Aurora Private Wealth, Inc.
Top Portfolio Positions
67 positions ·
$62,819,423 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
10,437 | $6,787,598 | 10.80% | |
| AAPL |
Apple Inc.
Technology
|
23,678 | $6,009,239 | 9.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,607 | $5,544,968 | 8.83% | |
| ET |
Energy Transfer LP
Energy
|
182,938 | $3,530,703 | 5.62% | |
| NVDA |
Nvidia Corp
Technology
|
18,847 | $3,286,916 | 5.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,502 | $3,147,859 | 5.01% | |
| FTHY |
First Trust High Yield Opportunities 2027 Term Fund
Financial Services
|
196,255 | $2,655,330 | 4.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,640 | $2,632,532 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
4,648 | $1,720,550 | 2.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,953 | $1,456,974 | 2.32% |
Portfolio Trend
Holdings in SCD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,873 | 11,311 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $167,515 | 11,311 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $167,497 | 10,737 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $167,408 | 10,509 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $178,501 | 10,378 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $178,169 | 10,129 | Shares | Sole | 2024-10-18 | |
| No 13F history on record for this holder in this stock. | ||||||