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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 7 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 B BARRICK MNG CORP COM SHS Basic Materials 262.0 $11K 0.00% +31.0 +13.4% $43.55 -3.3%
122 TGT TARGET CORP COM Consumer Defensive 110.0 $11K 0.00% +6.0 +5.8% $97.83 +28.2%
123 TDY TELEDYNE TECHNOLOGIES INC COM Technology 21.0 $11K 0.00% +19.0 +950.0% $510.71 +23.0%
124 IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 314.0 $11K 0.00% +5.0 +1.6% $33.95 +3.4%
125 SJM SMUCKER J M CO COM NEW Consumer Defensive 104.0 $10K 0.00% +1.0 +1.0% $97.77 +4.7%
126 BXMT BLACKSTONE MTG TR INC COM CL A Real Estate 515.0 $10K 0.00% +13.0 +2.6% $19.13 -4.7%
127 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 191.0 $9K 0.00% +2.0 +1.1% $48.12 +4.4%
128 USAR USA RARE EARTH INC COM Basic Materials 767.0 $9K 0.00% +517.0 +206.8% $11.90 +133.0%
129 STE STERIS PLC SHS USD Healthcare 36.0 $9K 0.00% +20.0 +125.0% $253.53 -14.7%
130 GWW WW GRAINGER INC COM Industrials 9.0 $9K 0.00% +1.0 +12.5% $1009.00 +23.8%
131 PRGO PERRIGO CO PLC SHS Healthcare 642.0 $9K 0.00% +14.0 +2.2% $13.92 -22.4%
132 PODD INSULET CORP COM Healthcare 31.0 $9K 0.00% +19.0 +158.3% $284.23 -45.9%
133 KKR KKR & CO INC COM Financial Services 67.0 $9K 0.00% +10.0 +17.5% $127.48 -25.5%
134 BLACKROCK MUNIYIELD QUALITY FD COM 839.0 $8K 0.00% +13.0 +1.6% $10.05
135 SYM SYMBOTIC INC CLASS A COM Industrials 136.0 $8K 0.00% +24.0 +21.4% $59.50 -11.1%
136 MET METLIFE INC COM Financial Services 95.0 $7K 0.00% +10.0 +11.8% $78.94 +5.5%
137 PFLT PENNANTPARK FLOATING RATE CAP COM Financial Services 801.0 $7K 0.00% +26.0 +3.4% $9.27 -12.0%
138 MIND TECHNOLOGY INC COM NEW 842.0 $7K 0.00% +321.0 +61.6% $8.79
139 RCAT RED CAT HLDGS INC COM Technology 910.0 $7K 0.00% +550.0 +152.8% $7.93 +23.2%
140 MIDCAP FINANCIAL INVSTMNT CORP COM NEW 619.0 $7K 0.00% +20.0 +3.3% $11.44
Page 7 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%