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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KDP KEURIG DR PEPPER INC COM Consumer Defensive 223.0 $6K 0.00% -60.0 -21.2% $25.51 +14.1%
122 EXACT SCIENCES CORP COM 90.0 $5K 0.00% -15.0 -14.3% $54.71
123 CONFLUENT INC CLASS A COM 247.0 $5K 0.00% -434.0 -63.7% $19.80
124 PWR QUANTA SVCS INC COM Industrials 8.0 $3K 0.00% -2.0 -20.0% $414.38 +74.6%
125 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 41.0 $3K 0.00% -561.0 -93.2% $73.49 +0.8%
126 KVUE KENVUE INC COM Consumer Defensive 177.0 $3K 0.00% -3K -94.7% $16.23 +8.0%
127 DOW DOW INC COM Basic Materials 109.0 $2K 0.00% -34.0 -23.8% $22.93 +57.1%
128 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 25.0 $2K 0.00% -7.0 -21.9% $78.36 +12.0%
129 TRV TRAVELERS COMPANIES INC COM Financial Services 6.0 $2K 0.00% -260.0 -97.7% $279.17 +9.8%
130 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 17.0 $2K 0.00% -38.0 -69.1% $91.76 -0.2%
131 IJR ISHARES CORE S&P SMALL CAP ETF 12.0 $1K 0.00% -51.0 -81.0% $118.83 +15.6%
132 ALGN ALIGN TECHNOLOGY INC COM Healthcare 10.0 $1K -2.0 -16.7% $125.20 +30.7%
133 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 18.0 $1K -10.0 -35.7% $57.50 -47.6%
134 ES EVERSOURCE ENERGY COM Utilities 9.0 $640.0 -675.0 -98.7% $71.11 -1.6%
135 CTVA CORTEVA INC COM Basic Materials 8.0 $541.0 -34.0 -81.0% $67.62 +17.6%
Page 7 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%