tonya coutant
Aurora Private Wealth, Inc.
Assets Managed
$157.578M
Holdings
177
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.16%(2Q avg: 2.24%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Aurora Private Wealth, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 177 positions.
Assets under management
The assets under management (AUM) of Aurora Private Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 157.578M in assets, with a quarterly growth rate of 12.16% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by tonya coutant, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPY Spdr S&p 500 Etf Trust
| 5.07% | $7.977M 10,682 shares@ $746.78 avg price | Increased 2.35% |
RDVI Ft Vest Rising Dividend Achi
| 4.81% | $7.564M 257,278 shares@ $29.41 avg price | Increased 43.08% |
AAPL Apple Inc
| 4.48% | $7.049M 24,361 shares@ $289.36 avg price | Increased 2.89% |
QQQ Invesco Qqq Trust Series 1
| 4.46% | $7.018M 9,530 shares@ $736.42 avg price | Decreased -0.8% |
NVDA Nvidia Corp
| 2.52% | $3.968M 19,830 shares@ $200.11 avg price | Increased 5.22% |
FTSL First Trust Senior Loan Etf
| 2.39% | $3.764M 84,102 shares@ $44.76 avg price | Decreased -1.37% |
QTEC First Trust Nasdq 100 Tech I
| 2.27% | $3.573M 10,676 shares@ $334.68 avg price | Increased 37.78% |
ET Energy Transfer Lp
| 2.01% | $3.153M 164,913 shares@ $19.12 avg price | Decreased -9.85% |
GPIX S&p 500 Core Premium Income
| 2% | $3.137M 56,443 shares@ $55.58 avg price | Decreased -26.87% |
AMZN Amazon.com Inc
| 1.79% | $2.805M 11,769 shares@ $238.34 avg price | Decreased -6.89% |
1-10 of 177