Aurora Private Wealth, Inc.
Aurora Private Wealth, Inc. is an SEC-registered investment adviser headquartered in Morristown, New Jersey, serving clients across the United States. Founded in 2015 and employing between 25 and 50 professionals, the firm provides wealth management, financial planning, portfolio management, and related services for individuals, families, and institutions. Aurora Private Wealth emphasizes a tailored approach, leveraging its team of experienced advisers to serve a variety of client needs including investment management, risk assessment, and holistic financial planning.
Investment Strategy
Aurora Private Wealth, Inc. focuses on constructing diversified portfolios primarily through allocations in equities, ETFs, mutual funds, and fixed-income securities, tailored to clients’ specific investment objectives and risk tolerances. The firm uses both quantitative analysis and in-depth research to identify opportunities and employs a disciplined approach to asset allocation and risk management. The firm often combines active management with passive investment vehicles depending on client goals, and provides additional advice on estate, retirement, and tax planning as part of a holistic wealth management strategy.
Latest 13F Filing Activity
Aurora Private Wealth, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 159 equity positions with a total 13F market value of $135M. The fund increased holdings in First TR Exchange-traded FD, Nvidia Corporation, Meta Platforms Inc. among other positions. Aurora Private Wealth, Inc. reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, TCW Etf Trust among others.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 5.66% | $7.7M | 12,385 | $422.42 | $617.85 | -$309.0K |
A AAPL | APPLE INC | 4.32% | $5.8M | 28,466 | $88.92 | $205.17 | -$913.0K |
Q QQQ | INVESCO QQQ TR | 4.20% | $5.7M | 10,296 | $232.22 | $551.64 | +$507.0K |
G GPIX | GOLDMAN SACHS ETF TR | 3.09% | $4.2M | 83,932 | $48.38 | $49.82 | +$470.0K |
M META | META PLATFORMS INC | 2.90% | $3.9M | 5,305 | $256.51 | $738.09 | +$906.0K |