Aventus Investment Advisors, Inc. historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 4 quarters from 2025-06-30 to 2026-06-30, Aventus Investment Advisors, Inc. opened 30 positions, added to 39, reduced 43 and sold out of 30.
- Q2 2026: Stock INTC; Country of operation United States; Class Stock; Shares before 0.
- Q2 2026: Stock JPM; Country of operation United States; Class Stock; Shares before 0.
- Q2 2026: Stock XOM; Country of operation United States; Class Stock; Shares before 0.
- Q2 2026: Stock FDXF; Country of operation United States; Class Stock; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2093055), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | INTC
INTEL CORP COM | United States | Stock | 0 | 235 | +235 | $0 | $32,813 | +$32,813 | 2026-07-24 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO COM | United States | Stock | 0 | 100 | +100 | $0 | $32,733 | +$32,733 | 2026-07-24 |
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| Q2 2026 | XOM
EXXONMOBIL HOLDINGS CORP COM SHS | United States | Stock | 0 | 200 | +200 | $0 | $27,344 | +$27,344 | 2026-07-24 |
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| Q2 2026 | FDXF
FEDEX FGHT HLDG CO INC COMMON STOCK | United States | Stock | 0 | 153 | +153 | $0 | $23,103 | +$23,103 | 2026-07-24 |
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| Q2 2026 | MSI
MOTOROLA SOLUTIONS INC COM NEW | United States | Stock | 0 | 50 | +50 | $0 | $20,765 | +$20,765 | 2026-07-24 |
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| Q2 2026 | YUM
YUM BRANDS INC COM | United States | Stock | 0 | 111 | +111 | $0 | $17,744 | +$17,744 | 2026-07-24 |
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| Q2 2026 | PEP
PEPSICO INC COM | United States | Stock | 0 | 129 | +129 | $0 | $17,467 | +$17,467 | 2026-07-24 |
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| Q2 2026 | CSCO
CISCO SYS INC COM | United States | Stock | 0 | 118 | +118 | $0 | $13,860 | +$13,860 | 2026-07-24 |
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| Q2 2026 | DUK
DUKE ENERGY CORP NEW COM NEW | United States | Stock | 0 | 100 | +100 | $0 | $12,658 | +$12,658 | 2026-07-24 |
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| Q2 2026 | CMS
CMS ENERGY CORP COM | United States | Stock | 0 | 149 | +149 | $0 | $11,399 | +$11,399 | 2026-07-24 |
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| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION COM | United States | Stock | 0 | 12 | +12 | $0 | $11,226 | +$11,226 | 2026-07-24 |
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| Q2 2026 | SYK
STRYKER CORPORATION COM | United States | Stock | 0 | 23 | +23 | $0 | $7,241 | +$7,241 | 2026-07-24 |
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| Q2 2026 | UNP
UNION PAC CORP COM | United States | Stock | 0 | 18 | +18 | $0 | $4,896 | +$4,896 | 2026-07-24 |
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| Q2 2026 | TJX
TJX COS INC NEW COM | United States | Stock | 0 | 31 | +31 | $0 | $4,697 | +$4,697 | 2026-07-24 |
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| Q2 2026 | GILD
GILEAD SCIENCES INC COM | United States | Stock | 0 | 25 | +25 | $0 | $3,159 | +$3,159 | 2026-07-24 |
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| Q2 2026 | CCL
CARNIVAL CORP LTD COMMON SHARES | United States | Stock | 0 | 101 | +101 | $0 | $2,886 | +$2,886 | 2026-07-24 |
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| Q2 2026 | TRLVXXXX
TRULIEVE CANNABIS CORP SUB VTG SHS | | Stock | 0 | 200 | +200 | $0 | $1,966 | +$1,966 | 2026-07-24 |
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| Q2 2026 | VSNT
VERSANT MEDIA GROUP INC COM CL A | United States | Stock | 0 | 4 | +4 | $0 | $144 | +$144 | 2026-07-24 |
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| Q1 2026 | INTU
INTUIT COM | United States | Stock | 0 | 628 | +628 | $0 | $271,535 | +$271,535 | 2026-04-15 |
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| Q1 2026 | INVH
INVITATION HOMES INC COM | United States | REIT | 0 | 2,000 | +2,000 | $0 | $49,700 | +$49,700 | 2026-04-15 |
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| Q1 2026 | XYL
XYLEM INC COM | United States | Stock | 0 | 180 | +180 | $0 | $21,510 | +$21,510 | 2026-04-15 |
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| Q1 2026 | HBAN
HUNTINGTON BANCSHARES INC COM | United States | Stock | 0 | 740 | +740 | $0 | $11,581 | +$11,581 | 2026-04-15 |
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| Q4 2025 | MSIF
MSC INCOME FUND INC COM | United States | CEF | 0 | 1,614 | +1,614 | $0 | $21,208 | +$21,208 | 2026-01-14 |
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| Q4 2025 | DHR
DANAHER CORPORATION COM | United States | Stock | 0 | 50 | +50 | $0 | $11,446 | +$11,446 | 2026-01-14 |
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| Q4 2025 | LLY
ELI LILLY & CO COM | United States | Stock | 0 | 10 | +10 | $0 | $10,747 | +$10,747 | 2026-01-14 |
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| Q4 2025 | UNH
UNITEDHEALTH GROUP INC COM | United States | Stock | 0 | 31 | +31 | $0 | $10,233 | +$10,233 | 2026-01-14 |
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| Q4 2025 | PHR
PHREESIA INC COM | United States | Stock | 0 | 320 | +320 | $0 | $5,414 | +$5,414 | 2026-01-14 |
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| Q3 2025 | WFC
WELLS FARGO CO NEW COM | United States | Stock | 0 | 440 | +440 | $0 | $36,881 | +$36,881 | 2025-10-24 |
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| Q3 2025 | COF
CAPITAL ONE FINL CORP COM | United States | Stock | 0 | 100 | +100 | $0 | $21,258 | +$21,258 | 2025-10-24 |
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| Q3 2025 | VRT
VERTIV HOLDINGS CO COM CL A | United States | Stock | 0 | 100 | +100 | $0 | $15,086 | +$15,086 | 2025-10-24 |
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