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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PATH UIPATH INC CL A Technology 200.0 $3K 0.00% +121.0 +153.2% $16.39 -32.3%
162 DOW DOW INC COM Basic Materials 119.0 $3K 0.00% +10.0 +9.2% $23.38 +50.9%
163 DD DUPONT DE NEMOURS INC COM Basic Materials 63.0 $3K 0.00% +5.0 +8.6% $40.21 +23.0%
164 ULTA ULTA BEAUTY INC COM Consumer Cyclical 4.0 $2K 0.00% +1.0 +33.3% $605.00 -14.7%
165 NRDY NERDY INC CL A COM Technology 2,249.0 $2K 0.00% +1K +192.5% $1.04 -20.1%
166 DT DYNATRACE INC COM NEW Technology 50.0 $2K 0.00% +30.0 +150.0% $43.34 -6.3%
167 MCO MOODYS CORP COM Financial Services 4.0 $2K 0.00% +1.0 +33.3% $510.75 -11.7%
168 TRV TRAVELERS COMPANIES INC COM Financial Services 7.0 $2K 0.00% +1.0 +16.7% $290.00 +5.1%
169 GIS GENERAL MLS INC COM Consumer Defensive 43.0 $2K 0.00% +5.0 +13.2% $46.51 -28.7%
170 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 42.0 $2K 0.00% +14.0 +50.0% $45.88 +0.3%
171 GEN GEN DIGITAL INC COM Technology 63.0 $2K 0.00% +10.0 +18.9% $27.19 -8.9%
172 DVN DEVON ENERGY CORP NEW COM Energy 43.0 $2K 0.00% +10.0 +30.3% $36.63 +23.2%
173 FDX FEDEX CORP COM Industrials 4.0 $1K +3.0 +300.0% $288.75 +38.5%
174 ES EVERSOURCE ENERGY COM Utilities 14.0 $943.0 +5.0 +55.6% $67.36 +3.5%
175 CTRA COTERRA ENERGY INC COM Energy 25.0 $658.0 +10.0 +66.7% $26.32 +23.7%
176 SOLV SOLVENTUM CORP COM SHS Healthcare 6.0 $475.0 +5.0 +500.0% $79.17 -3.7%
Page 9 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%