StockDriftsStockDriftsTop 50 Aventus Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 20.43% | 125.9K | $24.2M | +0.09%(+114) | $176.81(+17.36%) | 2026-03-31 | |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 11.08% | 117.6K | $13.1M | +0.84%(+974) | $106.73(+12.02%) | 2026-03-31 | |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 7.91% | 206.5K | $9.3M | -0.86%(-1.80K) | $37.66(+48.08%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 7.89% | 93.9K | $9.3M | +2.67%(+2.44K) | $99.04(-0.27%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 6.07% | 122.5K | $7.2M | +7.33%(+8.36K) | $58.73(-0.78%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 5.68% | 50.5K | $6.7M | +1.47%(+731) | $115.94(+42.86%) | 2026-03-31 | |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 5.21% | 124.7K | $6.2M | +2.94%(+3.56K) | $50.96(+1.24%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.7% | 44.7K | $4.4M | +1.09%(+482) | $88.45(+28.61%) | 2026-03-31 | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 3.31% | 74.3K | $3.9M | +3.64%(+2.61K) | $52.56(-0.38%) | 2026-03-31 | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 2.43% | 118.6K | $2.9M | -4.61%(-5.73K) | $24.36(-0.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.70% | +14.77% |
| Top 20 Holdings Unweighted | +5.30% | +16.77% |
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