$87.5 Thousand is the total value of Aurora Private Wealth, Inc.'s 143 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | New | ISHARES TRs&p 500 val etf | $383 | – | 2,643 | +100.0% | 0.44% | – |
| PSQ | New | PROSHARES TRshort qqq new | $312 | – | 21,187 | +100.0% | 0.36% | – |
| JNK | New | SPDR SER TRbloomberg high y | $263 | – | 2,918 | +100.0% | 0.30% | – |
| NFLX | New | NETFLIX INC | $253 | – | 859 | +100.0% | 0.29% | – |
| KHC | New | KRAFT HEINZ CO | $231 | – | 5,672 | +100.0% | 0.26% | – |
| SQEW | New | TWO RDS SHARED TRleadershares eqt | $229 | – | 8,256 | +100.0% | 0.26% | – |
| SCCO | New | SOUTHERN COPPER CORP | $223 | – | 3,685 | +100.0% | 0.26% | – |
| GIS | New | GENERAL MLS INC | $220 | – | 2,623 | +100.0% | 0.25% | – |
| VLO | New | VALERO ENERGY CORP | $220 | – | 1,730 | +100.0% | 0.25% | – |
| New | DRAFTKINGS INC NEW | $188 | – | 16,537 | +100.0% | 0.22% | – | |
| NMZ | New | NUVEEN MUN HIGH INCOME OPPOR | $104 | – | 10,097 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-13
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.