Advus Financial Partners, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Advus Financial Partners, LLC opened 22 positions, added to 40, reduced 74, sold out of 11 and left 13 unchanged. The largest increase in value was MU (+$2,106,215); the largest decrease was IAU (-$803,156).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 2,350; Shares 2026-06-30 2,513.
- STX: Country of operation —; Class ORD SHS; Shares 2026-03-31 1,700; Shares 2026-06-30 2,059.
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 3,544; Shares 2026-06-30 3,578.
- KLAC: Country of operation United States; Class COM NEW; Shares 2026-03-31 495; Shares 2026-06-30 4,950.
Two Form 13F-HR filings compared (SEC CIK 2150676): 2026-03-31 (filed 2026-08-25) and 2026-06-30 (filed 2026-08-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 2,350 | 2,513 | +163 | $794,070 | $2,900,285 | +$2,106,215 |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 1,700 | 2,059 | +359 | $665,992 | $1,986,935 | +$1,320,943 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 3,544 | 3,578 | +34 | $757,211 | $1,550,455 | +$793,244 |
|---|
KLAC
KLA CORP | United States | COM NEW | 495 | 4,950 | +4,455 | $728,843 | $1,493,465 | +$764,622 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 10,732 | 14,230 | +3,498 | $4,617,872 | $5,242,047 | +$624,175 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 3,739 | 3,808 | +69 | $1,072,570 | $1,345,481 | +$272,911 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 947 | 1,208 | +261 | $256,249 | $502,081 | +$245,832 |
|---|
ABBV
ABBVIE INC | United States | COM | 4,314 | 4,517 | +203 | $938,160 | $1,136,586 | +$198,426 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 7,085 | 7,402 | +317 | $1,731,916 | $1,879,960 | +$148,044 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 6,962 | 9,886 | +2,924 | $422,245 | $569,631 | +$147,386 |
|---|
NOW
SERVICENOW INC | United States | COM | 2,191 | 3,763 | +1,572 | $229,069 | $373,591 | +$144,522 |
|---|
PHM
PULTE GROUP INC | United States | COM | 4,504 | 4,858 | +354 | $529,715 | $666,566 | +$136,851 |
|---|
BAC
BANK OF AMER CORP | United States | COM | 15,524 | 15,575 | +51 | $756,804 | $887,485 | +$130,681 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 3,296 | 3,328 | +32 | $681,955 | $551,699 | -$130,256 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 12,111 | 12,846 | +735 | $799,205 | $924,270 | +$125,065 |
|---|
EXPE
EXPEDIA GROUP INC | United States | COM NEW | 1,775 | 2,039 | +264 | $409,830 | $521,739 | +$111,909 |
|---|
EBAY
EBAY INC. | United States | COM | 4,878 | 4,892 | +14 | $443,996 | $546,681 | +$102,685 |
|---|
VTR
VENTAS INC | United States | COM | 4,207 | 4,932 | +725 | $344,048 | $437,962 | +$93,914 |
|---|
ADBE
ADOBE INC | United States | COM | 1,768 | 1,781 | +13 | $429,765 | $365,141 | -$64,624 |
|---|
NEM
NEWMONT CORP | United States | COM | 4,661 | 4,727 | +66 | $504,553 | $441,502 | -$63,051 |
|---|
MCO
MOODYS CORP | United States | COM | 483 | 575 | +92 | $210,709 | $260,429 | +$49,720 |
|---|
COF
CAPITAL ONE FINL CORP | United States | COM | 2,110 | 2,154 | +44 | $384,884 | $432,180 | +$47,296 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 1,179 | 1,192 | +13 | $356,487 | $403,344 | +$46,857 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 641 | 802 | +161 | $210,626 | $252,502 | +$41,876 |
|---|
KR
KROGER CO | United States | COM | 5,551 | 6,515 | +964 | $401,670 | $361,778 | -$39,892 |
|---|
GM
GENERAL MTRS CO | United States | COM | 5,094 | 5,355 | +261 | $379,503 | $412,763 | +$33,260 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 405 | 419 | +14 | $244,497 | $213,273 | -$31,224 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 7,645 | 7,814 | +169 | $556,403 | $580,893 | +$24,490 |
|---|
SLB
SLB LIMITED | | COM STK | 4,310 | 4,368 | +58 | $221,491 | $203,068 | -$18,423 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 74 | 1,813 | +1,739 | $311,719 | $323,166 | +$11,447 |
|---|
EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 25,692 | 26,248 | +556 | $972,185 | $964,876 | -$7,309 |
|---|
OKE
ONEOK INC NEW | United States | COM | 4,052 | 4,132 | +80 | $366,260 | $359,236 | -$7,024 |
|---|
MPLX
MPLX LP | United States | COM UNIT REP LTD | 6,000 | 6,191 | +191 | $342,420 | $348,739 | +$6,319 |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 33,192 | 33,818 | +626 | $640,606 | $646,600 | +$5,994 |
|---|
ENB
ENBRIDGE INC | | COM | 7,003 | 7,080 | +77 | $379,142 | $383,807 | +$4,665 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 646 | 681 | +35 | $274,770 | $277,345 | +$2,575 |
|---|
BLK
BLACKROCK INC | United States | COM | 289 | 292 | +3 | $277,799 | $280,344 | +$2,545 |
|---|
ORCL
ORACLE CORP | United States | COM | 4,345 | 4,349 | +4 | $639,213 | $637,389 | -$1,824 |
|---|
FOXA
FOX CORP | United States | CL A COM | 4,255 | 4,744 | +489 | $248,492 | $247,447 | -$1,045 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 1,879 | 1,942 | +63 | $246,085 | $245,859 | -$226 |
|---|
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