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Aurora Private Wealth, Inc. Top Holdings and 13F Report (2025)

About Aurora Private Wealth, Inc.

Investment Activity

  • Aurora Private Wealth, Inc. has $108.86 thousand in total holdings as of March 31, 2025.
  • Aurora Private Wealth, Inc. owns shares of 227 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
  • Approximately 50.53% of the portfolio was purchased this quarter.
  • About 6.27% of the portfolio was sold this quarter.
  • This quarter, Aurora Private Wealth, Inc. has purchased 156 new stocks and bought additional shares in 104 stocks.
  • Aurora Private Wealth, Inc. sold shares of 29 stocks and completely divested from 15 stocks this quarter.

Largest New Holdings this Quarter

78464A102 - SPDR NYSE Technology ETF
$522 Holding
067901108 - Barrick Gold
$305 Holding
90353T100 - Uber Technologies
$251 Holding
209115104 - Consolidated Edison
$241 Holding
30161N101 - Exelon
$229 Holding

Largest Purchases this Quarter

Apple
404,891 shares (about $5.86K)
SPDR S&P 500 ETF Trust
2,515,815 shares (about $5.43K)
Berkshire Hathaway
71,291 shares (about $3.76K)
Meta Platforms
84,044 shares (about $2.76K)
Amazon.com
110,697 shares (about $2.50K)

