The Analysis of Aventus Investment Advisors, Inc.'s Holdings

Currently, Aventus Investment Advisors, Inc. holds 144 types of securities in its portfolio with a total value $117.3M. In the most recent quarter, they have increased their positions in AGG (+1.6K shares, valued at $158.2K), VGSH (+2.3K shares, valued at $137.9K), ITOT (+532 shares, valued at $77.5K); decreased their positions in SCHO (-10.9K shares, valued at $265.5K), QUAL (-1.2K shares, valued at $225.6K), SCHZ (-3.5K shares, valued at $82.4K); initiated new positions in ITOT (+532 shares, valued at $77.5K), XLC (+500 shares, valued at $59.2K), WFC (+440 shares, valued at $36.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES MSCI USA QUALITY FACTOR ETF122.2K shares-0.94%2025-09-302025-10-24

EFG ISHARES MSCI EAFE GROWTH ETF112.9K shares0.43%2025-09-302025-10-24

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF204.1K shares-0.57%2025-09-302025-10-24

AGG ISHARES CORE U.S. AGGREGATE BOND ETF87.9K shares1.83%2025-09-302025-10-24

XLK TECHNOLOGY SELECT SECTOR SPDR FUND24.3K shares-1.11%2025-09-302025-10-24

VGSH VANGUARD SHORT-TERM TREASURY ETF107.3K shares2.23%2025-09-302025-10-24

XLF FINANCIAL SELECT SECTOR SPDR FUND116.5K shares-0.90%2025-09-302025-10-24

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF42.9K shares0.63%2025-09-302025-10-24

Sponsored

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF70.8K shares0.44%2025-09-302025-10-24

SCHO SCHWAB SHORT-TERM US TREASURY ETF119.6K shares-8.34%2025-09-302025-10-24

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF79.0K shares-2.46%2025-09-302025-10-24

XLV HEALTH CARE SELECT SECTOR SPDR FUND17.1K shares-1.34%2025-09-302025-10-24

HDV ISHARES CORE HIGH DIVIDEND ETF18.7K shares-2.13%2025-09-302025-10-24

VUG VANGUARD GROWTH ETF4.1K shares-1.62%2025-09-302025-10-24

AMZN AMAZON COM INC COM7.7K shares-0.78%2025-09-302025-10-24

AVGO BROADCOM INC COM4.7K shares-1.19%2025-09-302025-10-24

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF2.0K shares-0.81%2025-09-302025-10-24

PFF ISHARES PREFERRED & INCOME SECURITIES ETF43.7K shares0.43%2025-09-302025-10-24

IVV ISHARES CORE S&P 500 ETF1.8K shares0.00%2025-09-302025-10-24

AAPL APPLE INC COM4.8K shares-0.85%2025-09-302025-10-24

SCHZ SCHWAB US AGGREGATE BOND ETF47.7K shares-6.86%2025-09-302025-10-24

GOOGL ALPHABET INC CAP STK CL A4.6K shares-0.65%2025-09-302025-10-24

MSFT MICROSOFT CORP COM2.0K shares-0.10%2025-09-302025-10-24

GOOG ALPHABET INC CAP STK CL C4.2K shares-2.31%2025-09-302025-10-24

Sponsored

ORCL ORACLE CORP COM3.0K shares-1.67%2025-09-302025-10-24

VIG VANGUARD DIVIDEND APPRECIATION ETF3.9K shares-1.27%2025-09-302025-10-24

NVDA NVIDIA CORPORATION COM4.3K shares-1.26%2025-09-302025-10-24

META META PLATFORMS INC CL A1.0K shares-0.29%2025-09-302025-10-24

BRLN ISHARES FLOATING RATE LOAN ACTIVE ETF12.8K shares0.47%2025-09-302025-10-24

USMV ISHARES MSCI USA MIN VOL FACTOR ETF6.9K shares0.00%2025-09-302025-10-24

ITB ISHARES U.S. HOME CONSTRUCTION ETF4.3K shares-5.79%2025-09-302025-10-24

SCHX SCHWAB U.S. LARGE-CAP ETF16.7K shares0.14%2025-09-302025-10-24

Sponsored

J JACOBS SOLUTIONS INC COM2.8K shares0.25%2025-09-302025-10-24

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS1.8K shares0.22%2025-09-302025-10-24

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.1K shares-0.87%2025-09-302025-10-24

RY ROYAL BK CDA COM2.1K shares0.00%2025-09-302025-10-24

VFH VANGUARD FINANCIALS ETF1.5K shares0.00%2025-09-302025-10-24

LOW LOWES COS INC COM704 shares-1.40%2025-09-302025-10-24

BSX BOSTON SCIENTIFIC CORP COM1.7K shares0.00%2025-09-302025-10-24

SPY SPDR S&P 500 ETF TRUST242 shares9.01%2025-09-302025-10-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW277 shares0.00%2025-09-302025-10-24

