AP
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Aurora Private Wealth, Inc.13F | |
| Aurora Private Wealth, Inc. | |
| Last update 2025-04-29 | 150 Stocks (13 new) |
| Value $125.00 Mil | Turnover 7 % |
Aurora Private Wealth, Inc. Top Holdings of 2025-03-31
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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 | 14,232 | 7,960.0 | +34.10% | 6.360 | +1.62% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
AAPL | Apple Inc | 30,399 | 6,750.0 | -8.63% | 5.390 | -0.54% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AAPL | Apple Inc | 438,163 | 6,350.0 | +1,216.91% | 5.830 | +5.39% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 2,526,428 | 5,450.0 | +23,705.03% | 5.010 | +4.99% | 0.240 | +19.57% | +7.72% | 643,289.7 | ||
QQQ | INVESCO QQQ Trust | 11,030 | 5,170.0 | -4.01% | 4.750 | -0.18% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
QQQ | INVESCO QQQ Trust | 11,030 | 5,170.0 | -4.01% | 4.130 | -0.18% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
BRK.B | Berkshire Hathaway Inc | 7,968 | 4,240.0 | +0.75% | 3.390 | +0.03% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
BRK.B | Berkshire Hathaway Inc | 79,200 | 4,170.0 | +901.39% | 3.830 | +3.45% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
FTSL | FIRST TR EXCHANGE4 | 84,645 | 3,860.0 | +6.07% | 3.550 | +0.20% | 0.160 | +3.40% | +3.28% | 2,398.0 | ||
FTSL | FIRST TR EXCHANGE4 | 84,645 | 3,860.0 | +6.07% | 3.080 | +0.18% | 0.160 | +3.40% | +3.28% | 2,398.0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +5.39% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 1216.91% | 438,163 | 404,891 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +4.99% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 23705.03% | 2,526,428 | 2,515,815 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +3.45% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Add 901.39% | 79,200 | 71,291 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +2.53% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Add 1622.47% | 89,224 | 84,044 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +2.30% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Add 673.18% | 127,141 | 110,697 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.84% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 680.41% | 181,367 | 158,127 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.62% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 34.1% | 14,232 | 3,619 | |
ET | Energy Transfer LP | 2025-03-31 | Add Add | +1.44% | 17.26 ($19.48) 21.08 | $17.47 | -10.32% | Add 99.76% | 352,478 | 176,024 | |
AXP | American Express Co | 2025-03-31 | Add Add | +1.28% | 255.39 ($295.58) 325.87 | $307.95 | 4.18% | Add 408.73% | 34,151 | 27,438 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.23% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Add 9767.57% | 554,656 | 549,035 |
Aurora Private Wealth, Inc. Total Holding History ($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 2025-03-31
Aurora Private Wealth, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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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