Aventus Investment Advisors Inc. Portfolio
Invests via Aventus Investment Advisors Inc. | Managed by Jeffrey (Jeff) Hare
Invests via Aventus Investment Advisors Inc.
Managed by Jeffrey (Jeff) Hare
Automatically Tracked
Company Profile
Boutique investment adviser focused on fiduciary wealth management and institutional advisory for high-net-worth families, endowments and smaller institutions. Aventus Investment Advisors Inc. provides discretionary portfolio management, retirement-plan consulting and alternative-asset allocation advice, emphasizing fixed income, tax-aware equity strategies and liability-sensitive solutions. The firm positions itself as a pragmatic, fee-based manager seeking risk-adjusted returns and capital preservation for clients in the U.S. private wealth and sponsor markets.
Boutique investment adviser focused on fiduciary wealth management and institutional advisory for high-net-worth families, endowments and smaller institutions. Aventus Investment Advisors Inc. provides discretionary portfolio management, retirement-plan consulting and alternative-asset allocation advice, emphasizing fixed income, tax-aware equity strategies and liability-sensitive solutions. The firm positions itself as a pragmatic, fee-based manager seeking risk-adjusted returns and capital preservation for clients in the U.S. private wealth and sponsor markets.
Investment Philosophy & Strategy
Focuses on fiduciary-driven wealth and institutional advisory, deploying discretionary, fee-based portfolios that prioritize capital preservation and risk-adjusted returns. Uses liability-sensitive fixed-income strategies, tax-aware equity sleeves and selective alternatives to manage duration, volatility and income needs for HNW families, endowments and sponsors. Emphasizes pragmatic, customized asset allocation, conservative time horizons, concentrated downside protection, and active rebalancing and credit underwriting to control drawdowns.
Focuses on fiduciary-driven wealth and institutional advisory, deploying discretionary, fee-based portfolios that prioritize capital preservation and risk-adjusted returns. Uses liability-sensitive fixed-income strategies, tax-aware equity sleeves and selective alternatives to manage duration, volatility and income needs for HNW families, endowments and sponsors. Emphasizes pragmatic, customized asset allocation, conservative time horizons, concentrated downside protection, and active rebalancing and credit underwriting to control drawdowns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.32%
Gain
Monthly
0.03%
Yearly
0.3%
Drawdown
15.53%
$128.65M
Equity
Holdings
$128.65M
Investment
$114.77M
$14.23M
Profit -$4.53M
Realized
$354,943.26
Unrealized
$13.87M
Dividends
$2.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.53M
Win %
64%
This Week
Compared To Last Week
Gain
-4.08%
Profit
-$5.46M
Win %
64%
This Month
Compared to last month
Gain
-4.21%
Profit
-$5.65M
Win %
64%
This Year
Compared to last year
Gain
9.22%
Profit
$10.86M
Win %
64%
ORCL Oracle Corporation
+2.69%
+$11,298.98 
UNH UnitedHealth Group Incorporated
+2.1%
+$567.68 
F Ford Motor Company
+1.45%
+$82 
MRVL Marvell Technology, Inc.
+1.17%
+$90.61 
ABBV AbbVie Inc.
+1.09%
+$639.4 
PM Philip Morris International Inc.
+1.06%
+$323.2 
GLD SPDR Gold Shares
+0.98%
+$546.44 
JNJ Johnson & Johnson
+0.97%
+$506.48 
RTX RTX Corporation
+0.88%
+$343 
LLY Eli Lilly and Company
+0.79%
+$341.51 
XAR SPDR S&P Aerospace & Defense ETF
+0.74%
+$17.33 
NVS Novartis AG Sponsored ADR
+0.74%
+$101.7 
XLE Energy Select Sector SPDR Fund
+0.68%
+$21.06 
CAH Cardinal Health Inc.
+0.57%
+$78.45 
MPC Marathon Petroleum Corporation
+0.5%
+$376.38 
CCI Crown Castle Inc.
+0.48%
+$84.37 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$519.37 
RIVN Rivian Automotive, Inc.