Largest Sales this Quarter

Invesco S&P 500 Top 50 ETF
18,108 shares (about $833.20)
iShares Core Dividend Growth ETF
5,825 shares (about $360.11)
Invesco QQQ
461 shares (about $216.16)
Schwab U.S. Mid-Cap ETF
5,574 shares (about $146.03)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAurora Private Wealth, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$6,345$5,863 1,216.9%438,1635.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,449$5,426 23,705.0%2,526,4285.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,172$216 -4.0%11,0304.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,172$3,755 901.4%79,2003.8%Finance
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$3,864$221 6.1%84,6453.5%Manufacturing
GOLDMAN SACHS ETF TR
$3,711$272 7.9%79,6093.4%S&P 500 CORE PRE
Energy Transfer LP stock logo
ET
Energy Transfer
$3,153$1,575 99.8%352,4782.9%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,926$2,756 1,622.5%89,2242.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,869$2,498 673.2%127,1412.6%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,297$2,003 680.4%181,3672.1%Computer and Technology
First Trust High Yield Opportunities 2027 Term Fund stock logo
FTHY
First Trust High Yield Opportunities 2027 Term Fund
$1,861$162 9.5%128,8011.7%
American Express stock logo
AXP
American Express
$1,733$1,392 408.7%34,1511.6%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,650$1,102 201.2%191,3911.5%ETF
FT Vest U.S. Equity Buffer ETF - July stock logo
FJUL
FT Vest U.S. Equity Buffer ETF - July
$1,578$39 -2.4%33,1201.4%ETF
GRAYSCALE BITCOIN TRUST ETF
$1,470$1 -0.1%22,5581.4%SHS REP COM UT
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$1,354$47 3.6%23,1321.2%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$1,347$1,333 9,767.6%554,6561.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,303$1,015 352.9%41,6171.2%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$1,266$421 49.7%20,2581.2%Consumer Staples
Bank of America Co. stock logo
BAC
Bank of America
$1,253$708 129.8%70,9701.2%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,200$74 -5.8%21,0081.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,181$956 425.0%26,6451.1%Finance
McDonald's Co. stock logo
MCD
McDonald's
$1,181$1,097 1,298.6%55,0081.1%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,131$1,084 2,315.3%185,0581.0%Consumer Staples
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$1,049$50 -4.6%20,7671.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,041$26 2.6%47,1681.0%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$989$935 1,737.3%520,3270.9%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$922$688 294.3%15,4980.8%Transportation
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$914$30 3.4%14,3260.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9030.0%1,6080.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$898$864 2,547.2%49,0270.8%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$844$723 598.9%72,4040.8%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$822$797 3,228.5%30,7220.8%Consumer Discretionary
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$819$263 -24.3%4,7170.8%Manufacturing
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$793$711 870.2%77,0730.7%Energy
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$779$833 -51.7%16,9300.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$741$95 -11.4%29,6070.7%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$732$90 14.0%30,8510.7%ETF
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$724$1 0.2%11,4770.7%Finance
HIPS
GraniteShares HIPS US High Income ETF
$690$5 -0.7%54,2740.6%Finance
FEDERATED HERMES ETF TRUST
$680$87 -11.3%27,1600.6%HERMES TOTAL RET
Alphabet Inc. stock logo
GOOGL
Alphabet
$676$606 864.5%44,5780.6%Computer and Technology
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$668$29 4.6%40,1750.6%Manufacturing
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$649$2 0.3%10,8890.6%Finance
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$6420.0%14,1120.6%ETF
Ares Capital Co. stock logo
ARCC
Ares Capital
$623$165 35.9%38,2810.6%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$594$549 1,228.1%50,4270.5%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$592$255 75.9%15,5800.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$584$496 566.5%24,2530.5%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$579$529 1,049.4%114,2230.5%Manufacturing
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$567$5 0.9%10,3510.5%ETF
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$550$5 -0.9%36,1650.5%Miscellaneous
LINDE PLC
$534$293 121.2%2,5440.5%SHS
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$5280.0%1,0910.5%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$524$360 -40.7%8,4760.5%ETF
SPDR NYSE Technology ETF stock logo
XNTK
SPDR NYSE Technology ETF
$522$522 New Holding170,5530.5%ETF
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$504$20 4.1%12,2780.5%Manufacturing
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$492$472 2,415.5%215,4750.5%Utilities
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$482$37 -7.2%3,2980.4%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$463$1 -0.3%1,4990.4%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$457$5 -1.0%5,5240.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$454$442 3,574.6%26,0160.4%Retail/Wholesale
FFA
First Trust Enhanced Equity Income Fund
$444$8 1.8%22,9980.4%Financial Services
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$436$12 -2.6%24,7910.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$431$422 4,627.2%30,2540.4%Medical
LSAT
LeaderShares AlphaFactor Tactical Focused ETF
$429$45 -9.5%10,6970.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$420$402 2,201.3%50,8580.4%Auto/Tires/Trucks
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$415$410 8,744.8%666,3660.4%ETF
American Century STOXX U.S. Quality Growth ETF stock logo
QGRO
American Century STOXX U.S. Quality Growth ETF
$408$94 -18.7%4,3570.4%ETF
PALANTIR TECHNOLOGIES INC
$399$202 102.2%9,7910.4%CL A
LSAF
LeaderShares AlphaFactor US Core Equity ETF
$396$36 -8.4%10,0150.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$390$373 2,176.2%198,1240.4%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$372$331 803.3%13,9290.3%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$366$123 50.3%8,2040.3%Finance
Constellation Energy Co. stock logo
CEG
Constellation Energy
$3650.0%1,8090.3%Energy
Southern Copper Co. stock logo
SCCO
Southern Copper
$354$2 0.7%3,7890.3%Basic Materials
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$352$4 1.0%7,3630.3%Manufacturing
Honeywell International Inc. stock logo
HON
Honeywell International
$347$275 378.6%7,9930.3%Multi-Sector Conglomerates
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$340$146 -30.0%12,9780.3%ETF
Invesco S&P Ultra Dividend Revenue ETF stock logo
RDIV
Invesco S&P Ultra Dividend Revenue ETF
$338$3 1.0%6,9220.3%ETF
First Trust Income Opportunities ETF stock logo
FCEF
First Trust Income Opportunities ETF
$331$6 1.9%15,2800.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$329$315 2,256.2%39,3490.3%Finance
AT&T Inc. stock logo
T
AT&T
$328$295 903.4%170,0190.3%Computer and Technology
TCW ETF TRUST
$321$306 2,036.5%444,7790.3%ARTIFICIAL INTEL
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$314$36 -10.3%1,5220.3%ETF
The Gabelli Dividend & Income Trust stock logo
GDV
The Gabelli Dividend & Income Trust
$307$3 1.1%12,7290.3%Financial Services
Barrick Gold Corp stock logo
GOLD
Barrick Gold
$305$305 New Holding15,7000.3%Basic Materials
FIRST TR EXCHNG TRADED FD VI
$3000.0%8,4970.3%FT VEST U.S
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$297$0 0.1%1,1500.3%Computer and Technology
RTX Co. stock logo
RTX
RTX
$295$262 803.3%21,4350.3%Aerospace
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$293$288 6,305.9%166,1700.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$289$275 1,987.7%262,5930.3%Computer and Technology
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$287$1 0.3%3,7150.3%ETF
BlackRock Science and Technology Trust stock logo
BST
BlackRock Science and Technology Trust
$286$9 -3.1%8,6810.3%Financial Services
Deckers Outdoor Co. stock logo
DECK
Deckers Outdoor
$283$65 30.0%2,5350.3%Retail/Wholesale
SQEW
LeaderShares Equity Skew ETF
$282$23 -7.7%9,0230.3%Manufacturing
Comcast Co. stock logo
CMCSA
Comcast
$278$227 449.7%51,0070.3%Consumer Discretionary
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$269$266 8,040.5%2,643,9620.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$267$0 0.1%7410.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$263$15 6.1%1,5220.2%ETF

Showing largest 100 holdings. View all holdings.
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