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CIK: 0001802132
Total reported value
$157.6M
$157.6M
163 檔
19.5%
According to the latest 13F quarterly dataset, Aurora Private Wealth, Inc. managed an equity portfolio of $157.6M at the end of Q4 2025, spanning 163 distinct U.S. exchange-listed positions.
In Q4 2025, Aurora Private Wealth, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.06% | +0.25% | +22.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.69% | +0.08% | -15.57% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.55% | -0.11% | -10.50% | |
| 4 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 3.21% | +1.44% | +148.26% | |
| 5 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.68% | -0.91% | -8.03% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-Other | 2.57% | -0.39% | +4.26% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.39% | -0.82% | +3.71% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.03% | -13.84% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.07% | -0.56% | -10.89% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.30% | -12.30% | |
| 11 | ET | Energy Transfer LP | Stock-Energy | 1.98% | -0.15% | +3.79% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.94% | -0.17% | +6.17% | |
| 13 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 1.81% | -0.33% | +19.48% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.62% | -0.01% | +23.09% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | -0.22% | -0.85% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.37% | -3.61% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.47% | -0.13% | -2.28% | |
| 18 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 1.44% | +0.46% | +97.49% | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.43% | +1.00% | +95.14% | |
| 20 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.39% | -0.47% | +14.98% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | +0.03% | +13.07% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-Other | 1.14% | +0.13% | +19.34% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.09% | -0.05% | +75.43% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.08% | +42.89% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.15% | -0.96% | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.01% | -0.45% | -0.49% | |
| 27 | AFGR | First Trust Active Factor La | ETF-Other | 0.98% | -0.27% | +331.86% | |
| 28 | AIRR | First Trust Rba American Ind | ETF-Other | 0.98% | +1.10% | +374.91% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | -0.27% | +0.04% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | -0.20% | -11.54% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.90% | -0.72% | +29.12% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.89% | +0.13% | +38.04% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.06% | -6.85% | |
| 34 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.83% | +0.01% | +199.01% | |
| 35 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.80% | -0.09% | +52.42% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.80% | -0.18% | -10.53% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.78% | -0.01% | -2.03% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.23% | -4.63% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | -0.17% | -12.62% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.73% | -0.15% | -2.07% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.71% | +0.04% | +23.88% | |
| 42 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.65% | +0.13% | -0.33% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | +0.04% | -13.64% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.60% | -0.33% | +89.85% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.03% | +79.31% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | -0.02% | -8.51% | |
| 47 | CAIE | Calamos Autocallable Inc ETF | ETF-Other | 0.57% | +0.86% | — | |
| 48 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.56% | -0.33% | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.03% | +86.24% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.20% | -10.19% |
According to official SEC Form 13F filings, Aurora Private Wealth, Inc. reported a total U.S. public equity portfolio value of $157.6M across 163 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, AAPL) accounted for 19.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ALAI
市值: $2.2M
Top Position Liquidated / Trimmed
CL
前期市值: $1.3M
During Q4 2025, Aurora Private Wealth, Inc.'s top holdings by market value included QQQ (5.1%)、SPY (4.7%)、AAPL (4.5%). The largest single position, QQQ, represented 5.1% of total portfolio value.
In Q4 2025, Aurora Private Wealth, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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