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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 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FISV FISERV INC COM Technology 2,086.0 $269K 0.10% -1K -36.4% $128.93 -55.7%
42 VZ VERIZON COMMUNICATIONS INC COM Communication Services 5,736.0 $252K 0.09% -176.0 -3.0% $43.95 +10.0%
43 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 2,217.0 $245K 0.09% -650.0 -22.7% $110.49 -0.2%
44 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 2,543.0 $227K 0.08% -1K -30.5% $89.32 -33.4%
45 REGN REGENERON PHARMACEUTICALS COM Healthcare 354.0 $199K 0.07% -74.0 -17.3% $562.31 +13.6%
46 WMB WILLIAMS COS INC COM Energy 3,086.0 $195K 0.07% -1K -30.9% $63.35 +23.9%
47 DIS DISNEY WALT CO COM Communication Services 1,678.0 $192K 0.07% -646.0 -27.8% $114.51 -10.1%
48 WDAY WORKDAY INC CL A Technology 715.0 $172K 0.06% -40.0 -5.3% $240.73 -46.8%
49 T AT&T INC COM Communication Services 5,960.0 $168K 0.06% -2K -28.5% $28.24 -10.6%
50 MO ALTRIA GROUP INC COM Consumer Defensive 2,416.0 $160K 0.06% -150.0 -5.8% $66.06 +11.9%
51 DHR DANAHER CORPORATION COM Healthcare 785.0 $156K 0.06% -3K -76.6% $198.36 -13.3%
52 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,058.0 $131K 0.05% -677.0 -39.0% $123.76 +1.5%
53 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 3,251.0 $127K 0.05% -723.0 -18.2% $39.19 -16.1%
54 AEE AMEREN CORP COM Utilities 1,159.0 $121K 0.04% -18.0 -1.5% $104.38 +6.6%
55 OTIS OTIS WORLDWIDE CORP COM Industrials 1,187.0 $109K 0.04% -1K -46.3% $91.41 -20.4%
56 KO COCA COLA CO COM Consumer Defensive 1,617.0 $107K 0.04% -442.0 -21.5% $66.32 +22.9%
57 ENB ENBRIDGE INC COM Energy 2,124.0 $107K 0.04% -2K -43.2% $50.46 +15.0%
58 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 666.0 $103K 0.04% -222.0 -25.0% $154.23 +11.4%
59 AMGN AMGEN INC COM Healthcare 360.0 $102K 0.04% -179.0 -33.2% $282.20 +20.2%
60 VIG VANGUARD DIVIDEND APPRECIATION ETF 426.0 $92K 0.03% -94.0 -18.1% $215.79 +8.0%
Page 3 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%