Aurora Private Wealth, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Aurora Private Wealth, Inc. reported 156 stock positions worth $133.5 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.7%) and Invesco QQQ Trust Series 1 (QQQ, 4.4%). Compared with Q3 2024, it opened 18 new positions, sold out of 16, added to 59 and reduced 69. The biggest buy was a new position in SS SPDR P High Yield ETF (SPHY) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKAWAY, NJ
- CIK
- 0001802132
- Portfolio Value
- $133.5M (Q4 2024)
- SEC Filing
- 0001802132-25-000001 ↗ filed Jan 22, 2025
Holdings Value
Holdings 156 stocks · $133.5M
| AAPL Apple Inc. | 6.24% | 33,272 | $8.3M | Reduce -4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.66% | 10,613 | $6.2M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 4.40% | 11,491 | $5.9M | Reduce -2.4% |
| FTSL First Trust Senior Loan ETF | 2.76% | 79,800 | $3.7M | Add +17.6% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 2.73% | 73,778 | $3.6M | Add +19.6% |
| AMZN Amazon.com Inc. | 2.70% | 16,444 | $3.6M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.69% | 7,909 | $3.6M | Reduce -5.6% |
| ET Energy Transfer LP | 2.59% | 176,454 | $3.5M | Add +0.9% |
| NVDA Nvidia Corp. | 2.34% | 23,240 | $3.1M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 2.27% | 5,180 | $3.0M | Reduce -1.0% |
| TLT iShares 20+ Year Treasury BD | 2.12% | 32,479 | $2.8M | Reduce -6.8% |
| MSFT Microsoft Corp. | 1.77% | 5,621 | $2.4M | Add +0.8% |
| SPHY SS SPDR P High Yield ETF | 1.50% | 85,366 | $2.0M | New |
| AXP American Express Co. | 1.49% | 6,713 | $2.0M | Add +4.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.35% | 16,825 | $1.8M | Reduce -14.6% |
| XLG Invesco S&P 500 Top 50 ETF | 1.31% | 35,038 | $1.8M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.31% | 9,189 | $1.8M | Add +3.8% |
| SCHD Schwab US DVD Equity ETF | 1.30% | 63,543 | $1.7M | Reduce -6.4% |
| FTHY First Trust Hi YLD Opp 2027 | 1.28% | 117,591 | $1.7M | Add +30.6% |
| GBTC Grayscale Bitcoin Trust ETF | 1.25% | 22,578 | $1.7M | No change |
| FJUL FT Vest US Equity Buffer ETF | 1.24% | 33,930 | $1.7M | Add +0.8% |
| IYW iShares Ustechnology ETF | 1.19% | 9,938 | $1.6M | Add +1.0% |
| AMLP Alerian MLP ETF | 1.02% | 28,320 | $1.4M | Reduce -3.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.02% | 30,880 | $1.4M | Reduce -0.9% |
| RDVY First Trust Rising Dividend | 0.99% | 22,331 | $1.3M | Add +22.2% |
| PG The Procter & Gamble Co. | 0.96% | 7,662 | $1.3M | Reduce -4.4% |
| JEPI JPMorgan Equity Premium Inco | 0.96% | 22,309 | $1.3M | Reduce -15.7% |
| CL Colgate-Palmolive Co. | 0.92% | 13,529 | $1.2M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.91% | 5,075 | $1.2M | Add +2.8% |
| QTEC First Trust Nasdq 100 Tech I | 0.88% | 6,230 | $1.2M | Add +33.7% |
| MCD McDonald's Corp. | 0.85% | 3,933 | $1.1M | Reduce -1.7% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.82% | 21,763 | $1.1M | Add +21.2% |
| SCHX Schwab US Large-Cap ETF | 0.80% | 45,975 | $1.1M | Reduce -12.2% |
| MRK Merck & Co. Inc. | 0.77% | 10,359 | $1.0M | Reduce -2.4% |
| ETHE Grayscale Ethereum Staking E | 0.77% | 36,477 | $1.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.75% | 1,852 | $998K | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.71% | 1,608 | $947K | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 0.70% | 33,408 | $931K | Add +4.8% |
| NSC Norfolk Southern Corp. | 0.69% | 3,931 | $923K | Add +0.2% |
| SCTXX Schwab Amt Tax FR MNY-Ultra | 0.68% | 913,080 | $913K | New |
| TSLA Tesla Inc. | 0.67% | 2,210 | $892K | Add +5.3% |
| AVGO Broadcom Inc. | 0.66% | 3,797 | $880K | Reduce -14.5% |
