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Phreesia shares owned by Aventus Investment Advisors

Quarter-by-quarter ownership of Phreesia (PHR) shares owned by Aventus Investment Advisors from 13F filings

Historical chart of Aventus Investment Advisors investment in Phreesia

Tip: Access up to 7 years of quarterly data

All positions including Phreesia held by Aventus Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phreesia by Aventus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.4k 320 16.92

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Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Vanguard Short-term Treasury Etf Etf (VGSH)
State Street Financial Select Sector Spdr Etf Etf (XLF)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
State Street Health Care Select Sector Spdr Etf Etf (XLV)
Ishares Core High Dividend Etf Etf (HDV)
Vanguard Growth Etf Etf (VUG)

View all positions for Aventus Investment Advisors

Top funds holding Phreesia

Vanguard Group
BlackRock
FMR
Greenhouse Funds L
Capital Research and Management Company - Division 3
Champlain Investment Partners
Nuveen
Ubs Global Asset Management Americas
Franklin Resources
State Street Corporation
Granahan Investment Management
Geode Capital Management
Loomis, Sayles and
Deerfield Management Company
Millennium Management

View all funds holding Phreesia