+0.38%
+$19.5 
RY Royal Bank of Canada
+0.33%
+$1,491 
NSC Norfolk Southern Corporation
+0.28%
+$14.1 
LHX L3Harris Technologies, Inc.
+0.21%
+$7.67 
DGX Quest Diagnostics Inc.
+0.16%
+$57.8 
JCI Johnson Controls International plc
+0.16%
+$96.8 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$16.15 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$8,920.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$990.11 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$1,778.33 
AMD Advanced Micro Devices, Inc.
+0.05%
+$13.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1.61 
PFF iShares Preferred and Income Securities ETF
+0.03%
+$487.09 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$1,115.01 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$3.44 
WFC Wells Fargo & Company
+0.02%
+$6.6 
BRLN iShares Floating Rate Bond ETF
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TRX
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XITK SPDR FactSet Innovative Technology ETF
-3.4%
-$267.72 
KO The Coca-Cola Company
-3.3%
-$784 
META Meta Platforms Inc Class A
-2.94%
-$19,746.16 
LOUP Innovator Deepwater Frontier Tech ETF
-2.93%
-$1,002.03 
ATR AptarGroup, Inc.
-2.87%
-$675.5 
OMC Omnicom Group Inc.
-2.73%
-$780.3 
PHR Phreesia Inc.
-2.62%
-$105.17 
LOW Lowe's Companies Inc.
-2.25%
-$2,816.84 
ITB iShares U.S. Home Construction ETF
-2.22%
-$10,120.98 
GOOG Alphabet Inc
-2.2%
-$31,654.98 
GOOGL Alphabet Inc
-2.18%
-$34,560.87 
NKE Nike, Inc. - Class B
-2.08%
-$214.6 
SAP SAP SE Sponsored ADR
-1.99%
-$354.2 
ACN Accenture plc Class A
-1.96%
-$552.83 
DIS The Walt Disney Company
-1.96%
-$241.8 
MSFT Microsoft Corp.
-1.86%
-$16,688.02 
V Visa Inc. Class A
-1.74%
-$698.5 
SBUX Starbucks Corporation
-1.7%
-$99.36 
BABA Alibaba Group Holding Limited SP ADR
-1.68%
-$3,902.57 
SPGI S&P Global Inc.
-1.66%
-$379.75 
PAYX Paychex Inc.
-1.64%
-$206.25 
BSX Boston Scientific Corporation
-1.61%
-$1,586.16 
ICE Intercontinental Exchange, Inc.
-1.54%
-$327 
AXP American Express Company
-1.53%
-$743.7 
COF Capital One Financial Corporation
-1.48%
-$659.4 
TXN Texas Instruments Inc
-1.47%
-$170.8 
HD The Home Depot, Inc.
-1.44%
-$301.5 
AJG Arthur J. Gallagher & Co.
-1.34%
-$103.2 
DHR Danaher Corporation
-1.31%
-$134.25 
CCL Carnival Corporation Ltd.
-1.28%
-$34.84 
MAA Mid-America Apartment Communities, Inc.
-1.26%
-$127.5 
ROP Roper Technologies Inc.
-1.23%
-$156.55 
IBIT iShares Bitcoin Trust
-1.16%
-$79.22 
COPX Global X Copper Miners ETF
-1.14%
-$60.35 
XYL Xylem Inc.
-1.12%
-$252 
HBAN Huntington Bancshares Incorporated
-1.1%
-$151.18 
INVH Invitation Homes Inc.
-1.1%
-$670 
FDN First Trust Dow Jones Internet Index Fund
-1.07%
-$274.95 
VUG Vanguard Growth ETF
-1.05%
-$21,916.44 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.04%
-$644.16 
INTU Intuit Inc.
-1.03%
-$1,915.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.02%
-$27,410.97 
QUAL iShares MSCI USA Quality Factor ETF
-1.02%
-$283,290.75 
NVDA NVIDIA Corporation
-1.02%
-$11,069.06 
PLD Prologis Inc.
-1.01%
-$543.6 
KHC The Kraft Heinz Company
-0.9%
-$70.5 
QCOM QUALCOMM Incorporated
-0.84%
-$90.72 
J Jacobs Solutions Inc.
