Advus Financial Partners, LLC quarter change: USA Stocks, Reduced
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).
- WDC: Country of operation United States; Class COM; Shares 2026-03-31 4,002; Shares 2026-06-30 3,572.
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 2,243; Shares 2026-06-30 2,238.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2026-03-31 37,274; Shares 2026-06-30 32,882.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 9,749; Shares 2026-06-30 9,642.
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 |
|---|
WDC
WESTERN DIGITAL CORP | United States | COM | 4,002 | 3,572 | -430 | $1,082,501 | $2,281,508 | +$1,199,007 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 2,243 | 2,238 | -5 | $766,638 | $1,618,093 | +$851,455 |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 37,274 | 32,882 | -4,392 | $3,286,076 | $2,482,920 | -$803,156 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 9,749 | 9,642 | -107 | $2,803,534 | $3,445,688 | +$642,154 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,662 | 1,613 | -49 | $338,101 | $937,008 | +$598,907 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 30,982 | 29,667 | -1,315 | $5,403,322 | $5,936,042 | +$532,720 |
|---|
ASML
ASML HLDG NV | | N Y REGISTRY SHS | 789 | 770 | -19 | $1,042,135 | $1,531,869 | +$489,734 |
|---|
AVGO
BROADCOM INC | United States | COM | 7,984 | 7,830 | -154 | $2,470,986 | $2,957,909 | +$486,923 |
|---|
CAT
CATERPILLAR INC | United States | COM | 1,115 | 1,111 | -4 | $789,933 | $1,183,104 | +$393,171 |
|---|
CSCO
CISCO SYS INC | United States | COM | 9,990 | 9,781 | -209 | $775,120 | $1,148,857 | +$373,737 |
|---|
AMZN
AMAZON COM INC | United States | COM | 17,883 | 17,047 | -836 | $3,724,492 | $4,062,982 | +$338,490 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 13,359 | 13,032 | -327 | $3,929,720 | $4,265,740 | +$336,020 |
|---|
AAPL
APPLE INC | United States | COM | 29,371 | 24,746 | -4,625 | $7,453,945 | $7,160,461 | -$293,484 |
|---|
NFLX
NETFLIX INC. | United States | COM | 7,567 | 6,689 | -878 | $727,567 | $477,595 | -$249,972 |
|---|
PFE
PFIZER INC | United States | COM | 18,689 | 11,766 | -6,923 | $524,777 | $283,319 | -$241,458 |
|---|
CRM
SALESFORCE INC | United States | COM | 5,520 | 5,050 | -470 | $1,030,477 | $791,202 | -$239,275 |
|---|
LNG
CHENIERE ENERGY INC | United States | COM NEW | 5,053 | 5,015 | -38 | $1,433,701 | $1,198,676 | -$235,025 |
|---|
WMT
WALMART INC | United States | COM | 11,650 | 10,711 | -939 | $1,447,820 | $1,213,162 | -$234,658 |
|---|
C
CITIGROUP INC | United States | COM NEW | 8,606 | 8,575 | -31 | $976,006 | $1,200,157 | +$224,151 |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 958 | 613 | -345 | $453,364 | $239,003 | -$214,361 |
|---|
LLY
ELI LILLY & CO | United States | COM | 1,261 | 1,145 | -116 | $1,160,032 | $1,373,620 | +$213,588 |
|---|
T
AT&T INC | United States | COM | 19,671 | 18,137 | -1,534 | $570,262 | $375,436 | -$194,826 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 4,630 | 2,917 | -1,713 | $401,190 | $228,197 | -$172,993 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,875 | 1,808 | -67 | $532,069 | $675,704 | +$143,635 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 2,951 | 2,943 | -8 | $362,324 | $499,957 | +$137,633 |
|---|
V
VISA INC | United States | COM CL A | 3,851 | 3,781 | -70 | $1,163,945 | $1,297,208 | +$133,263 |
|---|
LOW
LOWES COS INC | United States | COM | 1,692 | 1,224 | -468 | $399,786 | $269,880 | -$129,906 |
|---|
GEV
GE VERNOVA INC | United States | COM | 408 | 407 | -1 | $356,143 | $478,168 | +$122,025 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 680 | 611 | -69 | $678,012 | $572,011 | -$106,001 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 1,721 | 1,468 | -253 | $859,930 | $754,198 | -$105,732 |
|---|
JBL
JABIL INC | United States | COM | 903 | 891 | -12 | $239,864 | $343,463 | +$103,599 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 5,836 | 5,689 | -147 | $813,363 | $718,748 | -$94,615 |
|---|
QCOM
QUALCOMM INC | United States | COM | 1,672 | 1,659 | -13 | $215,301 | $306,572 | +$91,271 |
|---|
META
META PLATFORMS INC | United States | CL A | 2,231 | 2,109 | -122 | $1,276,437 | $1,188,003 | -$88,434 |
