Aventus Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Aventus Investment Advisors, Inc.Investment ActivityAventus Investment Advisors, Inc. has $118.20 million in total holdings as of March 31, 2026.Aventus Investment Advisors, Inc. owns shares of 148 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.31% of the portfolio was purchased this quarter.About 2.52% of the portfolio was sold this quarter.This quarter, Aventus Investment Advisors, Inc. has purchased 147 new stocks and bought additional shares in 27 stocks.Aventus Investment Advisors, Inc. sold shares of 26 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $24,150,203iShares MSCI EAFE Growth ETF $13,094,662Invesco S&P 500 Equal Weight Technology ETF $9,347,593iShares Core U.S. Aggregate Bond ETF $9,321,453Vanguard Short-Term Treasury ETF $7,173,023 Largest New Holdings this Quarter 461202103 - Intuit $271,535 Holding46187W107 - Invitation Home $49,700 HoldingG0593M107 - AstraZeneca $46,347 Holding98419M100 - Xylem $21,510 Holding446150104 - Huntington Bancshares $11,581 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 8,364 shares (about $489.63K)Amazon.com 1,604 shares (about $334.07K)Intuit 628 shares (about $271.54K)iShares Core U.S. Aggregate Bond ETF 2,438 shares (about $242.02K)Financial Select Sector SPDR Fund 3,563 shares (about $175.91K) Largest Sales this Quarter Schwab U.S. Aggregate Bond ETF 52,286 shares (about $1.21M)Apple 3,639 shares (about $923.87K)Schwab Short-Term U.S. Treasury ETF 5,727 shares (about $138.99K)iShares Core High Dividend ETF 632 shares (about $85.78K)Invesco S&P 500 Equal Weight Technology ETF 1,796 shares (about $81.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAventus Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$24,150,203$21,866 â–²0.1%125,90720.4%ETFEFGiShares MSCI EAFE Growth ETF$13,094,662$108,474 â–²0.8%117,57811.1%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$9,347,593$81,287 â–¼-0.9%206,5317.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,321,453$242,020 â–²2.7%93,9007.9%FinanceVGSHVanguard Short-Term Treasury ETF$7,173,023$489,629 â–²7.3%122,5326.1%ETFXLKTechnology Select Sector SPDR Fund$6,714,241$97,150 â–²1.5%50,5215.7%ETFXLFFinancial Select Sector SPDR Fund$6,156,587$175,905 â–²2.9%124,7035.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,374,129$47,193 â–²1.1%44,6753.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,906,995$137,287 â–²3.6%74,3343.3%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$2,877,330$138,994 â–¼-4.6%118,5552.4%ETFXLVHealth Care Select Sector SPDR Fund$2,431,380$5,131 â–¼-0.2%16,5842.1%ETFHDViShares Core High Dividend ETF$2,282,810$85,775 â–¼-3.6%16,8201.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,249,244$50,570 â–¼-2.2%77,2141.9%ETFAMZNAmazon.com$1,945,867$334,065 â–²20.7%9,3431.6%Retail/WholesaleVUGVanguard Growth ETF$1,753,275$24,023 â–¼-1.4%4,0141.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,532,683$1,214,081 â–¼-44.2%66,0071.3%ETFAVGOBroadcom$1,497,719$25,689 â–²1.7%4,8391.3%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$1,476,857$93,325 â–²6.7%48,7091.2%ETFVGTVanguard Information Technology ETF$1,329,157$1,395 â–¼-0.1%1,9051.1%ETFGOOGLAlphabet$1,285,681$18,691 â–¼-1.4%4,4711.1%Computer and TechnologyGOOGAlphabet$1,168,668$39,874 â–¼-3.3%4,0741.0%Computer and TechnologyIVViShares Core S&P 500 ETF$1,154,875$52,257 â–¼-4.3%1,7681.0%ETFNVDANVIDIA$914,902$156,262 â–²20.6%5,2460.8%Computer and TechnologyMSFTMicrosoft$829,181$75,515 â–²10.0%2,2400.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$790,130$14,624 â–¼-1.8%3,6740.7%ETFBRLNiShares Floating Rate Loan Active ETF$712,511$31,614 â–²4.6%14,0410.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$594,556$41,548 â–¼-6.5%6,4110.5%ETFMETAMeta Platforms$577,279$10,870 â–¼-1.8%1,0090.5%Computer and TechnologyORCLOracle$498,409$52,224 â–²11.7%3,3880.