Aurora Financial Advisors
Latest statistics and disclosures from Aurora Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001731392
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Portfolio Holdings for Aurora Financial Advisors
Aurora Financial Advisors holds 187 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Powershares S&p 500 | 4.3 | $6.0M | 141k | 42.43 |
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| Ishares Tr usa min vo (USMV) | 4.0 | $5.6M | 105k | 52.77 |
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| Apple (AAPL) | 2.2 | $3.1M | 19k | 169.21 |
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| Johnson & Johnson (JNJ) | 1.9 | $2.7M | 20k | 139.69 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $2.6M | 24k | 106.92 |
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| Vanguard Dividend Appreciation ETF (VIG) | 1.8 | $2.4M | 24k | 102.00 |
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| Spdr S&p 500 Etf (SPY) | 1.6 | $2.3M | 8.6k | 266.80 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $2.1M | 25k | 83.64 |
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| Pfizer (PFE) | 1.4 | $2.0M | 55k | 36.21 |
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| At&t (T) | 1.4 | $1.9M | 50k | 38.86 |
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| Analog Devices (ADI) | 1.4 | $1.9M | 22k | 89.03 |
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| Vanguard Europe Pacific ETF (VEA) | 1.4 | $1.9M | 43k | 44.85 |
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| Verizon Communications (VZ) | 1.3 | $1.9M | 35k | 52.93 |
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| Procter & Gamble Company (PG) | 1.3 | $1.8M | 19k | 91.84 |
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| United Technologies Corporation | 1.1 | $1.5M | 12k | 127.56 |
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| SPDR S&P Dividend (SDY) | 1.1 | $1.5M | 16k | 94.48 |
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| Microsoft Corporation (MSFT) | 1.0 | $1.4M | 17k | 85.53 |
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| Visa (V) | 1.0 | $1.4M | 12k | 113.97 |
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| Citigroup (C) | 1.0 | $1.4M | 19k | 74.40 |
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| KKR & Co | 1.0 | $1.4M | 65k | 21.05 |
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| Abbvie (ABBV) | 1.0 | $1.4M | 14k | 96.71 |
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| Coca-Cola Company (KO) | 0.9 | $1.3M | 28k | 45.85 |
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| Starbucks Corporation (SBUX) | 0.9 | $1.3M | 22k | 57.39 |
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| PowerShares Fin. Preferred Port. | 0.9 | $1.3M | 67k | 18.86 |
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| Blackstone | 0.9 | $1.2M | 39k | 32.00 |
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| Abbott Laboratories (ABT) | 0.9 | $1.2M | 21k | 57.04 |
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| iShares S&P MidCap 400 Index (IJH) | 0.9 | $1.2M | 6.4k | 189.63 |
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| Alphabet Inc Class C cs (GOOG) | 0.9 | $1.2M | 1.2k | 1045.57 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.9 | $1.2M | 37k | 32.99 |
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| Mondelez Int (MDLZ) | 0.8 | $1.1M | 27k | 42.78 |
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| Intel Corporation (INTC) | 0.8 | $1.1M | 24k | 46.14 |
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| Raytheon Company | 0.8 | $1.1M | 5.8k | 187.73 |
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| UnitedHealth (UNH) | 0.8 | $1.1M | 4.9k | 220.40 |
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| Cisco Systems (CSCO) | 0.8 | $1.0M | 27k | 38.28 |
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| Vanguard Materials ETF (VAW) | 0.8 | $1.0M | 7.7k | 136.63 |
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| Chevron Corporation (CVX) | 0.7 | $1.0M | 8.3k | 125.12 |
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| Gilead Sciences (GILD) | 0.7 | $1.0M | 15k | 71.59 |
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| priceline.com Incorporated | 0.7 | $1.0M | 592.00 | 1736.49 |
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| Enterprise Products Partners (EPD) | 0.7 | $1.0M | 39k | 26.48 |
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| Wells Fargo & Company (WFC) | 0.7 | $1.0M | 17k | 60.64 |
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| Capital One Financial (COF) | 0.7 | $1.0M | 10k | 99.56 |
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| Global X Fds glb x mlp enr | 0.7 | $999k | 74k | 13.58 |
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| Medtronic (MDT) | 0.7 | $1.0M | 12k | 80.72 |
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| Paypal Holdings (PYPL) | 0.7 | $976k | 13k | 73.58 |
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| Duke Energy (DUK) | 0.7 | $962k | 11k | 84.04 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.7 | $939k | 11k | 83.79 |
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| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.7 | $935k | 15k | 64.44 |
