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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $278M AUM 859 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New 176 Added 192 Reduced 46 Exited
Page 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BIIB BIOGEN INC COM Healthcare 273.0 $48K 0.02% -94.0 -25.6% $175.99 +9.7%
122 BP BP PLC SPONSORED ADR Energy 1,352.0 $47K 0.02% -188.0 -12.2% $34.73 +22.8%
123 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 457.0 $44K 0.02% -11.0 -2.4% $96.16 -2.0%
124 AMAT APPLIED MATLS INC COM Technology 170.0 $44K 0.02% -3.0 -1.7% $256.99 +77.0%
125 DXCM DEXCOM INC COM Healthcare 649.0 $43K 0.01% -16.0 -2.4% $66.37 +8.5%
126 NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS Consumer Cyclical 1,901.0 $42K 0.01% -300.0 -13.6% $22.32 -23.4%
127 PYPL PAYPAL HLDGS INC COM Financial Services 699.0 $41K 0.01% -190.0 -21.4% $58.42 -24.4%
128 IT GARTNER INC COM Technology 160.0 $40K 0.01% -83.0 -34.2% $252.28 -37.4%
129 UNILEVER PLC SPON ADR NEW 612.0 $40K 0.01% -207.0 -25.3% $65.35
130 ANNALY CAPITAL MANAGEMENT INC COM NEW 1,753.0 $39K 0.01% -276.0 -13.6% $22.36
131 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 1,127.0 $39K 0.01% -11.0 -1.0% $34.46 -30.9%
132 CCI CROWN CASTLE INC COM Real Estate 434.0 $39K 0.01% -84.0 -16.2% $88.87 +2.0%
133 CANADIAN PACIFIC KANSAS CITY COM 501.0 $37K 0.01% -677.0 -57.5% $73.66
134 LEU CENTRUS ENERGY CORP CL A Energy 123.0 $30K 0.01% -81.0 -39.7% $242.76 -24.5%
135 BWXT BWX TECHNOLOGIES INC COM Industrials 166.0 $29K 0.01% -105.0 -38.8% $172.84 +18.2%
136 QUBT QUANTUM COMPUTING INC COM Technology 2,525.0 $26K 0.01% -1K -30.5% $10.26 +13.8%
137 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 700.0 $26K 0.01% -94.0 -11.8% $36.85 +19.1%
138 ROKU ROKU INC COM CL A Communication Services 236.0 $26K 0.01% -100.0 -29.8% $108.49 +17.6%
139 PAYX PAYCHEX INC COM Industrials 217.0 $24K 0.01% -26.0 -10.7% $111.99 -15.3%
140 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 74.0 $23K 0.01% -13.0 -14.9% $310.24 +20.5%
Page 7 of 10  ·  192 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 42.0%
Financial Services 13.1%
Communication Services 10.6%
Consumer Cyclical 10.1%
Healthcare 7.3%
Industrials 6.2%
Consumer Defensive 3.7%
Energy 2.6%
Utilities 2.3%
Basic Materials 1.6%