Sponsored
The Analysis of Aventus Investment Advisors, Inc.'s Holdings & P&L
Currently, Aventus Investment Advisors, Inc. holds 148 types of securities in its portfolio with a total value $118.2M. In the most recent quarter, they have increased their positions in VGSH (+8.4K shares, valued at $489.6K), AMZN (+1.6K shares, valued at $334.1K), INTU (+628 shares, valued at $271.5K); decreased their positions in SCHZ (-52.3K shares, valued at $1.2M), AAPL (-3.6K shares, valued at $923.9K), SCHO (-5.7K shares, valued at $139.0K); initiated new positions in INTU (+628 shares, valued at $271.5K), INVH (+2.0K shares, valued at $49.7K), N/A (+235 shares, valued at $46.3K).
1M P&L
+6.9M+5.61%
3M P&L
-18.3M-12.38%
HY P&L
-16.3M-11.17%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A105.4M
92.6%
2Internet Retail2.2M
1.9%
3Software - Infrastructure1.4M
1.2%
Top Industries by Stock Count
1N/A54 stocks
41.2%
2Semiconductors5 stocks
3.8%
3Drug Manufacturers - General4 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW277 shares0.00%2026-03-312026-04-15
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A195 shares0.00%2026-03-312026-04-15
Sponsored
Sponsored
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF341 shares0.00%2026-03-312026-04-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
QUAL
0.09%ISHARES MSCI USA QUALITY FACTOR ETF
Shares125.9K
Event2026-03-31
Filed2026-04-15
EFG
0.84%ISHARES MSCI EAFE GROWTH ETF
Shares117.6K
Event2026-03-31
Filed2026-04-15
RSPT
-0.86%INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
Shares206.5K
Event2026-03-31
Filed2026-04-15
AGG
2.67%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares93.9K
Event2026-03-31
Filed2026-04-15
VGSH
7.33%VANGUARD SHORT-TERM TREASURY ETF
Shares122.5K
Event2026-03-31
Filed2026-04-15
XLK
1.47%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares50.5K
Event2026-03-31
Filed2026-04-15
XLF
2.94%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares124.7K
Event2026-03-31
Filed2026-04-15
SPYG
1.09%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares44.7K
Event2026-03-31
Filed2026-04-15
IGSB
3.64%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares74.3K
Event2026-03-31
Filed2026-04-15
SCHO
-4.61%SCHWAB SHORT-TERM US TREASURY ETF
Shares118.6K
Event2026-03-31
Filed2026-04-15
XLV
-0.21%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares16.6K
Event2026-03-31
Filed2026-04-15
HDV
-3.62%ISHARES CORE HIGH DIVIDEND ETF
Shares16.8K
Event2026-03-31
Filed2026-04-15
SCHG
-2.20%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares77.2K
Event2026-03-31
Filed2026-04-15
AMZN
20.73%AMAZON COM INC COM
Shares9.3K
Event2026-03-31
Filed2026-04-15
VUG
-1.35%VANGUARD GROWTH ETF
Shares4.0K
Event2026-03-31
Filed2026-04-15
SCHZ
-44.20%SCHWAB US AGGREGATE BOND ETF
Shares66.0K
Event2026-03-31
Filed2026-04-15
BROADCOM INC COM
1.75%BROADCOM INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-15
PFF
6.75%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares48.7K
Event2026-03-31
Filed2026-04-15
VGT
-0.10%VANGUARD INFORMATION TECHNOLOGY ETF
Shares1.9K
Event2026-03-31
Filed2026-04-15
ALPHABET INC CAP STK CL A
-1.43%ALPHABET INC CAP STK CL A
Shares4.5K
Event2026-03-31
Filed2026-04-15
ALPHABET INC CAP STK CL C
-3.30%ALPHABET INC CAP STK CL C
Shares4.1K
Event2026-03-31
Filed2026-04-15
IVV
-4.33%ISHARES CORE S&P 500 ETF
Shares1.8K
Event2026-03-31
Filed2026-04-15
NVDA
20.60%NVIDIA CORPORATION COM
Shares5.2K
Event2026-03-31
Filed2026-04-15
