Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aurora Financial Advisors, LLC (CIK 1731392) reported $139.6M across 187 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: SPHD ($6.0M, 4.29%), USMV ($5.6M, 3.98%), AAPL ($3.1M, 2.25%), JNJ ($2.7M, 1.95%), JPM ($2.6M, 1.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHD | POWERSHARES ETF TR II | $6.0M | 4.29% | 141,342 | New |
| 2 | USMV | ISHARES TR | $5.6M | 3.98% | 105,190 | New |
| 3 | AAPL | APPLE INC | $3.1M | 2.25% | 18,592 | New |
| 4 | JNJ | JOHNSON &JOHNSON | $2.7M | 1.95% | 19,508 | New |
| 5 | JPM | JPMORGAN CHASE &CO | $2.6M | 1.87% | 24,363 | New |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.75% | 23,951 | New |
| 7 | SPY | SPDR S&P 500 ETF TR | $2.3M | 1.64% | 8,572 | New |
| 8 | XOM | EXXON MOBIL CORP | $2.1M | 1.47% | 24,581 | New |
| 9 | PFE | PFIZER INC | $2.0M | 1.43% | 55,208 | New |
| 10 | T | AT&T INC | $1.9M | 1.38% | 49,562 | New |
| 11 | ADI | ANALOG DEVICES INC | $1.9M | 1.38% | 21,690 | New |
| 12 | VEA | VANGUARD TAX MANAGED INTL FD | $1.9M | 1.37% | 42,671 | New |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $1.9M | 1.33% | 35,144 | New |
| 14 | PG | PROCTER AND GAMBLE CO | $1.8M | 1.27% | 19,295 | New |
| 15 | RTX | UNITED TECHNOLOGIES CORP | $1.5M | 1.07% | 11,696 | New |
| 16 | SDY | SPDR SERIES TRUST | $1.5M | 1.06% | 15,707 | New |
| 17 | MSFT | MICROSOFT CORP | $1.4M | 1.03% | 16,847 | New |
| 18 | V | VISA INC | $1.4M | 1.01% | 12,407 | New |
| 19 | C | CITIGROUP INC | $1.4M | 1.00% | 18,830 | New |
| 20 | ABBV | ABBVIE INC | $1.4M | 0.97% | 13,991 | New |
| 21 | KKR | KKR &CO L P DEL | $1.4M | 0.97% | 64,516 | New |
| 22 | KO | COCA COLA CO | $1.3M | 0.92% | 28,003 | New |
| 23 | PGF | POWERSHARES ETF TRUST | $1.3M | 0.90% | 66,874 | New |
| 24 | SBUX | STARBUCKS CORP | $1.3M | 0.90% | 22,007 | New |
| 25 | BX | BLACKSTONE GROUP L P | $1.2M | 0.89% | 39,034 | New |
Source: SEC Form 13F filings · as of 2017-12-31