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Aurora Private Wealth, Inc. Top Holdings and 13F Report (2026)

About Aurora Private Wealth, Inc.

Investment Activity

  • Aurora Private Wealth, Inc. has $140.50 thousand in total holdings as of March 31, 2026.
  • Aurora Private Wealth, Inc. owns shares of 167 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
  • Approximately 2.91% of the portfolio was purchased this quarter.
  • About 10.89% of the portfolio was sold this quarter.
  • This quarter, Aurora Private Wealth, Inc. has purchased 163 new stocks and bought additional shares in 1 stock.
  • Aurora Private Wealth, Inc. sold shares of 60 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple
$6,437
GOLDMAN SACHS ETF TR
$4,076

Largest New Holdings this Quarter

33738R811 - First Trust Nasdaq Semiconductor ETF
$671 Holding
464288430 - iShares Asia 50 ETF
$584 Holding
81369Y100 - Materials Select Sector SPDR Fund
$486 Holding

Largest Purchases this Quarter

First Trust Nasdaq Semiconductor ETF
4,551 shares (about $671.00)
iShares Asia 50 ETF
5,506 shares (about $584.00)
Materials Select Sector SPDR Fund
9,787 shares (about $486.00)
Virtus LifeSci Biotech Clinical Trials ETF
11,376 shares (about $474.00)
First Trust Long Duration Opportunities ETF
21,614 shares (about $467.00)

