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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 8 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLOCK INC CL A 331.0 $22K 0.01% -295.0 -47.1% $65.09
142 TTD THE TRADE DESK INC COM CL A Technology 556.0 $21K 0.01% -1K -64.9% $37.96 -41.6%
143 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 251.0 $21K 0.01% -7.0 -2.7% $82.02 -21.8%
144 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 191.0 $20K 0.01% -10.0 -5.0% $102.10 +18.9%
145 SNY SANOFI SA SPONSORED ADR Healthcare 395.0 $19K 0.01% -59.0 -13.0% $48.46 -8.9%
146 BBJP JPMORGAN BETABUILDERS JAPAN ETF 278.0 $18K 0.01% -88.0 -24.0% $65.91 +14.5%
147 BBCA JPMORGAN BETABUILDERS CANADA ETF 197.0 $18K 0.01% -32.0 -14.0% $93.00 +8.3%
148 RITM RITHM CAPITAL CORP COM NEW Real Estate 1,640.0 $18K 0.01% -1K -38.9% $10.90 -15.0%
149 MDB MONGODB INC CL A Technology 41.0 $17K 0.01% -4.0 -8.9% $419.68 -26.8%
150 HUBS HUBSPOT INC COM Technology 38.0 $15K 0.01% -130.0 -77.4% $401.29 -50.7%
151 ESTC ELASTIC N V ORD SHS Technology 194.0 $15K 0.01% -373.0 -65.8% $75.44 -27.9%
152 CVE CENOVUS ENERGY INC COM Energy 839.0 $14K 0.01% -550.0 -39.6% $16.92 +70.9%
153 LNG CHENIERE ENERGY INC COM NEW Energy 73.0 $14K 0.01% -11.0 -13.1% $194.38 +20.4%
154 DX DYNEX CAP INC COM Real Estate 1,000.0 $14K 0.01% -1K -53.1% $14.01 -7.2%
155 EBAY EBAY INC. COM Consumer Cyclical 160.0 $14K 0.01% -35.0 -17.9% $87.10 +32.4%
156 GOVT ISHARES U.S. TREASURY BOND ETF 593.0 $14K 0.01% -22.0 -3.6% $23.03 -1.4%
157 VRT VERTIV HOLDINGS CO COM CL A Industrials 60.0 $10K 0.00% -54.0 -47.4% $162.02 +99.9%
158 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 26.0 $9K 0.00% -17.0 -39.5% $350.54 +10.6%
159 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 31.0 $9K 0.00% -2.0 -6.1% $293.58 +6.8%
160 BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 142.0 $8K 0.00% -38.0 -21.1% $56.30 +9.4%
Page 8 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%