MSFT
10.02%MICROSOFT CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-15
VIG
-1.82%VANGUARD DIVIDEND APPRECIATION ETF
Shares3.7K
Event2026-03-31
Filed2026-04-15
BRLN
4.64%ISHARES FLOATING RATE LOAN ACTIVE ETF
Shares14.0K
Event2026-03-31
Filed2026-04-15
USMV
-6.53%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares6.4K
Event2026-03-31
Filed2026-04-15
META
-1.85%META PLATFORMS INC CL A
Shares1.0K
Event2026-03-31
Filed2026-04-15
ORCL
11.70%ORACLE CORP COM
Shares3.4K
Event2026-03-31
Filed2026-04-15
SCHX
-2.16%SCHWAB U.S. LARGE-CAP ETF
Shares16.3K
Event2026-03-31
Filed2026-04-15
ITB
0.40%ISHARES U.S. HOME CONSTRUCTION ETF
Shares4.6K
Event2026-03-31
Filed2026-04-15
TSM
2.25%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares1.2K
Event2026-03-31
Filed2026-04-15
J
-3.75%JACOBS SOLUTIONS INC COM
Shares2.7K
Event2026-03-31
Filed2026-04-15
RY
0.00%ROYAL BK CDA COM
Shares2.1K
Event2026-03-31
Filed2026-04-15
INTU
NewINTUIT COM
Shares628
Event2026-03-31
Filed2026-04-15
AAPL
-78.31%APPLE INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-15
BABA
7.31%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares2.0K
Event2026-03-31
Filed2026-04-15
VFH
0.00%VANGUARD FINANCIALS ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
SPY
0.00%STATE STREET SPDR S&P 500 ETF
Shares242
Event2026-03-31
Filed2026-04-15
BINC
1005.04%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares2.9K
Event2026-03-31
Filed2026-04-15
BSX
19.99%BOSTON SCIENTIFIC CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-15
LOW
0.00%LOWES COS INC COM
Shares579
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL CL B NEW
0.00%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares277
Event2026-03-31
Filed2026-04-15
FDX
0.00%FEDEX CORP COM
Shares306
Event2026-03-31
Filed2026-04-15
EFA
0.00%ISHARES MSCI EAFE ETF
Shares958
Event2026-03-31
Filed2026-04-15
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares532
Event2026-03-31
Filed2026-04-15
IYJ
0.00%ISHARES U.S. INDUSTRIALS ETF
Shares500
Event2026-03-31
Filed2026-04-15
GLD
1.33%SPDR GOLD SHARES
Shares152
Event2026-03-31
Filed2026-04-15
MPC
-35.43%MARATHON PETE CORP COM
Shares246
Event2026-03-31
Filed2026-04-15
PG
0.00%PROCTER & GAMBLE CO COM
Shares406
Event2026-03-31
Filed2026-04-15
JCI
0.00%JOHNSON CTLS INTL PLC SHS
Shares440
Event2026-03-31
Filed2026-04-15
XLY
0.00%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares528
Event2026-03-31
Filed2026-04-15
JNJ
0.00%JOHNSON & JOHNSON COM
Shares208
Event2026-03-31
Filed2026-04-15
ABBV
0.00%ABBVIE INC COM
Shares230
Event2026-03-31
Filed2026-04-15
INVH
NewINVITATION HOMES INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-15
PLD
0.00%PROLOGIS INC. COM
Shares360
Event2026-03-31
Filed2026-04-15
GPC
-32.31%GENUINE PARTS CO COM
Shares440
Event2026-03-31
Filed2026-04-15
ASTRAZENECA PLC ORD
NewASTRAZENECA PLC ORD
Shares235
Event2026-03-31
Filed2026-04-15
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares380
Event2026-03-31
Filed2026-04-15
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares210
Event2026-03-31
Filed2026-04-15
MMM
0.00%3M CO COM
Shares300
Event2026-03-31
Filed2026-04-15
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares320
Event2026-03-31
Filed2026-04-15
AXP
0.00%AMERICAN EXPRESS CO COM
Shares134
Event2026-03-31
Filed2026-04-15
ACCENTURE PLC IRELAND SHS CLASS A
0.00%ACCENTURE PLC IRELAND SHS CLASS A
Shares195
Event2026-03-31
Filed2026-04-15
RTX
0.00%RTX CORPORATION COM
Shares200
Event2026-03-31