| DGRO iShares Core Dividend Growth | 0.66% | 14,301 | $877K | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.66% | 4,622 | $875K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.64% | 7,944 | $855K | Reduce -5.6% |
| MLPX Global X MLP & Energy Infras | 0.63% | 13,851 | $839K | Reduce -14.4% |
| NFLX Netflix Inc. | 0.62% | 923 | $823K | Add +2.2% |
| IVW iShares S&P 500 Growth ETF | 0.57% | 7,534 | $765K | Reduce -1.8% |
| XLE SS Energy Select Sector | 0.57% | 8,856 | $759K | Reduce -10.5% |
| FTRB Fed Hermes TTL RTRN BND | 0.57% | 30,621 | $756K | Reduce -10.0% |
| PEG Public Service Enterprise GP | 0.54% | 8,566 | $724K | Add +0.4% |
| HIPS Graniteshares Hips US High I | 0.53% | 54,648 | $702K | Add +0.1% |
| QYLD Global X Nasd 100 Cov Call | 0.52% | 38,415 | $700K | Reduce -10.7% |
| EZM Wisdomtree US Midcap Fund | 0.51% | 10,855 | $679K | Add +0.3% |
| FAUG FT Vest U.S. Equity Buffer E | 0.49% | 14,112 | $657K | No change |
| RDVI FT Vest Rising Dividend Achi | 0.49% | 27,062 | $656K | Add +135.5% |
| COST Costco Wholesale Corp. | 0.49% | 708 | $649K | Add +0.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.47% | 5,725 | $631K | Add +0.3% |
| WPC WP Carey Inc. | 0.47% | 11,454 | $624K | Reduce -1.6% |
| ARCC Ares Capital Corp. | 0.46% | 28,162 | $616K | Add +1.4% |
| AIFD TCW Artificial Intel ETF | 0.46% | 20,818 | $610K | Reduce -1.6% |
| AMP Ameriprise Financial Inc. | 0.44% | 1,091 | $581K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.43% | 10,254 | $579K | Reduce -11.7% |
| QGRO American Century US Quality | 0.40% | 5,357 | $534K | Add +0.0% |
| JNJ Johnson & Johnson | 0.39% | 3,639 | $526K | Reduce -15.2% |
| SSO Proshares Ultra S&P500 | 0.39% | 5,582 | $516K | Add +0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.39% | 1,503 | $516K | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 0.39% | 18,552 | $514K | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 8,156 | $508K | Reduce -2.4% |
| VZ Verizon Communications Inc. | 0.38% | 12,578 | $503K | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.37% | 640 | $494K | Reduce -25.1% |
| XLV SS Health Care Select Sector | 0.37% | 3,552 | $489K | Reduce -1.9% |
| HYLS FT Tactical High Yield ETF | 0.37% | 11,797 | $488K | Add +12.4% |
| LIN Linde PLC | 0.36% | 1,150 | $481K | Reduce -0.2% |
| LSAT Leadershares Alphafact Tact | 0.36% | 11,824 | $475K | Add +0.8% |
| FFA First Trust Enhan Eqty Inc. | 0.35% | 22,585 | $468K | Add +1.7% |
| FPE FT-Preferred Secur & Inc. ETF | 0.34% | 25,465 | $451K | Add +7.8% |
| ITA iShares U.S. Aerospace & Def | 0.33% | 3,078 | $447K | Add +82.9% |
| IVE iShares S&P 500 Value ETF | 0.33% | 2,331 | $445K | Reduce -2.5% |
| LSAF Leadershares Alphafactor US | 0.33% | 10,935 | $443K | Add +0.1% |
| ABBV Abbvie Inc. | 0.33% | 2,482 | $441K | Reduce -4.0% |
| IONQ Ionq Inc. | 0.32% | 10,118 | $423K | No change |
| XLF SS Financial Select Sector | 0.32% | 8,704 | $421K | Add +3.0% |
| CEG Constellation Energy | 0.30% | 1,809 | $405K | Add +4.0% |
| DECK Deckers Outdoor Corp. | 0.30% | 1,950 | $396K | No change |
| XLK SS Technology Select Sector | 0.30% | 1,697 | $395K | Add +8.5% |
| T AT&T Inc. | 0.29% | 16,944 | $386K | Reduce -0.3% |
| C Citigroup Inc. | 0.29% | 5,458 | $384K | Reduce -19.4% |
| HON Honeywell International Inc. | 0.28% | 1,670 | $377K | Reduce -2.9% |
| IWM iShares Russell 2000 ETF | 0.28% | 1,670 | $369K | Reduce -11.3% |
| V Visa Inc. Class A | 0.28% | 1,166 | $368K | Add +3.6% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 4,842 | $366K | New |
| FMHI First Trust Municipal High I | 0.26% | 7,289 | $352K | Add +1.0% |
