Novus Advisors LLC Portfolio
Invests via Novus Advisors LLC | Managed by Jennifer M. Belshe, Christopher G. Connelly
Invests via Novus Advisors LLC
Managed by Jennifer M. Belshe, Christopher G. Connelly
Automatically Tracked
Company Profile
Through portfolio construction, risk analytics and manager research, Novus Advisors LLC supports institutional investors and allocators with performance attribution and investment governance tools. The firm aggregates manager-level data to surface concentration, style drift and exposure insights used by pensions, endowments and family offices. Capital markets teams use its reporting and benchmarking to inform asset allocation, manager selection and operational due diligence.
Through portfolio construction, risk analytics and manager research, Novus Advisors LLC supports institutional investors and allocators with performance attribution and investment governance tools. The firm aggregates manager-level data to surface concentration, style drift and exposure insights used by pensions, endowments and family offices. Capital markets teams use its reporting and benchmarking to inform asset allocation, manager selection and operational due diligence.
Investment Philosophy & Strategy
Delivers data-driven advisory focused on portfolio construction, manager selection and governance. Emphasizes risk-conscious, attribution-led decisions by aggregating manager-level exposures to reveal concentration, style drift and hidden bets. Capital deployment favors diversified, benchmark-aware allocations informed by scenario analysis and rolling attribution. Underwriting blends quantitative analytics with qualitative due diligence, targeting durable allocation improvements and operational resilience across institutional portfolios.
Delivers data-driven advisory focused on portfolio construction, manager selection and governance. Emphasizes risk-conscious, attribution-led decisions by aggregating manager-level exposures to reveal concentration, style drift and hidden bets. Capital deployment favors diversified, benchmark-aware allocations informed by scenario analysis and rolling attribution. Underwriting blends quantitative analytics with qualitative due diligence, targeting durable allocation improvements and operational resilience across institutional portfolios.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
13.32%
Gain -0.01%
Monthly
0.65%
Yearly
8.14%
Drawdown
14.17%
$48.65M
Equity
Holdings
$48.65M
Investment
$41.09M
$11.89M
Profit -$9,737.05
Realized
$4.34M
Unrealized
$7.55M
Dividends
$2.29M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$9,737.05
Win %
65%
This Week
Compared To Last Week
Gain
1.88%
Profit
$895,822
Win %
65%
This Month
Compared to last month
Gain
1.88%
Profit
$895,822
Win %
65%
This Year
Compared to last year
Gain
1.4%
Profit
$672,468.99
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$48,419.35 
NVDA NVIDIA Corporation
+2.93%
+$6,931.95 
MRVL Marvell Technology, Inc.
+2.32%
+$2,879.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$8,273.28 
UNP Union Pacific Corporation
+0.92%
+$6,578.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$4,686.26 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$22,452.3 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,168.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,002.55 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$43,366.38 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,533.25 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,537.54 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,714.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$22,477.23 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$21,533.08 
IYW iShares U.S. Technology ETF
+0.46%
+$1,010.86 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,106.83 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$197.2 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$326.38 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
GLD SPDR Gold Shares
-1.49%
-$11,256.84 
XOM Exxon Mobil Corporation
-0.97%
-$6,401.52 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,337.09 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$23,584.25 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$6,184.6 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$4,783.24 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,241.85 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,546.89 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$1,159.76 
MBB iShares MBS ETF
-0.4%
-$1,847.78 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$2,540.88 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,668.82 
VTV Vanguard Value ETF
-0.27%
-$979.97 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$799.86 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$5,960.72 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$1,092.45 
