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Aventus Investment Advisors, Inc. Last Quarter Change: USA Stocks, Sold Out

Aventus Investment Advisors, Inc. quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Aventus Investment Advisors, Inc. opened 18 positions, added to 16, reduced 9, sold out of 9 and left 52 unchanged. The largest increase in value was META (+$376,934); the largest decrease was J (-$340,376).

  • ACN: Country of operation —; Class Stock; Shares 2026-03-31 195; Shares 2026-06-30 0.
  • COF: Country of operation United States; Class Stock; Shares 2026-03-31 210; Shares 2026-06-30 0.
  • LLY: Country of operation United States; Class Stock; Shares 2026-03-31 37; Shares 2026-06-30 0.
  • MRSH: Country of operation United States; Class Stock; Shares 2026-03-31 130; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2093055): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-24). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
ACN
ACCENTURE PLC IRELAND SHS CLASS A
Stock1950-195$38,667$0-$38,667
COF
CAPITAL ONE FINL CORP COM
United StatesStock2100-210$38,310$0-$38,310
LLY
ELI LILLY & CO COM
United StatesStock370-37$34,031$0-$34,031
MRSH
MARSH & MCLENNAN COS INC COM
United StatesStock1300-130$22,549$0-$22,549
ROP
ROPER TECHNOLOGIES INC COM
United StatesStock350-35$12,385$0-$12,385
LHX
L3HARRIS TECHNOLOGIES INC COM
United StatesStock130-13$4,487$0-$4,487
GD
GENERAL DYNAMICS CORP COM
United StatesStock110-11$3,775$0-$3,775
PHR
PHREESIA INC COM
United StatesStock3690-369$3,092$0-$3,092
AMTM
AMENTUM HOLDINGS INC COM
United StatesStock590-59$1,539$0-$1,539

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