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| Pimco Total Return Etf totl (BOND) | 0.7 | $901k | 8.5k | 105.95 |
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| CNA Financial Corporation (CNA) | 0.6 | $873k | 17k | 53.02 |
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| Db-x Msci Eafe Currency-hedged (DBEF) | 0.6 | $869k | 27k | 31.77 |
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| Berkshire Hathaway (BRK.B) | 0.6 | $856k | 4.3k | 198.10 |
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| CenterPoint Energy (CNP) | 0.6 | $844k | 30k | 28.33 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $840k | 8.0k | 104.52 |
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| Six Flags Entertainment (SIX) | 0.6 | $798k | 12k | 66.51 |
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| Ishares Inc core msci emkt (IEMG) | 0.6 | $792k | 14k | 56.90 |
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| Starwood Property Trust (STWD) | 0.6 | $766k | 36k | 21.33 |
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| Dominion Resources (D) | 0.6 | $766k | 9.5k | 81.01 |
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| Pepsi (PEP) | 0.6 | $774k | 6.5k | 119.80 |
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| Carlyle Group | 0.6 | $762k | 33k | 22.90 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $756k | 2.4k | 320.75 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.5 | $751k | 9.5k | 79.27 |
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| McDonald's Corporation (MCD) | 0.5 | $736k | 4.3k | 172.04 |
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| Vector (VGR) | 0.5 | $742k | 33k | 22.38 |
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| Weingarten Realty Investors | 0.5 | $738k | 23k | 32.83 |
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| Alphabet Inc Class A cs (GOOGL) | 0.5 | $744k | 707.00 | 1052.33 |
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| Cognizant Technology Solutions (CTSH) | 0.5 | $723k | 10k | 70.96 |
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| Monster Beverage Corp (MNST) | 0.5 | $720k | 11k | 63.21 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $713k | 15k | 47.08 |
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| Digital Realty Trust (DLR) | 0.5 | $709k | 6.2k | 113.88 |
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| Magellan Midstream Partners | 0.5 | $718k | 10k | 70.92 |
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| BlackRock | 0.5 | $692k | 1.3k | 513.35 |
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| CVS Caremark Corporation (CVS) | 0.5 | $697k | 9.6k | 72.45 |
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| Ford Motor Company (F) | 0.5 | $687k | 55k | 12.49 |
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| Accenture (ACN) | 0.5 | $689k | 4.5k | 152.91 |
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| Ishares Tr eafe min volat (EFAV) | 0.5 | $646k | 8.9k | 72.94 |
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| Broad | 0.5 | $642k | 2.5k | 256.90 |
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| Automatic Data Processing (ADP) | 0.5 | $631k | 5.4k | 117.13 |
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| CenturyLink | 0.5 | $631k | 38k | 16.65 |
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| McKesson Corporation (MCK) | 0.5 | $632k | 4.1k | 155.82 |
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| Schwab Emerging Markets Equity ETF (SCHE) | 0.5 | $633k | 23k | 27.91 |
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| Yum! Brands (YUM) | 0.4 | $612k | 7.5k | 81.55 |
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| Amgen (AMGN) | 0.4 | $609k | 3.5k | 173.70 |
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| Biogen Idec (BIIB) | 0.4 | $621k | 2.0k | 318.14 |
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| Time Warner | 0.4 | $598k | 6.5k | 91.42 |
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| Union Pacific Corporation (UNP) | 0.4 | $603k | 4.5k | 133.94 |
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| Merck & Co (MRK) | 0.4 | $602k | 11k | 56.23 |
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| Pilgrim's Pride Corporation (PPC) | 0.4 | $584k | 19k | 31.03 |
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| Monsanto Company | 0.4 | $577k | 4.9k | 116.66 |
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| iShares Russell 1000 Value Index (IWD) | 0.4 | $576k | 4.6k | 124.16 |
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| Williams Partners | 0.4 | $573k | 15k | 38.74 |
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| iShares Russell 1000 Growth Index (IWF) | 0.4 | $561k | 4.2k | 134.50 |
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| Phillips 66 (PSX) | 0.4 | $564k | 5.6k | 101.15 |
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| Waters Corporation (WAT) | 0.4 | $549k | 2.8k | 193.17 |
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| Apollo Global Management 'a' | 0.4 | $546k | 16k | 33.45 |
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| Cedar Fair | 0.4 | $525k | 8.1k | 64.88 |