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$417,270$9,205 â–¼-2.2%16,2740.4%ETFITBiShares U.S. Home Construction ETF$412,817$1,630 â–²0.4%4,5590.3%ETFTSMTaiwan Semiconductor Manufacturing$398,443$8,787 â–²2.3%1,1790.3%Computer and TechnologyJJacobs Solutions$343,274$13,364 â–¼-3.7%2,6970.3%Business ServicesRYRoyal Bank Of Canada$339,7380.0%2,1000.3%FinanceINTUIntuit$271,535$271,535 â–²New Holding6280.2%Computer and TechnologyAAPLApple$255,912$923,873 â–¼-78.3%1,0080.2%Computer and TechnologyBABAAlibaba Group$248,536$16,937 â–²7.3%1,9810.2%Retail/WholesaleVFHVanguard Financials ETF$178,7990.0%1,4800.2%ETFSPYSPDR S&P 500 ETF Trust$157,3820.0%2420.1%FinanceBINCiShares Flexible Income Active ETF$148,052$134,654 â–²1,005.0%2,8510.1%ETFBSXBoston Scientific$138,238$23,029 â–²20.0%2,2030.1%MedicalLOWLowe's Companies$136,8060.0%5790.1%Retail/WholesaleBRK.BBerkshire Hathaway$132,7380.0%2770.1%FinanceFDXFedEx$108,9910.0%3060.1%TransportationEFAiShares MSCI EAFE ETF$93,0510.0%9580.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$75,7730.0%5320.1%ETFIYJiShares U.S. Industrials ETF$73,7700.0%5000.1%ETFGLDSPDR Gold Shares$65,404$861 â–²1.3%1520.1%FinanceMPCMarathon Petroleum$60,068$32,964 â–¼-35.4%2460.1%EnergyPGProcter & Gamble$58,6430.0%4060.0%Consumer StaplesJCIJohnson Controls International$57,6180.0%4400.0%ConstructionXLYConsumer Discretionary Select Sector SPDR Fund$57,5410.0%5280.0%FinanceJNJJohnson & Johnson$50,8500.0%2080.0%MedicalABBVAbbVie$50,0230.0%2300.0%MedicalINVHInvitation Home$49,700$49,700 â–²New Holding2,0000.0%FinancePLDPrologis$47,5850.0%3600.0%FinanceGPCGenuine Parts$46,530$22,208 â–¼-32.3%4400.0%Retail/WholesaleAZNCFAstraZeneca$46,347$46,347 â–²New Holding2350.0%MedicalWECWEC Energy Group$43,9930.0%3800.0%UtilitiesTE CONNECTIVITY PLC ORD SHS$43,8940.0%2100.0%StockMMM3M$43,5690.0%3000.0%Multi-Sector ConglomeratesAEPAmerican Electric Power$41,9460.0%3200.0%UtilitiesAXPAmerican Express$40,5320.0%1340.0%FinanceACNAccenture$38,6670.0%1950.0%Computer and TechnologyRTXRTX$38,5800.0%2000.0%AerospaceCOFCapital One Financial$38,310$16,419 â–²75.0%2100.0%FinanceXLPConsumer Staples Select Sector SPDR Fund$37,4650.0%4570.0%ETFWFCWells Fargo & Company$35,0280.0%4400.0%FinanceLLYEli Lilly and Company$34,031$24,833 â–²270.0%370.0%MedicalBACBank of America$33,638$2,438 â–¼-6.8%6900.0%FinanceDGXQuest Diagnostics$33,3170.0%1700.0%MedicalVVisa$33,2460.0%1100.0%Business ServicesWTWWillis Towers Watson Public$31,6860.0%1090.0%FinanceSCHWCharles Schwab$31,0130.0%3300.0%FinanceVOEVanguard Mid-Cap Value ETF$30,7750.0%1670.0%ETFCSXCSX$29,5560.0%7200.0%TransportationSCHDSchwab US Dividend Equity ETF$29,4530.0%9600.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$26,9590.0%3410.0%ETFPMPhilip Morris International$26,4540.0%1600.0%Consumer StaplesLOUPInnovator Deepwater Frontier Tech ETF$26,2300.0%3810.0%ETFSKYYFirst Trust Cloud Computing ETF$25,7000.0%2350.0%ManufacturingOMCOmnicom Group$25,6050.0%3400.0%Business ServicesDOXAmdocs$24,7990.0%3800.0%Computer and TechnologyMDLZMondelez International$23,6320.0%4100.0%Consumer StaplesICEIntercontinental Exchange$23,5920.0%1500.0%FinanceUPSUnited Parcel Service$23,4140.0%2380.0%TransportationVYMVanguard High Dividend Yield ETF$22,9560.0%1550.0%Financial ServicesPNCThe PNC Financial Services Group$22,8900.0%1100.0%FinanceMARSH & MCLENNAN COS INC COM$22,5490.0%1300.0%StockATRAptarGroup$22,0540.0%1750.0%IndustrialsFDNFirst Trust Dow Jones Internet Index Fund$21,9990.0%940.0%ETFXYLXylem$21,510$21,510 â–²New Holding1800.0%Business ServicesKOCocaCola$21,2940.0%2800.0%Consumer StaplesSPGIS&P Global$21,2670.0%500.0%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$20,0470.0%6870.0%ETFMDTMedtronic$19,9300.0%2300.0%MedicalHDHome Depot$19,7330.0%600.0%Retail/WholesaleBLACKROCK INC COM$19,2340.0%200.0%StockSAPSAP$18,8330.0%1100.0%Computer and TechnologyCCICrown Castle$18,2950.0%2250.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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