Aventus Investment Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed October 24, 2025), Aventus Investment Advisors, Inc. reported 153 stock positions worth $111.3 million. Its top holding was iShares MSCI USA Quality Fac (QUAL) at 20.3% of the portfolio, followed by iShares MSCI Eafe Growth ETF (EFG, 11.3%) and iShares Core U.S. Aggregate (AGG, 7.7%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0002093055
- Portfolio Value
- $111.3M (Q2 2025)
- SEC Filing
- 0002093055-25-000003 ↗ filed Oct 24, 2025
Holdings Value
Holdings 153 stocks · $111.3M
| QUAL iShares MSCI USA Quality Fac | 20.27% | 123,385 | $22.6M | — |
| EFG iShares MSCI Eafe Growth ETF | 11.32% | 112,417 | $12.6M | — |
| AGG iShares Core U.S. Aggregate | 7.70% | 86,341 | $8.6M | — |
| RSPT Invesco S&P 500 Equal Weight | 7.52% | 205,307 | $8.4M | — |
| XLK SS Technology Select Sector | 5.58% | 24,532 | $6.2M | — |
| VGSH Vanguard Short-Term Treasury | 5.55% | 104,976 | $6.2M | — |
| XLF SS Financial Select Sector | 5.54% | 117,605 | $6.2M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.65% | 42,618 | $4.1M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.34% | 70,533 | $3.7M | — |
| SCHO Schwab Short-Term US Treas | 2.86% | 130,446 | $3.2M | — |
| SCHG Schwab US Large-Cap Growth | 2.13% | 81,006 | $2.4M | — |
| XLV SS Health Care Select Sector | 2.10% | 17,377 | $2.3M | — |
| HDV iShares Core High Dividend E | 2.01% | 19,126 | $2.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.63% | 4,140 | $1.8M | — |
| AMZN Amazon.com Inc. | 1.52% | 7,717 | $1.7M | — |
| PFF iShares Preferred & Income S | 1.20% | 43,500 | $1.3M | — |
| AVGO Broadcom Inc. | 1.19% | 4,806 | $1.3M | — |
| VGT Vanguard Info Tech ETF | 1.18% | 1,983 | $1.3M | — |
| SCHZ Schwab US Aggregate Bond ETF | 1.07% | 51,167 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 1.03% | 1,848 | $1.1M | — |
| MSFT Microsoft Corp. | 0.90% | 2,004 | $997K | — |
| AAPL Apple Inc. | 0.89% | 4,827 | $990K | — |
| GOOGL Alphabet Inc. Class A | 0.73% | 4,593 | $809K | — |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 3,952 | $809K | — |
| GOOG Alphabet Inc. Class C | 0.69% | 4,328 | $768K | — |
| META Meta Platforms Inc. Class A | 0.68% | 1,022 | $754K | — |
| NVDA Nvidia Corp. | 0.62% | 4,362 | $689K | — |
| ORCL Oracle Corp. | 0.60% | 3,045 | $666K | — |
| BRLN Ishare Fltng RT LN Av ETF-Ui | 0.59% | 12,752 | $661K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.58% | 6,917 | $649K | — |
| ITB iShares U.S. Home Constructi | 0.39% | 4,615 | $430K | — |
| SCHX Schwab US Large-Cap ETF | 0.37% | 16,664 | $407K | — |
| J Jacobs Solutions Inc. | 0.33% | 2,798 | $368K | — |
| RY Royal Bank of Canada | 0.25% | 2,100 | $276K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 1,155 | $262K | — |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 1,801 | $204K | — |
| VFH Vanguard Financials ETF | 0.17% | 1,480 | $188K | — |
| BSX Boston Scientific Corp. | 0.17% | 1,737 | $187K | — |
| LOW Lowe's Cos Inc. | 0.14% | 714 | $158K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 222 | $137K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 277 | $135K | — |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 783 | $107K | — |
| GPC Genuine Parts Co. | 0.07% | 650 | $79K | — |