Filed2026-04-15
COF
75.00%CAPITAL ONE FINL CORP COM
Shares210
Event2026-03-31
Filed2026-04-15
XLP
0.00%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares457
Event2026-03-31
Filed2026-04-15
WFC
0.00%WELLS FARGO & CO COM
Shares440
Event2026-03-31
Filed2026-04-15
LLY
270.00%ELI LILLY & CO COM
Shares37
Event2026-03-31
Filed2026-04-15
BAC
-6.76%BANK OF AMER CORP COM
Shares690
Event2026-03-31
Filed2026-04-15
DGX
0.00%QUEST DIAGNOSTICS INC COM
Shares170
Event2026-03-31
Filed2026-04-15
V
0.00%VISA INC COM CL A
Shares110
Event2026-03-31
Filed2026-04-15
WTW
0.00%WILLIS TOWERS WATSON PLC LTD SHS
Shares109
Event2026-03-31
Filed2026-04-15
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares330
Event2026-03-31
Filed2026-04-15
VOE
0.00%VANGUARD MID-CAP VALUE ETF
Shares167
Event2026-03-31
Filed2026-04-15
CSX
0.00%CSX CORP COM
Shares720
Event2026-03-31
Filed2026-04-15
SCHD
0.00%SCHWAB US DIVIDEND EQUITY ETF
Shares960
Event2026-03-31
Filed2026-04-15
SPTM
0.00%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares341
Event2026-03-31
Filed2026-04-15
PM
0.00%PHILIP MORRIS INTL INC COM
Shares160
Event2026-03-31
Filed2026-04-15
LOUP
0.00%INNOVATOR DEEPWATER FRONTIER TECH ETF
Shares381
Event2026-03-31
Filed2026-04-15
SKYY
0.00%FIRST TRUST CLOUD COMPUTING ETF
Shares235
Event2026-03-31
Filed2026-04-15
OMC
0.00%OMNICOM GROUP INC COM
Shares340
Event2026-03-31
Filed2026-04-15
DOX
0.00%AMDOCS LTD SHS
Shares380
Event2026-03-31
Filed2026-04-15
MDLZ
0.00%MONDELEZ INTL INC CL A
Shares410
Event2026-03-31
Filed2026-04-15
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares150
Event2026-03-31
Filed2026-04-15
UPS
0.00%UNITED PARCEL SVCS INC CL B
Shares238
Event2026-03-31
Filed2026-04-15
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares155
Event2026-03-31
Filed2026-04-15
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares110
Event2026-03-31
Filed2026-04-15
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares130
Event2026-03-31
Filed2026-04-15
ATR
0.00%APTARGROUP INC COM
Shares175
Event2026-03-31
Filed2026-04-15
FDN
0.00%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares94
Event2026-03-31
Filed2026-04-15
XYL
NewXYLEM INC COM
Shares180
Event2026-03-31
Filed2026-04-15
KO
0.00%COCA COLA CO COM
Shares280
Event2026-03-31
Filed2026-04-15
SPGI
0.00%S&P GLOBAL INC COM
Shares50
Event2026-03-31
Filed2026-04-15
SPTS
0.00%STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
Shares687
Event2026-03-31
Filed2026-04-15
MEDTRONIC PLC SHS
0.00%MEDTRONIC PLC SHS
Shares230
Event2026-03-31
Filed2026-04-15
HD
0.00%HOME DEPOT INC COM
Shares60
Event2026-03-31
Filed2026-04-15
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares20
Event2026-03-31
Filed2026-04-15
SAP
0.00%SAP SE SPON ADR
Shares110
Event2026-03-31
Filed2026-04-15
CROWN CASTLE INC COM
0.00%CROWN CASTLE INC COM
Shares225
Event2026-03-31
Filed2026-04-15
UNH
106.45%UNITEDHEALTH GROUP INC COM
Shares64
Event2026-03-31
Filed2026-04-15
SPAB
0.62%STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Shares646
Event2026-03-31
Filed2026-04-15
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares638
Event2026-03-31
Filed2026-04-15
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares216
Event2026-03-31
Filed2026-04-15
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares90
Event2026-03-31
Filed2026-04-15
CAH
0.00%CARDINAL HEALTH INC COM
Shares60
Event2026-03-31
Filed2026-04-15
ROP
0.00%ROPER TECHNOLOGIES INC COM
Shares35
Event2026-03-31
Filed2026-04-15
