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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 9 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EW EDWARDS LIFESCIENCES CORP COM Healthcare 84.0 $7K 0.00% -8.0 -8.7% $85.25 +2.7%
162 SRE SEMPRA COM Utilities 80.0 $7K 0.00% -72.0 -47.4% $88.29 +3.7%
163 MAT MATTEL INC COM Consumer Cyclical 350.0 $7K 0.00% -60.0 -14.6% $19.84 -24.0%
164 SOUTH BOW CORP COM 246.0 $7K 0.00% -40.0 -14.0% $27.47
165 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 71.0 $6K 0.00% -40.0 -36.0% $83.00 -37.6%
166 FCX FREEPORT-MCMORAN INC CL B Basic Materials 112.0 $6K 0.00% -121.0 -51.9% $50.79 +26.7%
167 GEOS GEOSPACE TECHNOLOGIES CORP COM Energy 324.0 $5K 0.00% -1K -80.9% $16.91 -49.1%
168 OLED UNIVERSAL DISPLAY CORP COM Technology 44.0 $5K 0.00% -155.0 -77.9% $116.77 -20.0%
169 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 50.0 $4K 0.00% -75.0 -60.0% $84.64 +14.4%
170 TEAM ATLASSIAN CORPORATION CL A Technology 24.0 $4K 0.00% -19.0 -44.2% $162.12 -47.6%
171 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 100.0 $4K 0.00% -150.0 -60.0% $38.32 +9.7%
172 FIS FIDELITY NATL INFORMATION SVCS COM Technology 56.0 $4K 0.00% -76.0 -57.6% $66.75 -36.7%
173 CARR CARRIER GLOBAL CORPORATION COM Industrials 70.0 $4K 0.00% -87.0 -55.4% $52.84 +22.8%
174 NIO NIO INC SPON ADS Consumer Cyclical 623.0 $3K 0.00% -128.0 -17.0% $5.10 +3.0%
175 BBEU JPMORGAN BETABUILDERS EUROPE ETF 43.0 $3K 0.00% -15.0 -25.9% $73.30 +6.9%
176 ALC ALCON AG ORD SHS Healthcare 39.0 $3K 0.00% -10.0 -20.4% $78.82 -14.1%
177 BLUE OWL CAPITAL CORPORATION COM 246.0 $3K 0.00% -15K -98.3% $12.43
178 RGEN REPLIGEN CORP COM Healthcare 18.0 $3K 0.00% -22.0 -55.0% $163.83 -29.7%
179 ARKG ARK GENOMIC REVOLUTION ETF 100.0 $3K 0.00% -30.0 -23.1% $28.97 +8.0%
180 TDOC TELADOC HEALTH INC COM Healthcare 400.0 $3K 0.00% -70.0 -14.9% $7.00 -5.9%
Page 9 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%