| CMCSA Comcast Corp. Class A | 0.26% | 9,279 | $348K | Reduce -0.5% |
| SCCO Southern Copper Corp. | 0.26% | 3,763 | $343K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 1,542 | $339K | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.25% | 5,395 | $336K | Reduce -3.2% |
| RDIV Invesco S&P Ultra Dividend | 0.25% | 6,852 | $331K | Add +1.1% |
| LQDW iShares Ingr Corp. BD B/W ETF | 0.25% | 12,577 | $330K | New |
| TWO RDS SHARED TR | 0.25% | 9,773 | $329K | Add +0.9% |
Portfolio Sells Q3 2024 → Q4 2024
| TLT iShares 20+ Year Treasury BD | Reduce -6.8% | 2.12% | −0.56 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -14.6% | 1.35% | −0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.6% | 2.69% | −0.34 |
| JEPI JPMorgan Equity Premium Inco | Reduce -15.7% | 0.96% | −0.28 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.26 |
| LLY Eli Lilly & Co. | Reduce -25.1% | 0.37% | −0.22 |
| XIFR XPLR Infrastructure LP | Sold out | 0.00% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.4% | 1.30% | −0.20 |
| EFA iShares MSCI Eafe ETF | Reduce -45.0% | 0.18% | −0.20 |
| FDEC FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.19 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.19 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.19 |
| INCO Columbia India Consumer ETF | Sold out | 0.00% | −0.18 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.18 |
| CL Colgate-Palmolive Co. | Reduce -0.1% | 0.92% | −0.18 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.18 |
| MRK Merck & Co. Inc. | Reduce -2.4% | 0.77% | −0.17 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.17 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.17 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.16 |
| MMM 3M Co. | Sold out | 0.00% | −0.16 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.16 |
| JNJ Johnson & Johnson | Reduce -15.2% | 0.39% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -5.6% | 0.64% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Reduce -12.2% | 0.80% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -4.4% | 0.96% | −0.13 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -42.5% | 0.16% | −0.13 |
| FTRB Fed Hermes TTL RTRN BND | Reduce -10.0% | 0.57% | −0.12 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.12 |
| AAPL Apple Inc. | Reduce -4.3% | 6.24% | −0.12 |
| XLE SS Energy Select Sector | Reduce -10.5% | 0.57% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.4% | 4.40% | −0.11 |
| WPC WP Carey Inc. | Reduce -1.6% | 0.47% | −0.10 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.85% | −0.10 |
| BTC Grayscale Bitcoin Mini Trust | Sold out | 0.00% | −0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -11.7% | 0.43% | −0.09 |
| QYLD Global X Nasd 100 Cov Call | Reduce -10.7% | 0.52% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 2.27% | −0.08 |
| GRAYSCALE ETHEREUM MINI TR E | Sold out | 0.00% | −0.07 |
| XLV SS Health Care Select Sector | Reduce -1.9% | 0.37% | −0.07 |
| ABBV Abbvie Inc. | Reduce -4.0% | 0.33% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.38% | −0.07 |
| LIN Linde PLC | Reduce -0.2% | 0.36% | −0.07 |
| XJUL FT Vest US Equity Enhance & | Reduce -20.9% | 0.23% | −0.07 |
| MLPX Global X MLP & Energy Infras | Reduce -14.4% | 0.63% | −0.06 |
| KO The Coca-Cola Co. | Reduce -3.2% | 0.25% | −0.06 |
| AMLP Alerian MLP ETF | Reduce -3.4% | 1.02% | −0.06 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -18.3% | 0.15% | −0.06 |