NKE
0.00%NIKE INC CL B
Shares232
Event2026-03-31
Filed2026-04-15
DIS
0.00%DISNEY WALT CO COM
Shares124
Event2026-03-31
Filed2026-04-15
HBAN
NewHUNTINGTON BANCSHARES INC COM
Shares740
Event2026-03-31
Filed2026-04-15
AMD
0.00%ADVANCED MICRO DEVICES INC COM
Shares56
Event2026-03-31
Filed2026-04-15
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares53
Event2026-03-31
Filed2026-04-15
PAYX
124.49%PAYCHEX INC COM
Shares110
Event2026-03-31
Filed2026-04-15
TRX GOLD CORPORATION COM
0.00%TRX GOLD CORPORATION COM
Shares6.8K
Event2026-03-31
Filed2026-04-15
DHR
0.00%DANAHER CORP DEL COM
Shares50
Event2026-03-31
Filed2026-04-15
MAA
0.00%MID-AMER APT CMNTYS INC COM
Shares75
Event2026-03-31
Filed2026-04-15
QCOM
-5.97%QUALCOMM INC COM
Shares63
Event2026-03-31
Filed2026-04-15
TXN
0.00%TEXAS INSTRS INC COM
Shares40
Event2026-03-31
Filed2026-04-15
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares188
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TRUST SERIES I
0.00%INVESCO QQQ TRUST SERIES I
Shares12
Event2026-03-31
Filed2026-04-15
KHC
0.00%KRAFT HEINZ CO COM
Shares300
Event2026-03-31
Filed2026-04-15
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares30
Event2026-03-31
Filed2026-04-15
XITK
0.00%STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF
Shares42
Event2026-03-31
Filed2026-04-15
AEE
0.00%AMEREN CORP COM
Shares52
Event2026-03-31
Filed2026-04-15
COPX
0.00%GLOBAL X COPPER MINERS ETF
Shares71
Event2026-03-31
Filed2026-04-15
SBUX
0.00%STARBUCKS CORP COM
Shares54
Event2026-03-31
Filed2026-04-15
F
0.00%FORD MTR CO COM
Shares400
Event2026-03-31
Filed2026-04-15
FNDF
0.00%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares93
Event2026-03-31
Filed2026-04-15
RIVN
0.00%RIVIAN AUTOMOTIVE INC COM CL A
Shares300
Event2026-03-31
Filed2026-04-15
LHX
-51.85%L3HARRIS TECHNOLOGIES INC COM
Shares13
Event2026-03-31
Filed2026-04-15
NSC
-40.00%NORFOLK SOUTHN CORP COM
Shares15
Event2026-03-31
Filed2026-04-15
VCSH
0.00%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares54
Event2026-03-31
Filed2026-04-15
MARVELL TECHNOLOGY INC COM
0.00%MARVELL TECHNOLOGY INC COM
Shares41
Event2026-03-31
Filed2026-04-15
T
0.00%AT&T INC COM
Shares140
Event2026-03-31
Filed2026-04-15
GENERAL DYNAMICS CORP COM
-47.62%GENERAL DYNAMICS CORP COM
Shares11
Event2026-03-31
Filed2026-04-15
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares54
Event2026-03-31
Filed2026-04-15
APD
-42.11%AIR PRODUCTS AND CHEMICALS INC COM
Shares11
Event2026-03-31
Filed2026-04-15
PHR
15.31%PHREESIA INC COM
Shares369
Event2026-03-31
Filed2026-04-15
CCL
0.00%CARNIVAL CORP COMMON STOCK
Shares101
Event2026-03-31
Filed2026-04-15
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares4
Event2026-03-31
Filed2026-04-15
SYF
0.00%SYNCHRONY FINANCIAL COM
Shares35
Event2026-03-31
Filed2026-04-15
TFC
0.00%TRUIST FINL CORP COM
Shares50
Event2026-03-31
Filed2026-04-15
XAR
0.00%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares9
Event2026-03-31
Filed2026-04-15
AMTM
-20.27%AMENTUM HOLDINGS INC COM
Shares59
Event2026-03-31
Filed2026-04-15
ACWI
NewISHARES MSCI ACWI ETF
Shares1
Event2026-03-31
Filed2026-04-15
AOA
NewISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
Shares1
Event2026-03-31
Filed2026-04-15
AOR
NewISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares1
Event2026-03-31
Filed2026-04-15
AOM
NewISHARES CORE 40/60 MODERATE ALLOCATION ETF
Shares1
Event2026-03-31
Filed2026-04-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available