Aventus Investment Advisors, Inc. Reduced Holdings in Q3 2025

Aventus Investment Advisors, Inc.

  • $117 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-10.9K
- 8.34%
$24.23 - $24.42 $264K - $266K
120K $2.92B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.51K
- 6.86%
$22.9 - $23.58 $80.4K - $82.7K
47.7K $1.12B
XLE
Energy Sector Spdr

ETFs
-201
- 82.72%
$84.25 - $91.99 $16.9K - $18.5K
42 $3.75M
AMZN
Amazon Com Inc

Consumer Cyclical
-60
- 0.78%
$211.65 - $238.24 $12.7K - $14.3K
7.66K $1.68B
AMD
Advanced Micro Devices Inc

Technology
-70
- 55.56%
$134.8 - $184.42 $9.44K - $12.9K
56 $9.06M
COPX
Global X Copper Miners ETF

ETFs
-201
- 65.9%
$42.75 - $59.81 $8.59K - $12K
104 $6.22M
META
Meta Platforms, Inc.

Communication Services
-3
- 0.29%
$695.21 - $791.73 $2.09K - $2.38K
1.02K $748M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-40
- 20.51%
$132.9 - $142.03 $5.32K - $5.68K
155 $21.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-37
- 40.66%
$78.96 - $80.04 $2.92K - $2.96K
54 $4.32M
BAC
Bank Of America Corp

Financial Services
-105
- 12.43%
$44.92 - $52.42 $4.72K - $5.5K
740 $38.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-52
- 7.04%
$29.12 - $29.34 $1.51K - $1.53K
687 $20.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-10
- 1.56%
$25.21 - $25.99 $252 - $260
633 $16.4M
Amentum Holdings Inc Com
-2
- 2.41%
N/A
81 $1.94M
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 1.4%
$215.01 - $273.02 $2.15K - $2.73K
704 $177M
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 1.27%
N/A
3.9K $842M
ITB
Ishares Tr

ETFs
-267
- 5.79%
$94.18 - $117.14 $25.1K - $31.3K
4.35K $466M
MSFT
Microsoft Corp

Technology
-2
- 0.1%
$491.09 - $535.64 $982 - $1.07K
2K $1.04B
XLV
Select Sector Spdr Fund Health

ETFs
-233
- 1.34%
$129.01 - $139.72 $30.1K - $32.6K
17.1K $2.39B
HDV
Ishares Core High Dividend ETF

ETFs
-408
- 2.13%
$118.16 - $123.66 $48.2K - $50.5K
18.7K $2.29B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-10
- 0.87%
$224.68 - $282.71 $2.25K - $2.83K
1.15K $320M
NVDA
Nvidia Corp

Technology
-55
- 1.26%
$153.3 - $186.58 $8.43K - $10.3K
4.31K $804M
XLF
Financial Sector Spdr

ETFs
-1.06K
- 0.9%
$51.37 - $54.25 $54.3K - $57.3K
117K $6.28B
VUG
Vanguard Growth ETF

ETFs
-67
- 1.62%
$433.97 - $484.08 $29.1K - $32.4K
4.07K $1.95B
VGT
Vanguard Information Technolog

ETFs
-16
- 0.81%
$656.44 - $753.15 $10.5K - $12.1K
1.97K $1.47B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2K
- 2.46%
$28.92 - $32.19 $57.7K - $64.3K
79K $2.52B
ORCL
Oracle Corp

Technology
-51
- 1.67%
$218.96 - $328.33 $11.2K - $16.7K
2.99K $842M
AAPL
Apple Inc.

Technology
-41
- 0.85%
$202.38 - $256.87 $8.3K - $10.5K
4.79K $1.22B
AVGO
Broadcom Inc.

Technology
-57
- 1.19%
$264.74 - $369.57 $15.1K - $21.1K
4.75K $1.57B
GOOG
Alphabet Inc.

Communication Services
-100
- 2.31%
$175.16 - $255.24 $17.5K - $25.5K
4.23K $1.03B
GOOGL
Alphabet Inc.

Communication Services
-30
- 0.65%
$174.36 - $254.72 $5.23K - $7.64K
4.56K $1.11B
XLK
Technology Sector Spdr

ETFs
-272
- 1.11%
$250.97 - $282.66 $68.3K - $76.9K
24.3K $6.84B
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.16K
- 0.57%
N/A
204K $9.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.16K
- 0.94%
$182.33 - $194.5 $212K - $226K
122K $23.8B
Activity Summary
Buys All Purchases 19 New Holdings 7 Increased Positions 12 Sells All Sells 53 Reductions 34 Sold out 19 Options Calls 0 Puts 0
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