Aventus Investment Advisors, Inc. Portfolio Holdings

Aventus Investment Advisors, Inc.

  • $117 Billion
  • Q3 2025

Aventus Investment Advisors, Inc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $23.8B, Msci Eafe Growth ETF with a value of $12.9B, Invesco S&P 500 Equal Weight T with a value of $9.1B, Ishares Core U.S. Aggregate Bo with a value of $8.81B, and Technology Sector Spdr with a value of $6.84B.

Examining the 13F form we can see an increase of $5.98B in the current position value, from $111B to 117B. Also it can be appreciated an additional of 7 stocks purchases and 19 closed positions.

Aventus Investment Advisors, Inc. is based out at Naples, FL

Below you can find more details about Aventus Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $103 Billion
Technology: $5.91 Billion
Communication Services: $2.93 Billion
Consumer Cyclical: $2.33 Billion
Financial Services: $808 Million
Healthcare: $428 Million
Industrials: $347 Million
Consumer Defensive: $140 Million
Other: $283 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.8 Billion 20.28% of portfolio
122,225
Q3 2025 Reduced 0.94%
$0
$12.9 Billion 10.97% of portfolio
112,898
Q3 2025 Added 0.43%
$0
$9.1 Billion 7.76% of portfolio
204,146
Q3 2025 Reduced 0.57%
$0
$8.81 Billion 7.52% of portfolio
87,919
Q3 2025 Added 1.83%
$0
$6.84 Billion 5.83% of portfolio
24,260
Q3 2025 Reduced 1.11%
$0
$6.32 Billion 5.39% of portfolio
107,320
Q3 2025 Added 2.23%
$0
$6.28 Billion 5.35% of portfolio
116,548
Q3 2025 Reduced 0.9%
$0
$4.48 Billion 3.82% of portfolio
42,886
Q3 2025 Added 0.63%
$0
$3.76 Billion 3.2% of portfolio
70,845
Q3 2025 Added 0.44%
$0
$2.92 Billion 2.49% of portfolio
119,563
Q3 2025 Reduced 8.34%
$0
$2.52 Billion 2.15% of portfolio
79,010
Q3 2025 Reduced 2.46%
$0
$2.39 Billion 2.03% of portfolio
17,144
Q3 2025 Reduced 1.34%
$0
$2.29 Billion 1.95% of portfolio
18,718
Q3 2025 Reduced 2.13%
$0
$1.95 Billion 1.67% of portfolio
4,073
Q3 2025 Reduced 1.62%
$2.26T
$1.68 Billion 1.43% of portfolio
7,657
Q3 2025 Reduced 0.78%
$139B
$1.57 Billion 1.34% of portfolio
4,749
Q3 2025 Reduced 1.19%
$0
$1.38 Billion 1.18% of portfolio
43,688
Q3 2025 Added 0.43%
$0
$1.24 Billion 1.05% of portfolio
1,848
Q2 2025 New
$4.22T
$1.22 Billion 1.04% of portfolio
4,786
Q3 2025 Reduced 0.85%
$0
$1.12 Billion 0.95% of portfolio
47,658
Q3 2025 Reduced 6.86%
$1.5T
$1.11 Billion 0.95% of portfolio
4,563
Q3 2025 Reduced 0.65%
$3.86T
$1.04 Billion 0.88% of portfolio
2,002
Q3 2025 Reduced 0.1%
$1.53T
$1.03 Billion 0.88% of portfolio
4,228
Q3 2025 Reduced 2.31%
$0
$842 Million 0.72% of portfolio
3,902
Q3 2025 Reduced 1.27%
$742B
$842 Million 0.72% of portfolio
2,994
Q3 2025 Reduced 1.67%
$451B
$804 Million 0.69% of portfolio
4,307
Q3 2025 Reduced 1.26%
$1.65T
$748 Million 0.64% of portfolio
1,019
Q3 2025 Reduced 0.29%
-
$667 Million 0.57% of portfolio
-
Q3 2025 Added 0.47%
$0
$658 Million 0.56% of portfolio
6,917
Q2 2025 New
$0
$466 Million 0.4% of portfolio
4,348
Q3 2025 Reduced 5.79%
$0
$440 Million 0.37% of portfolio
16,687
Q3 2025 Added 0.14%
Jacobs Solutions Inc Com
-
$420 Million 0.36% of portfolio
-
Q3 2025 Added 0.25%
$441B
$323 Million 0.28% of portfolio
1,805
Q3 2025 Added 0.22%
$1.53T
$320 Million 0.27% of portfolio
1,145
Q3 2025 Reduced 0.87%
$204B
$309 Million 0.26% of portfolio
2,100
Q2 2025 New
$0
$194 Million 0.17% of portfolio
1,480
Q2 2025 New
$152B
$177 Million 0.15% of portfolio
704
Q3 2025 Reduced 1.4%
$0
$161 Million 0.14% of portfolio
242
Q3 2025 Added 9.01%
$143B
$170 Million 0.14% of portfolio
1,737
Q2 2025 New
$646B
$139 Million 0.12% of portfolio
277
Q2 2025 New
$19B
$90.1 Million 0.08% of portfolio
650
Q2 2025 New
$0
$77.5 Million 0.07% of portfolio
532
Q3 2025 New
$0
$72.9 Million 0.06% of portfolio
500
Q2 2025 New
$63.2B
$72.2 Million 0.06% of portfolio
306
Q2 2025 New
$91.2B
$73.4 Million 0.06% of portfolio
381
Q2 2025 New
$359B
$62.4 Million 0.05% of portfolio
406
Q2 2025 New
$409B
$53.3 Million 0.05% of portfolio
230
Q2 2025 New
$0
$63.3 Million 0.05% of portfolio
264
Q2 2025 New
$130B
$53.3 Million 0.05% of portfolio
150
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $117 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 19 stocks
  • Reduced holdings in 34 stocks
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