Novus Advisors, LLC
Novus Advisors, LLC is an independent, fee-only, SEC registered investment adviser based in Greenville, South Carolina. Founded in 2011, the firm is majority woman-owned and led by Jennifer M. Belshe and Christopher G. Connelly. Novus Advisors provides discretionary and non-discretionary asset management, financial and retirement planning, and 401(k) services to individuals and institutional clients. As of 2024, the firm celebrated its thirteenth anniversary and is recognized for its tailored, client-centric approach.
Investment Strategy
Novus Advisors employs a fundamental investment analysis approach, focusing on evaluating a company's business operations, financial statements, management, and market prospects to determine security value. They construct and actively manage diversified portfolios that may include equities, fixed income, balanced portfolios, mutual funds, and exchange-traded funds. The firm uses both long-term and short-term purchase strategies, with the ability to execute trading, short sales, margin transactions, and options strategies, all tailored to clients’ financial situation, objectives, income needs, risk tolerance, and investment horizon.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.07% | $5.9M | 9,616 | $586.08 | $617.85 | -$1.0M |
F FISR | SSGA ACTIVE TR | 5.27% | $3.5M | 133,562 | $25.50 | $25.84 | +$656.1K |
M MSFT | MICROSOFT CORP | 5.26% | $3.4M | 6,930 | $421.50 | $497.41 | +$53.2K |
S SPLG | SPDR SERIES TRUST | 4.81% | $3.1M | 43,329 | $69.09 | $72.69 | +$423.9K |
X XLSR | SSGA ACTIVE TR | 4.77% | $3.1M | 56,974 | $53.31 | $54.92 | +$200.9K |