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| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.4 | $534k | 6.1k | 87.13 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $534k | 7.0k | 76.77 |
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| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.4 | $535k | 8.9k | 60.21 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.4 | $525k | 8.0k | 66.04 |
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| American Electric Power Company (AEP) | 0.4 | $506k | 6.9k | 73.51 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $500k | 7.1k | 70.23 |
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| SYSCO Corporation (SYY) | 0.3 | $494k | 8.1k | 60.68 |
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| Travelers Companies (TRV) | 0.3 | $483k | 3.6k | 135.37 |
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| Facebook Inc cl a (META) | 0.3 | $482k | 2.7k | 176.43 |
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| Danaher Corporation (DHR) | 0.3 | $471k | 5.1k | 92.70 |
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| PowerShares QQQ Trust, Series 1 | 0.3 | $471k | 3.0k | 155.55 |
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| Southern Company (SO) | 0.3 | $463k | 9.6k | 48.04 |
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| Macquarie Infrastructure Company | 0.3 | $449k | 7.0k | 64.16 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.3 | $444k | 2.6k | 169.98 |
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| Tupperware Brands Corporation (TUPBQ) | 0.3 | $434k | 6.9k | 62.58 |
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| Spectra Energy Partners | 0.3 | $439k | 11k | 39.54 |
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| Pimco Etf Tr 0-5 high yield (HYS) | 0.3 | $434k | 4.3k | 100.28 |
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| AstraZeneca (AZN) | 0.3 | $420k | 12k | 34.67 |
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| American International (AIG) | 0.3 | $422k | 7.1k | 59.47 |
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| Ishares Trust Barclays (CMBS) | 0.3 | $414k | 8.1k | 51.22 |
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| Comcast Corporation (CMCSA) | 0.3 | $399k | 10k | 40.02 |
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| Wal-Mart Stores (WMT) | 0.3 | $400k | 4.1k | 98.69 |
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| Stryker Corporation (SYK) | 0.3 | $403k | 2.6k | 154.47 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.3 | $408k | 2.7k | 153.33 |
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| iShares Morningstar Mid Value Idx (IMCV) | 0.3 | $402k | 2.5k | 159.40 |
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| iShares Dow Jones US Technology (IYW) | 0.3 | $401k | 2.5k | 162.61 |
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| Ecolab (ECL) | 0.3 | $387k | 2.9k | 133.91 |
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| Nu Skin Enterprises (NUS) | 0.3 | $387k | 5.7k | 68.21 |
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| Applied Materials (AMAT) | 0.3 | $389k | 7.6k | 51.01 |
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| salesforce (CRM) | 0.3 | $379k | 3.7k | 102.18 |
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| iShares S&P MidCap 400 Growth (IJK) | 0.3 | $376k | 1.7k | 215.47 |
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| iShares Dow Jones US Consumer Ser. (IYC) | 0.3 | $382k | 2.1k | 178.84 |
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| Vanguard REIT ETF (VNQ) | 0.3 | $375k | 4.5k | 82.85 |
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| Valero Energy Corporation (VLO) | 0.3 | $360k | 3.9k | 91.74 |
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| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.3 | $370k | 7.1k | 52.13 |
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| iShares Dow Jones US Financial (IYF) | 0.3 | $369k | 3.1k | 119.15 |
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| iShares Dow Jones US Healthcare (IYH) | 0.3 | $361k | 2.1k | 174.14 |
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| Tapestry (TPR) | 0.3 | $368k | 8.3k | 44.20 |
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| Boeing Company (BA) | 0.2 | $356k | 1.2k | 294.70 |
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| iShares S&P 500 Index (IVV) | 0.2 | $344k | 1.3k | 268.54 |
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| Clorox Company (CLX) | 0.2 | $347k | 2.3k | 148.67 |
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| iShares Russell 2000 Index (IWM) | 0.2 | $348k | 2.3k | 152.23 |
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| Walt Disney Company (DIS) | 0.2 | $332k | 3.1k | 107.44 |
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| Schwab Strategic Tr cmn (SCHV) | 0.2 | $334k | 6.1k | 54.62 |
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| Powershares Senior Loan Portfo mf | 0.2 | $331k | 14k | 22.97 |
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| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.2 | $330k | 6.1k | 54.22 |
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| Two Hbrs Invt Corp Com New reit | 0.2 | $340k | 21k | 16.23 |
