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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SWKS SKYWORKS SOLUTIONS INC COM Technology 5.0 $317.0 NEW $63.40 +33.0%
82 LKQ LKQ CORP COM Consumer Cyclical 10.0 $302.0 NEW $30.20 -10.9%
83 ROL ROLLINS INC COM Consumer Cyclical 5.0 $300.0 NEW $60.00 -11.5%
84 CFG CITIZENS FINL GROUP INC COM Financial Services 5.0 $292.0 NEW $58.40 +8.8%
85 ERIE ERIE INDTY CO CL A Financial Services 1.0 $287.0 NEW $287.00 -21.3%
86 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 1.0 $275.0 NEW $275.00 +16.0%
87 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW Financial Services 10.0 $272.0 NEW $27.20 -27.5%
88 BALL BALL CORP COM Consumer Cyclical 5.0 $265.0 NEW $53.00 +7.4%
89 LH LABCORP HOLDINGS INC COM SHS Healthcare 1.0 $251.0 NEW $251.00 +3.4%
90 BEN FRANKLIN RESOURCES INC COM Financial Services 10.0 $239.0 NEW $23.90 +31.3%
91 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 10.0 $237.0 NEW $23.70 +0.8%
92 FITB FIFTH THIRD BANCORP COM Financial Services 5.0 $234.0 NEW $46.80 +6.9%
93 BKR BAKER HUGHES COMPANY CL A Energy 5.0 $228.0 NEW $45.60 +47.4%
94 KIM KIMCO RLTY CORP COM Real Estate 10.0 $203.0 NEW $20.30 +19.6%
95 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 6.0 $200.0 NEW $33.33 -16.3%
96 SLB SLB LIMITED COM STK Energy 5.0 $192.0 NEW $38.40 +50.9%
97 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 5.0 $182.0 NEW $36.40 +5.4%
Page 5 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%