Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 14.2% |
APPLE INC | 19 | Q2 2024 | 7.2% |
SPDR S&P 500 ETF TR | 19 | Q2 2024 | 9.8% |
INVESCO QQQ TR | 19 | Q2 2024 | 5.2% |
BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 3.2% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 4.1% |
AMAZON COM INC | 19 | Q2 2024 | 2.8% |
VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 2.6% |
MICROSOFT CORP | 19 | Q2 2024 | 2.0% |
ENERGY TRANSFER LP | 19 | Q2 2024 | 2.6% |
View Aurora Private Wealth, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-17 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-06 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-12 |
13F-HR/A | 2022-07-21 |
13F-HR | 2022-07-21 |
View Aurora Private Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.