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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $278M AUM 859 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New 176 Added 192 Reduced 46 Exited
Page 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 6,964.0 $115K 0.04% +267.0 +4.0% $16.49 +18.9%
62 KO COCA COLA CO COM Consumer Defensive 1,640.0 $115K 0.04% +23.0 +1.4% $69.91 +15.1%
63 FSK FS KKR CAP CORP COM Financial Services 7,611.0 $113K 0.04% +500.0 +7.0% $14.81 -26.9%
64 MCK MCKESSON CORP COM Healthcare 136.0 $112K 0.04% +9.0 +7.1% $820.29 -8.0%
65 ECL ECOLAB INC COM Basic Materials 368.0 $97K 0.04% +4.0 +1.1% $262.58 -3.2%
66 COIN COINBASE GLOBAL INC COM CL A Financial Services 402.0 $91K 0.03% +77.0 +23.7% $226.14 -20.4%
67 FNV FRANCO NEV CORP COM Basic Materials 385.0 $80K 0.03% +218.0 +130.5% $207.28 +10.6%
68 VMC VULCAN MATLS CO COM Basic Materials 252.0 $72K 0.03% +3.0 +1.2% $285.22 -5.7%
69 AEP AMERICAN ELEC PWR CO INC COM Utilities 623.0 $72K 0.03% +5.0 +0.8% $115.31 +13.5%
70 KMI KINDER MORGAN INC DEL COM Energy 2,589.0 $71K 0.03% +171.0 +7.1% $27.49 +19.6%
71 DDOG DATADOG INC CL A COM Technology 499.0 $68K 0.02% +5.0 +1.0% $135.99 +64.5%
72 CNC CENTENE CORP DEL COM Healthcare 1,646.0 $68K 0.02% +885.0 +116.3% $41.15 +39.1%
73 PSX PHILLIPS 66 COM Energy 520.0 $67K 0.02% +29.0 +5.9% $129.04 +34.7%
74 CSX CSX CORP COM Industrials 1,743.0 $63K 0.02% +2K +901.7% $36.24 +28.6%
75 ASTS AST SPACEMOBILE INC COM CL A Technology 868.0 $63K 0.02% +258.0 +42.3% $72.63 +64.8%
76 ROST ROSS STORES INC COM Consumer Cyclical 336.0 $61K 0.02% +280.0 +500.0% $180.14 +30.3%
77 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 104.0 $60K 0.02% +5.0 +5.0% $580.71 -8.8%
78 TOL TOLL BROTHERS INC COM Consumer Cyclical 440.0 $60K 0.02% +28.0 +6.8% $135.24 +1.9%
79 EMR EMERSON ELEC CO COM Industrials 444.0 $59K 0.02% +105.0 +31.0% $132.66 +6.3%
80 SBUX STARBUCKS CORP COM Consumer Cyclical 671.0 $56K 0.02% +94.0 +16.3% $84.17 +20.5%
Page 4 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 13.1%
Communication Services 10.6%
Consumer Cyclical 10.1%
Healthcare 7.3%
Industrials 6.2%
Consumer Defensive 3.7%
Energy 2.6%
Utilities 2.3%
Basic Materials 1.6%