Aurora Private Wealth, Inc. Diversified Active

CIK: 0001802132 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 27, 2020

Total Value ($000): $217,337 (100.0% shares, 0.0% debt)

Holdings (174)

SPY SPDR S&P 500 ETF TR 8.5%
Value ($000) $18,577 Shares 60,246 Est. Cost $311.96 Unrealized
WISDOMTREE TR 6.2%
Value ($000) $13,372 Shares 532,311 Est. Cost $25.09 Unrealized
ANGL VANECK VECTORS ETF TR 5.8%
Value ($000) $12,665 Shares 441,276 Est. Cost $28.55 Unrealized
SCHD SCHWAB STRATEGIC TR 5.7%
Value ($000) $12,281 Shares 237,322 Est. Cost $52.56 Unrealized
PCY INVESCO EXCH TRADED FD TR II 5.6%
Value ($000) $12,077 Shares 450,981 Est. Cost $26.78 Unrealized
SCHO SCHWAB STRATEGIC TR 4.6%
Value ($000) $9,918 Shares 192,096 Est. Cost $51.46 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $9,231 Shares 25,306 Est. Cost $66.49 Unrealized +12.9%
SPYD SPDR SER TR 2.6%
Value ($000) $5,547 Shares 199,188 Est. Cost $31.74 Unrealized
AMZN AMAZON COM INC 2.4%
Value ($000) $5,286 Shares 1,916 Est. Cost $91.92 Unrealized +31.4%
SPTS SPDR SER TR 2.3%
Value ($000) $5,009 Shares 163,061 Est. Cost $30.72 Unrealized
SCHB SCHWAB STRATEGIC TR 2.2%
Value ($000) $4,846 Shares 65,956 Est. Cost $71.73 Unrealized
SCHM SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,352 Shares 82,708 Est. Cost $53.41 Unrealized
QQQ INVESCO QQQ TR 1.9%
Value ($000) $4,058 Shares 16,391 Est. Cost $202.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $3,475 Shares 19,465 Est. Cost $215.13 Unrealized -15.1%
SLYG SPDR SER TR 1.5%
Value ($000) $3,171 Shares 55,845 Est. Cost $55.48 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,031 Shares 14,895 Est. Cost $148.12 Unrealized +16.8%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,385 Shares 53,341 Est. Cost $45.02 Unrealized -22.7%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $2,337 Shares 19,545 Est. Cost $104.62 Unrealized -3.0%
T AT&T INC 1.0%
Value ($000) $2,182 Shares 72,183 Est. Cost $18.53 Unrealized -16.4%
HD HOME DEPOT INC 0.8%
Value ($000) $1,766 Shares 7,049 Est. Cost $190.66 Unrealized +4.8%
BAC BK OF AMERICA CORP 0.8%
Value ($000) $1,713 Shares 72,108 Est. Cost $26.67 Unrealized -22.9%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,633 Shares 35,018 Est. Cost $37.81 Unrealized -2.1%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,551 Shares 11,032 Est. Cost $116.67 Unrealized +6.5%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,518 Shares 25,819 Est. Cost $46.81 Unrealized +2.4%
MAIN MAIN STR CAP CORP 0.7%
Value ($000) $1,464 Shares 47,013 Est. Cost $40.06 Unrealized -29.6%
BA BOEING CO 0.7%
Value ($000) $1,451 Shares 7,914 Est. Cost $308.84 Unrealized -50.2%
PENN PENN NATL GAMING INC 0.6%
Value ($000) $1,396 Shares 45,726 Est. Cost $25.13 Unrealized -8.9%
GAIN GLADSTONE INVT CORP 0.6%
Value ($000) $1,385 Shares 135,227 Est. Cost $6.55 Unrealized -16.7%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,378 Shares 6,816 Est. Cost $182.15 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $1,296 Shares 9,639 Est. Cost $124.74 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,164 Shares 5,236 Est. Cost $205.70 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $1,140 Shares 5,020 Est. Cost $193.12 Unrealized +7.4%
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,121 Shares 13,486 Est. Cost $83.12 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,116 Shares 19,032 Est. Cost $58.91 Unrealized
MRK MERCK & CO. INC 0.5%
Value ($000) $1,109 Shares 14,342 Est. Cost $66.46 Unrealized -5.4%
WPC WP CAREY INC 0.5%
Value ($000) $1,100 Shares 16,264 Est. Cost $74.79 Unrealized
SCHV SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,090 Shares 21,757 Est. Cost $51.76 Unrealized
PIMCO CORPORATE & INCOME OPP 0.5%
Value ($000) $1,055 Shares 68,018 Est. Cost $16.55 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,024 Shares 13,974 Est. Cost $60.33 Unrealized +3.4%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,018 Shares 9,132 Est. Cost $129.94 Unrealized -17.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $988 Shares 5,357 Est. Cost $171.89 Unrealized -6.3%
