.77M 2.80%	4.94K
SPDR SER TRSOLE	PORTFOLIO S&P500	41.45K	SH	$2.73M 2.75%	41.45K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	67.34K	SH	$2.65M 2.67%	67.34K
AMAZON COM INCSOLE	COM	13.10K	SH	$2.49M 2.51%	13.10K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	12.55K	SH	$2.43M 2.45%	12.55K
LISTED FD TRSOLE	PREFERRED PLUS	215K	SH	$2.09M 2.11%	215K
FIRST TR EXCHANGE-TRADED FDSOLE	DJ INTERNT IDX	8.92K	SH	$1.98M 2.00%	8.92K
HOME DEPOT INCSOLE	COM	4.83K	SH	$1.77M 1.79%	4.83K
APPLE INCSOLE	COM	7.83K	SH	$1.74M 1.75%	7.83K
ISHARES TRSOLE	MSCI USA MIN VOL	14.63K	SH	$1.37M 1.38%	14.63K
INVESCO QQQ TRSOLE	UNIT SER 1	2.50K	SH	$1.17M 1.18%	2.50K
SPDR SER TRSOLE	NUVEEN BLMBRG MU	25.63K	SH	$1.16M 1.16%	25.63K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	19.95K	SH	$1.14M 1.15%	19.95K
SPDR SER TRSOLE	BLOOMBERG ENHNCD	40.40K	SH	$1.12M 1.13%	40.40K
COSTCO WHSL CORP NEWSOLE	COM	1.11K	SH	$1.05M 1.06%	1.11K
NUVEEN MUNICIPAL CREDIT INCSOLE	COM SH BEN INT	84.79K	SH	$1.04M 1.05%	84.79K
SPDR GOLD TRSOLE	GOLD SHS	3.42K	SH	$984.3K 0.99%	3.42K

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