|---|
AMGN
AMGEN INC | United States | COM | 2,691 | 2,374 | -317 | $946,938 | $859,751 | -$87,187 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 10,941 | 10,625 | -316 | $4,049,909 | $3,963,410 | -$86,499 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 5,773 | 5,151 | -622 | $536,233 | $452,087 | -$84,146 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 2,055 | 2,003 | -52 | $338,154 | $418,766 | +$80,612 |
|---|
TSLA
TESLA INC | United States | COM | 2,148 | 2,089 | -59 | $798,519 | $878,633 | +$80,114 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 7,019 | 6,437 | -582 | $352,354 | $272,551 | -$79,803 |
|---|
MCK
MCKESSON CORP | United States | COM | 634 | 624 | -10 | $548,638 | $471,494 | -$77,144 |
|---|
BIIB
BIOGEN INC | United States | COM | 2,622 | 2,566 | -56 | $480,691 | $554,410 | +$73,719 |
|---|
TJX
TJX COS INC NEW | United States | COM | 2,030 | 1,665 | -365 | $324,191 | $252,248 | -$71,943 |
|---|
AZN
ASTRAZENECA PLC | | ORD | 1,762 | 1,556 | -206 | $347,502 | $295,049 | -$52,453 |
|---|
HD
HOME DEPOT INC | United States | COM | 2,599 | 2,572 | -27 | $854,818 | $907,150 | +$52,332 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,490 | 1,465 | -25 | $361,161 | $412,048 | +$50,887 |
|---|
TRV
TRAVELERS COMPANIES INC | United States | COM | 1,399 | 1,390 | -9 | $408,060 | $458,867 | +$50,807 |
|---|
UAL
UNITED AIRLS HLDGS INC | United States | COM | 2,700 | 2,188 | -512 | $248,589 | $297,546 | +$48,957 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 602 | 550 | -52 | $509,501 | $556,482 | +$46,981 |
|---|
CAH
CARDINAL HEALTH INC | United States | COM | 1,894 | 1,882 | -12 | $400,221 | $447,088 | +$46,867 |
|---|
SYF
SYNCHRONY FINANCIAL | United States | COM | 6,291 | 6,213 | -78 | $427,939 | $472,475 | +$44,536 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 813 | 713 | -100 | $323,574 | $367,359 | +$43,785 |
|---|
KO
COCA COLA CO | United States | COM | 6,977 | 6,046 | -931 | $530,625 | $491,331 | -$39,294 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,593 | 2,555 | -38 | $1,242,566 | $1,278,496 | +$35,930 |
|---|
RTX
RTX CORPORATION | United States | COM | 5,259 | 5,158 | -101 | $1,014,374 | $978,697 | -$35,677 |
|---|
DE
DEERE & CO | United States | COM | 501 | 493 | -8 | $282,107 | $312,734 | +$30,627 |
|---|
MRK
MERCK & CO INC | United States | COM | 3,951 | 3,936 | -15 | $475,285 | $505,812 | +$30,527 |
|---|
MMM
3M CO | United States | COM | 1,689 | 1,688 | -1 | $245,293 | $273,304 | +$28,011 |
|---|
WELL
WELLTOWER INC | United States | COM | 1,198 | 1,165 | -33 | $236,857 | $264,420 | +$27,563 |
|---|
TPR
TAPESTRY INC | United States | COM | 3,486 | 3,195 | -291 | $491,909 | $467,684 | -$24,225 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 8,051 | 7,766 | -285 | $1,162,831 | $1,138,813 | -$24,018 |
|---|
PSX
PHILLIPS 66 | United States | COM | 1,266 | 1,237 | -29 | $230,706 | $209,123 | -$21,583 |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 1,433 | 1,419 | -14 | $353,956 | $369,448 | +$15,492 |
|---|
JCI
JOHNSON CONTROLS INTERNATION | | SHS | 2,186 | 2,043 | -143 | $286,257 | $298,503 | +$12,246 |
|---|
AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 3,005 | 2,872 | -133 | $226,126 | $214,050 | -$12,076 |
|---|
MPC
MARATHON PETE CORP | United States | COM | 1,114 | 1,109 | -5 | $272,017 | $283,538 | +$11,521 |
|---|
UNP
UNION PAC CORP | United States | COM | 1,060 | 985 | -75 | $257,177 | $267,920 | +$10,743 |
|---|
BA
BOEING CO | United States | COM | 1,770 | 1,668 | -102 | $352,283 | $361,072 | +$8,789 |
|---|
CB
CHUBB LIMITED | | COM | 816 | 802 | -14 | $265,796 | $273,103 | +$7,307 |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 941 | 892 | -49 | $322,970 | $315,982 | -$6,988 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 3,119 | 2,866 | -253 | $515,695 | $518,488 | +$2,793 |
|---|
WFC
WELLS FARGO & CO | United States | COM | 3,984 | 3,813 | -171 | $317,141 | $315,081 | -$2,060 |
|---|
CTVA
CORTEVA INC | United States | COM | 3,412 | 3,388 | -24 | $285,619 | $286,930 | +$1,311 |
|---|
BX
BLACKSTONE INC | United States | COM | 2,317 | 2,266 | -51 | $266,432 | $266,640 | +$208 |
|---|
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