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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTEGRA RES CORP COM 347.0 $1K NEW $4.01
42 CL COLGATE PALMOLIVE CO COM Consumer Defensive 15.0 $1K NEW $79.00 +14.4%
43 DC DAKOTA GOLD CORP COM Basic Materials 200.0 $1K NEW $5.68 -1.1%
44 PRU PRUDENTIAL FINL INC COM Financial Services 10.0 $1K NEW $112.90 -8.8%
45 IQVIA HLDGS INC COM 5.0 $1K NEW $225.40
46 AFL AFLAC INC COM Financial Services 10.0 $1K NEW $110.30 +6.4%
47 PCAR PACCAR INC COM Industrials 10.0 $1K NEW $109.50 +1.4%
48 AME AMETEK INC COM Industrials 5.0 $1K NEW $205.40 +11.2%
49 BDX BECTON DICKINSON & CO COM Healthcare 5.0 $970.0 NEW $194.00 -24.3%
50 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 40.0 $961.0 NEW $24.02 +58.3%
51 TRGP TARGA RES CORP COM Energy 5.0 $923.0 NEW $184.60 +47.4%
52 HAL HALLIBURTON CO COM Energy 30.0 $848.0 NEW $28.27 +45.2%
53 STLD STEEL DYNAMICS INC COM Basic Materials 5.0 $847.0 NEW $169.40 +47.3%
54 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 10.0 $839.0 NEW $83.90 +15.5%
55 BRO BROWN & BROWN INC COM Financial Services 10.0 $797.0 NEW $79.70 -27.6%
56 UDR UDR INC COM Real Estate 20.0 $734.0 NEW $36.70 +4.2%
57 ALB ALBEMARLE CORP COM Basic Materials 5.0 $707.0 NEW $141.40 +26.0%
58 MAA MID-AMER APT CMNTYS INC COM Real Estate 5.0 $695.0 NEW $139.00 -5.6%
59 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 5.0 $689.0 NEW $137.80 -2.0%
60 A AGILENT TECHNOLOGIES INC COM Healthcare 5.0 $680.0 NEW $136.00 -15.2%
Page 3 of 5  ·  97 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%