| FDX FedEx Corp. | Reduce -25.8% | 0.15% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -11.3% | 0.28% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| SPHY SS SPDR P High Yield ETF | New | 1.50% | +1.50 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | New | 0.68% | +0.68 |
| ET Energy Transfer LP | Add +0.9% | 2.59% | +0.39 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +19.6% | 2.73% | +0.36 |
| AMZN Amazon.com Inc. | Add +1.1% | 2.70% | +0.33 |
| FTSL First Trust Senior Loan ETF | Add +17.6% | 2.76% | +0.32 |
| PLTR Palantir Technologies Inc. Class A | New | 0.27% | +0.27 |
| RDVI FT Vest Rising Dividend Achi | Add +135.5% | 0.49% | +0.27 |
| LQDW iShares Ingr Corp. BD B/W ETF | New | 0.25% | +0.25 |
| TSLA Tesla Inc. | Add +5.3% | 0.67% | +0.24 |
| PAVE Global X US Infrastructure | New | 0.23% | +0.23 |
| BA The Boeing Co. | New | 0.21% | +0.21 |
| FTHY First Trust Hi YLD Opp 2027 | Add +30.6% | 1.28% | +0.21 |
| CVRT Calamos Conv Eqty Alt ETF | New | 0.19% | +0.19 |
| QSPT FT Vest Nasdaq-100 Buffer Et | New | 0.18% | +0.18 |
| AIRR First Trust Rba American Ind | New | 0.18% | +0.18 |
| QTEC First Trust Nasdq 100 Tech I | Add +33.7% | 0.88% | +0.18 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.18% | +0.18 |
| QTUM Defiance Quantum ETF | New | 0.17% | +0.17 |
| MA Mastercard Inc. Class A | New | 0.15% | +0.15 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.15% | +0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.15% | +0.15 |
| EPD Enterprise Products Partners | New | 0.15% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +3.8% | 1.31% | +0.15 |
| RDVY First Trust Rising Dividend | Add +22.2% | 0.99% | +0.14 |
| ITA iShares U.S. Aerospace & Def | Add +82.9% | 0.33% | +0.14 |
| AXP American Express Co. | Add +4.2% | 1.49% | +0.12 |
| NFLX Netflix Inc. | Add +2.2% | 0.62% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 0.91% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.66% | +0.06 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +21.2% | 0.82% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +4.8% | 0.70% | +0.05 |
| GAB Gabelli Equity Trust | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +3.6% | 0.28% | +0.03 |
| HYLS FT Tactical High Yield ETF | Add +12.4% | 0.37% | +0.02 |
| XLK SS Technology Select Sector | Add +8.5% | 0.30% | +0.02 |
| QGRO American Century US Quality | Add +0.0% | 0.40% | +0.02 |
| IYW iShares Ustechnology ETF | Add +1.0% | 1.19% | +0.02 |
| XLF SS Financial Select Sector | Add +3.0% | 0.32% | +0.01 |
| FCEF First Trust Exchange-Traded | Add +14.2% | 0.24% | +0.01 |
| TLRY Tilray Brands Inc. | New | 0.01% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 0.39% | +0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Add +0.1% | 1.31% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.22% | +0.01 |
| ARCC Ares Capital Corp. | Add +1.4% | 0.46% | +0.00 |
| ROK Rockwell Automation Inc. | Add +0.4% | 0.25% | +0.00 |
| CREATIVE MEDIA & CMNTY TR | New | 0.00% | +0.00 |
| FPE FT-Preferred Secur & Inc. ETF | Add +7.8% | 0.34% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.1% | 0.16% | −0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +0.8% | 0.17% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $157.6M | SPY, RDVI, AAPL, QQQ, NVDA |
| Q1 2026 | 167 | $140.5M | SPY, AAPL, QQQ, RDVI, GPIX |
| Q4 2025 | 163 | $152.2M | QQQ, SPY, AAPL, RDVI, GPIX |
| Q2 2025 | 161 | $135.1M | SPY, AAPL, QQQ, GPIX, META |
| Q1 2025Amended | 150 | $125.2M | SPY, AAPL, QQQ, BRK.B, FTSL |
| Q4 2024 | 156 | $133.5M | AAPL, SPY, QQQ, FTSL, GPIX |
| Q3 2024 | 154 | $127.5M | AAPL, SPY, QQQ, BRK.B, TLT |
| Q2 2024 | 142 | $114.2M | AAPL, QQQ, SPY, BRK.B, FTSL |
| Q1 2024 | 153 | $115.7M | AAPL, QQQ, SPY, BRK.B, FTSL |