GPC GENUINE PARTS CO COM650 shares0.00%2025-09-302025-10-24

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF532 sharesnew addition2025-09-302025-10-24

MPC MARATHON PETE CORP COM381 shares0.00%2025-09-302025-10-24

IYJ ISHARES U.S. INDUSTRIALS ETF500 shares0.00%2025-09-302025-10-24

FDX FEDEX CORP COM306 shares0.00%2025-09-302025-10-24

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND264 shares0.00%2025-09-302025-10-24

PG PROCTER AND GAMBLE CO COM406 shares0.00%2025-09-302025-10-24

Sponsored

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND500 sharesnew addition2025-09-302025-10-24

GLD SPDR GOLD SHARES150 shares0.00%2025-09-302025-10-24

ABBV ABBVIE INC COM230 shares0.00%2025-09-302025-10-24

JCI JOHNSON CTLS INTL PLC SHS440 shares0.00%2025-09-302025-10-24

MMM 3M CO COM300 shares0.00%2025-09-302025-10-24

TEL TE CONNECTIVITY PLC ORD SHS210 shares0.00%2025-09-302025-10-24

AXP AMERICAN EXPRESS CO COM134 shares0.00%2025-09-302025-10-24

WEC WEC ENERGY GROUP INC COM380 shares0.00%2025-09-302025-10-24

Sponsored

PLD PROLOGIS INC. COM360 shares0.00%2025-09-302025-10-24

JNJ JOHNSON & JOHNSON COM208 shares0.00%2025-09-302025-10-24

BAC BANK AMERICA CORP COM740 shares-12.43%2025-09-302025-10-24

WTW WILLIS TOWERS WATSON PLC LTD SHS109 shares0.00%2025-09-302025-10-24

V VISA INC COM CL A110 shares0.00%2025-09-302025-10-24

WFC WELLS FARGO CO NEW COM440 sharesnew addition2025-09-302025-10-24

CAH CARDINAL HEALTH INC COM230 shares0.00%2025-09-302025-10-24

AZN ASTRAZENECA PLC SPONSORED ADR470 shares0.00%2025-09-302025-10-24

Sponsored

AEP AMERICAN ELEC PWR CO INC COM320 shares0.00%2025-09-302025-10-24

XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND457 shares0.00%2025-09-302025-10-24

RTX RTX CORPORATION COM200 shares0.00%2025-09-302025-10-24

DGX QUEST DIAGNOSTICS INC COM170 shares0.00%2025-09-302025-10-24

SKYY FIRST TRUST CLOUD COMPUTING ETF235 shares0.00%2025-09-302025-10-24

HON HONEYWELL INTL INC COM150 shares0.00%2025-09-302025-10-24

SCHW SCHWAB CHARLES CORP COM330 shares0.00%2025-09-302025-10-24

DOX AMDOCS LTD SHS380 shares0.00%2025-09-302025-10-24

Sponsored

SAP SAP SE SPON ADR110 shares0.00%2025-09-302025-10-24

VOE VANGUARD MID-CAP VALUE ETF167 shares0.00%2025-09-302025-10-24

LOUP INNOVATOR DEEPWATER FRONTIER TECH ETF381 shares0.00%2025-09-302025-10-24

OMC OMNICOM GROUP INC COM340 shares0.00%2025-09-302025-10-24

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF341 shares-12.11%2025-09-302025-10-24

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND94 shares0.00%2025-09-302025-10-24

SCHD SCHWAB US DIVIDEND EQUITY ETF960 shares0.00%2025-09-302025-10-24

MMC MARSH & MCLENNAN COS INC COM130 shares0.00%2025-09-302025-10-24

Sponsored

PM PHILIP MORRIS INTL INC COM160 shares0.00%2025-09-302025-10-24

ACN ACCENTURE PLC IRELAND SHS CLASS A105 shares0.00%2025-09-302025-10-24

MDLZ MONDELEZ INTL INC CL A410 shares0.00%2025-09-302025-10-24

CSX CSX CORP COM720 shares0.00%2025-09-302025-10-24

ICE INTERCONTINENTAL EXCHANGE INC COM150 shares0.00%2025-09-302025-10-24

SPGI S&P GLOBAL INC COM50 shares0.00%2025-09-302025-10-24

HD HOME DEPOT INC COM60 shares0.00%2025-09-302025-10-24

BLK BLACKROCK INC COM20 shares0.00%2025-09-302025-10-24

Sponsored

PNC PNC FINL SVCS GROUP INC COM110 shares0.00%2025-09-302025-10-24

MDT MEDTRONIC PLC SHS230 shares0.00%2025-09-302025-10-24

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF155 shares-20.51%2025-09-302025-10-24

CCI CROWN CASTLE INC COM225 shares0.00%2025-09-302025-10-24

COF CAPITAL ONE FINL CORP COM100 sharesnew addition2025-09-302025-10-24

SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF687 shares-7.04%2025-09-302025-10-24

