Aventus Investment Advisors, Inc. historic quarter change: USA Stocks, Sold out
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 ACN; Country of operation —; Class Stock; Shares before 195.
- Q2 2026: Stock COF; Country of operation United States; Class Stock; Shares before 210.
- Q2 2026: Stock LLY; Country of operation United States; Class Stock; Shares before 37.
- Q2 2026: Stock MRSH; Country of operation United States; Class Stock; Shares before 130.
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 | ACN
ACCENTURE PLC IRELAND SHS CLASS A | | Stock | 195 | 0 | -195 | $38,667 | $0 | -$38,667 | 2026-07-24 |
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| Q2 2026 | COF
CAPITAL ONE FINL CORP COM | United States | Stock | 210 | 0 | -210 | $38,310 | $0 | -$38,310 | 2026-07-24 |
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| Q2 2026 | LLY
ELI LILLY & CO COM | United States | Stock | 37 | 0 | -37 | $34,031 | $0 | -$34,031 | 2026-07-24 |
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| Q2 2026 | MRSH
MARSH & MCLENNAN COS INC COM | United States | Stock | 130 | 0 | -130 | $22,549 | $0 | -$22,549 | 2026-07-24 |
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| Q2 2026 | ROP
ROPER TECHNOLOGIES INC COM | United States | Stock | 35 | 0 | -35 | $12,385 | $0 | -$12,385 | 2026-07-24 |
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| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 13 | 0 | -13 | $4,487 | $0 | -$4,487 | 2026-07-24 |
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| Q2 2026 | GD
GENERAL DYNAMICS CORP COM | United States | Stock | 11 | 0 | -11 | $3,775 | $0 | -$3,775 | 2026-07-24 |
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| Q2 2026 | PHR
PHREESIA INC COM | United States | Stock | 369 | 0 | -369 | $3,092 | $0 | -$3,092 | 2026-07-24 |
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| Q2 2026 | AMTM
AMENTUM HOLDINGS INC COM | United States | Stock | 59 | 0 | -59 | $1,539 | $0 | -$1,539 | 2026-07-24 |
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| Q1 2026 | MSIF
MSC INCOME FUND INC COM | United States | CEF | 1,614 | 0 | -1,614 | $21,208 | $0 | -$21,208 | 2026-04-15 |
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| Q1 2026 | CNQ
CANADIAN NAT RES LTD COM | | Stock | 600 | 0 | -600 | $20,310 | $0 | -$20,310 | 2026-04-15 |
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| Q1 2026 | VRT
VERTIV HOLDINGS CO COM CL A | United States | Stock | 100 | 0 | -100 | $16,201 | $0 | -$16,201 | 2026-04-15 |
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| Q1 2026 | ABT
ABBOTT LABS COM | United States | Stock | 58 | 0 | -58 | $7,267 | $0 | -$7,267 | 2026-04-15 |
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| Q1 2026 | ADP
AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 25 | 0 | -25 | $6,431 | $0 | -$6,431 | 2026-04-15 |
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| Q1 2026 | ADI
ANALOG DEVICES INC COM | United States | Stock | 7 | 0 | -7 | $1,898 | $0 | -$1,898 | 2026-04-15 |
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| Q4 2025 | HONZZZZ
HONEYWELL INTL INC COM | | Stock | 150 | 0 | -150 | $31,575 | $0 | -$31,575 | 2026-01-14 |
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| Q4 2025 | IRT
INDEPENDENCE RLTY TR INC COM | United States | REIT | 836 | 0 | -836 | $13,702 | $0 | -$13,702 | 2026-01-14 |
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| Q4 2025 | BDX
BECTON DICKINSON & CO COM | United States | Stock | 50 | 0 | -50 | $9,359 | $0 | -$9,359 | 2026-01-14 |
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| Q4 2025 | ARE
ALEXANDRIA REAL ESTATE EQ INC COM | United States | REIT | 110 | 0 | -110 | $9,167 | $0 | -$9,167 | 2026-01-14 |
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| Q4 2025 | PFE
PFIZER INC COM | United States | Stock | 100 | 0 | -100 | $2,548 | $0 | -$2,548 | 2026-01-14 |
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| Q3 2025 | PLTR
PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 783 | 0 | -783 | $106,739 | $0 | -$106,739 | 2025-10-24 |
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| Q3 2025 | SMCI
SUPER MICRO COMPUTER INC COM NEW | United States | Stock | 374 | 0 | -374 | $14,650 | $0 | -$14,650 | 2025-10-24 |
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| Q3 2025 | BX
BLACKSTONE INC COM | United States | Stock | 140 | 0 | -140 | $12,980 | $0 | -$12,980 | 2025-10-24 |
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| Q3 2025 | WMT
WALMART INC COM | United States | Stock | 100 | 0 | -100 | $9,778 | $0 | -$9,778 | 2025-10-24 |
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| Q3 2025 | MCD
MCDONALDS CORP COM | United States | Stock | 12 | 0 | -12 | $3,506 | $0 | -$3,506 | 2025-10-24 |
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| Q3 2025 | GILD
GILEAD SCIENCES INC COM | United States | Stock | 10 | 0 | -10 | $1,109 | $0 | -$1,109 | 2025-10-24 |
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| Q3 2025 | AAL
AMERICAN AIRLS GROUP INC COM | United States | Stock | 31 | 0 | -31 | $401 | $0 | -$401 | 2025-10-24 |
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| Q3 2025 | IVT
INVENTRUST PPTYS CORP COM NEW | United States | REIT | 0 | 0 | 0 | $0 | $0 | $0 | 2025-10-24 |
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| Q3 2025 | DUK
DUKE ENERGY CORP NEW COM NEW | United States | Stock | 0 | 0 | 0 | $0 | $0 | $0 | 2025-10-24 |
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| Q3 2025 | TMUS
T-MOBILE US INC COM | United States | Stock | 0 | 0 | 0 | $0 | $0 | $0 | 2025-10-24 |
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