Aventus Investment Advisors, Inc. Portfolio Holdings by Sector

Aventus Investment Advisors, Inc.

$117 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QUAL EFG RYT AGG XLK VGSH XLF SPYG 50 stocks	$103 Million 88.65% of portfolio	13	27	4	7	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$2.89 Million 2.49% of portfolio	-	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TSM QCOM AMD TXN MRVL ADI 8 stocks	$2.72 Million 2.35% of portfolio	-	4	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$2 Million 1.73% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL DOX 3 stocks	$1.91 Million 1.65% of portfolio	-	3	-	1	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.22 Million 1.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY BAC WFC 3 stocks	$384,430 0.33% of portfolio	1	1	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$201,233 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX MDT ABT 3 stocks	$199,257 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ AZN NVS PFE 5 stocks	$141,974 0.12% of portfolio	-	1	-	1	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$139,259 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V COF SYF 4 stocks	$105,806 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS 2 stocks	$92,038 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC 1 stocks	$90,090 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC AEP AEE 3 stocks	$84,972 0.07% of portfolio	-	1	-	1	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$78,129 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$73,434 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW MMC AJG 3 stocks	$73,145 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$62,382 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE SPGI 2 stocks	$49,608 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LHX GD 3 stocks	$48,873 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$48,378 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$41,227 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$36,101 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX NSC 2 stocks	$33,077 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DGX 1 stocks	$32,399 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$31,505 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP 1 stocks	$29,393 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$27,720 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$25,952 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$25,893 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$25,613 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC TFC 2 stocks	$24,388 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT MAA 2 stocks	$24,182 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$21,710 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ 1 stocks	$19,176 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX ATR 2 stocks	$18,715 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$18,570 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$17,454 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$16,177 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$15,086 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$14,198 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$13,549 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F RIVN 2 stocks	$9,188 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate ARE 1 stocks	$9,167 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC 1 stocks	$7,812 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$5,182 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$4,583 0.0% of portfolio	-	1	-	1	0 Calls 0 Puts
Gold \| Basic Materials TRX 1 stocks	$4,211 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$3,954 0.0% of portfolio	-	1	-	1	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$2,920 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Aventus Investment Advisors, Inc. Portfolio Holdings by Sector

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