UPS UNITED PARCEL SERVICE INC CL B238 shares0.00%2025-09-302025-10-24

CNQ CANADIAN NAT RES LTD COM600 shares0.00%2025-09-302025-10-24

Sponsored

KO COCA COLA CO COM280 shares0.00%2025-09-302025-10-24

ROP ROPER TECHNOLOGIES INC COM35 shares0.00%2025-09-302025-10-24

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF633 shares-1.56%2025-09-302025-10-24

NKE NIKE INC CL B232 shares0.00%2025-09-302025-10-24

VRT VERTIV HOLDINGS CO COM CL A100 sharesnew addition2025-09-302025-10-24

SCHF SCHWAB INTERNATIONAL EQUITY ETF638 shares0.00%2025-09-302025-10-24

DIS DISNEY WALT CO COM124 shares0.00%2025-09-302025-10-24

IRT INDEPENDENCE RLTY TR INC COM836 shares0.00%2025-09-302025-10-24

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF216 shares125.00%2025-09-302025-10-24

NVS NOVARTIS AG SPONSORED ADR90 shares0.00%2025-09-302025-10-24

QCOM QUALCOMM INC COM67 shares0.00%2025-09-302025-10-24

MAA MID-AMER APT CMNTYS INC COM75 shares0.00%2025-09-302025-10-24

RSP INVESCO S&P 500 EQUAL WEIGHT ETF53 shares0.00%2025-09-302025-10-24

BDX BECTON DICKINSON & CO COM50 shares0.00%2025-09-302025-10-24

ATR APTARGROUP INC COM70 shares0.00%2025-09-302025-10-24

AJG GALLAGHER ARTHUR J & CO COM30 shares0.00%2025-09-302025-10-24

Sponsored

ARE ALEXANDRIA REAL ESTATE EQ INC COM110 shares0.00%2025-09-302025-10-24

AMD ADVANCED MICRO DEVICES INC COM56 shares-55.56%2025-09-302025-10-24

LHX L3HARRIS TECHNOLOGIES INC COM27 shares0.00%2025-09-302025-10-24

XITK SPDR FACTSET INNOVATIVE TECHNOLOGY ETF42 shares0.00%2025-09-302025-10-24

KHC KRAFT HEINZ CO COM300 shares0.00%2025-09-302025-10-24

ABT ABBOTT LABS COM58 shares0.00%2025-09-302025-10-24

NSC NORFOLK SOUTHN CORP COM25 shares0.00%2025-09-302025-10-24

TXN TEXAS INSTRS INC COM40 shares0.00%2025-09-302025-10-24

Sponsored

ADP AUTOMATIC DATA PROCESSING INC COM25 shares0.00%2025-09-302025-10-24

QQQ INVESCO QQQ TRUST SERIES I12 sharesnew addition2025-09-302025-10-24

GD GENERAL DYNAMICS CORP COM21 shares0.00%2025-09-302025-10-24

COPX GLOBAL X COPPER MINERS ETF104 shares-65.90%2025-09-302025-10-24

PAYX PAYCHEX INC COM49 shares0.00%2025-09-302025-10-24

AEE AMEREN CORP COM52 shares0.00%2025-09-302025-10-24

APD AIR PRODS & CHEMS INC COM19 shares0.00%2025-09-302025-10-24

F FORD MTR CO COM400 shares0.00%2025-09-302025-10-24

Sponsored

SBUX STARBUCKS CORP COM54 shares0.00%2025-09-302025-10-24

RIVN RIVIAN AUTOMOTIVE INC COM CL A300 shares0.00%2025-09-302025-10-24

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF54 shares-40.66%2025-09-302025-10-24

TRX TRX GOLD CORPORATION COM6.8K shares0.00%2025-09-302025-10-24

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF93 shares0.00%2025-09-302025-10-24

T AT&T INC COM140 shares0.00%2025-09-302025-10-24

XLE ENERGY SELECT SECTOR SPDR FUND42 shares-82.72%2025-09-302025-10-24

MRVL MARVELL TECHNOLOGY INC COM41 shares0.00%2025-09-302025-10-24

Sponsored

CCL CARNIVAL CORP PAIRED CTF101 shares0.00%2025-09-302025-10-24

PFE PFIZER INC COM100 shares0.00%2025-09-302025-10-24

SYF SYNCHRONY FINANCIAL COM35 shares0.00%2025-09-302025-10-24

VOO VANGUARD S&P 500 ETF4 shares0.00%2025-09-302025-10-24

TFC TRUIST FINL CORP COM50 shares0.00%2025-09-302025-10-24

XAR SPDR S&P AEROSPACE & DEFENSE ETF9 sharesnew addition2025-09-302025-10-24

AMTM AMENTUM HOLDINGS INC COM81 shares-2.41%2025-09-302025-10-24

ADI ANALOG DEVICES INC COM7 shares0.00%2025-09-302025-10-24

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available