Aurora Private Wealth, Inc. Portfolio Holdings

Aurora Private Wealth, Inc.

  • $127 Million
  • Q3 2024

Aurora Private Wealth, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $127 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.1M, Spdr S&P 500 ETF Trust with a value of $6M, Invesco Qqq Trust, Series 1 with a value of $5.74M, Berkshire Hathaway Inc Class B with a value of $3.86M, and Ishares Barclays 20+ Year Trea with a value of $3.42M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $114M to 127M.

Below you can find more details about Aurora Private Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
ETFs: $59 Million
Technology: $14.9 Million
Financial Services: $11.9 Million
Communication Services: $7.21 Million
Consumer Cyclical: $5.6 Million
Consumer Defensive: $4.36 Million
Energy: $4.18 Million
Healthcare: $3.64 Million
Other: $6.15 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.68B
$311,000 0.24% of portfolio
1,950
Q3 2024 Added 500.0%
$2.33B
$162,000 0.13% of portfolio
10,444
Q3 2024 Added 0.22%
$5.75B
$88,000 0.07% of portfolio
10,118
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $127 Million
  • Prior Value $114 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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