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Novus Advisors, Llc

Portfolio Manager
Novus Advisors, Llc
Performance
-1.04% (2026 Q1)
AUM (13F)
$44.70M
# of Holdings
47
Performance Rank
Allocation (Top 20)
75.28%

Novus Advisors, Llc Holdings Map

Top 47 Novus Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
10.45%7.2K$4.7M
-19.66%(-1.76K)
2025-Q1: 12.5K shares2025-Q2: 9.6K shares2025-Q3: 9.2K shares2025-Q4: 8.9K shares2026-Q1: 7.2K shares
$579.92(+28.00%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
8.84%86.6K$4.0M
-6.98%(-6.50K)
2025-Q1: 111.4K shares2025-Q2: 57.7K shares2025-Q3: 77.4K shares2025-Q4: 93.1K shares2026-Q1: 86.6K shares
$38.25(+31.42%)
2026-03-31
XLSR
SSGA ACTIVE TR
7.48%57.9K$3.3M
+2.97%(+1.67K)
2025-Q1: 57.7K shares2025-Q2: 57.0K shares2025-Q3: 56.8K shares2025-Q4: 56.2K shares2026-Q1: 57.9K shares
$52.83(+24.03%)
2026-03-31
FISR
SSGA ACTIVE TR
7.2%125.1K$3.2M
+27.93%(+27.32K)
2025-Q1: 108.0K shares2025-Q2: 133.6K shares2025-Q3: 60.5K shares2025-Q4: 97.8K shares2026-Q1: 125.1K shares
$25.91(-1.44%)
2026-03-31
SPYM
SPDR SERIES TRUST
6.37%37.2K$2.8M
+2.84%(+1.03K)
2025-Q1: 41.4K shares2025-Q2: 43.3K shares2025-Q3: 38.0K shares2025-Q4: 36.2K shares2026-Q1: 37.2K shares
$68.54(+27.48%)
2026-03-31
SPEM
SPDR INDEX SHS FDS
5.77%55.0K$2.6M
+0.85%(+466)
2025-Q1: 67.3K shares2025-Q2: 46.3K shares2025-Q3: 56.0K shares2025-Q4: 54.5K shares2026-Q1: 55.0K shares
$40.73(+28.20%)
2026-03-31
CERY
SPDR SERIES TRUST
3.11%39.4K$1.4M
+33.19%(+9.83K)
2025-Q1: 40.4K shares2025-Q2: 24.1K shares2025-Q3: 46.7K shares2025-Q4: 29.6K shares2026-Q1: 39.4K shares
$28.36(+35.07%)
2026-03-31
IVV
ISHARES TR
2.87%2.0K$1.3M
-2.38%(-48)
2025-Q1: 4.9K shares2025-Q2: 2.2K shares2025-Q3: 2.0K shares2025-Q4: 2.0K shares2026-Q1: 2.0K shares
$582.75(+27.97%)
2026-03-31
TFI
SPDR SERIES TRUST
2.8%27.6K$1.3M
+0.00%(+0)
2025-Q1: 25.6K shares2025-Q2: 24.6K shares2025-Q3: 25.4K shares2025-Q4: 27.6K shares2026-Q1: 27.6K shares
$46.15(-1.66%)
2026-03-31
SPSM
SPDR SERIES TRUST
2.47%22.9K$1.1M
-20.91%(-6.04K)
2025-Q1: 11.2K shares2025-Q2: 19.9K shares2025-Q3: 36.4K shares2025-Q4: 28.9K shares2026-Q1: 22.9K shares
$44.01(+19.55%)
2026-03-31

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