| IYJ iShares U.S. Industrials ETF | 0.06% | 500 | $71K | — |
| FDX FedEx Corp. | 0.06% | 306 | $70K | — |
| PG The Procter & Gamble Co. | 0.06% | 406 | $65K | — |
| MPC Marathon Petroleum Corp. | 0.06% | 381 | $63K | — |
| XLY SS Consumer Disc Select Sect | 0.05% | 264 | $57K | — |
| JCI Johnson Controls Internation | 0.04% | 440 | $46K | — |
| GLD SPDR Gold Shares | 0.04% | 150 | $46K | — |
| MMM 3M Co. | 0.04% | 300 | $46K | — |
| AXP American Express Co. | 0.04% | 134 | $43K | — |
| ABBV Abbvie Inc. | 0.04% | 230 | $43K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 845 | $40K | — |
| WEC WEC Energy Group Inc. | 0.04% | 380 | $40K | — |
| V Visa Inc. Class A | 0.04% | 110 | $39K | — |
| CAH Cardinal Health Inc. | 0.03% | 230 | $39K | — |
| PLD Prologis Inc. | 0.03% | 360 | $38K | — |
| XLP SS Consumer Staples Sel Sect | 0.03% | 457 | $37K | — |
| TEL Te Connectivity PLC | 0.03% | 210 | $35K | — |
| HON Honeywell International Inc. | 0.03% | 150 | $35K | — |
| DOX Amdocs Ltd. | 0.03% | 380 | $35K | — |
| SAP Sap SE-Sponsored ADR | 0.03% | 110 | $33K | — |
| WTW Willis Towers Watson PLC | 0.03% | 109 | $33K | — |
| AEP American Electric Power | 0.03% | 320 | $33K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 470 | $33K | — |
| JNJ Johnson & Johnson | 0.03% | 208 | $32K | — |
| ACN Accenture PLC Class A | 0.03% | 105 | $31K | — |
| DGX Quest Diagnostics Inc. | 0.03% | 170 | $31K | — |
| SCHW Schwab (charles) Corp. | 0.03% | 330 | $30K | — |
| RTX RTX Corp. | 0.03% | 200 | $29K | — |
| PM Philip Morris International | 0.03% | 160 | $29K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.03% | 388 | $29K | — |
| SKYY First Trust Cloud Computing | 0.03% | 235 | $29K | — |
| MRSH Marsh & McLennan Cos | 0.03% | 130 | $28K | — |
| MDLZ Mondelez International Inc. Class A | 0.02% | 410 | $28K | — |
| ICE Intercontinental Exchange Inc. | 0.02% | 150 | $28K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.02% | 167 | $27K | — |
| SPGI S&P Global Inc. | 0.02% | 50 | $26K | — |
| VYM Vanguard High DVD Yield ETF | 0.02% | 195 | $26K | — |
| SCHD Schwab US DVD Equity ETF | 0.02% | 960 | $25K | — |
| FDN First Trust DJ Internet Ind | 0.02% | 94 | $25K | — |
| OMC Omnicom Group | 0.02% | 340 | $24K | — |
| UPS United Parcel Service Class B | 0.02% | 238 | $24K | — |
| LOUP Innovator Deepwater Frontier | 0.02% | 381 | $24K | — |
| CSX CSX Corp. | 0.02% | 720 | $23K | — |
| CCI Crown Castle Inc. | 0.02% | 225 | $23K | — |
| HD Home Depot Inc. | 0.02% | 60 | $22K | — |
| SPTS SS SPDR P St Term TSY ETF | 0.02% | 739 | $22K | — |
| BLK BlackRock Inc. | 0.02% | 20 | $21K | — |
| XLE SS Energy Select Sector | 0.02% | 243 | $21K | — |
| PNC PNC Financial Services Group | 0.02% | 110 | $21K | — |
| MDT Medtronic PLC | 0.02% | 230 | $20K | — |
| ROP Roper Technologies Inc. | 0.02% | 35 | $20K | — |
| KO The Coca-Cola Co. | 0.02% | 280 | $20K | — |
| CNQ Canadian Natural Resources | 0.02% | 600 | $19K | — |
| AMD Advanced Micro Devices | 0.02% | 126 | $18K | — |
| AOM iShares Core 40/60 Moderate | 0.01% | 470 | $17K | — |
| NKE Nike Inc. Class B | 0.01% | 232 | $16K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.01% | 643 | $16K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.