Portfolio (Quarterly)
Guide ↗
Aventus Investment Advisors, Inc.
· CIK 0002093055| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | — | 500 | $59K | 0.05% | SOLD |
| 2 | — | ASTRAZENECA PLC SPONSORED ADR | — | 470 | $43K | 0.04% | SOLD |
| 3 | — | MSC INCOME FUND INC COM | — | 1,614 | $21K | 0.02% | SOLD |
| 4 | CNQ | CANADIAN NAT RES LTD COM | Energy | 600 | $20K | 0.02% | SOLD |
| 5 | VRT | VERTIV HOLDINGS CO COM CL A | Industrials | 100 | $16K | 0.01% | SOLD |
| 6 | ABT | ABBOTT LABS COM | Healthcare | 58 | $7K | 0.01% | SOLD |
| 7 | ADP | AUTOMATIC DATA PROCESSING INC COM | Industrials | 25 | $6K | 0.01% | SOLD |
| 8 | ADI | ANALOG DEVICES INC COM | Technology | 7 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
37.5%
Communication Services
23.9%
Consumer Cyclical
18.9%
Financial Services
7.4%
Industrials
5.5%
Healthcare
3.5%
Consumer Defensive
1.1%
Real Estate
1.0%
Utilities
0.7%
Energy
0.5%