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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 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEG CONSTELLATION ENERGY CORP COM Utilities 2,012.0 $662K 0.24% -227.0 -10.1% $329.12 -10.6%
22 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 13,476.0 $614K 0.23% -1K -8.6% $45.57 -0.8%
23 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 1,370.0 $613K 0.23% -211.0 -13.3% $447.23 -2.0%
24 PEP PEPSICO INC COM Consumer Defensive 4,347.0 $610K 0.23% -385.0 -8.1% $140.43 +7.2%
25 HON HONEYWELL INTL INC COM Industrials 2,698.0 $568K 0.21% -102.0 -3.6% $210.46 +8.3%
26 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 8,186.0 $551K 0.20% -566.0 -6.5% $67.31 +28.9%
27 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 8,497.0 $531K 0.20% -727.0 -7.9% $62.47 -1.1%
28 USB US BANCORP DEL COM NEW Financial Services 9,907.0 $479K 0.18% -624.0 -5.9% $48.33 +13.4%
29 MDT MEDTRONIC PLC SHS Healthcare 4,669.0 $445K 0.16% -38.0 -0.8% $95.24 -17.5%
30 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,174.0 $437K 0.16% -233.0 -9.7% $200.93 +9.1%
31 DLR DIGITAL RLTY TR INC COM Real Estate 2,285.0 $395K 0.15% -310.0 -11.9% $172.88 +11.1%
32 MRK MERCK & CO INC COM Healthcare 4,417.0 $371K 0.14% -68.0 -1.5% $83.93 +45.8%
33 INGERSOLL RAND INC COM 4,309.0 $356K 0.13% -989.0 -18.7% $82.62
34 XEL XCEL ENERGY INC COM Utilities 4,363.0 $352K 0.13% -515.0 -10.6% $80.65 +0.5%
35 ADBE ADOBE INC COM Technology 950.0 $335K 0.12% -1K -58.0% $352.75 -30.6%
36 CVX CHEVRON CORP NEW COM Energy 2,142.0 $333K 0.12% -217.0 -9.2% $155.29 +23.3%
37 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 2,293.0 $323K 0.12% -405.0 -15.0% $140.80 +49.5%
38 CMCSA COMCAST CORP NEW CL A Communication Services 10,012.0 $315K 0.12% -238.0 -2.3% $31.42 -19.8%
39 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 590.0 $286K 0.11% -47.0 -7.4% $485.05 -7.6%
40 MUB ISHARES NATIONAL MUNI BOND ETF 2,641.0 $281K 0.10% -40.0 -1.5% $106.49 -0.3%
Page 2 of 7  ·  135 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%