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| General Electric Company | 0.2 | $325k | 19k | 17.40 |
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| Old Republic International Corporation (ORI) | 0.2 | $317k | 15k | 21.35 |
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| iShares Dow Jones US Consumer Goods (IYK) | 0.2 | $320k | 2.5k | 126.48 |
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| Martin Marietta Materials (MLM) | 0.2 | $307k | 1.4k | 221.02 |
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| Nextera Energy (NEE) | 0.2 | $289k | 1.9k | 155.96 |
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| Qualcomm (QCOM) | 0.2 | $289k | 4.5k | 63.99 |
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| Oracle Corporation (ORCL) | 0.2 | $292k | 6.2k | 47.27 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $291k | 845.00 | 344.38 |
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| 3M Company (MMM) | 0.2 | $279k | 1.2k | 234.65 |
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| Microchip Technology (MCHP) | 0.2 | $275k | 3.1k | 87.78 |
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| Colgate-Palmolive Company (CL) | 0.2 | $280k | 3.7k | 75.37 |
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| British American Tobac (BTI) | 0.2 | $278k | 4.2k | 66.91 |
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| GlaxoSmithKline | 0.2 | $267k | 7.5k | 35.43 |
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| AmeriGas Partners | 0.2 | $264k | 5.7k | 46.15 |
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| Jp Morgan Alerian Mlp Index | 0.2 | $263k | 9.6k | 27.45 |
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| BHP Billiton | 0.2 | $246k | 6.1k | 40.22 |
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| Corning Incorporated (GLW) | 0.2 | $247k | 7.7k | 31.97 |
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| ConocoPhillips (COP) | 0.2 | $255k | 4.7k | 54.84 |
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| General Mills (GIS) | 0.2 | $257k | 4.4k | 59.08 |
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| Xcel Energy (XEL) | 0.2 | $258k | 5.4k | 48.10 |
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| iShares Lehman Aggregate Bond (AGG) | 0.2 | $249k | 2.3k | 108.92 |
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| WisdomTree Intl. MidCap Dividend F (DIM) | 0.2 | $254k | 3.7k | 68.93 |
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| Ishares Tr s^p gtfidx etf (WOOD) | 0.2 | $249k | 3.5k | 70.94 |
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| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.2 | $258k | 7.2k | 35.88 |
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| Bristol Myers Squibb (BMY) | 0.2 | $235k | 3.8k | 61.25 |
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| International Business Machines (IBM) | 0.2 | $234k | 1.5k | 153.04 |
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| Nike (NKE) | 0.2 | $231k | 3.7k | 62.40 |
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| iShares Dow Jones US Energy Sector (IYE) | 0.2 | $238k | 6.0k | 39.62 |
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| Electronic Arts (EA) | 0.2 | $224k | 2.1k | 104.62 |
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| Altria (MO) | 0.2 | $218k | 3.1k | 71.13 |
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| Unilever (UL) | 0.2 | $218k | 4.0k | 55.19 |
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| American Express Company (AXP) | 0.1 | $204k | 2.1k | 99.17 |
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| T. Rowe Price (TROW) | 0.1 | $207k | 2.0k | 104.44 |
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| Bce (BCE) | 0.1 | $206k | 4.3k | 47.95 |
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| PPL Corporation (PPL) | 0.1 | $203k | 6.6k | 30.85 |
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| Express Scripts Holding | 0.1 | $216k | 2.9k | 74.59 |
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| Baker Hughes A Ge Company (BKR) | 0.1 | $200k | 6.3k | 31.64 |
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| AES Corporation (AES) | 0.1 | $179k | 17k | 10.77 |
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| Mattel (MAT) | 0.1 | $185k | 12k | 15.36 |
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| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.1 | $187k | 14k | 13.85 |
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| Annaly Capital Management | 0.1 | $158k | 13k | 11.82 |
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| Federated Premier Municipal Income (FMN) | 0.1 | $150k | 11k | 14.03 |
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| Cys Investments | 0.1 | $117k | 15k | 7.98 |
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| Nuveen Mun 2021 Target Term | 0.1 | $94k | 10k | 9.40 |
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| Neoprobe | 0.0 | $11k | 33k | 0.34 |
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Past Filings by Aurora Financial Advisors
SEC 13F filings are viewable for Aurora Financial Advisors going back to 2017
- Aurora Financial Advisors 2017 Q4 filed March 16, 2018