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Size ($ in 1000's)
At 03/31/2024: $115,707
At 12/31/2023: $106,040
Aurora Private Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aurora Private Wealth Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Aurora Private Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by Aurora Private Wealth Inc..
In the Aurora Private Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Aurora Private Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the Aurora Private Wealth Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
36,313 |
+2,429 |
$6,177 | | AAPL | 36,313 | +2,429 | $6,177 | | INVESCO QQQ TR |
12,301 |
-200 |
$5,473 | | QQQ | 12,301 | -200 | $5,473 | | SPDR S&P 500 ETF TR (SPY) |
8,595 |
+2 |
$4,489 | | SPY | 8,595 | +2 | $4,489 |  BERKSHIRE HATHAWAY INC DEL |
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$3,518 | | BRK.B | 8,373 | +24 | $3,518 | | FIRST TR EXCHANGE TRADED FD (FTSL) |
72,166 |
+8,115 |
$3,333 | | FTSL | 72,166 | +8,115 | $3,333 | | AMAZON COM INC |
16,183 |
+273 |
$2,928 | | AMZN | 16,183 | +273 | $2,928 | | ENERGY TRANSFER L P |
171,384 |
+2,299 |
$2,689 | | ET | 171,384 | +2,299 | $2,689 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
46,541 |
-7,934 |
$2,665 | | JEPI | 46,541 | -7,934 | $2,665 | | FIRST TR EXCHNG TRADED FD VI (FNOV) |
55,314 |
-475 |
$2,468 | | FNOV | 55,314 | -475 | $2,468 | | META PLATFORMS INC |
4,865 |
-55 |
$2,389 | | META | 4,865 | -55 | $2,389 | | MICROSOFT CORP |
5,505 |
-52 |
$2,331 | | MSFT | 5,505 | -52 | $2,331 | | ISHARES TR (LQD) |
19,790 |
-150 |
$2,149 | | LQD | 19,790 | -150 | $2,149 | | SCHWAB STRATEGIC TR |
24,956 |
-258 |
$2,001 | | SCHD | 24,956 | -258 | $2,001 | | NVIDIA CORPORATION |
1,893 |
-303 |
$1,710 | | NVDA | 1,893 | -303 | $1,710 | | ISHARES TR (IYW) |
12,151 |
-109 |
$1,646 | | IYW | 12,151 | -109 | $1,646 | | INVESCO EXCHANGE TRADED FD T (XLG) |
38,494 |
+30 |
$1,623 | | XLG | 38,494 | +30 | $1,623 | | GRAYSCALE BITCOIN TR BTC |
24,058 |
+24,058 |
$1,496 | | GBTC | 24,058 | +24,058 | $1,496 | | AMERICAN EXPRESS CO |
6,362 |
UNCH |
$1,448 | | AXP | 6,362 | UNCH | $1,448 | | MERCK & CO INC |
10,615 |
+28 |
$1,391 | | MRK | 10,615 | +28 | $1,391 | | ALPS ETF TR (AMLP) |
29,057 |
+328 |
$1,380 | | AMLP | 29,057 | +328 | $1,380 | | EXXON MOBIL CORP |
11,743 |
+978 |
$1,373 | | XOM | 11,743 | +978 | $1,373 | | PROCTER AND GAMBLE CO |
8,252 |
-59 |
$1,327 | | PG | 8,252 | -59 | $1,327 | | ALPHABET INC |
8,071 |
+475 |
$1,262 | | GOOG | 8,071 | +475 | $1,262 | | BANK AMERICA CORP |
33,267 |
+162 |
$1,248 | | BAC | 33,267 | +162 | $1,248 | | COLGATE PALMOLIVE CO |
13,441 |
+53 |
$1,197 | | CL | 13,441 | +53 | $1,197 | | JPMORGAN CHASE & CO |
5,883 |
-134 |
$1,171 | | JPM | 5,883 | -134 | $1,171 | | MCDONALDS CORP |
4,131 |
-33 |
$1,158 | | MCD | 4,131 | -33 | $1,158 | | SCHWAB STRATEGIC TR |
17,849 |
+1,316 |
$1,106 | | SCHX | 17,849 | +1,316 | $1,106 | | SELECT SECTOR SPDR TR (XLE) |
11,155 |
+255 |
$1,061 | | XLE | 11,155 | +255 | $1,061 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
18,404 |
+384 |
$1,028 | | RDVY | 18,404 | +384 | $1,028 | | ISHARES TR (DGRO) |
17,623 |
-17 |
$1,018 | | DGRO | 17,623 | -17 | $1,018 | | DEVON ENERGY CORP NEW |
19,270 |
+374 |
$982 | | DVN | 19,270 | +374 | $982 | | FIRST TR EXCHNG TRADED FD VI (FJUL) |
21,991 |
-45 |
$977 | | FJUL | 21,991 | -45 | $977 | | NORFOLK SOUTHN CORP |
3,851 |
+10 |
$971 | | NSC | 3,851 | +10 | $971 | | ELI LILLY & CO |
1,192 |
+62 |
$907 | | LLY | 1,192 | +62 | $907 | | BROADCOM INC |
665 |
-17 |
$897 | | AVGO | 665 | -17 | $897 | | VANGUARD INDEX FDS (VOO) |
1,854 |
-66 |
$890 | | VOO | 1,854 | -66 | $890 | | GLOBAL X FDS |
17,381 |
+950 |
$852 | | MLPX | 17,381 | +950 | $852 | | ISHARES TR (IVV) |
1,606 |
+2 |
$843 | | IVV | 1,606 | +2 | $843 | | JOHNSON & JOHNSON |
4,887 |
-312 |
$771 | | JNJ | 4,887 | -312 | $771 | | FIRST TR NASDAQ 100 TECH IND (QTEC) |
3,841 |
+2,537 |
$735 | | QTEC | 3,841 | +2,537 | $735 | | WISDOMTREE TR |
12,080 |
+35 |
$732 | | EZM | 12,080 | +35 | $732 | | SCHWAB STRATEGIC TR |
7,884 |
+2,890 |
$732 | | SCHG | 7,884 | +2,890 | $732 | | GOLDMAN SACHS ETF TR (GPIX) |
15,558 |
+15,558 |
$731 | | GPIX | 15,558 | +15,558 | $731 | | PACER FDS TR |
12,492 |
+137 |
$726 | | COWZ | 12,492 | +137 | $726 | | WP CAREY INC |
12,580 |
-882 |
$705 | | WPC | 12,580 | -882 | $705 | | FIRST TR EXCHNG TRADED FD VI (FAUG) |
16,406 |
UNCH |
$702 | | FAUG | 16,406 | UNCH | $702 | | FIRST TR EXCHANGE TRADED FD (KNG) |
13,022 |
+4,307 |
$697 | | KNG | 13,022 | +4,307 | $697 | | PROSHARES TR (SSO) |
8,974 |
-36 |
$693 | | SSO | 8,974 | -36 | $693 | | FIRST TR HIGH YIELD OPPRT 20 (FTHY) |
48,149 |
+48,149 |
$691 | | FTHY | 48,149 | +48,149 | $691 |
See Full List: All Stocks Held By Aurora Private Wealth Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Aurora Private Wealth Inc.
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