-0.82%
-$2,939.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$42,664.62 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$68.16 
FDX FedEx Corporation
-0.79%
-$768.06 
BLK BlackRock, Inc.
-0.78%
-$169.8 
AEE Ameren Corporation
-0.78%
-$45.76 
TFC Truist Financial Corporation
-0.75%
-$20 
CSX CSX Corporation
-0.75%
-$274.9 
MDT Medtronic plc
-0.73%
-$140.3 
PNC The PNC Financial Services Group, Inc.
-0.72%
-$203.5 
SYF Synchrony Financial
-0.72%
-$18.73 
SCHW Charles Schwab Corporation
-0.71%
-$240.9 
GPC Genuine Parts Company
-0.66%
-$365.2 
SCHX Schwab U.S. Large-Cap ETF
-0.66%
-$3,173.43 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.65%
-$1,346.8 
EFG iShares MSCI EAFE Growth ETF
-0.61%
-$87,007.72 
IVV iShares Core S&P 500 ETF
-0.61%
-$8,112.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$68.64 
ACWI iShares MSCI ACWI ETF
-0.6%
-$0.94 
VOO Vanguard S&P 500 ETF
-0.6%
-$16.56 
XLF Financial Select Sector SPDR Fund
-0.59%
-$41,775.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$516.04 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$1,058.2 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.58%
-$180.73 
WEC WEC Energy Group Inc.
-0.52%
-$228 
UPS United Parcel Service, Inc.
-0.52%
-$145.18 
TEL TE Connectivity plc
-0.51%
-$218.4 
AOA iShares Core Aggressive Allocation ETF
-0.5%
-$0.48 
MRSH Marsh & McLennan Companies, Inc.
-0.47%
-$111.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.47%
-$182.8 
PG Procter & Gamble Co
-0.46%
-$280.14 
AMZN Amazon.com Inc
-0.44%
-$10,183.87 
EFA iShares MSCI EAFE ETF
-0.43%
-$431.1 
WTW Willis Towers Watson Public Limited Company
-0.43%
-$137.58 
AZN AstraZeneca PLC American Depositary Shares
-0.4%
-$159.8 
MMM 3M Company
-0.39%
-$190.5 
MDLZ Mondelez International, Inc.
-0.38%
-$96.76 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$3,343.34 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.37%
-$0.26 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$30,817.81 
AMTM Amentum Holdings, Inc.
-0.34%
-$4.13 
VGT Vanguard Information Technology ETF
-0.33%
-$5,715 
AAPL Apple Inc.
-0.31%
-$1,038.25 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$1,891.24 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$100.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$91.2 
IYJ iShares U.S. Industrials ETF
-0.29%
-$235 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$43.2 
T AT&T Inc.
-0.28%
-$8.6 
SKYY First Trust Cloud Computing ETF
-0.26%
-$84.6 
SCHF Schwab International Equity ETF
-0.26%
-$44.66 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.23%
-$0.12 
AEP American Electric Power Company, Inc.
-0.21%
-$89.6 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$5,223.96 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$36.42 
GD General Dynamics Corporation
-0.14%
-$5.83 
HDV iShares Core High Dividend ETF
-0.09%
-$2,102.5 
AVGO Broadcom Inc.
-0.09%
-$1,548.48 
APD Air Products and Chemicals, Inc.
-0.08%
-$2.64 
BAC Bank of America Corporation
-0.08%
-$34.5 
FNDF Schwab Fundamental International Large Company Index ETF
-0.07%
-$3.25 
DOX Amdocs Limited
-0.06%
-$11.4 
BINC iShares Flexible Income Active ETF
-0.04%
-$57.31 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$612.66 Events
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Dividends
Dividend Analysis
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| Trades 320 | Longs Won 210/320 65% | Profit Factor 12.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $300,648.32 |
| Average Win $73,810.77 | Best Trade (Jul 17) $4.62M | Sharpe Ratio -9.96 |
| Average Loss -$11,566.14 | Worst Trade (Jul 17) -$282,513.5 | Z-Score 2.62 (99.13%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $44,462.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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