BLACKROCK ENHANCED EQUITY DI 0.4%
Value ($000) $958 Shares 130,546 Est. Cost $8.69 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $935 Shares 14,388 Est. Cost $56.69 Unrealized -7.2%
PFE PFIZER INC 0.4%
Value ($000) $922 Shares 28,188 Est. Cost $26.36 Unrealized -1.4%
PROSHARES TR 0.4%
Value ($000) $918 Shares 41,065 Est. Cost $27.67 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $906 Shares 16,427 Est. Cost $42.04 Unrealized -3.1%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $870 Shares 8,739 Est. Cost $119.87 Unrealized
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $864 Shares 6,829 Est. Cost $118.52 Unrealized -10.4%
ZTS ZOETIS INC 0.4%
Value ($000) $863 Shares 6,295 Est. Cost $120.51 Unrealized +3.3%
GOVT ISHARES TR 0.4%
Value ($000) $830 Shares 29,646 Est. Cost $27.03 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $819 Shares 2,890 Est. Cost $273.67 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $818 Shares 16,643 Est. Cost $46.89 Unrealized -12.3%
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $813 Shares 10,523 Est. Cost $66.14 Unrealized +3.0%
AGG ISHARES TR 0.4%
Value ($000) $807 Shares 6,829 Est. Cost $113.31 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $803 Shares 13,428 Est. Cost $50.67 Unrealized +5.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $797 Shares 2,694 Est. Cost $280.42 Unrealized -2.5%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $776 Shares 10,468 Est. Cost $70.40 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $772 Shares 20,396 Est. Cost $32.15 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $765 Shares 3,216 Est. Cost $237.87 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $760 Shares 12,543 Est. Cost $60.22 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $751 Shares 19,975 Est. Cost $36.80 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $689 Shares 3,925 Est. Cost $164.91 Unrealized -8.4%
GOOG ALPHABET INC 0.3%
Value ($000) $650 Shares 460 Est. Cost $65.45 Unrealized +2.3%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $635 Shares 6,674 Est. Cost $108.97 Unrealized -21.4%
IVE ISHARES TR 0.3%
Value ($000) $626 Shares 5,789 Est. Cost $114.37 Unrealized
HRI HERC HLDGS INC 0.3%
Value ($000) $616 Shares 20,030 Est. Cost $39.74 Unrealized -40.7%
FIRST TR INTER DUR PFD & IN 0.3%
Value ($000) $592 Shares 27,781 Est. Cost $20.89 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $586 Shares 10,862 Est. Cost $51.73 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $577 Shares 6,134 Est. Cost $106.60 Unrealized -23.3%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $566 Shares 4,830 Est. Cost $115.31 Unrealized
GLADSTONE CAPITAL CORP 0.3%
Value ($000) $561 Shares 76,714 Est. Cost $7.83 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $558 Shares 1,769 Est. Cost $24.31 Unrealized +0.9%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $551 Shares 14,213 Est. Cost $39.87 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $536 Shares 1,732 Est. Cost $290.43 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.2%
Value ($000) $532 Shares 8,943 Est. Cost $57.93 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $523 Shares 15,021 Est. Cost $31.02 Unrealized
JBLU JETBLUE AWYS CORP 0.2%
Value ($000) $521 Shares 47,770 Est. Cost $9.85 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.2%
Value ($000) $514 Shares 33,609 Est. Cost $15.96 Unrealized
HANCOCK JOHN PREM DIVID FD 0.2%
Value ($000) $513 Shares 38,579 Est. Cost $15.37 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $511 Shares 2,568 Est. Cost $185.48 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $509 Shares 5,758 Est. Cost $85.37 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $478 Shares 7,631 Est. Cost $52.19 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $475 Shares 2,289 Est. Cost $179.31 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $469 Shares 3,790 Est. Cost $122.46 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $467 Shares 3,136 Est. Cost $143.62 Unrealized -11.6%
