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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENTERGY CORP NEW COM 962.0 $90K 0.03% -2K -67.5% $93.14
62 HUBS HUBSPOT INC COM Technology 168.0 $79K 0.03% -22.0 -11.6% $467.80 -56.8%
63 TRP TC ENERGY CORP COM Energy 1,431.0 $78K 0.03% -1K -43.3% $54.41 +30.3%
64 TTD THE TRADE DESK INC COM CL A Technology 1,584.0 $78K 0.03% -108.0 -6.4% $49.01 -54.3%
65 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 1,360.0 $72K 0.03% -782.0 -36.5% $53.08 +23.1%
66 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 878.0 $70K 0.03% -669.0 -43.2% $79.89 +44.6%
67 AEP AMERICAN ELEC PWR CO INC COM Utilities 618.0 $70K 0.03% -508.0 -45.1% $112.50 +17.0%
68 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 3,914.0 $68K 0.03% -347.0 -8.1% $17.27 -7.8%
69 D DOMINION ENERGY INC COM Utilities 1,083.0 $66K 0.02% -978.0 -47.5% $61.17 +10.6%
70 GILD GILEAD SCIENCES INC COM Healthcare 574.0 $64K 0.02% -621.0 -52.0% $111.07 +21.0%
71 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 859.0 $62K 0.02% -931.0 -52.0% $72.67 +19.2%
72 PYPL PAYPAL HLDGS INC COM Financial Services 889.0 $60K 0.02% -17.0 -1.9% $67.06 -34.0%
73 VUG VANGUARD GROWTH ETF 123.0 $59K 0.02% -30.0 -19.6% $479.61 -81.7%
74 PPL PPL CORP COM Utilities 1,409.0 $52K 0.02% -865.0 -38.0% $37.16 -2.3%
75 BIIB BIOGEN INC COM Healthcare 367.0 $51K 0.02% -35.0 -8.7% $140.08 +38.3%
76 IEFA ISHARES CORE MSCI EAFE ETF 588.0 $51K 0.02% -169.0 -22.3% $87.31 +11.4%
77 CCI CROWN CASTLE INC COM Real Estate 518.0 $50K 0.02% -125.0 -19.4% $96.49 -5.2%
78 NKE NIKE INC CL B Consumer Cyclical 707.0 $49K 0.02% -134.0 -15.9% $69.73 -35.9%
79 SBUX STARBUCKS CORP COM Consumer Cyclical 577.0 $49K 0.02% -113.0 -16.4% $84.62 +21.8%
80 ESTC ELASTIC N V ORD SHS Technology 567.0 $48K 0.02% -145.0 -20.4% $84.49 -35.1%
Page 4 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%