Aurora Private Wealth, Inc.
Filing Date
Global Rank
#6,458
/ 8,605
▼ 11
· as of Mar 2026
Top Industry
Consumer Electronics
11.7%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed Apr 16, 2026 · 3mo
24 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.9%
SPY
+76.5%
Annualised alpha
-2.7%
Max drawdown
−19.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
68 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.3%
−0.3 pts
Top 5
38.3%
−1.5 pts
Top 10
58.2%
−1.1 pts
HHI
443
Diversified−26
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 22.0% | $14,476,040 |
| Unclassified | 21.7% | $14,279,050 |
| Financial Services | 18.7% | $12,327,531 |
| Communication Services | 9.6% | $6,309,906 |
| Consumer Cyclical | 7.5% | $4,915,833 |
| Energy | 6.9% | $4,507,970 |
| Healthcare | 4.3% | $2,858,303 |
| Industrials | 3.8% | $2,514,365 |
| Consumer Defensive | 3.2% | $2,134,339 |
| Basic Materials | 1.1% | $754,293 |
| Utilities | 1.0% | $685,039 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −3,008 | 9,607 | $5,544,968 | |
| AAPL | Apple Inc. | −1,799 | 23,678 | $6,009,239 | |
| BAC | Bank Of America Corp /De/ | −982 | 25,495 | $1,242,881 | |
| AMZN | Amazon Com Inc | −589 | 12,640 | $2,632,532 | |
| WMB | Williams Companies, Inc. | −556 | 3,630 | $264,191 | |
| VZ | Verizon Communications Inc | −496 | 13,095 | $657,369 | |
| AMD | Advanced Micro Devices Inc | −338 | 1,270 | $258,356 | |
| UL | Unilever PLC | −239 | 3,649 | $207,883 | |
| RTX | RTX Corp | −150 | 1,867 | $360,144 | |
| BRK-B | Berkshire Hathaway Inc | −134 | 6,142 | $2,943,246 | |
| AXP | American Express Co | −103 | 1,045 | $316,091 | |
| T | At&T Inc. | −40 | 15,227 | $441,430 | |
| SPY | Spdr S&P 500 ETF Trust | −20 | 10,437 | $6,787,598 | |
| PLTR | Palantir Technologies Inc. | −17 | 7,685 | $1,124,161 | |
| PG | PROCTER & GAMBLE Co | −13 | 5,539 | $800,053 | |
| UBER | Uber Technologies, Inc | −5 | 3,403 | $244,777 | |
| MSFT | Microsoft Corp | −1 | 4,648 | $1,720,550 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LAC | Lithium Americas Corp. | 10,390 | $41,040 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ETH | Grayscale Ethereum Staking Mini ETF | 7,147 | $200,544 | |
| No positions match the current search. | ||||
68 positions ·
$65,762,669 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 68 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 10,437 | $6,787,598 | 10.32% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,678 | $6,009,239 | 9.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 9,607 | $5,544,968 | 8.43% | |
| ET |
Energy Transfer LP
Energy
|
Held | 182,938 | $3,530,703 | 5.37% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 18,847 | $3,286,916 | 5.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 5,502 | $3,147,859 | 4.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,142 | $2,943,246 | 4.48% | |
| FTHY |
First Trust High Yield Opportunities 2027 Term Fund
Financial Services
|
Held | 196,255 | $2,655,330 | 4.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 12,640 | $2,632,532 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,648 | $1,720,550 | 2.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 4,953 | $1,456,974 | 2.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 4,683 | $1,346,643 | 2.05% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 25,495 | $1,242,881 | 1.89% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 22,401 | $1,181,876 | 1.80% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 3,789 | $1,177,583 | 1.79% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 7,685 | $1,124,161 | 1.71% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 3,870 | $1,110,690 | 1.69% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 8,961 | $1,077,918 | 1.64% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 3,289 | $1,017,978 | 1.55% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 5,539 | $800,053 | 1.22% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 7,453 | $716,605 | 1.09% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 17,486 | $713,253 | 1.08% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 13,095 | $657,369 | 1.00% | |
| C |
Citigroup Inc
Financial Services
|
Held | 5,582 | $633,054 | 0.96% | |
| ETHE |
Grayscale Ethereum Staking ETF
|
Held | 35,265 | $601,973 | 0.92% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,566 | $582,160 | 0.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,128 | $520,168 | 0.79% | |
| FFA |
First Trust Enhanced Equity Income Fund
Financial Services
|
Held | 24,233 | $494,353 | 0.75% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 2,776 | $470,976 | 0.72% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Held | 25,403 | $457,762 | 0.70% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 5,518 | $446,682 | 0.68% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 15,227 | $441,430 | 0.67% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,449 | $392,084 | 0.60% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 4,772 | $362,910 | 0.55% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,867 | $360,144 | 0.55% | |
| GDV |
Gabelli Dividend & Income Trust
Financial Services
|
Held | 13,142 | $353,914 | 0.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,581 | $343,851 | 0.52% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 3,459 | $340,296 | 0.52% | |
| BST |
BlackRock Science & Technology Trust
Financial Services
|
Held | 9,153 | $332,711 | 0.51% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,045 | $316,091 | 0.48% | |
| NDMO |
Nuveen Dynamic Municipal Opportunities Fund
Financial Services
|
Held | 30,037 | $309,080 | 0.47% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,271 | $308,077 | 0.47% | |
| IONQ |
IonQ, Inc.
Technology
|
Held | 10,111 | $291,500 | 0.44% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
Held | 2,750 | $275,247 | 0.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 295 | $271,332 | 0.41% | |
| V |
Visa Inc.
Financial Services
|
Held | 877 | $265,064 | 0.40% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 772 | $264,965 | 0.40% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 3,630 | $264,191 | 0.40% | |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
Held | 21,413 | $264,022 | 0.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 262 | $261,064 | 0.40% |