PGX INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $467 Shares 33,043 Est. Cost $14.60 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $459 Shares 8,980 Est. Cost $56.85 Unrealized -32.0%
FUTY FIDELITY COVINGTON TR 0.2%
Value ($000) $458 Shares 12,569 Est. Cost $36.09 Unrealized
JPEM J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $450 Shares 9,784 Est. Cost $49.66 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $441 Shares 1,710 Est. Cost $255.51 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $440 Shares 11,288 Est. Cost $37.11 Unrealized -11.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $439 Shares 4,915 Est. Cost $82.34 Unrealized -15.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $431 Shares 4,725 Est. Cost $72.50 Unrealized -2.1%
PSEC PROSPECT CAP CORP 0.2%
Value ($000) $428 Shares 83,847 Est. Cost $2.91 Unrealized -20.7%
MMM 3M CO 0.2%
Value ($000) $424 Shares 2,721 Est. Cost $108.01 Unrealized -5.2%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $423 Shares 18,260 Est. Cost $27.30 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $419 Shares 7,818 Est. Cost $50.75 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $414 Shares 1,366 Est. Cost $273.58 Unrealized +2.0%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $412 Shares 3,887 Est. Cost $103.00 Unrealized -10.5%
FST TR NEW OPPORT MLP & ENE 0.2%
Value ($000) $409 Shares 95,208 Est. Cost $6.40 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $407 Shares 3,468 Est. Cost $59.36 Unrealized -14.0%
DTD WISDOMTREE TR 0.2%
Value ($000) $400 Shares 4,439 Est. Cost $78.68 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $388 Shares 852 Est. Cost $35.38 Unrealized +20.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $387 Shares 3,706 Est. Cost $85.47 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $387 Shares 6,287 Est. Cost $54.61 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $376 Shares 2,598 Est. Cost $140.67 Unrealized -16.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $372 Shares 3,078 Est. Cost $99.53 Unrealized -8.2%
MUB ISHARES TR 0.2%
Value ($000) $369 Shares 3,194 Est. Cost $113.61 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $366 Shares 4,540 Est. Cost $88.99 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $351 Shares 2,917 Est. Cost $136.20 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $347 Shares 5,079 Est. Cost $79.35 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $337 Shares 2,014 Est. Cost $145.68 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $335 Shares 3,203 Est. Cost $115.11 Unrealized
HYD VANECK VECTORS ETF TR 0.2%
Value ($000) $330 Shares 5,563 Est. Cost $59.32 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $327 Shares 345 Est. Cost $45.08 Unrealized +54.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $326 Shares 1,693 Est. Cost $180.11 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $324 Shares 10,145 Est. Cost $23.07 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $319 Shares 2,227 Est. Cost $165.70 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $312 Shares 6,280 Est. Cost $54.08 Unrealized
GABELLI UTIL TR 0.1%
Value ($000) $310 Shares 43,110 Est. Cost $6.70 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $307 Shares 1,300 Est. Cost $182.60 Unrealized +5.0%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $304 Shares 16,519 Est. Cost $17.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $302 Shares 3,018 Est. Cost $95.94 Unrealized
NEUBERGER BERMAN HIGH YIELD 0.1%
Value ($000) $301 Shares 29,051 Est. Cost $10.86 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $298 Shares 785 Est. Cost $5.75 Unrealized +40.1%
QQQE DIREXION SHS ETF TR 0.1%
Value ($000) $291 Shares 4,897 Est. Cost $52.34 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $289 Shares 204 Est. Cost $64.61 Unrealized +3.6%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $289 Shares 20,012 Est. Cost $10.04 Unrealized -21.4%
MET METLIFE INC 0.1%
