Portfolio (Quarterly)
Guide ↗
Aventus Investment Advisors, Inc.
· CIK 0002093055| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES MSCI EAFE ETF | — | 958 | $93K | 0.08% | SOLD |
| 2 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | — | 532 | $76K | 0.06% | SOLD |
| 3 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | Technology | 195 | $39K | 0.03% | SOLD |
| 4 | COF | CAPITAL ONE FINL CORP COM | Financial Services | 210 | $38K | 0.03% | SOLD |
| 5 | LLY | ELI LILLY & CO COM | Healthcare | 37 | $34K | 0.03% | SOLD |
| 6 | MRSH | MARSH & MCLENNAN COS INC COM | Financial Services | 130 | $23K | 0.02% | SOLD |
| 7 | ROP | ROPER TECHNOLOGIES INC COM | Industrials | 35 | $12K | 0.01% | SOLD |
| 8 | COPX | GLOBAL X COPPER MINERS ETF | — | 71 | $5K | 0.01% | SOLD |
| 9 | LHX | L3HARRIS TECHNOLOGIES INC COM | Industrials | 13 | $4K | 0.00% | SOLD |
| 10 | GD | GENERAL DYNAMICS CORP COM | Industrials | 11 | $4K | 0.00% | SOLD |
| 11 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | — | 54 | $3K | 0.00% | SOLD |
| 12 | PHR | PHREESIA INC COM | Healthcare | 369 | $3K | 0.00% | SOLD |
| 13 | CCL | CARNIVAL CORP COMMON STOCK | Consumer Cyclical | 101 | $3K | 0.00% | SOLD |
| 14 | AMTM | AMENTUM HOLDINGS INC COM | Industrials | 59 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
44.3%
Communication Services
18.5%
Consumer Cyclical
17.4%
Financial Services
9.8%
Healthcare
3.2%
Industrials
2.8%
Consumer Defensive
1.5%
Real Estate
1.0%
Utilities
0.9%
Energy
0.5%