AP
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Aurora Private Wealth, Inc.13F | |
| Aurora Private Wealth, Inc. | |
| Last update 2025-07-24 | 161 Stocks (23 new) |
| Value $135.00 Mil | Turnover 8 % |
Aurora Private Wealth, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 12,385 | 7,650.0 | -12.98% | 5.660 | -0.83% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
AAPL | Apple Inc | 28,466 | 5,840.0 | -6.36% | 4.320 | -0.34% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
QQQ | INVESCO QQQ Trust | 10,296 | 5,680.0 | -6.65% | 4.200 | -0.27% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
GPIX |
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs S&P 500 Premium Income ETF
| 83,932 | 4,180.0 | +5.43% | 3.090 | +0.16% | 2.080 | +13.35% | +7.50% | 204.4 | ||
META | Meta Platforms Inc | 5,305 | 3,920.0 | +1.59% | 2.900 | +0.05% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
FTSL | FIRST TR EXCHANGE4 | 81,789 | 3,750.0 | -3.37% | 2.770 | -0.10% | 0.160 | +2.73% | +3.35% | 2,386.6 | ||
NVDA | NVIDIA Corp | 21,875 | 3,460.0 | -3.46% | 2.560 | -0.07% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 7,043 | 3,420.0 | -11.61% | 2.530 | -0.39% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
AMZN | Amazon.com Inc | 15,085 | 3,310.0 | -3.71% | 2.450 | -0.09% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
ET | Energy Transfer LP | 176,252 | 3,200.0 | -1.50% | 2.370 | -0.04% | 0.010 | +2.67% | -6.31% | 60,811.1 | Oil & Gas |
Aurora Private Wealth, Inc.'s Historical Top Holdings Breakdowns
Aurora Private Wealth, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -0.83% | 496.48 ($571.44) 617.85 | $634.42 | 11.02% | Reduce -12.98% | 12,385 | -1,847 | |
RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
| 2025-06-30 | Add Add | +0.81% | 20.93 ($23.52) 24.71 | $24.96 | 6.12% | Add 143.01% | 74,971 | 44,120 | |
ALAI | Alger AI Enablers & Adopters ETF | 2025-06-30 | New Buy New Buy | +0.70% | 20.52 ($26.01) 30.85 | $31.83 | 22.38% | New holding | 30,684 | 30,684 | |
HYXF |
iShares iBoxx $ High Yield ex Oil & Gas Corporate
iShares iBoxx $ High Yield ex Oil & Gas Corporate
| 2025-06-30 | New Buy New Buy | +0.60% | 44.39 ($46.36) 49.11 | $47.20 | 1.81% | New holding | 16,940 | 16,940 | |
AIFD | TCW Artificial Intelligence ETF | 2025-06-30 | Sold Out Sold Out | -0.59% | 21.15 ($26.39) 30.75 | $31.60 | 19.74% | Sold Out | 0 | -30,749 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.44% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Reduce -60.76% | 631 | -977 | |
LIN | Linde PLC | 2025-06-30 | Sold Out Sold Out | -0.43% | 413.33 ($456.59) 475.56 | $471.49 | 3.26% | Sold Out | 0 | -1,150 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-06-30 | Add Add | +0.40% | 22.92 ($26.38) 28.05 | $28.92 | 9.63% | Add 145.97% | 31,922 | 18,944 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.39% | 483.48 ($508.26) 539.8 | $480.60 | -5.44% | Reduce -11.61% | 7,043 | -925 | |
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 2025-06-30 | Reduce Reduce | -0.39% | 45.3 ($48.66) 50.64 | $50.38 | 3.53% | Reduce -46.43% | 11,124 | -9,643 |
Aurora Private Wealth, Inc. Total Holding History ($B)
Aurora Private Wealth, Inc.'s Asset Allocation
Aurora Private Wealth, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Aurora Private Wealth, Inc.'s Hypothetical Growth since 2025-06-30
Aurora Private Wealth, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aurora Private Wealth, Inc.'s Holdings Heat Map
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Aurora Private Wealth, Inc.'s Holdings Bubble Chart
Aurora Private Wealth, Inc. News
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