Value ($000) $273 Shares 7,464 Est. Cost $38.76 Unrealized -25.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $271 Shares 742 Est. Cost $334.90 Unrealized -3.3%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $266 Shares 1,247 Est. Cost $166.78 Unrealized +5.2%
LINDE PLC 0.1%
Value ($000) $264 Shares 1,243 Est. Cost $205.83 Unrealized
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $262 Shares 1,392 Est. Cost $140.87 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $252 Shares 233 Est. Cost $21.69 Unrealized +149.4%
V VISA INC 0.1%
Value ($000) $248 Shares 1,285 Est. Cost $173.68 Unrealized +1.1%
IP INTL PAPER CO 0.1%
Value ($000) $245 Shares 6,951 Est. Cost $30.77 Unrealized -19.4%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $244 Shares 4,331 Est. Cost $55.54 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $243 Shares 2,085 Est. Cost $115.11 Unrealized -0.6%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $241 Shares 33,861 Est. Cost $11.11 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $239 Shares 2,353 Est. Cost $92.90 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $234 Shares 3,366 Est. Cost $65.16 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $231 Shares 6,987 Est. Cost $25.81 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $230 Shares 9,314 Est. Cost $24.69 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $230 Shares 2,345 Est. Cost $67.19 Unrealized +4.9%
XYZ SQUARE INC 0.1%
Value ($000) $228 Shares 2,170 Est. Cost $68.39 Unrealized +11.9%
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $225 Shares 28,473 Est. Cost $9.12 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $224 Shares 6,460 Est. Cost $34.67 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $224 Shares 3,120 Est. Cost $71.31 Unrealized -12.2%
EXC EXELON CORP 0.1%
Value ($000) $222 Shares 6,129 Est. Cost $25.74 Unrealized -15.6%
BCBP BCB BANCORP INC 0.1%
Value ($000) $219 Shares 23,579 Est. Cost $9.24 Unrealized -23.7%
DOW DOW INC 0.1%
Value ($000) $217 Shares 5,312 Est. Cost $26.85 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $217 Shares 1,637 Est. Cost $112.77 Unrealized -1.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $216 Shares 2,661 Est. Cost $63.12 Unrealized -0.8%
IJH ISHARES TR 0.1%
Value ($000) $212 Shares 1,194 Est. Cost $189.69 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $211 Shares 4,717 Est. Cost $44.76 Unrealized -13.5%
CALAMOS CONV OPP AND INC FD 0.1%
Value ($000) $210 Shares 19,775 Est. Cost $9.75 Unrealized
WMT WALMART INC 0.1%
Value ($000) $210 Shares 1,751 Est. Cost $36.00 Unrealized +5.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $202 Shares 5,096 Est. Cost $40.08 Unrealized
FIRST TR ABERDEEN GLBL OPP F 0.1%
Value ($000) $202 Shares 20,325 Est. Cost $8.82 Unrealized
BLACKROCK CORE BD TR 0.1%
Value ($000) $193 Shares 12,552 Est. Cost $13.98 Unrealized
EMBJ EMBRAER S.A. 0.1%
Value ($000) $190 Shares 31,731 Est. Cost $10.91 Unrealized
FS KKR CAP CORP II 0.1%
Value ($000) $189 Shares 14,696 Est. Cost $12.86 Unrealized
FSK FS KKR CAPITAL CORP 0.1%
Value ($000) $175 Shares 12,522 Est. Cost $6.35 Unrealized 0.0%
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $165 Shares 22,252 Est. Cost $9.33 Unrealized
ORCHID IS CAP INC 0.1%
Value ($000) $153 Shares 32,564 Est. Cost $4.56 Unrealized
INVESCO QUALITY MUN INCOME T 0.1%
Value ($000) $139 Shares 11,654 Est. Cost $12.21 Unrealized
NUVEEN GEORGIA QLTY MUN INC 0.1%
Value ($000) $128 Shares 10,457 Est. Cost $12.40 Unrealized
OXSQ OXFORD SQUARE CAP CORP 0.1%
Value ($000) $111 Shares 39,647 Est. Cost $5.28 Unrealized -46.5%
AMERICAN FIN TR INC 0.1%
Value ($000) $110 Shares 13,880 Est. Cost $12.28 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $85 Shares 11,405 Est. Cost $9.32 Unrealized
WESTERN ASSET HIGH INCM FD I 0.0%
Value ($000) $68 Shares 11,026 Est. Cost $6.71 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $61 Shares 12,519 Est. Cost $3.99 Unrealized 0.0%
ALLIANZGI CONV INCOME FD 0.0%
Value ($000) $59 Shares 13,542 Est. Cost $4.96 Unrealized
TWO HBRS INVT CORP 0.0%
Value ($000) $56 Shares 11,050 Est. Cost $3.82 Unrealized