VB Vanguard Small-Cap ETF
-0.22%
-$615.1 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$2,778.9 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$3,230.44 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,639.2 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$548.35 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$892.78 
IXUS iShares Core International Stock ETF
-0.15%
-$759.08 
MUB iShares National Muni Bond ETF
-0.11%
-$260.04 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$689.54 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$696.64 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$338.03 
VO Vanguard Mid-Cap ETF
-0.05%
-$155.04 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$59.59 Events
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Dividends
Dividend Analysis
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| Trades 447 | Longs Won 317/447 70% | Profit Factor 8.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $100,973.34 |
| Average Win $42,383.86 | Best Trade (Aug 06) $1.32M | Sharpe Ratio -14.12 |
| Average Loss -$11,853.58 | Worst Trade (Jun 30) -$175,061.4 | Z-Score -2.51 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $26,610.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 1,342 | $282,769.37 | $364,460.35 | - | $81,690.98 | 28.89% | +15.321% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 40,380 | $1.22M | $1.45M | - | $232,545.81 | 19.07% | -0.222% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 8,842 | $476,545.88 | $596,392.9 | - | $119,847.02 | 25.15% | +0.792% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 21,849 | $431,747.75 | $457,518.06 | - | $25,770.31 | 5.97% | -0.238% |
| EFG iShares MSCI EAFE Growth ETF | 2,513 | $243,333.76 | $305,153.59 | - | $61,819.83 | 25.41% | -0.76% |
| EFV iShares MSCI EAFE Value ETF | 5,923 | $327,583.36 | $479,052.24 | - | $151,468.88 | 46.24% | -0.529% |
| EMHC SPDR Bloomberg Emerging Markets USD Bond ETF | 34,477 | $830,311.59 | $858,132.53 | - | $27,820.94 | 3.35% | -0.08% |
| ESGU iShares ESG Aware MSCI USA ETF | 1,337 | $218,812 | $218,800.04 | - | -$11.96 | -0.01% | +0.708% |
| FISR SPDR SSGA Fixed Income Sector Rotation ETF | 90,314 | $2.33M | $2.28M | - | -$57,409.39 | -2.46% | -0.261% |
| GLD SPDR Gold Shares | 2,003 | $508,595.33 | $744,194.64 | - | $235,599.31 | 46.32% | -1.49% |
| GOVT iShares U.S. Treasury Bond ETF | 13,331 | $305,893.06 | $299,280.95 | - | -$6,612.11 | -2.16% | -0.267% |
| GWX SPDR S&P International Small Cap ETF | 16,494 | $511,382.17 | $709,901.78 | - | $198,519.61 | 38.82% | -0.669% |
| IEFA iShares Core MSCI EAFE ETF | 11,495 | $807,868.56 | $1.13M | - | $321,515.19 | 39.8% | -0.637% |
| IEMG iShares Core MSCI Emerging Markets ETF | 3,576 | $224,971.95 | $277,533.36 | - | $52,561.41 | 23.36% | +0.727% |
| IJR iShares Core S&P Small-Cap ETF | 1,490 | $220,982 | $216,735.41 | - | -$4,246.59 | -1.92% | -0.027% |
| IUSB iShares Core Universal USD Bond ETF | 16,392 | $742,996.34 | $745,016.4 | - | $2,020.06 | 0.27% | -0.22% |
| IVE ISHARES S&P 500 VALUE ETF | 1,984 | $413,761.04 | $459,712.66 | - | $45,951.62 | 11.11% | -0.194% |
| IVV iShares Core S&P 500 ETF | 1,702 | $1M | $1.28M | - | $275,080.12 | 27.45% | +0.687% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 4,309 | $441,681.77 | $582,792.25 | - | $141,110.48 | 31.95% | +1.44% |
| IWF iShares Russell 1000 Growth ETF | 3,560 | $357,406.2 | $421,219.2 | - | $63,813 | 17.85% | +0.758% |
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FAQ
Which stocks have generated the highest profits for Novus Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Developed World ex-US ETF - $935,876.53, NVIDIA Corporation - $735,192.65, Microsoft Corp - $696,132.2, SPDR S&P 500 ETF Trust - $310,551.03, and First Trust Dow Jones Internet Index Fund - $230,189.25. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $346,024.01, Broadcom Inc - $113,755, The Home Depot, Inc - $86,528.6, State Street Technology Select Sector SPDR ETF - $42,813.9, and Trane Technologies plc - $38,916. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Novus Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.29M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $198,873.44, SPDR SSGA Fixed Income Sector Rotation ETF - $162,973.88, SPDR S&P 500 ETF Trust - $112,734.33, SPDR Portfolio Emerging Markets ETF - $107,725.11, and SPDR Bloomberg High Yield Bond ETF - $91,123.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Novus Advisors LLC's monthly returns?
Novus Advisors LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Novus Advisors LLC's strategy be considered aggressive or moderate?
Novus Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Novus Advisors LLC's strategy?
Novus Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
