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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $271M AUM 808 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 169 Added 135 Reduced
Page 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BIZD VANECK BDC INCOME ETF 883.0 $13K 0.01% +23.0 +2.7% $14.94 -15.9%
142 NTRS NORTHERN TR CORP COM Financial Services 98.0 $13K 0.01% +90.0 +1125.0% $134.60 +26.3%
143 WRB BERKLEY W R CORP COM Financial Services 169.0 $13K 0.01% +160.0 +1777.8% $76.62 -11.9%
144 NTAP NETAPP INC COM Technology 102.0 $12K 0.00% +1.0 +1.0% $118.41 +17.3%
145 SJM SMUCKER J M CO COM NEW Consumer Defensive 103.0 $11K 0.00% +1.0 +1.0% $108.44 -5.6%
146 PCG PG&E CORP COM Utilities 729.0 $11K 0.00% +619.0 +562.7% $15.08 +8.9%
147 APP APPLOVIN CORP COM CL A Technology 15.0 $11K 0.00% +12.0 +400.0% $718.53 -28.4%
148 IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 309.0 $10K 0.00% +3.0 +1.0% $33.47 +4.8%
149 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 33.0 $10K 0.00% +31.0 +1550.0% $305.42 +2.6%
150 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 189.0 $9K 0.00% +2.0 +1.1% $49.50 +1.5%
151 BXMT BLACKSTONE MTG TR INC COM CL A Real Estate 502.0 $9K 0.00% +12.0 +2.5% $18.41 -0.9%
152 BLACKROCK MUNIYIELD QUALITY FD COM 826.0 $8K 0.00% +13.0 +1.6% $10.03
153 NNE NANO NUCLEAR ENERGY INC COM Industrials 200.0 $8K 0.00% +136.0 +212.5% $38.56 -24.6%
154 KKR KKR & CO INC COM Financial Services 57.0 $7K 0.00% +40.0 +235.3% $129.95 -26.9%
155 MIDCAP FINANCIAL INVSTMNT CORP COM NEW 599.0 $7K 0.00% +18.0 +3.1% $11.99
156 PFLT PENNANTPARK FLOATING RATE CAP COM Financial Services 775.0 $7K 0.00% +23.0 +3.1% $8.89 -8.2%
157 AAL AMERICAN AIRLS GROUP INC COM Industrials 599.0 $7K 0.00% +315.0 +110.9% $11.24 +32.1%
158 OXY OCCIDENTAL PETE CORP COM Energy 131.0 $6K 0.00% +1.0 +0.8% $47.27 +21.5%
159 CSX CSX CORP COM Industrials 174.0 $6K 0.00% +157.0 +923.5% $35.51 +31.3%
160 PFFR INFRACAP REIT PREFERRED ETF 319.0 $6K 0.00% +6.0 +1.9% $18.69 -5.0%
Page 8 of 9  ·  169 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 42.5%
Financial Services 12.4%
Communication Services 10.9%
Consumer Cyclical 9.6%
Healthcare 6.9%
Industrials 6.6%
Consumer Defensive 3.6%
Utilities 2.7%
Energy 2.7%
Basic Materials 1.7%