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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 445.0 $46K 0.02% -254.0 -36.3% $103.04 +4.5%
82 EQIX EQUINIX INC COM Real Estate 58.0 $45K 0.02% -15.0 -20.6% $783.24 +38.2%
83 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 359.0 $45K 0.02% -381.0 -51.5% $124.34 -20.2%
84 EMR EMERSON ELEC CO COM Industrials 339.0 $44K 0.02% -179.0 -34.6% $130.99 +6.7%
85 TFC TRUIST FINL CORP COM Financial Services 940.0 $43K 0.02% -850.0 -47.5% $45.72 +6.0%
86 TTE TOTALENERGIES SE SPONSORED ADS Energy 661.0 $39K 0.01% -848.0 -56.2% $59.69 +51.7%
87 ALAB ASTERA LABS INC COM Technology 200.0 $39K 0.01% -4.0 -2.0% $195.80 +63.1%
88 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 446.0 $35K 0.01% -674.0 -60.2% $78.54 -1.3%
89 MBB ISHARES MBS ETF 365.0 $35K 0.01% -12.0 -3.2% $95.15 -0.9%
90 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 188.0 $33K 0.01% -83.0 -30.6% $177.93 -28.8%
91 PAYX PAYCHEX INC COM Industrials 243.0 $31K 0.01% -42.0 -14.7% $126.73 -24.7%
92 OLED UNIVERSAL DISPLAY CORP COM Technology 199.0 $29K 0.01% -4.0 -2.0% $143.63 -34.8%
93 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 298.0 $26K 0.01% -58.0 -16.3% $87.21 -47.8%
94 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 108.0 $26K 0.01% -135.0 -55.6% $239.64 -50.4%
95 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 397.0 $25K 0.01% -101.0 -20.3% $63.30 +10.7%
96 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 87.0 $23K 0.01% -6.0 -6.5% $260.44 +43.1%
97 O REALTY INCOME CORP COM Real Estate 366.0 $22K 0.01% -114.0 -23.8% $60.79 +2.7%
98 SNY SANOFI SA SPONSORED ADR Healthcare 454.0 $21K 0.01% -1K -74.4% $47.20 -6.0%
99 FSLR FIRST SOLAR INC COM Energy 94.0 $21K 0.01% -26.0 -21.7% $220.53 +22.2%
100 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 201.0 $20K 0.01% -105.0 -34.3% $99.51 +21.8%
Page 5 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%