Largest Sales this Quarter

Invesco QQQ
3,008 shares (about $1.85K)
THE ALGER ETF TRUST
39,746 shares (about $1.44K)
iShares 20+ Year Treasury Bond ETF
12,456 shares (about $1.08K)
Schwab U.S. Large-Cap Growth ETF
17,256 shares (about $562.86)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAurora Private Wealth, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,996$13 â–¼-0.2%10,4375.0%Finance
Apple Inc. stock logo
AAPL
Apple
$6,437$489 â–¼-7.1%23,6784.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,902$1,848 â–¼-23.8%9,6074.2%Finance
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$4,718$165 â–¼-3.4%179,8193.4%ETF
GOLDMAN SACHS ETF TR
$4,0760.0%77,1902.9%S&P 500 PREMIUM
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$3,9120.0%85,2712.8%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,6190.0%5,5022.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,4930.0%18,8472.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,087$67 â–¼-2.1%6,1422.2%Finance
Energy Transfer LP stock logo
ET
Energy Transfer
$3,0170.0%182,9382.1%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,918$136 â–¼-4.5%12,6402.1%Retail/Wholesale
First Trust High Yield Opportunities 2027 Term Fund stock logo
FTHY
First Trust High Yield Opportunities 2027 Term Fund
$2,7610.0%196,2552.0%
Alphabet Inc. stock logo
GOOG
Alphabet
$2,4000.0%7,6661.7%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,088$362 â–¼-14.8%19,1151.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$2,082$0 â–¼0.0%4,6481.5%Computer and Technology
FT Vest U.S. Equity Buffer ETF - July stock logo
FJUL
FT Vest U.S. Equity Buffer ETF - July
$1,847$282 â–¼-13.2%33,0391.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$1,842$1,081 â–¼-37.0%21,2291.3%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,786$416 â–¼-18.9%76,5561.3%ETF
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$1,784$395 â–¼-18.1%7,7491.3%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,6480.0%2,6321.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,5930.0%4,9531.1%Finance
GRAYSCALE BITCOIN TRUST ETF
$1,5310.0%22,4011.1%SHS REP COM UT
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,523$555 â–¼-26.7%54,9451.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,4590.0%4,6831.0%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,402$54 â–¼-3.7%25,4951.0%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,392$348 â–¼-20.0%20,0371.0%Manufacturing
PALANTIR TECHNOLOGIES INC
$1,364$3 â–¼-0.2%7,6851.0%CL A
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,336$1 â–¼-0.1%6,7611.0%Manufacturing
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,2670.0%25,7950.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,261$5 â–¼-0.4%10,8020.9%ETF
MMLG
First Trust Multi-Manager Large Growth ETF
$1,260$227 â–¼-15.2%35,5580.9%ETF
CALAMOS ETF TR
$1,233$389 â–²46.1%47,5300.9%AUTOCALLABLE INC
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,1840.0%43,9880.8%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,1590.0%3,7890.8%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$1,1280.0%3,2890.8%Computer and Technology
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$1,1170.0%3,8700.8%Transportation
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,110$563 â–¼-33.6%34,0300.8%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9450.0%8,9610.7%Medical
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$905$309 â–¼-25.4%19,2500.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$8780.0%29,2050.6%ETF
GRAYSCALE ETHEREUM STAKING E
$8590.0%35,2650.6%SHS
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$795$2 â–¼-0.2%5,5390.6%Consumer Staples
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$776$722 â–¼-48.2%7,8910.6%Manufacturing
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$7740.0%13,3090.6%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$773$110 â–¼-12.4%11,2020.6%Manufacturing
BARRICK MNG CORP
$7620.0%17,4860.5%COM SHS
THE ALGER ETF TRUST
$753$1,435 â–¼-65.6%20,8530.5%AI ENABLERS ADOP
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$7360.0%11,0150.5%Finance
TIDAL TRUST III
$721$34 â–¼-4.5%17,6720.5%VISTASHARES ARTI
Netflix, Inc. stock logo
NFLX
Netflix
$7000.0%7,4530.5%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$6900.0%1,5660.5%Auto/Tires/Trucks
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$685$380 â–¼-35.7%11,3120.5%ETF
SPDR NYSE Technology ETF stock logo
XNTK
SPDR NYSE Technology ETF
$679$276 â–¼-28.9%2,5460.5%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$6770.0%1,6400.5%ETF
First Trust Nasdaq Semiconductor ETF stock logo
FTXL
First Trust Nasdaq Semiconductor ETF
$671$671 â–²New Holding4,5510.5%Manufacturing
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$6700.0%13,1820.5%ETF
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$6530.0%12,3340.5%ETF
Citigroup Inc. stock logo
C
Citigroup
$6510.0%5,5820.5%Financial Services
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$634$325 â–¼-33.9%10,9420.5%ETF
ETF SER SOLUTIONS
$6250.0%5,7000.4%DEFIANCE QUANTUM
iShares Asia 50 ETF stock logo
AIA
iShares Asia 50 ETF
$584$584 â–²New Holding5,5060.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$581$22 â–¼-3.6%13,0950.4%Computer and Technology
FEDERATED HERMES ETF TRUST
$5620.0%22,1440.4%HERMES TOTAL RET
FFA
First Trust Enhanced Equity Income Fund
$5340.0%24,2330.4%Financial Services
Ares Capital Corporation stock logo
ARCC
Ares Capital
$5140.0%25,4030.4%Finance
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$5120.0%12,2280.4%Manufacturing
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$487$3 â–¼-0.6%10,8100.3%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$486$486 â–²New Holding9,7870.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$486$25 â–¼-4.9%7,2840.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4760.0%2,2500.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4760.0%1,4490.3%Medical
BBC
Virtus LifeSci Biotech Clinical Trials ETF
$474$474 â–²New Holding11,3760.3%ETF
LGOV
First Trust Long Duration Opportunities ETF
$467$467 â–²New Holding21,6140.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$4660.0%3,9100.3%ETF
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$4570.0%2,7560.3%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$457$242 â–¼-34.6%25,0750.3%ETF
IonQ, Inc. stock logo
IONQ
IonQ
$4540.0%10,1110.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4450.0%2,1280.3%Medical
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$4450.0%5,5180.3%Utilities
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$436$404 â–¼-48.1%1,7710.3%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$430$478 â–¼-52.7%5,8100.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$427$7 â–¼-1.6%6230.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$418$30 â–¼-6.8%1,9250.3%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$414$26 â–¼-6.0%1,9200.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$414$104 â–¼-20.0%7,5750.3%ETF
GOLDMAN SACHS ETF TR
$4050.0%7,6550.3%NASDAQ-100 PREMI
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4040.0%14,1900.3%ETF
AT&T Inc. stock logo
T
AT&T
$401$1 â–¼-0.3%15,2270.3%Computer and Technology
LSAF
LeaderShares AlphaFactor US Core Equity ETF
$3930.0%8,7100.3%ETF
American Express Company stock logo
AXP
American Express
$387$38 â–¼-9.0%1,0450.3%Finance
CALAMOS ETF TR
$377$362 â–¼-49.0%13,0690.3%CEF INCOME & ARB
First Trust Income Opportunities ETF stock logo
FCEF
First Trust Income Opportunities ETF
$375$94 â–¼-20.1%16,3210.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$3740.0%1,2710.3%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3720.0%7850.3%ETF
BlackRock Science and Technology Trust stock logo
BST
BlackRock Science and Technology Trust
$3710.0%9,1530.3%Financial Services
The Gabelli Dividend & Income Trust stock logo
GDV
The Gabelli Dividend & Income Trust
$3650.0%13,1420.3%Financial Services
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$3640.0%7,9070.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3630.0%2,7760.3%Energy
VANGUARD MALVERN FDS
$3580.0%4,5810.3%CORE-PLUS BD ETF
CocaCola Company (The) stock logo
KO
CocaCola
$3520.0%4,7720.3%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data